Wade G W & Inc Incresed Positions in Q4 2023

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6
+ 0.75%
$1781.48 - $2340.0 $10.7K - $14K
805 $1.84M
FNDA
Schwab Fundamental U S Small C

ETFs
5.92K
+ 114.55%
$44.98 - $56.11 $266K - $332K
11.1K $614K
FNDF
Schwab Fundamental Intl Large

ETFs
5.38K
+ 6.85%
$30.23 - $33.77 $163K - $182K
84K $2.83M
VB
Vanguard Small Cap ETF

ETFs
990
+ 18.47%
$175.26 - $215.9 $174K - $214K
6.35K $1.36M
ADBE
Adobe Inc.

Technology
18
+ 0.49%
$507.03 - $633.66 $9.13K - $11.4K
3.71K $2.22M
O
Realty Income Corp

Real Estate
3.4K
+ 18.98%
$46.22 - $58.58 $157K - $199K
21.3K $1.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.76K
+ 29.81%
$32.37 - $37.01 $219K - $250K
29.4K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.12K
+ 4.17%
$64.84 - $78.27 $72.6K - $87.6K
27.9K $2.17M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
11.7K
+ 30.3%
$23.56 - $24.48 $276K - $287K
50.3K $1.23M
JPEM
Jp Morgan Diversified Return

ETFs
1.27K
+ 0.99%
$47.68 - $52.39 $60.3K - $66.3K
129K $6.73M
SPYG
Spdr Portfolio

ETFs
3.4K
+ 26.27%
$57.02 - $65.3 $194K - $222K
16.3K $1.06M
IWV
Ishares Russell 3000 ETF

ETFs
10
+ 0.1%
$234.36 - $274.87 $2.34K - $2.75K
9.74K $2.67M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.87K
+ 16.96%
$64.68 - $72.47 $186K - $208K
19.8K $1.43M
DSI
Ishares Msci Kld 400 Social Et

ETFs
802
+ 3.96%
$77.74 - $91.23 $62.3K - $73.2K
21.1K $1.92M
PAVE
Global X Fds Us Infrastructure

ETFs
1.28K
+ 2.61%
$28.26 - $34.82 $36.1K - $44.5K
50.3K $1.73M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$425.08 - $512.6 $425 - $513
4.18K $2.12M
IEMG
Ishares Inc

ETFs
1.65K
+ 3.97%
$45.74 - $50.64 $75.5K - $83.6K
43.2K $2.19M
SPGI
S&P Global Inc.

Financial Services
18
+ 0.78%
$342.48 - $441.84 $6.16K - $7.95K
2.31K $1.02M
FIW
First Trust Water ETF

ETFs
475
+ 4.27%
$77.3 - $95.37 $36.7K - $45.3K
11.6K $1.1M
GLP
Global Partners LP

Energy
1.24K
+ 6.88%
$28.35 - $42.66 $35.2K - $52.9K
19.3K $816K
ZS
Zscaler, Inc.

Technology
269
+ 15.01%
$151.46 - $225.02 $40.7K - $60.5K
2.06K $457K
SNN
Smith & Nephew PLC

Healthcare
4.41K
+ 19.73%
$21.55 - $27.43 $95K - $121K
26.8K $730K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
536
+ 6.07%
$148.58 - $204.5 $79.6K - $110K
9.36K $1.82M
VVV
Valvoline Inc

Energy
1.59K
+ 7.99%
$29.34 - $38.46 $46.7K - $61.2K
21.5K $809K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.94K
+ 6.03%
$37.83 - $41.78 $73.5K - $81.1K
34.1K $1.42M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
250
+ 33.03%
$343.0 - $410.68 $85.8K - $103K
1.01K $410K
NOC
Northrop Grumman Corp

Industrials
230
+ 17.9%
$420.07 - $490.76 $96.6K - $113K
1.52K $709K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.47K
+ 6.89%
$25.33 - $27.18 $88K - $94.4K
53.9K $1.46M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
584
+ 3.93%
$65.9 - $75.7 $38.5K - $44.2K
15.5K $1.17M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
86
+ 0.34%
$57.51 - $65.5 $4.95K - $5.63K
25.3K $1.66M
Kenvue Inc
2.08K
+ 3.29%
N/A
65.3K $1.41M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
229
+ 0.79%
$30.96 - $38.59 $7.09K - $8.84K
29.2K $1.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.22K
+ 20.38%
$44.12 - $47.93 $98.1K - $107K
13.1K $627K
REZ
Ishares Tr Residential And Mul

ETFs
1.13K
+ 22.13%
$61.4 - $74.46 $69.6K - $84.4K
6.25K $460K
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 3.92%
$150.86 - $169.78 $165K - $186K
29K $4.58M
TLT
Ishares Barclays 20+ Year Trea

ETFs
33
+ 0.33%
$82.77 - $100.51 $2.73K - $3.32K
10.1K $1M
SYY
Sysco Corp

Consumer Defensive
9
+ 0.06%
$62.69 - $75.34 $564 - $678
14.7K $1.08M
CMCSA
Comcast Corp

Communication Services
6.49K
+ 1.77%
$39.15 - $44.7 $254K - $290K
374K $16.4M
HONE
Harbor One Bancorp, Inc.

Financial Services
4
+ 0.01%
$9.2 - $12.3 $36.8 - $49.2
36.8K $441K
TGT
Target Corp

Consumer Defensive
197
+ 10.28%
$105.01 - $142.54 $20.7K - $28.1K
2.11K $301K
AMAT
Applied Materials Inc

Technology
106
+ 3.9%
$130.11 - $164.28 $13.8K - $17.4K
2.82K $457K
CB
Chubb LTD

Financial Services
12
+ 0.29%
$204.91 - $229.43 $2.46K - $2.75K
4.18K $946K
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 1.87%
$90.04 - $105.69 $9.99K - $11.7K
6.06K $637K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.11%
$184.53 - $236.53 $369 - $473
1.88K $445K
GILD
Gilead Sciences, Inc.

Healthcare
13
+ 0.11%
$73.27 - $83.09 $953 - $1.08K
11.9K $964K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
113
+ 3.52%
$85.41 - $104.7 $9.65K - $11.8K
3.32K $345K
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.13%
$97.07 - $109.74 $971 - $1.1K
7.67K $839K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 0.9%
$195.66 - $233.95 $4.11K - $4.91K
2.37K $550K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.07%
$47.61 - $55.91 $333 - $391
9.83K $547K
Activity Summary
Buys All Purchases 227 New Holdings 43 Increased Positions 184 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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