Wade G W & Inc Reduced Holdings in Q4 2023

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-154K
- 16.33%
$80.62 - $82.04 $12.4M - $12.6M
789K $64.7M
XOM
Exxon Mobil Corp

Energy
-1.33K
- 0.25%
$98.05 - $115.83 $131K - $155K
530K $53M
MUB
Ishares National Muni Bond ETF

ETFs
-75K
- 46.62%
$100.97 - $108.77 $7.57M - $8.16M
85.9K $9.31M
PFE
Pfizer Inc

Healthcare
-50K
- 12.36%
$26.13 - $33.94 $1.31M - $1.7M
354K $10.2M
NEE
Nextera Energy Inc

Utilities
-63.9K
- 24.01%
$49.32 - $62.78 $3.15M - $4.01M
202K $12.3M
IXC
Ishares Tr Global Energy ETF

ETFs
-13.9K
- 2.07%
$38.15 - $42.12 $529K - $585K
655K $25.6M
MDT
Medtronic PLC

Healthcare
-29.6K
- 21.76%
$69.43 - $83.43 $2.05M - $2.47M
106K $8.76M
FDX
Fedex Corp

Industrials
-6.3K
- 36.43%
$227.93 - $281.92 $1.44M - $1.78M
11K $2.78M
TIP
Ishares Tr Tips Bd ETF

ETFs
-15.7K
- 18.18%
$102.12 - $107.97 $1.61M - $1.7M
70.7K $7.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41.1K
- 14.94%
$37.74 - $41.31 $1.55M - $1.7M
234K $9.62M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-37.5K
- 17.23%
$38.7 - $46.0 $1.45M - $1.73M
180K $8.24M
MMM
3 M CO

Industrials
-7.85K
- 39.55%
$85.6 - $109.69 $672K - $861K
12K $1.31M
IDV
Ishares Tr

ETFs
-30.9K
- 21.51%
$24.46 - $28.13 $756K - $870K
113K $3.16M
VHT
Vanguard Health Care ETF

ETFs
-2.19K
- 43.95%
$223.1 - $251.09 $487K - $549K
2.79K $699K
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.27K
- 37.03%
$104.51 - $149.02 $342K - $488K
5.57K $814K
TPL
Texas Pacific Land Corp

Energy
-125
- 15.34%
$1485.68 - $1978.32 $186K - $247K
690 $1.09M
T
At&T Inc.

Communication Services
-38.9K
- 23.5%
$14.32 - $17.22 $558K - $671K
127K $2.13M
DVY
Ishares Tr

ETFs
-34.8K
- 8.96%
$102.97 - $119.06 $3.58M - $4.14M
354K $41.4M
BMY
Bristol Myers Squibb CO

Healthcare
-1.36K
- 4.14%
$48.48 - $57.85 $65.8K - $78.5K
31.4K $1.61M
BP
Bp PLC

Energy
-1.04K
- 1.67%
$34.68 - $40.81 $36.1K - $42.5K
61.1K $2.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.23K
- 24.26%
$184.9 - $201.86 $227K - $247K
3.83K $725K
TOST
Toast, Inc.

Technology
-5.11K
- 2.2%
$13.81 - $18.92 $70.5K - $96.6K
227K $4.14M
VLO
Valero Energy Corp

Energy
-420
- 3.9%
$119.92 - $138.09 $50.4K - $58K
10.3K $1.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.33K
- 22.44%
$98.71 - $111.84 $230K - $260K
8.05K $898K
ADI
Analog Devices Inc

Technology
-1.52K
- 24.64%
$155.88 - $200.88 $238K - $306K
4.66K $926K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.44K
- 28.9%
$91.67 - $99.66 $132K - $144K
3.55K $352K
IP
International Paper CO

Consumer Cyclical
-3.36K
- 27.62%
$32.41 - $37.67 $109K - $127K
8.82K $319K
DNP
Dnp Select Income Fund Inc

Financial Services
-6.38K
- 11.3%
$8.28 - $9.84 $52.8K - $62.8K
50.1K $425K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.19K
- 17.2%
$66.9 - $76.32 $147K - $167K
10.6K $803K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.79K
- 32.63%
$50.39 - $63.08 $90.2K - $113K
3.7K $227K
MRNA
Moderna, Inc.

Healthcare
-571
- 8.77%
$69.51 - $104.43 $39.7K - $59.6K
5.94K $591K
NU
Nu Holdings Ltd.

Financial Services
-16.9K
- 27.42%
$6.84 - $8.83 $115K - $149K
44.6K $372K
UL
Unilever PLC

Consumer Defensive
-694
- 1.83%
$46.26 - $48.94 $32.1K - $34K
37.2K $1.8M
AXP
American Express CO

Financial Services
-1.65K
- 24.77%
$141.31 - $187.8 $233K - $310K
5.01K $938K
F
Ford Motor CO

Consumer Cyclical
-3.95K
- 16.01%
$9.7 - $12.45 $38.3K - $49.1K
20.7K $252K
VIG
Vanguard Dividend Appreciation

ETFs
-2.96K
- 9.79%
$150.16 - $171.16 $444K - $506K
27.3K $4.65M
AOR
Ishares Tr Core Growth Allocat

ETFs
-4.73K
- 8.87%
$47.73 - $53.4 $226K - $252K
48.6K $2.58M
CARR
Carrier Global Corp

Industrials
-1.17K
- 15.14%
$46.4 - $58.81 $54.1K - $68.5K
6.53K $375K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-533
- 8.69%
$96.33 - $98.68 $51.3K - $52.6K
5.6K $552K
XLP
Consumer Staples Sector Spdr

ETFs
-836
- 13.22%
$66.22 - $72.3 $55.4K - $60.4K
5.49K $395K
MKC
Mccormick & CO Inc

Consumer Defensive
-145
- 4.21%
$59.56 - $74.72 $8.64K - $10.8K
3.3K $226K
TXN
Texas Instruments Inc

Technology
-392
- 13.23%
$140.5 - $171.72 $55.1K - $67.3K
2.57K $438K
BDX
Becton Dickinson & CO

Healthcare
-3
- 0.14%
$232.24 - $267.23 $697 - $802
2.07K $504K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1K
- 7.63%
$49.4 - $51.28 $49.4K - $51.3K
12.1K $621K
Rbb Fd Inc
-1.75K
- 16.33%
N/A
8.97K $250K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-946
- 7.59%
$61.04 - $73.11 $57.7K - $69.2K
11.5K $834K
WEC
Wec Energy Group, Inc.

Utilities
-486
- 12.13%
$77.03 - $87.0 $37.4K - $42.3K
3.52K $296K
PEG
Public Service Enterprise Group Inc

Utilities
-786
- 15.03%
$54.69 - $65.09 $43K - $51.2K
4.44K $272K
PKI
Perkinelmer Inc

Healthcare
-201
- 7.72%
N/A
2.4K $263K
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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