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
IYM
Ishares Tr

ETFs
-337
- 2.03%
$119.29 - $139.6 $40.2K - $47K
16.2K $2.24M
VGT
Vanguard Information Technolog

ETFs
-84
- 3.02%
$399.56 - $486.79 $33.6K - $40.9K
2.7K $1.31M
LLY
Eli Lilly & CO

Healthcare
-790
- 5.88%
$525.19 - $619.13 $415K - $489K
12.6K $7.37M
ED
Consolidated Edison Inc

Utilities
-208
- 0.64%
$81.62 - $94.01 $17K - $19.6K
32.1K $2.92M
CL
Colgate Palmolive CO

Consumer Defensive
-1.46K
- 4.46%
$68.87 - $79.71 $101K - $117K
31.3K $2.5M
EFV
Msci Eafe Value ETF

ETFs
-195
- 0.32%
$46.57 - $52.25 $9.08K - $10.2K
60.2K $3.14M
IDXX
Idexx Laboratories Inc

Healthcare
-1
- 0.06%
$391.37 - $557.56 $391 - $558
1.67K $927K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.74K
- 5.0%
$89.99 - $105.25 $157K - $183K
33.1K $3.47M
Brookfield Corp
-3.11K
- 8.16%
N/A
35K $1.4M
NKE
Nike, Inc.

Consumer Cyclical
-2.21K
- 6.29%
$94.56 - $122.64 $209K - $270K
32.9K $3.57M
LMT
Lockheed Martin Corp

Industrials
-145
- 2.17%
$397.35 - $458.04 $57.6K - $66.4K
6.53K $2.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 0.33%
$377.32 - $438.19 $6.79K - $7.89K
5.46K $2.39M
SBUX
Starbucks Corp

Consumer Cyclical
-9.71K
- 3.91%
$89.48 - $107.21 $869K - $1.04M
238K $22.9M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.05K
- 2.0%
$81.48 - $92.3 $85.6K - $96.9K
51.4K $4.67M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-67.6K
- 6.89%
$70.56 - $78.63 $4.77M - $5.32M
913K $71.2M
MA
Mastercard Inc

Financial Services
-360
- 2.6%
$364.08 - $426.51 $131K - $154K
13.5K $5.75M
IWM
Ishares Russell 2000 ETF

ETFs
-621
- 3.61%
$162.21 - $204.82 $101K - $127K
16.6K $3.33M
ITW
Illinois Tool Works Inc

Industrials
-228
- 2.07%
$222.45 - $263.73 $50.7K - $60.1K
10.8K $2.83M
NFLX
Netflix Inc

Communication Services
-455
- 9.4%
$346.19 - $495.02 $158K - $225K
4.39K $2.14M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.73K
- 2.25%
$52.38 - $61.98 $90.7K - $107K
75.3K $4.66M
ABT
Abbott Laboratories

Healthcare
-506
- 1.72%
$90.19 - $110.4 $45.6K - $55.9K
29K $3.19M
VTI
Vanguard Total Stock Market Et

ETFs
-301
- 1.53%
$203.12 - $238.25 $61.1K - $71.7K
19.3K $4.59M
SHW
Sherwin Williams CO

Basic Materials
-33
- 0.43%
$234.98 - $313.27 $7.75K - $10.3K
7.6K $2.37M
VZ
Verizon Communications Inc

Communication Services
-2.21K
- 2.24%
$30.67 - $38.65 $67.9K - $85.5K
96.6K $3.64M
BSX
Boston Scientific Corp

Healthcare
-8.99K
- 4.5%
$48.64 - $57.81 $437K - $519K
191K $11M
IWS
Ishares Russell Midcap Value E

ETFs
-7.25K
- 6.28%
$97.63 - $117.08 $708K - $849K
108K $12.6M
BA
Boeing CO

Industrials
-197
- 2.15%
$177.73 - $264.27 $35K - $52.1K
8.97K $2.34M
GLD
Spdr Gold Trust

ETFs
-3.88K
- 5.64%
$168.83 - $192.59 $655K - $747K
64.9K $12.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-483
- 1.0%
$82.1 - $104.53 $39.7K - $50.5K
47.8K $4.92M
RTX
Raytheon Technologies Corp

Industrials
-4.2K
- 5.02%
$69.38 - $84.17 $292K - $354K
79.5K $6.69M
MS
Morgan Stanley

Financial Services
-9.7K
- 7.07%
$70.4 - $93.66 $683K - $908K
128K $11.9M
GS
Goldman Sachs Group Inc

Financial Services
-5.52K
- 12.15%
$289.91 - $386.41 $1.6M - $2.13M
39.9K $15.4M
INTC
Intel Corp

Technology
-2.76K
- 4.75%
$32.52 - $50.76 $89.8K - $140K
55.3K $2.78M
ACN
Accenture PLC

Technology
-880
- 1.48%
$290.04 - $354.45 $255K - $312K
58.7K $20.6M
RY
Royal Bank Of Canada

Financial Services
-1.71K
- 0.9%
$78.19 - $101.95 $133K - $174K
189K $19.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.04K
- 2.78%
$143.69 - $165.7 $1.16M - $1.33M
281K $46.4M
SHOP
Shopify Inc.

Technology
-30.2K
- 13.77%
$46.4 - $79.11 $1.4M - $2.39M
189K $14.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-692
- 0.45%
$125.51 - $158.2 $86.9K - $109K
152K $23.7M
HON
Honeywell International Inc

Industrials
-244
- 0.2%
$176.06 - $209.71 $43K - $51.2K
121K $25.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.92K
- 1.77%
$232.04 - $279.85 $678K - $818K
162K $44.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.82K
- 1.7%
$410.68 - $476.69 $748K - $868K
105K $50.1M
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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