Wade G W & Inc Portfolio Holdings
Wade G W & Inc
- $3.08 Billion
- Q4 2023
Wade G W & Inc has filed its 13F form on February 08, 2024 for Q4 2023 where it was disclosed a total value porftolio of $3.08 Billion distributed in 417 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $148M, Apple Inc. with a value of $142M, Wisdomtree Tr U.S Largecap Div with a value of $139M, Microsoft Corp with a value of $113M, and Ishares Core S&P 500 ETF with a value of $105M.
Examining the 13F form we can see an increase of $391M in the current position value, from $2.69B to 3.08B.
Wade G W & Inc is based out at Wellesley, MA
Below you can find more details about Wade G W & Inc portfolio as well as his latest detailed transactions.
Portfolio value
$3.08 Billion
ETFs: $1.65 Billion
Technology: $429 Million
Financial Services: $191 Million
Healthcare: $186 Million
Industrials: $131 Million
Consumer Defensive: $130 Million
Consumer Cyclical: $104 Million
Communication Services: $85.2 Million
Other: $153 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 417
- Current Value $3.08 Billion
- Prior Value $2.69 Billion
- Filing
- Period Q4 2023
- Filing Date February 08, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 43 stocks
- Additional Purchases 184 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks