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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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