Wedbush Securities Inc Portfolio Holdings
Wedbush Securities Inc
- $2.68 Billion
- Q1 2024
Wedbush Securities Inc has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.68 Billion distributed in 1230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $285M, Apple Inc. with a value of $178M, Nvidia Corp with a value of $99.2M, Microsoft Corp with a value of $98.9M, and Costco Wholesale Corp with a value of $87.8M.
Examining the 13F form we can see an increase of $423M in the current position value, from $2.26B to 2.68B.
Below you can find more details about Wedbush Securities Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.68 Billion
ETFs: $871 Million
Technology: $572 Million
Financial Services: $266 Million
Consumer Cyclical: $198 Million
Healthcare: $172 Million
Consumer Defensive: $146 Million
Industrials: $119 Million
Communication Services: $119 Million
Other: $179 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,230
- Current Value $2.68 Billion
- Prior Value $2.26 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 213 stocks
- Additional Purchases 573 stocks
- Sold out of 0 stocks
- Reduced holdings in 375 stocks