Wedbush Securities Inc Reduced Holdings in Q2 2025

Wedbush Securities Inc

  • $2.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-858
- 1.66%
$118.37 - $134.86 $102K - $116K
50.9K $6.76M
PPL
Ppl Corp

Utilities
-4.09K
- 17.51%
$33.45 - $36.5 $137K - $149K
19.3K $653K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-4.27K
- 2.36%
$13.74 - $15.66 $58.7K - $66.9K
177K $2.63M
KR
Kroger CO

Consumer Defensive
-3.51K
- 20.97%
$64.62 - $74.0 $227K - $260K
13.2K $949K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-2.1K
- 2.61%
$8.6 - $10.66 $18K - $22.3K
78.3K $687K
ELV
Elevance Health, Inc.

Healthcare
-153
- 5.84%
$372.27 - $452.69 $57K - $69.3K
2.47K $960K
EXPD
Expeditors International Of Washington Inc

Industrials
-385
- 1.8%
$102.84 - $122.24 $39.6K - $47.1K
21K $2.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.06K
- 18.67%
$29.12 - $35.84 $235K - $289K
35.1K $1.26M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-2.92K
- 22.29%
$52.26 - $53.83 $153K - $157K
10.2K $543K
MAR
Marriott International Inc

Consumer Cyclical
-910
- 36.68%
$211.12 - $274.14 $192K - $249K
1.57K $429K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.71K
- 10.56%
$89.87 - $92.93 $154K - $159K
14.5K $1.34M
FV
First Trust Dorsey Wright Focu

ETFs
-5.37K
- 14.17%
$48.43 - $59.26 $260K - $318K
32.5K $1.93M
VAW
Vanguard Materials ETF

ETFs
-872
- 27.7%
$163.82 - $196.64 $143K - $171K
2.28K $443K
UNP
Union Pacific Corp

Industrials
-243
- 1.61%
$208.27 - $238.46 $50.6K - $57.9K
14.9K $3.42M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.06K
- 7.42%
$48.5 - $49.35 $149K - $151K
38.2K $1.88M
FVD
First Tr Value Line Divid Inde

ETFs
-3.66K
- 2.36%
$40.62 - $45.12 $148K - $165K
151K $6.75M
IWM
Ishares Russell 2000 ETF

ETFs
-1.74K
- 12.33%
$174.82 - $215.79 $305K - $376K
12.4K $2.68M
KHC
Kraft Heinz CO

Consumer Defensive
-1.24K
- 5.12%
$25.61 - $30.81 $31.7K - $38.1K
22.9K $591K
EAT
Brinker International, Inc

Consumer Cyclical
-1.24K
- 47.94%
$128.68 - $181.78 $159K - $225K
1.34K $242K
VB
Vanguard Small Cap ETF

ETFs
-1.18K
- 12.97%
$193.73 - $237.37 $228K - $280K
7.91K $1.88M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-13.8K
- 42.31%
$9.66 - $11.35 $133K - $157K
18.8K $214K
SLP
Simulations Plus, Inc.

Healthcare
-2.31K
- 16.37%
$16.86 - $35.88 $38.9K - $82.7K
11.8K $206K
ADBE
Adobe Inc.

Technology
-479
- 3.16%
$340.0 - $420.68 $163K - $202K
14.7K $5.67M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-6.15K
- 29.36%
$21.85 - $22.76 $134K - $140K
14.8K $337K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.81K
- 7.34%
$77.74 - $78.78 $141K - $143K
22.9K $1.8M
Liberty Global LTD
-6.77K
- 16.08%
N/A
35.3K $354K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-15.4K
- 36.19%
$7.51 - $8.49 $116K - $131K
27.1K $230K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.02K
- 27.53%
$24.98 - $25.66 $125K - $129K
13.2K $338K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-8.72K
- 38.69%
$13.7 - $14.31 $120K - $125K
13.8K $195K
WMB
Williams Companies, Inc.

Energy
-3.81K
- 10.23%
$54.33 - $62.87 $207K - $240K
33.4K $2.1M
SHEL
Shell PLC

Energy
-1.07K
- 6.28%
$59.75 - $73.05 $64.1K - $78.3K
16K $1.13M
ES
Eversource Energy

Utilities
-2.08K
- 35.96%
$54.25 - $65.89 $113K - $137K
3.7K $236K
CVLG
Covenant Logistics Group, Inc.

Industrials
-6.34K
- 37.5%
$17.73 - $24.29 $112K - $154K
10.6K $255K
ARCC
Ares Capital Corp

Financial Services
-4.84K
- 7.53%
$18.91 - $22.43 $91.5K - $109K
59.4K $1.31M
F
Ford Motor CO

Consumer Cyclical
-16.8K
- 21.77%
$8.69 - $10.85 $146K - $182K
60.2K $653K
IBB
Ishares Biotechnology ETF

ETFs
-884
- 27.53%
$112.02 - $129.0 $99K - $114K
2.33K $294K
PAXS
Pimco Access Income Fund

Financial Services
-4.87K
- 11.11%
$14.15 - $16.12 $69K - $78.6K
39K $589K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5.31K
- 6.81%
$23.32 - $24.45 $124K - $130K
72.7K $1.78M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-5.29K
- 14.86%
$34.94 - $41.25 $185K - $218K
30.3K $1.25M
AWK
American Water Works Company, Inc.

Utilities
-246
- 2.74%
$133.82 - $151.96 $32.9K - $37.4K
8.74K $1.22M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.86K
- 40.2%
$65.42 - $80.7 $122K - $150K
2.77K $224K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-4.73K
- 30.98%
$22.87 - $24.35 $108K - $115K
10.5K $256K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-20.2K
- 8.83%
$4.27 - $5.08 $86.3K - $103K
209K $1.06M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-8.88K
- 29.82%
$16.5 - $21.35 $146K - $190K
20.9K $446K
MDT
Medtronic PLC

Healthcare
-86
- 0.24%
$80.68 - $88.86 $6.94K - $7.64K
35.7K $3.11M
HPQ
Hp Inc

Technology
-2.38K
- 17.98%
$21.88 - $29.32 $52.1K - $69.8K
10.9K $266K
FTSL
First Trust Senior Ln Fund

ETFs
-2.24K
- 17.61%
$44.58 - $46.07 $99.9K - $103K
10.5K $481K
CMCSA
Comcast Corp

Communication Services
-1.48K
- 3.77%
$32.84 - $36.72 $48.6K - $54.3K
37.7K $1.35M
SUN
Sunoco LP

Energy
-968
- 9.26%
$50.38 - $59.13 $48.8K - $57.2K
9.48K $508K
Activity Summary
Buys All Purchases 580 New Holdings 106 Increased Positions 474 Sells All Sells 487 Reductions 487 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wedbush Securities Inc Portfolio

Follow Wedbush Securities Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedbush Securities Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wedbush Securities Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email