Wedbush Securities Inc Portfolio Holdings
Wedbush Securities Inc
- $2.7 Billion
- Q3 2024
Wedbush Securities Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.7 Billion distributed in 1098 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 $307M, Apple Inc. with a value of $227M, Nvidia Corp with a value of $123M, Costco Wholesale Corp with a value of $104M, and Microsoft Corp with a value of $92.9M.
Examining the 13F form we can see an decrease of $102M in the current position value, from $2.8B to 2.7B.
Below you can find more details about Wedbush Securities Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.7 Billion
ETFs: $919 Million
Technology: $617 Million
Financial Services: $250 Million
Consumer Cyclical: $183 Million
Consumer Defensive: $158 Million
Healthcare: $143 Million
Communication Services: $112 Million
Industrials: $110 Million
Other: $157 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,098
- Current Value $2.7 Billion
- Prior Value $2.8 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 76 stocks
- Additional Purchases 340 stocks
- Sold out of 0 stocks
- Reduced holdings in 585 stocks