Wade G W & Inc Purchases in Q4 2023

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
4.62K
New
$93.77 - $103.26 $433K - $477K
4.62K $471K
MAR
Marriott International Inc

Consumer Cyclical
1.82K
+ 89.12%
$185.27 - $225.51 $337K - $410K
3.86K $870K
STLD
Steel Dynamics Inc

Basic Materials
3.83K
New
N/A
3.83K $452K
WRB
Berkley W R Corp

Financial Services
961
+ 1.85%
$62.44 - $73.65 $60K - $70.8K
52.9K $3.74M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.09K
New
$368.46 - $425.76 $402K - $464K
1.09K $442K
JEF
Jefferies Financial Group Inc.

Financial Services
10.9K
New
$31.68 - $40.75 $345K - $443K
10.9K $440K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.04K
+ 8.97%
$30.37 - $35.31 $183K - $213K
73.3K $2.58M
IAU
Ishares Gold Trust

ETFs
6.78K
+ 16.18%
$34.47 - $39.34 $234K - $267K
48.7K $1.9M
JNJ
Johnson & Johnson

Healthcare
1.33K
+ 0.62%
$145.6 - $158.88 $194K - $212K
217K $34M
COP
Conocophillips

Energy
3.74K
+ 103.17%
$110.52 - $126.59 $413K - $473K
7.36K $855K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.21K
+ 45.92%
$63.1 - $69.34 $329K - $361K
16.6K $1.15M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.78K
+ 2.69%
$28.34 - $31.4 $164K - $182K
220K $6.88M
SKYY
First Trust Cloud Computing Et

ETFs
278
+ 0.87%
$70.93 - $88.75 $19.7K - $24.7K
32.1K $2.82M
NXST
Nexstar Media Group, Inc.

Communication Services
2.43K
New
$133.75 - $159.54 $324K - $387K
2.43K $380K
FISV
Fiserv Inc

Technology
1.06K
+ 8.92%
N/A
13K $1.73M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6
+ 0.75%
$1781.48 - $2340.0 $10.7K - $14K
805 $1.84M
AOA
Ishares Tr Core Aggressive All

ETFs
5.27K
New
$60.96 - $69.28 $321K - $365K
5.27K $364K
FNDA
Schwab Fundamental U S Small C

ETFs
5.92K
+ 114.55%
$44.98 - $56.11 $266K - $332K
11.1K $614K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.77K
New
$144.23 - $206.46 $255K - $365K
1.77K $357K
FNDF
Schwab Fundamental Intl Large

ETFs
5.38K
+ 6.85%
$30.23 - $33.77 $163K - $182K
84K $2.83M
VB
Vanguard Small Cap ETF

ETFs
990
+ 18.47%
$175.26 - $215.9 $174K - $214K
6.35K $1.36M
ADBE
Adobe Inc.

Technology
18
+ 0.49%
$507.03 - $633.66 $9.13K - $11.4K
3.71K $2.22M
O
Realty Income Corp

Real Estate
3.4K
+ 18.98%
$46.22 - $58.58 $157K - $199K
21.3K $1.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.76K
+ 29.81%
$32.37 - $37.01 $219K - $250K
29.4K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.12K
+ 4.17%
$64.84 - $78.27 $72.6K - $87.6K
27.9K $2.17M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
11.7K
+ 30.3%
$23.56 - $24.48 $276K - $287K
50.3K $1.23M
JPEM
Jp Morgan Diversified Return

ETFs
1.27K
+ 0.99%
$47.68 - $52.39 $60.3K - $66.3K
129K $6.73M
UHALB
Amerco Com Ser N
1.33K
+ 11.24%
N/A
13.1K $925K
SPYG
Spdr Portfolio

ETFs
3.4K
+ 26.27%
$57.02 - $65.3 $194K - $222K
16.3K $1.06M
MTCH
Match Group, Inc.

Communication Services
7.76K
New
$28.45 - $38.32 $221K - $297K
7.76K $283K
IWV
Ishares Russell 3000 ETF

ETFs
10
+ 0.1%
$234.36 - $274.87 $2.34K - $2.75K
9.74K $2.67M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.87K
+ 16.96%
$64.68 - $72.47 $186K - $208K
19.8K $1.43M
COIN
Coinbase Global, Inc.

Technology
1.61K
New
$70.78 - $186.36 $114K - $300K
1.61K $280K
DSI
Ishares Msci Kld 400 Social Et

ETFs
802
+ 3.96%
$77.74 - $91.23 $62.3K - $73.2K
21.1K $1.92M
Aegon LTD
43.9K
New
N/A
43.9K $253K
PAVE
Global X Fds Us Infrastructure

ETFs
1.28K
+ 2.61%
$28.26 - $34.82 $36.1K - $44.5K
50.3K $1.73M
UBER
Uber Technologies, Inc

Technology
3.8K
New
$40.62 - $63.28 $154K - $241K
3.8K $234K
FDN
First Tr Fd Dow Jones

ETFs
1.23K
New
$147.79 - $188.39 $181K - $231K
1.23K $229K
DELL
Dell Technologies Inc.

Technology
2.86K
New
$64.51 - $77.26 $184K - $221K
2.86K $219K
ALL
Allstate Corp

Financial Services
1.52K
New
$109.91 - $144.36 $167K - $219K
1.52K $212K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$425.08 - $512.6 $425 - $513
4.18K $2.12M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.61K
New
$50.31 - $58.65 $182K - $212K
3.61K $211K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.43K
New
$49.77 - $61.28 $171K - $210K
3.43K $209K
IEMG
Ishares Inc

ETFs
1.65K
+ 3.97%
$45.74 - $50.64 $75.5K - $83.6K
43.2K $2.19M
IGV
Ishares Expanded Tech Software

ETFs
504
New
$329.19 - $408.79 $166K - $206K
504 $204K
DHS
Wisdomtree Tr U.S

ETFs
2.48K
New
$73.7 - $83.0 $183K - $206K
2.48K $204K
CSX
Csx Corp

Industrials
5.86K
New
$29.24 - $34.95 $171K - $205K
5.86K $203K
ASML
Asml Holding Nv

Technology
267
New
$570.6 - $764.03 $152K - $204K
267 $202K
SPGI
S&P Global Inc.

Financial Services
18
+ 0.78%
$342.48 - $441.84 $6.16K - $7.95K
2.31K $1.02M
Activity Summary
Buys All Purchases 227 New Holdings 43 Increased Positions 184 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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