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
GLP
Global Partners LP

Energy
1.24K
+ 6.88%
$28.35 - $42.66 $35.2K - $52.9K
19.3K $816K
FIW
First Trust Water ETF

ETFs
475
+ 4.27%
$77.3 - $95.37 $36.7K - $45.3K
11.6K $1.1M
ZS
Zscaler, Inc.

Technology
269
+ 15.01%
$151.46 - $225.02 $40.7K - $60.5K
2.06K $457K
SNN
Smith & Nephew PLC

Healthcare
4.41K
+ 19.73%
$21.55 - $27.43 $95K - $121K
26.8K $730K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
536
+ 6.07%
$148.58 - $204.5 $79.6K - $110K
9.36K $1.82M
VVV
Valvoline Inc

Energy
1.59K
+ 7.99%
$29.34 - $38.46 $46.7K - $61.2K
21.5K $809K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.94K
+ 6.03%
$37.83 - $41.78 $73.5K - $81.1K
34.1K $1.42M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
250
+ 33.03%
$343.0 - $410.68 $85.8K - $103K
1.01K $410K
NOC
Northrop Grumman Corp

Industrials
230
+ 17.9%
$420.07 - $490.76 $96.6K - $113K
1.52K $709K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.47K
+ 6.89%
$25.33 - $27.18 $88K - $94.4K
53.9K $1.46M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
86
+ 0.34%
$57.51 - $65.5 $4.95K - $5.63K
25.3K $1.66M
Kenvue Inc
2.08K
+ 3.29%
N/A
65.3K $1.41M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
229
+ 0.79%
$30.96 - $38.59 $7.09K - $8.84K
29.2K $1.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.22K
+ 20.38%
$44.12 - $47.93 $98.1K - $107K
13.1K $627K
REZ
Ishares Tr Residential And Mul

ETFs
1.13K
+ 22.13%
$61.4 - $74.46 $69.6K - $84.4K
6.25K $460K
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 3.92%
$150.86 - $169.78 $165K - $186K
29K $4.58M
TLT
Ishares Barclays 20+ Year Trea

ETFs
33
+ 0.33%
$82.77 - $100.51 $2.73K - $3.32K
10.1K $1M
SYY
Sysco Corp

Consumer Defensive
9
+ 0.06%
$62.69 - $75.34 $564 - $678
14.7K $1.08M
CMCSA
Comcast Corp

Communication Services
6.49K
+ 1.77%
$39.15 - $44.7 $254K - $290K
374K $16.4M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
10.1K
New
$8.55 - $9.7 $86.2K - $97.8K
10.1K $97K
HONE
Harbor One Bancorp, Inc.

Financial Services
4
+ 0.01%
$9.2 - $12.3 $36.8 - $49.2
36.8K $441K
TGT
Target Corp

Consumer Defensive
197
+ 10.28%
$105.01 - $142.54 $20.7K - $28.1K
2.11K $301K
AMAT
Applied Materials Inc

Technology
106
+ 3.9%
$130.11 - $164.28 $13.8K - $17.4K
2.82K $457K
CB
Chubb LTD

Financial Services
12
+ 0.29%
$204.91 - $229.43 $2.46K - $2.75K
4.18K $946K
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 1.87%
$90.04 - $105.69 $9.99K - $11.7K
6.06K $637K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.11%
$184.53 - $236.53 $369 - $473
1.88K $445K
GILD
Gilead Sciences, Inc.

Healthcare
13
+ 0.11%
$73.27 - $83.09 $953 - $1.08K
11.9K $964K
REFR
Research Frontiers Inc

Technology
72.6K
New
$0.92 - $1.22 $66.8K - $88.6K
72.6K $73K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
113
+ 3.52%
$85.41 - $104.7 $9.65K - $11.8K
3.32K $345K
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.13%
$97.07 - $109.74 $971 - $1.1K
7.67K $839K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 0.9%
$195.66 - $233.95 $4.11K - $4.91K
2.37K $550K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.07%
$47.61 - $55.91 $333 - $391
9.83K $547K
VBR
Vanguard Small Cap Value ETF

ETFs
99
+ 6.66%
$149.18 - $181.94 $14.8K - $18K
1.59K $285K
VTV
Vanguard Value ETF

ETFs
122
+ 5.05%
$131.82 - $149.95 $16.1K - $18.3K
2.54K $379K
FVD
First Tr Value Line Divid Inde

ETFs
100
+ 0.77%
$36.09 - $40.63 $3.61K - $4.06K
13.1K $533K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
89
+ 0.87%
$27.56 - $33.11 $2.45K - $2.95K
10.3K $337K
HPQ
Hp Inc

Technology
11
+ 0.11%
$25.67 - $30.93 $282 - $340
9.64K $290K
DAL
Delta Air Lines, Inc.

Industrials
234
+ 2.36%
$30.65 - $42.44 $7.17K - $9.93K
10.2K $408K
Canadian Pacific Kansas City
5
+ 0.06%
N/A
8.75K $692K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.02%
$99.44 - $115.1 $99.4 - $115
4.37K $503K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
11
+ 0.21%
$83.54 - $96.2 $919 - $1.06K
5.27K $505K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.19%
$218.97 - $260.54 $438 - $521
1.08K $280K
AFL
Aflac Inc

Financial Services
20
+ 0.38%
$75.43 - $84.35 $1.51K - $1.69K
5.22K $431K
Pacira Biosciences Inc
33K
New
N/A
33K $30K
Greenbrier Cos Inc
30K
New
N/A
30K $29K
Ford Mtr CO Del
29K
New
N/A
29K $29K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
31
+ 0.61%
$39.63 - $46.73 $1.23K - $1.45K
5.09K $237K
SHEL
Shell PLC

Energy
174
+ 1.49%
$62.04 - $68.55 $10.8K - $11.9K
11.9K $782K
HSY
Hershey CO

Consumer Defensive
265
+ 16.43%
$179.52 - $199.01 $47.6K - $52.7K
1.88K $350K
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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