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Gaddis Premier Wealth Advisors

Latest statistics and disclosures from Gaddis Premier Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002087873

Tip: Access up to 7 years of quarterly data

Positions held by Gaddis Premier Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gaddis Premier Wealth Advisors

Gaddis Premier Wealth Advisors holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	11.0	$15M	311k	48.15	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.8	$12M	135k	87.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.4	$11M	268k	42.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.5	$8.8M	129k	68.28	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	5.1	$6.9M	215k	31.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	4.4	$6.0M	244k	24.77	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.4	$6.0M	152k	39.43	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	4.1	$5.5M	106k	52.46	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	4.0	$5.5M	49k	110.78	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	3.7	$5.1M	31k	163.58	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	3.1	$4.2M	68k	62.68	View chart
NVIDIA Corporation (NVDA)	2.0	$2.7M	15k	174.40	View chart
Apple (AAPL)	1.4	$1.9M	7.6k	253.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$1.7M	37k	45.62	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.2	$1.6M	24k	67.12	View chart
Oge Energy Corp (OGE)	1.1	$1.5M	31k	47.96	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.4M	8.4k	169.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.4M	2.4k	577.11	View chart
Microsoft Corporation (MSFT)	1.0	$1.3M	3.6k	370.19	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.9	$1.3M	26k	50.12	View chart
Chevron Corporation (CVX)	0.9	$1.2M	5.8k	206.90	View chart
Thermo Fisher Scientific (TMO)	0.8	$1.1M	2.2k	491.53	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.8	$1.1M	18k	59.89	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.8	$1.0M	28k	37.20	View chart
Amazon (AMZN)	0.7	$1.0M	4.8k	208.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$990k	1.7k	597.66	View chart
Stride (LRN)	0.7	$929k	11k	88.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$911k	1.9k	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.6	$868k	19k	46.74	View chart
Carpenter Technology Corporation (CRS)	0.6	$865k	2.2k	394.15	View chart
Firstcash Holdings (FCFS)	0.6	$840k	4.5k	188.00	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.6	$821k	18k	46.83	View chart
Citigroup Com New (C)	0.6	$812k	7.2k	113.41	View chart
Monolithic Power Systems (MPWR)	0.6	$811k	742.00	1093.35	View chart
McKesson Corporation (MCK)	0.6	$800k	924.00	865.36	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$789k	3.3k	237.65	View chart
Meta Platforms Cl A (META)	0.6	$773k	1.4k	572.13	View chart
Api Group Corp Com Stk (APG)	0.5	$717k	18k	40.52	View chart
At&t (T)	0.5	$690k	24k	28.99	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$689k	13k	55.24	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.5	$679k	35k	19.30	View chart
VSE Corporation (VSEC)	0.5	$676k	3.7k	184.40	View chart
Amkor Technology (AMKR)	0.5	$672k	15k	45.03	View chart
Capital Sr Living Corp (SNDA)	0.5	$657k	20k	32.25	View chart
AmerisourceBergen (COR)	0.5	$652k	2.1k	314.14	View chart
Wal-Mart Stores (WMT)	0.5	$638k	5.1k	124.27	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.5	$637k	19k	33.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$628k	10k	62.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	0.5	$625k	961.00	650.34	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$573k	14k	42.44	View chart
Adobe Systems Incorporated (ADBE)	0.4	$538k	2.2k	243.08	View chart
ConocoPhillips (COP)	0.4	$499k	3.8k	132.01	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$472k	2.3k	208.05	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$444k	11k	38.86	View chart
Oneok (OKE)	0.3	$434k	4.8k	90.39	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$422k	5.8k	72.96	View chart
Eli Lilly & Co. (LLY)	0.3	$400k	435.00	919.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$388k	6.8k	56.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$375k	3.9k	95.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$374k	4.0k	92.76	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.3	$368k	11k	34.63	View chart
Phillips 66 (PSX)	0.2	$333k	1.8k	182.21	View chart
Surgepays Com New (SURG)	0.2	$329k	438k	0.75	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$328k	6.4k	51.55	View chart
Palantir Technologies Cl A (PLTR)	0.2	$324k	2.2k	146.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$320k	9.5k	33.77	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$312k	7.0k	44.87	View chart
Home Depot (HD)	0.2	$308k	936.00	328.99	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$304k	8.5k	35.59	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$266k	5.1k	52.49	View chart
Pepsi (PEP)	0.2	$249k	1.6k	155.29	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$238k	5.0k	47.16	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$236k	2.0k	120.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$230k	801.00	287.43	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.2	$219k	5.7k	38.47	View chart
Black Hills Corporation (BKH)	0.2	$210k	3.0k	69.41	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$209k	451.00	462.90	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$207k	4.4k	47.03	View chart
Simmons First Natl Corp Cl A $1 Par (SFNC)	0.2	$207k	11k	19.45	View chart
Kinder Morgan (KMI)	0.2	$207k	6.2k	33.53	View chart
Johnson & Johnson (JNJ)	0.2	$207k	845.00	244.44	View chart
Fs Kkr Capital Corp (FSK)	0.1	$175k	17k	10.18	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$172k	10k	16.61	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$161k	11k	15.34	View chart

Past Filings by Gaddis Premier Wealth Advisors

SEC 13F filings are viewable for Gaddis Premier Wealth Advisors going back to 2026

Gaddis Premier Wealth Advisors 2026 Q1 filed May 5, 2026

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