GW & Wade

Latest statistics and disclosures from Wade G W & Inc's latest quarterly 13F-HR filing:

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Positions held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wade G W & Inc

Companies in the Wade G W & Inc portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $90M +5% 737k 122.15
Wisdomtree Tr Us Largecap Divd (DLN) 4.5 $84M 731k 114.68
Ishares Tr Msci Usa Min Vol (USMV) 4.1 $77M -3% 1.1M 69.19
Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $74M 303k 243.04
Microsoft Corporation (MSFT) 2.8 $53M +9% 226k 235.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $42M 105k 396.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $41M +7% 480k 86.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $41M 127k 319.13
Exxon Mobil Corporation (XOM) 2.1 $40M 718k 55.83
Ishares Tr Core S&p500 Etf (IVV) 2.1 $39M +62% 97k 397.83
Procter & Gamble Company (PG) 1.9 $36M +5% 266k 135.43
Johnson & Johnson (JNJ) 1.8 $34M +8% 204k 164.35
Amazon (AMZN) 1.6 $30M +33% 9.8k 3094.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $30M 292k 102.06

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Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $28M +17% 106k 260.28
Ishares Tr Select Divid Etf (DVY) 1.5 $28M +9% 241k 114.10
JPMorgan Chase & Co. (JPM) 1.4 $26M +11% 171k 152.23
Starbucks Corporation (SBUX) 1.4 $26M 234k 109.27
Honeywell International (HON) 1.4 $26M 118k 217.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $23M 276k 84.72
Intel Corporation (INTC) 1.2 $23M +3% 366k 64.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $23M +10% 465k 49.11
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $23M +12% 149k 151.55
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $22M +21% 200k 108.53
Pepsi (PEP) 1.1 $21M +5% 145k 141.45
Waste Management (WM) 1.1 $20M +2% 158k 129.02
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $20M 157k 130.05
Qualcomm (QCOM) 1.0 $20M +3% 149k 132.59
First Tr Exchange Traded Cloud Computing (SKYY) 1.0 $19M +2% 202k 95.76
Amgen (AMGN) 1.0 $19M +6% 77k 248.81
United Parcel Service CL B (UPS) 1.0 $19M +2% 111k 169.99
Paychex (PAYX) 1.0 $19M 189k 98.02
Southern Company (SO) 0.9 $17M 276k 62.16
Coca-Cola Company (KO) 0.9 $16M +4% 305k 52.71
Rbc Cad (RY) 0.9 $16M 174k 92.21
BlackRock (BLK) 0.9 $16M +27% 21k 753.95
Accenture Plc Ireland Shs Class A (ACN) 0.8 $16M 57k 276.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $16M 99k 159.47
Colgate-Palmolive Company (CL) 0.8 $15M +6% 194k 78.83
Extra Space Storage (EXR) 0.8 $15M +2% 115k 132.55
Raytheon Technologies Corp (RTX) 0.8 $15M +6% 192k 77.27
Nextera Energy (NEE) 0.8 $15M +8% 194k 75.61
International Paper Company (IP) 0.8 $15M +4% 270k 54.07
Pfizer (PFE) 0.8 $14M +17% 394k 36.23
Cisco Systems (CSCO) 0.7 $14M +8% 269k 51.71
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $14M -6% 123k 112.93
CVS Caremark Corporation (CVS) 0.7 $14M +11% 183k 75.23
At&t (T) 0.7 $14M +23% 447k 30.27
Medtronic SHS (MDT) 0.7 $13M +3% 114k 118.13
Manulife Finl Corp (MFC) 0.7 $13M +3% 622k 21.50
Kimberly-Clark Corporation (KMB) 0.7 $13M +11% 95k 139.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $12M +133% 189k 65.11
Ishares Tr Rus 1000 Etf (IWB) 0.6 $12M 54k 223.83
General Dynamics Corporation (GD) 0.6 $12M +4% 67k 181.55
Alphabet Cap Stk Cl C (GOOG) 0.6 $12M +51% 5.8k 2068.80
Select Sector Spdr Tr Technology (XLK) 0.6 $12M -3% 87k 132.81
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $11M +146% 77k 141.23
Vodafone Group Sponsored Adr (VOD) 0.6 $11M +4% 576k 18.43
Ishares Tr Tips Bd Etf (TIP) 0.6 $11M +35% 85k 125.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $11M +45% 41k 255.48
Spdr Gold Tr Gold Shs (GLD) 0.5 $10M -43% 65k 159.96
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $9.5M +4% 32k 300.75
Ishares Tr Core Msci Eafe (IEFA) 0.5 $9.2M +137% 128k 72.05
Walt Disney Company (DIS) 0.5 $9.2M +33% 50k 184.52
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $8.9M +2% 81k 109.29
Facebook Cl A (FB) 0.4 $7.7M +16% 26k 294.54
Alphabet Cap Stk Cl A (GOOGL) 0.4 $7.7M +29% 3.7k 2062.58
Chevron Corporation (CVX) 0.4 $6.8M +16% 65k 104.79
Boston Scientific Corporation (BSX) 0.4 $6.8M +2% 176k 38.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.5M +12% 125k 52.05
Eversource Energy (ES) 0.3 $5.2M -6% 60k 86.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $5.0M 55k 91.86
Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.8M +63% 64k 75.87
Verizon Communications (VZ) 0.3 $4.7M +14% 81k 58.15
Morgan Stanley Com New (MS) 0.3 $4.7M NEW 61k 77.66
Visa Com Cl A (V) 0.2 $4.4M +65% 21k 211.73
FedEx Corporation (FDX) 0.2 $4.4M +44% 16k 284.05
Home Depot (HD) 0.2 $4.3M +40% 14k 305.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.2M +20% 13k 330.18
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.9M +141% 39k 100.74
McDonald's Corporation (MCD) 0.2 $3.9M +34% 18k 224.16
Costco Wholesale Corporation (COST) 0.2 $3.9M +45% 11k 352.52
Bank of America Corporation (BAC) 0.2 $3.9M +33% 100k 38.69
Abbvie (ABBV) 0.2 $3.9M +53% 36k 108.23
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $3.8M +146% 38k 101.94
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.2 $3.7M +3% 61k 61.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.7M +99% 25k 147.10
3M Company (MMM) 0.2 $3.7M +11% 19k 192.69
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $3.5M +117% 44k 78.37
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $3.3M +34% 97k 34.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $3.2M 37k 87.18
Netflix (NFLX) 0.2 $3.2M +42% 6.2k 521.65
Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.2M +4% 15k 220.95
Mastercard Incorporated Cl A (MA) 0.2 $3.2M +53% 8.9k 356.03
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.1M +9% 81k 38.40
Abbott Laboratories (ABT) 0.2 $2.9M +17% 24k 119.84
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $2.8M +179% 22k 128.25
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.1 $2.8M 50k 56.57
UnitedHealth (UNH) 0.1 $2.8M +79% 7.5k 372.05
Wal-Mart Stores (WMT) 0.1 $2.8M +37% 21k 135.84
Nike CL B (NKE) 0.1 $2.8M +48% 21k 132.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.6M 18k 141.63
NVIDIA Corporation (NVDA) 0.1 $2.6M +101% 4.8k 533.88
Zoetis Cl A (ZTS) 0.1 $2.5M +53% 16k 157.49
Tesla Motors (TSLA) 0.1 $2.5M 3.7k 668.02
Boeing Company (BA) 0.1 $2.4M +55% 9.6k 254.69
Merck & Co (MRK) 0.1 $2.4M +16% 32k 77.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.3M -40% 6.00 385666.67
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.3M 9.6k 237.28
Automatic Data Processing (ADP) 0.1 $2.3M +5% 12k 188.46
Blackstone Group Inc Com Cl A (BX) 0.1 $2.2M +2% 30k 74.53
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $2.2M NEW 83k 26.91
Duke Energy Corp Com New (DUK) 0.1 $2.2M +3% 23k 96.53
Consolidated Edison (ED) 0.1 $2.2M 30k 74.82
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.2M 19k 113.80
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.0M +103% 17k 118.02
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $2.0M +38% 38k 53.56
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.0M 4.2k 476.14
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.9M -11% 48k 40.42
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.9M +66% 13k 150.53
Eli Lilly & Co. (LLY) 0.1 $1.9M +6% 10k 186.84
Ishares Core Msci Emkt (IEMG) 0.1 $1.9M +42% 29k 64.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.9M -7% 9.1k 206.72
Illinois Tool Works (ITW) 0.1 $1.8M +34% 8.3k 221.49
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.8M +224% 15k 119.93
Thermo Fisher Scientific (TMO) 0.1 $1.8M +119% 3.9k 456.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.7M +51% 19k 90.89
Bristol Myers Squibb (BMY) 0.1 $1.7M +14% 27k 63.14
Comcast Corp Cl A (CMCSA) 0.1 $1.7M +31% 32k 54.12
Lowe's Companies (LOW) 0.1 $1.7M +45% 8.9k 190.14
American Tower Reit (AMT) 0.1 $1.7M +89% 7.1k 239.04
International Business Machines (IBM) 0.1 $1.7M +10% 13k 133.23
Paypal Holdings (PYPL) 0.1 $1.7M +63% 6.8k 242.82
Lockheed Martin Corporation (LMT) 0.1 $1.6M +16% 4.3k 369.50
SVB Financial (SIVB) 0.1 $1.5M +11% 3.1k 493.50
Emerson Electric (EMR) 0.1 $1.5M 17k 90.21
salesforce (CRM) 0.1 $1.5M +144% 6.9k 211.93
Ishares Tr Modert Alloc Etf (AOM) 0.1 $1.4M +31% 33k 43.56
Nutanix Cl A (NTNX) 0.1 $1.4M -2% 53k 26.57
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.4M NEW 19k 71.84
Adobe Systems Incorporated (ADBE) 0.1 $1.4M +159% 2.9k 475.29
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.4M 25k 54.69
BP Sponsored Adr (BP) 0.1 $1.4M +227% 56k 24.36
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $1.3M +40% 16k 83.35
State Street Corporation (STT) 0.1 $1.3M +8% 15k 83.99
Oracle Corporation (ORCL) 0.1 $1.3M +8% 18k 70.18
Union Pacific Corporation (UNP) 0.1 $1.3M +56% 5.8k 220.37
Gilead Sciences (GILD) 0.1 $1.3M +25% 20k 64.65
Regeneron Pharmaceuticals (REGN) 0.1 $1.3M +84% 2.6k 473.01
Goldman Sachs (GS) 0.1 $1.2M +79% 3.7k 326.96
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.2M -2% 11k 113.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M +183% 23k 53.32
Global X Fds Cloud Computng (CLOU) 0.1 $1.2M 47k 25.73
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $1.2M NEW 21k 55.83
S&p Global (SPGI) 0.1 $1.2M +87% 3.4k 352.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.2M +39% 5.2k 226.73
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $1.2M -9% 18k 63.49
General Electric Company (GE) 0.1 $1.2M +17% 88k 13.13
Edwards Lifesciences (EW) 0.1 $1.1M +151% 14k 83.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.1M +38% 15k 73.95
Zoom Video Communications In Cl A (ZM) 0.1 $1.1M +9% 3.4k 321.38
Deere & Company (DE) 0.1 $1.1M +6% 2.9k 374.27
Lauder Estee Cos Cl A (EL) 0.1 $992k +257% 3.4k 290.99
American Express Company (AXP) 0.1 $957k +36% 6.8k 141.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $930k +11% 2.6k 364.13
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $925k +125% 13k 72.99
General Mills (GIS) 0.0 $921k +5% 15k 61.30
Vanguard Index Fds Value Etf (VTV) 0.0 $920k +118% 7.0k 131.45
IDEXX Laboratories (IDXX) 0.0 $908k +63% 1.9k 489.22
Intuit (INTU) 0.0 $905k +6% 2.4k 382.83
Caterpillar (CAT) 0.0 $902k +7% 3.9k 231.76
Vanguard Index Fds Growth Etf (VUG) 0.0 $895k +117% 3.5k 257.18
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $893k +67% 9.7k 91.90
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $892k -8% 29k 31.15
Moderna (MRNA) 0.0 $882k +7% 6.7k 130.90
Stryker Corporation (SYK) 0.0 $881k 3.6k 243.64
Sherwin-Williams Company (SHW) 0.0 $861k +139% 1.2k 737.79
Texas Instruments Incorporated (TXN) 0.0 $853k +45% 4.5k 189.09
Select Sector Spdr Tr Communication (XLC) 0.0 $851k 12k 73.31
Okta Cl A (OKTA) 0.0 $841k 3.8k 220.50
Novartis Sponsored Adr (NVS) 0.0 $839k +85% 9.8k 85.44
Ishares Gold Tr Ishares (IAU) 0.0 $795k 49k 16.25
SYSCO Corporation (SYY) 0.0 $794k -44% 10k 78.79
Unilever Spon Adr New (UL) 0.0 $778k +114% 14k 55.86
TJX Companies (TJX) 0.0 $743k +84% 11k 66.12
Snap Cl A (SNAP) 0.0 $743k 14k 52.32
Peloton Interactive Cl A Com (PTON) 0.0 $725k 6.4k 112.46
Norfolk Southern (NSC) 0.0 $719k +71% 2.7k 268.38
Albertsons Cos Common Stock (ACI) 0.0 $706k +6% 37k 19.08
Cerence (CRNC) 0.0 $688k 7.7k 89.64
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $679k +7% 22k 31.46
Ishares Tr Global Energ Etf (IXC) 0.0 $677k +125% 28k 24.64
Shopify Cl A (SHOP) 0.0 $674k +71% 609.00 1106.73
Zscaler Incorporated (ZS) 0.0 $668k 3.9k 171.63
Darden Restaurants (DRI) 0.0 $607k 4.3k 142.05
Valero Energy Corporation (VLO) 0.0 $606k +120% 8.5k 71.64
Booking Holdings (BKNG) 0.0 $606k +48% 260.00 2330.77
Ishares Tr Global Tech Etf (IXN) 0.0 $598k +78% 1.9k 307.93
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $598k +51% 3.7k 160.49
Broadcom (AVGO) 0.0 $594k +42% 1.3k 463.70
Mondelez Intl Cl A (MDLZ) 0.0 $592k +17% 10k 58.57
Baxter International (BAX) 0.0 $588k NEW 7.0k 84.40
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $583k +18% 26k 22.88
Clorox Company (CLX) 0.0 $577k +111% 3.0k 192.85
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $574k +5% 19k 30.48
Ishares Tr Us Aer Def Etf (ITA) 0.0 $574k +142% 5.5k 104.02
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $573k 10k 56.39
Palantir Technologies Cl A (PLTR) 0.0 $571k 25k 23.28
Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $563k 8.4k 67.09
Axon Enterprise (AXON) 0.0 $558k +2% 3.9k 142.35
Kla Corp Com New (KLAC) 0.0 $553k 1.7k 330.35
PerkinElmer (PKI) 0.0 $551k +22% 4.3k 128.41
Neogen Corporation (NEOG) 0.0 $548k 6.2k 88.89
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.0 $544k +181% 32k 17.24
Pinterest Cl A (PINS) 0.0 $528k -96% 7.1k 74.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $525k +9% 4.5k 116.74
Lam Research Corporation (LRCX) 0.0 $524k -29% 881.00 594.78
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $512k +34% 7.1k 72.29
HEICO Corporation (HEI) 0.0 $509k +6% 4.1k 125.68
DNP Select Income Fund (DNP) 0.0 $507k +10% 51k 9.89
Harborone Bancorp Com New (HONE) 0.0 $496k NEW 37k 13.48
Hubspot (HUBS) 0.0 $495k +3% 1.1k 454.13
Target Corporation (TGT) 0.0 $494k +9% 2.5k 197.92
Keurig Dr Pepper (KDP) 0.0 $493k -28% 14k 34.40
First Tr Value Line Divid In SHS (FVD) 0.0 $492k NEW 13k 38.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $483k +135% 4.8k 100.50
Northrop Grumman Corporation (NOC) 0.0 $482k +123% 1.5k 323.49
Uber Technologies (UBER) 0.0 $478k NEW 8.8k 54.55
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $476k +39% 6.0k 78.87
Evergy (EVRG) 0.0 $468k 7.9k 59.53
Fiserv (FISV) 0.0 $466k +69% 3.9k 118.94
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $459k +75% 18k 25.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $459k NEW 8.4k 54.64
International Flavors & Fragrances (IFF) 0.0 $451k NEW 3.2k 139.67
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.0 $444k 4.7k 94.39
eBay (EBAY) 0.0 $442k +31% 7.2k 61.26
Ford Motor Company (F) 0.0 $440k +15% 36k 12.25
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $430k NEW 13k 34.47
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $425k NEW 2.0k 217.95
Allstate Corporation (ALL) 0.0 $422k 3.7k 115.02
Campbell Soup Company (CPB) 0.0 $420k +3% 8.4k 50.23
ConocoPhillips (COP) 0.0 $420k NEW 7.9k 53.00
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $419k NEW 4.3k 98.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $414k NEW 6.8k 61.17
Sonos (SONO) 0.0 $412k 11k 37.45
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $410k NEW 5.4k 75.97
Ishares Msci Eurzone Etf (EZU) 0.0 $407k NEW 8.8k 46.43
Genuine Parts Company (GPC) 0.0 $405k +6% 3.5k 115.71
Glaxosmithkline Sponsored Adr (GSK) 0.0 $404k -46% 11k 35.71
Novanta (NOVT) 0.0 $401k 3.0k 131.78
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.0 $398k +70% 5.1k 78.80
Altria (MO) 0.0 $397k +19% 7.8k 51.11
Global Payments (GPN) 0.0 $389k 1.9k 201.76
Becton, Dickinson and (BDX) 0.0 $380k -19% 1.6k 243.28
Valley National Ban (VLY) 0.0 $372k -4% 27k 13.74
Carrier Global Corporation (CARR) 0.0 $372k +25% 8.8k 42.26
Corning Incorporated (GLW) 0.0 $372k +13% 8.5k 43.54
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $370k +30% 1.7k 221.16
Nuance Communications (NUAN) 0.0 $369k 8.5k 43.65
Jefferies Finl Group (JEF) 0.0 $365k NEW 12k 30.11
Best Buy (BBY) 0.0 $358k 3.1k 114.96
Vanguard World Fds Health Car Etf (VHT) 0.0 $352k +7% 1.5k 228.42
Micro Focus Intl Spon Adr New (MFGP) 0.0 $347k 45k 7.68
Citigroup Com New (C) 0.0 $346k +6% 4.8k 72.75
Ishares Tr U.s. Tech Etf (IYW) 0.0 $329k +33% 3.7k 87.80
Southwest Airlines (LUV) 0.0 $329k NEW 5.4k 60.97
Enbridge (ENB) 0.0 $329k 9.0k 36.43
Nortonlifelock (NLOK) 0.0 $327k +4% 15k 21.29
Mccormick & Co Com Non Vtg (MKC) 0.0 $325k +39% 3.6k 89.24
Humana (HUM) 0.0 $325k +3% 775.00 419.35
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $325k +12% 4.3k 76.34
Illumina (ILMN) 0.0 $324k +2% 844.00 383.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $324k NEW 3.4k 96.00
Baidu Spon Adr Rep A (BIDU) 0.0 $312k NEW 1.4k 217.27
Phillips 66 (PSX) 0.0 $312k +12% 3.8k 81.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $312k +15% 5.7k 54.80
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $311k +21% 867.00 358.71
Enterprise Products Partners (EPD) 0.0 $309k +10% 14k 22.03
Expedia Group Com New (EXPE) 0.0 $309k NEW 1.8k 172.05
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $309k 6.5k 47.33
Iridium Communications (IRDM) 0.0 $308k 7.5k 41.28
Dominion Resources (D) 0.0 $302k -8% 4.0k 75.90
Nrg Energy Com New (NRG) 0.0 $298k NEW 7.9k 37.75
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $295k +3% 3.8k 77.02
Rapid7 (RPD) 0.0 $294k -5% 3.9k 74.68
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $288k 2.8k 101.77
Otis Worldwide Corp (OTIS) 0.0 $286k +17% 4.2k 68.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $286k NEW 2.1k 134.91
Bank of New York Mellon Corporation (BK) 0.0 $283k -9% 6.0k 47.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $283k NEW 2.8k 101.25
Philip Morris International (PM) 0.0 $281k -31% 3.2k 88.64
Interpublic Group of Companies (IPG) 0.0 $277k 9.5k 29.16
Danaher Corporation (DHR) 0.0 $277k -4% 1.2k 224.84
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $277k 8.7k 32.00
Diageo Spon Adr New (DEO) 0.0 $273k NEW 1.7k 164.36
Eaton Corp SHS (ETN) 0.0 $266k 1.9k 138.40
Church & Dwight (CHD) 0.0 $261k +8% 3.0k 87.29
Roper Industries (ROP) 0.0 $260k +18% 644.00 403.73
Applied Materials (AMAT) 0.0 $260k NEW 1.9k 133.47
Fastenal Company (FAST) 0.0 $259k 5.1k 50.36
Chubb (CB) 0.0 $258k NEW 1.6k 157.80
Dell Technologies CL C (DELL) 0.0 $256k NEW 2.9k 88.31
McKesson Corporation (MCK) 0.0 $256k 1.3k 194.97
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $254k +2% 598.00 424.75
Intuitive Surgical Com New (ISRG) 0.0 $253k +26% 342.00 739.77
Digital Realty Trust (DLR) 0.0 $251k -5% 1.8k 141.09
Altitude Acquisition Corp Com Cl A 0.0 $250k NEW 25k 10.03
Global Partners Com Units (GLP) 0.0 $250k NEW 12k 21.37
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $250k +20% 9.3k 26.99
Constellation Brands Cl A (STZ) 0.0 $248k NEW 1.1k 227.73
Xcel Energy (XEL) 0.0 $244k 3.7k 66.39
Tri-Continental Corporation (TY) 0.0 $244k 7.5k 32.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $243k NEW 3.3k 72.99
Alliance Data Systems Corporation (ADS) 0.0 $242k NEW 2.2k 112.14
Vanguard World Mega Grwth Ind (MGK) 0.0 $239k 1.2k 206.93
Talend S A Ads (TLND) 0.0 $237k NEW 3.7k 63.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $236k NEW 2.4k 99.54
Advantage Solutions Com Cl A (ADV) 0.0 $236k 20k 11.80
Ametek (AME) 0.0 $236k 1.8k 127.71
Ishares Tr Eafe Value Etf (EFV) 0.0 $236k NEW 4.6k 51.03
Affiliated Managers (AMG) 0.0 $234k NEW 1.6k 149.23
General Motors Company (GM) 0.0 $233k NEW 4.1k 57.35
Cintas Corporation (CTAS) 0.0 $233k -34% 681.00 342.14
Brown Forman Corp Cl A (BF.A) 0.0 $233k 3.7k 63.59
Cognizant Technology Solutio Cl A (CTSH) 0.0 $230k NEW 2.9k 77.99
Chewy Cl A (CHWY) 0.0 $230k 2.7k 84.87
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $229k NEW 4.4k 51.72
AFLAC Incorporated (AFL) 0.0 $228k NEW 4.4k 51.28
Gabelli Dividend & Income Trust (GDV) 0.0 $227k NEW 9.5k 23.99
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.0 $227k 1.3k 175.29
Analog Devices (ADI) 0.0 $227k +4% 1.5k 154.95
JetBlue Airways Corporation (JBLU) 0.0 $226k NEW 11k 20.37
Kroger (KR) 0.0 $225k NEW 6.2k 36.06
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $224k NEW 2.3k 97.39
Marriott Intl Cl A (MAR) 0.0 $219k NEW 1.5k 147.77
Ishares Tr Esg Aware Msci (ESML) 0.0 $218k NEW 5.7k 38.54
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $215k NEW 850.00 252.94
Travelers Companies (TRV) 0.0 $213k -5% 1.4k 150.32
Hawaiian Electric Industries (HE) 0.0 $210k NEW 4.7k 44.53
Cigna Corp (CI) 0.0 $209k NEW 866.00 241.34
Ishares Tr National Mun Etf (MUB) 0.0 $207k NEW 1.8k 115.84
Dupont De Nemours (DD) 0.0 $205k NEW 2.6k 77.39
Cme (CME) 0.0 $205k -15% 1.0k 203.98
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.0 $202k NEW 3.9k 51.65
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $201k NEW 4.1k 49.31
Wisdomtree Tr Us High Dividend (DHS) 0.0 $200k NEW 2.6k 76.25
Aegon N V Ny Registry Shs (AEG) 0.0 $197k 42k 4.74
Barclays Bank Ipth Sr B S&p (VXX) 0.0 $158k 14k 11.39
Aileron Therapeutics (ALRN) 0.0 $144k NEW 101k 1.43
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $136k NEW 11k 12.61
Sirius Xm Holdings (SIRI) 0.0 $104k +41% 17k 6.10
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $94k 12k 7.66
Idera Pharmaceuticals Com Par (IDRA) 0.0 $46k NEW 35k 1.31
Verastem (VSTM) 0.0 $28k 12k 2.43

Past Filings by Wade G W & Inc

SEC 13F filings are viewable for Wade G W & Inc going back to 2011

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