GW & Wade

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

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Portfolio Holdings for Wade G W & Inc

Wade G W & Inc holds 379 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $100M 723k 138.20
Wisdomtree Tr Us Largecap Divd (DLN) 4.2 $86M +3% 1.5M 55.26
Ishares Tr Rus 1000 Grw Etf (IWF) 3.5 $72M +5% 343k 210.40
Ishares Tr Select Divid Etf (DVY) 3.5 $71M +8% 661k 107.22
Microsoft Corporation (MSFT) 3.1 $63M -3% 270k 232.90
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $59M 898k 66.10
Exxon Mobil Corporation (XOM) 2.9 $59M 676k 87.31
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $47M 343k 135.99
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $43M -58% 523k 81.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $41M +2% 152k 267.26
Ishares Tr Core S&p500 Etf (IVV) 1.9 $39M +15% 109k 358.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $39M 109k 357.18
Procter & Gamble Company (PG) 1.7 $35M 276k 126.25
Johnson & Johnson (JNJ) 1.7 $34M -6% 208k 163.36

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $29M +43% 794k 36.36
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $27M +8% 314k 87.19
Waste Management (WM) 1.2 $25M -4% 154k 160.21
Amazon (AMZN) 1.2 $24M +2% 215k 113.00
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $24M 111k 219.26
Pepsi (PEP) 1.2 $24M 147k 163.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $22M +3% 277k 78.43
Starbucks Corporation (SBUX) 1.0 $21M 247k 84.26
Honeywell International (HON) 1.0 $21M 123k 166.97
JPMorgan Chase & Co. (JPM) 1.0 $20M +2% 195k 104.50
Southern Company (SO) 1.0 $20M 293k 68.00
Ishares Tr Global Energ Etf (IXC) 1.0 $20M -48% 585k 33.33
First Tr Exchange-traded Nat Gas Etf (FCG) 0.9 $19M NEW 848k 22.84
Extra Space Storage (EXR) 0.9 $19M 110k 172.71
CVS Caremark Corporation (CVS) 0.9 $19M -16% 198k 95.37
Pfizer (PFE) 0.9 $19M 428k 43.76
Merck & Co (MRK) 0.9 $18M +2% 214k 86.12
United Parcel Service CL B (UPS) 0.9 $18M 113k 161.54
Coca-Cola Company (KO) 0.9 $18M 323k 56.02
Amgen (AMGN) 0.9 $18M 79k 225.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $18M -17% 249k 71.33
Nextera Energy (NEE) 0.9 $17M +17% 222k 78.41
Qualcomm (QCOM) 0.8 $17M 150k 112.98
Broadcom (AVGO) 0.8 $17M +2152% 38k 444.02
Raytheon Technologies Corp (RTX) 0.8 $17M 202k 81.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $16M 127k 128.93
Rbc Cad (RY) 0.8 $16M 180k 90.04
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $15M +16% 155k 98.86
General Dynamics Corporation (GD) 0.7 $15M 70k 212.17
Accenture Plc Ireland Shs Class A (ACN) 0.7 $15M 57k 257.30
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $14M -8% 136k 102.45
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $14M +19% 144k 95.99
BlackRock (BLK) 0.7 $14M +3% 25k 550.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $13M +22% 221k 57.85
Alphabet Cap Stk Cl C (GOOG) 0.6 $13M +2026% 130k 96.15
Consolidated Edison (ED) 0.6 $12M +6% 143k 85.76
Truist Financial Corp equities (TFC) 0.6 $12M NEW 278k 43.54
Morgan Stanley Com New (MS) 0.6 $12M 151k 79.01
First Tr Exchange Traded Cloud Computing (SKYY) 0.6 $12M 191k 60.41
Kimberly-Clark Corporation (KMB) 0.6 $11M 101k 112.54
Cisco Systems (CSCO) 0.5 $11M 280k 40.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $11M +2% 54k 206.60
Ishares Tr Rus 1000 Etf (IWB) 0.5 $11M +11% 56k 197.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $11M -23% 41k 267.03
Manulife Finl Corp (MFC) 0.5 $11M 671k 15.67
Ishares Tr Tips Bd Etf (TIP) 0.5 $10M -10% 100k 104.90
Intel Corporation (INTC) 0.5 $10M +3% 405k 25.77
Medtronic SHS (MDT) 0.5 $10M 129k 80.75
Spdr Gold Tr Gold Shs (GLD) 0.5 $10M -15% 66k 154.67
Select Sector Spdr Tr Technology (XLK) 0.5 $10M 85k 118.78
Chevron Corporation (CVX) 0.5 $10M +2% 70k 143.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $9.9M +2% 123k 80.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $9.7M 101k 96.05
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $9.3M +4% 73k 128.52
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $9.0M NEW 43k 208.55
Verve Therapeutics (VERV) 0.4 $8.9M NEW 260k 34.35
Alphabet Cap Stk Cl A (GOOGL) 0.4 $8.2M +1945% 86k 95.64
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.4 $8.2M +2% 101k 81.13
Ishares Tr National Mun Etf (MUB) 0.4 $8.0M +41% 78k 102.58
Boston Scientific Corporation (BSX) 0.4 $7.9M +11% 205k 38.73
Costco Wholesale Corporation (COST) 0.3 $5.8M 12k 472.25
Walt Disney Company (DIS) 0.3 $5.6M +3% 59k 94.33
Abbvie (ABBV) 0.2 $5.1M -2% 38k 134.20
Vodafone Group Sponsored Adr (VOD) 0.2 $4.9M -32% 436k 11.33
Home Depot (HD) 0.2 $4.9M +9% 18k 275.94
UnitedHealth (UNH) 0.2 $4.8M 9.6k 505.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $4.7M -6% 128k 36.49
Ishares Tr Core Msci Eafe (IEFA) 0.2 $4.6M -4% 87k 52.67
Visa Com Cl A (V) 0.2 $4.6M +2% 26k 177.65
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $4.5M +41% 119k 37.67
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $4.5M 94k 47.76
McDonald's Corporation (MCD) 0.2 $4.5M +7% 19k 230.76
Nextgen Healthcare (NXGN) 0.2 $4.4M +6% 249k 17.70
Eversource Energy (ES) 0.2 $4.3M +59% 56k 77.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.3M +1630% 65k 65.51
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $4.0M +30% 178k 22.53
W.R. Berkley Corporation (WRB) 0.2 $3.9M NEW 61k 64.57
Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.9M +5% 70k 56.00
Meta Platforms Cl A (META) 0.2 $3.9M 29k 135.68
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $3.8M 13k 287.31
Blackstone Group Inc Com Cl A (BX) 0.2 $3.8M 45k 83.71
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.8M +3% 28k 135.17
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.6M +55% 115k 31.67
Mastercard Incorporated Cl A (MA) 0.2 $3.6M +3% 13k 284.37
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $3.5M -27% 83k 42.83
NVIDIA Corporation (NVDA) 0.2 $3.4M +14% 28k 121.39
Zoetis Cl A (ZTS) 0.2 $3.4M +9% 23k 148.28
Eli Lilly & Co. (LLY) 0.2 $3.4M 11k 323.30
Bank of America Corporation (BAC) 0.2 $3.3M +10% 108k 30.20
Wal-Mart Stores (WMT) 0.2 $3.2M +8% 25k 129.71
Verizon Communications (VZ) 0.2 $3.1M +2% 83k 37.97
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $3.1M 21k 145.70
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $3.0M +62% 30k 101.67
Tesla Motors (TSLA) 0.1 $3.0M +222% 11k 265.21
Rapid7 (RPD) 0.1 $2.8M -8% 65k 42.90
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.7M 38k 71.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.6M -23% 33k 79.40
Nike CL B (NKE) 0.1 $2.6M +2% 31k 83.12
FedEx Corporation (FDX) 0.1 $2.6M 17k 148.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.5M +5% 15k 164.94
Automatic Data Processing (ADP) 0.1 $2.5M 11k 226.18
Select Sector Spdr Tr Financial (XLF) 0.1 $2.5M +3% 83k 30.36
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $2.5M +7% 56k 44.60
At&t (T) 0.1 $2.5M +6% 162k 15.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.5M +5% 14k 179.49
International Business Machines (IBM) 0.1 $2.4M +2% 21k 118.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.4M +1044% 58k 42.35
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.4M 30k 82.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.3M +3% 21k 111.51
Abbott Laboratories (ABT) 0.1 $2.3M +3% 24k 96.78
Lowe's Companies (LOW) 0.1 $2.3M +8% 12k 187.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.2M 18k 127.29
Colgate-Palmolive Company (CL) 0.1 $2.2M -84% 32k 70.26
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $2.2M -17% 21k 108.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.2M 25k 90.00
Bristol Myers Squibb (BMY) 0.1 $2.2M +2% 31k 71.10
3M Company (MMM) 0.1 $2.2M 20k 110.49
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.1M +10% 33k 63.03
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.0M 9.7k 207.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M -50% 6.0k 328.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.9M +58% 39k 48.79
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $1.9M NEW 54k 35.07
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $1.9M +8% 42k 44.77
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.8M 19k 96.32
Ishares Tr Ishares Biotech (IBB) 0.1 $1.8M +5% 15k 116.93
Thermo Fisher Scientific (TMO) 0.1 $1.8M 3.5k 507.23
BP Sponsored Adr (BP) 0.1 $1.8M +7% 62k 28.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.7M +5% 27k 62.15
Oracle Corporation (ORCL) 0.1 $1.7M -49% 28k 61.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 4.2k 401.77
Duke Energy Corp Com New (DUK) 0.1 $1.7M +169% 18k 93.02
Lockheed Martin Corporation (LMT) 0.1 $1.7M -62% 4.3k 386.31
Regeneron Pharmaceuticals (REGN) 0.1 $1.6M -2% 2.4k 689.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 4.00 406500.00
American Tower Reit (AMT) 0.1 $1.6M 7.5k 214.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.6M +50% 11k 138.77
TJX Companies (TJX) 0.1 $1.5M 24k 62.13
Lauder Estee Cos Cl A (EL) 0.1 $1.5M +11% 6.9k 215.90
Illinois Tool Works (ITW) 0.1 $1.5M 8.1k 180.64
Comcast Corp Cl A (CMCSA) 0.1 $1.5M -52% 50k 29.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.4M -33% 38k 37.79
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.4M 26k 54.25
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M +16% 40k 34.89
Union Pacific Corporation (UNP) 0.1 $1.4M +8% 7.1k 194.86
Netflix (NFLX) 0.1 $1.4M -14% 5.8k 235.51
SVB Financial (SIVB) 0.1 $1.4M 4.0k 335.89
Unilever Spon Adr New (UL) 0.1 $1.3M -49% 31k 43.83
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.3M -3% 57k 23.05
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $1.3M +9% 31k 41.33
Ishares Gold Tr Ishares New (IAU) 0.1 $1.3M -8% 40k 31.52
Applovin Corp Com Cl A (APP) 0.1 $1.3M 65k 19.49
Edwards Lifesciences (EW) 0.1 $1.3M +4% 15k 82.60
Select Sector Spdr Tr Communication (XLC) 0.1 $1.2M +21% 26k 47.89
General Mills (GIS) 0.1 $1.2M 16k 76.58
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.2M +9% 18k 66.98
Chipotle Mexican Grill (CMG) 0.1 $1.2M 797.00 1503.14
Sherwin-Williams Company (SHW) 0.1 $1.2M +14% 5.8k 204.80
Emerson Electric (EMR) 0.1 $1.2M 16k 73.21
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M +33% 16k 72.56
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.1M +10% 68k 16.18
Boeing Company (BA) 0.1 $1.1M -11% 8.8k 121.03
SYSCO Corporation (SYY) 0.1 $1.1M -3% 15k 70.70
Goldman Sachs (GS) 0.1 $1.0M +4% 3.5k 293.00
salesforce (CRM) 0.0 $1.0M +4% 7.0k 143.87
Caterpillar (CAT) 0.0 $995k +4% 6.1k 164.06
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $995k 16k 63.27
Ishares Tr Modert Alloc Etf (AOM) 0.0 $961k 26k 36.61
American Express Company (AXP) 0.0 $960k 7.1k 134.91
Deere & Company (DE) 0.0 $954k 2.9k 333.92
Texas Instruments Incorporated (TXN) 0.0 $931k +4% 6.0k 154.70
State Street Corporation (STT) 0.0 $865k 14k 60.85
Vanguard Index Fds Small Cp Etf (VB) 0.0 $864k NEW 5.1k 170.82
Paypal Holdings (PYPL) 0.0 $861k -10% 10k 86.12
Novartis Sponsored Adr (NVS) 0.0 $850k -70% 11k 76.02
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $847k 18k 48.16
Intuit (INTU) 0.0 $839k +2% 2.2k 387.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $817k 17k 49.26
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $794k +4% 34k 23.48
ConocoPhillips (COP) 0.0 $783k +3% 7.6k 102.39
Gilead Sciences (GILD) 0.0 $765k 12k 61.69
Adobe Systems Incorporated (ADBE) 0.0 $757k -6% 2.8k 275.17
Valero Energy Corporation (VLO) 0.0 $754k 7.1k 106.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $750k 9.4k 79.49
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $743k +13% 5.6k 131.95
Stryker Corporation (SYK) 0.0 $740k 3.7k 202.63
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $730k 56k 12.97
S&p Global (SPGI) 0.0 $726k -24% 2.4k 305.43
Shopify Cl A (SHOP) 0.0 $723k +4% 27k 26.95
Booking Holdings (BKNG) 0.0 $718k -40% 437.00 1643.02
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $696k +3% 19k 36.54
Paychex (PAYX) 0.0 $690k -96% 6.1k 112.23
Vanguard World Mega Cap Val Etf (MGV) 0.0 $685k 7.6k 89.97
Mondelez Intl Cl A (MDLZ) 0.0 $678k +13% 12k 54.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $677k 30k 22.41
Analog Devices (ADI) 0.0 $673k +72% 4.8k 139.40
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $672k -6% 26k 25.72
Ishares Tr Us Aer Def Etf (ITA) 0.0 $663k -2% 7.3k 91.23
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $654k 26k 25.60
Ishares Tr Eafe Value Etf (EFV) 0.0 $653k +76% 17k 38.54
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $646k +24% 16k 41.08
Zscaler Incorporated (ZS) 0.0 $641k 3.9k 164.49
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $630k 7.2k 87.67
Ishares Tr Short Treas Bd (SHV) 0.0 $629k 5.7k 110.06
IDEXX Laboratories (IDXX) 0.0 $622k +10% 1.9k 325.65
Genuine Parts Company (GPC) 0.0 $621k 4.2k 149.28
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $619k +79% 2.0k 307.50
Northrop Grumman Corporation (NOC) 0.0 $616k 1.3k 469.87
Norfolk Southern (NSC) 0.0 $615k 2.9k 209.61
General Electric Com New (GE) 0.0 $595k 9.6k 61.90
Ark Etf Tr Innovation Etf (ARKK) 0.0 $583k +22% 16k 37.72
Darden Restaurants (DRI) 0.0 $568k 4.5k 126.28
HEICO Corporation (HEI) 0.0 $564k 3.9k 144.02
Ishares Tr Global Tech Etf (IXN) 0.0 $560k 13k 42.15
Vanguard World Fds Health Car Etf (VHT) 0.0 $557k +21% 2.5k 223.69
Ishares Tr Esg Aware Msci (ESML) 0.0 $555k +9% 18k 30.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $550k -10% 4.5k 121.20
Lam Research Corporation (LRCX) 0.0 $548k 1.5k 365.82
Keurig Dr Pepper (KDP) 0.0 $548k 15k 35.84
Ishares Core Msci Emkt (IEMG) 0.0 $547k -11% 13k 42.96
Allstate Corporation (ALL) 0.0 $537k +6% 4.3k 124.62
Becton, Dickinson and (BDX) 0.0 $535k -5% 2.4k 223.01
Kla Corp Com New (KLAC) 0.0 $529k 1.7k 302.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $527k +2% 11k 50.12
Moderna (MRNA) 0.0 $514k +7% 4.3k 118.35
Airbnb Com Cl A (ABNB) 0.0 $508k NEW 4.8k 105.02
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $507k 27k 18.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $506k -32% 9.0k 56.12
Warner Bros Discovery Com Ser A (WBD) 0.0 $504k 44k 11.50
Evergy (EVRG) 0.0 $502k NEW 8.5k 59.35
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $501k -13% 2.7k 187.99
Harborone Bancorp Com New (HONE) 0.0 $494k 37k 13.42
Ameriprise Financial (AMP) 0.0 $485k NEW 1.9k 252.08
Service Corporation International (SCI) 0.0 $483k 8.4k 57.75
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.0 $470k 6.6k 71.30
First Tr Value Line Divid In SHS (FVD) 0.0 $467k 13k 35.79
International Paper Company (IP) 0.0 $467k -6% 15k 31.70
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $465k NEW 9.8k 47.54
Axon Enterprise (AXON) 0.0 $461k 4.0k 115.74
Target Corporation (TGT) 0.0 $460k +7% 3.1k 148.48
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $459k 23k 20.01
Select Sector Spdr Tr Energy (XLE) 0.0 $455k +81% 6.3k 71.97
McKesson Corporation (MCK) 0.0 $452k -91% 1.3k 339.59
Philip Morris International (PM) 0.0 $449k -5% 5.4k 83.07
Ishares Tr Blackrock Ultra (ICSH) 0.0 $443k 8.9k 50.03
Linde SHS (LIN) 0.0 $442k +2% 1.6k 269.35
DNP Select Income Fund (DNP) 0.0 $441k 43k 10.37
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $441k +11% 5.4k 81.65
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $430k +18% 4.6k 92.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $422k 4.5k 94.83
Texas Pacific Land Corp (TPL) 0.0 $416k 234.00 1777.78
Cigna Corp (CI) 0.0 $410k +5% 1.5k 277.40
Archaea Energy Com Cl A (LFG) 0.0 $407k 23k 18.02
Kroger (KR) 0.0 $405k +5% 9.3k 43.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $404k +43% 9.6k 41.99
Nortonlifelock (NLOK) 0.0 $402k +4% 20k 20.16
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $402k -21% 7.1k 56.98
Enterprise Products Partners (EPD) 0.0 $399k 17k 23.80
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $399k NEW 2.5k 161.02
Shell Spon Ads (SHEL) 0.0 $387k +18% 7.8k 49.76
Tractor Supply Company (TSCO) 0.0 $385k +4% 2.1k 185.72
Altria (MO) 0.0 $374k +25% 9.3k 40.39
Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $371k -10% 7.8k 47.29
Old Dominion Freight Line (ODFL) 0.0 $368k +5% 1.5k 248.65
Global Partners Com Units (GLP) 0.0 $368k +12% 15k 24.75
Hubspot (HUBS) 0.0 $367k 1.4k 270.05
Ishares Tr Core Div Grwth (DGRO) 0.0 $364k -10% 8.2k 44.48
Roblox Corp Cl A (RBLX) 0.0 $360k 10k 35.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $354k +12% 5.3k 66.44
PerkinElmer (PKI) 0.0 $353k -16% 2.9k 120.23
Novanta (NOVT) 0.0 $352k 3.0k 115.68
International Flavors & Fragrances (IFF) 0.0 $351k +3% 3.9k 90.74
Danaher Corporation (DHR) 0.0 $351k +7% 1.4k 258.09
Chubb (CB) 0.0 $348k 1.9k 181.91
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $348k +15% 7.5k 46.39
Cintas Corporation (CTAS) 0.0 $341k +4% 877.00 388.83
Enbridge (ENB) 0.0 $337k NEW 9.1k 37.08
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $331k 4.1k 81.45
Vanguard World Mega Cap Index (MGC) 0.0 $331k 2.7k 124.76
Iridium Communications (IRDM) 0.0 $331k 7.5k 44.36
Uber Technologies (UBER) 0.0 $320k 12k 26.51
Nexstar Media Group Common Stock (NXST) 0.0 $318k NEW 1.9k 166.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $313k NEW 6.8k 45.78
Quest Diagnostics Incorporated (DGX) 0.0 $305k +5% 2.5k 122.69
UGI Corporation (UGI) 0.0 $303k +6% 9.4k 32.35
Carrier Global Corporation (CARR) 0.0 $294k 8.3k 35.53
Ishares Tr U.s. Tech Etf (IYW) 0.0 $292k -24% 4.0k 73.26
Eaton Corp SHS (ETN) 0.0 $285k +19% 2.1k 133.12
Church & Dwight (CHD) 0.0 $285k +26% 4.0k 71.36
Pinterest Cl A (PINS) 0.0 $283k NEW 12k 23.34
Campbell Soup Company (CPB) 0.0 $283k 6.0k 47.21
Corning Incorporated (GLW) 0.0 $281k -5% 9.7k 29.07
Vanguard Index Fds Value Etf (VTV) 0.0 $279k -11% 2.3k 123.51
Dominion Resources (D) 0.0 $277k -6% 4.0k 69.09
AFLAC Incorporated (AFL) 0.0 $274k 4.9k 56.24
Xcel Energy (XEL) 0.0 $272k +3% 4.3k 63.94
Fiserv (FISV) 0.0 $271k -88% 2.9k 93.45
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $270k -8% 847.00 318.77
Valley National Ban (VLY) 0.0 $270k 25k 10.81
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $268k -25% 6.9k 38.82
Vmware Cl A Com (VMW) 0.0 $266k +3% 2.5k 106.36
Constellation Brands Cl A (STZ) 0.0 $265k -86% 1.2k 230.03
Jefferies Finl Group (JEF) 0.0 $261k +6% 8.8k 29.52
Toast Cl A (TOST) 0.0 $257k +2% 15k 16.71
eBay (EBAY) 0.0 $257k 7.0k 36.81
Micro Focus Intl Spon Adr New (MFGP) 0.0 $257k 45k 5.69
Mccormick & Co Com Non Vtg (MKC) 0.0 $256k 3.6k 71.33
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $256k +10% 12k 21.76
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $255k -20% 5.0k 51.49
Applied Materials (AMAT) 0.0 $254k +26% 3.1k 81.96
Quanta Services (PWR) 0.0 $253k 2.0k 127.33
Diageo Spon Adr New (DEO) 0.0 $252k 1.5k 170.04
Arcutis Biotherapeutics (ARQT) 0.0 $250k 13k 19.08
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $250k -53% 4.0k 62.83
Aegon N V Ny Registry Shs (AEG) 0.0 $249k 63k 3.96
Brown Forman Corp Cl A (BF.A) 0.0 $248k 3.7k 67.69
Best Buy (BBY) 0.0 $248k +7% 3.9k 63.22
Fastenal Company (FAST) 0.0 $247k -4% 5.4k 45.95
Cme (CME) 0.0 $244k -5% 1.4k 177.20
Baxter International (BAX) 0.0 $244k -17% 4.5k 53.78
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $244k 6.5k 37.37
RBB Motley Fool Gbl (TMFG) 0.0 $243k NEW 11k 22.23
Tyson Foods Cl A (TSN) 0.0 $241k +7% 3.7k 65.79
Travelers Companies (TRV) 0.0 $241k 1.6k 153.50
Hp (HPQ) 0.0 $241k -11% 9.7k 24.88
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $238k +4% 940.00 253.19
Ford Motor Company (F) 0.0 $233k +5% 21k 11.21
Clorox Company (CLX) 0.0 $232k 1.8k 128.32
Marriott Intl Cl A (MAR) 0.0 $230k 1.6k 140.42
Interpublic Group of Companies (IPG) 0.0 $229k +4% 8.9k 25.60
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $228k -8% 1.8k 126.11
Yum! Brands (YUM) 0.0 $225k 2.1k 106.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $224k +10% 2.2k 103.80
M&T Bank Corporation (MTB) 0.0 $216k -10% 1.2k 176.47
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $215k 8.9k 24.12
Otis Worldwide Corp (OTIS) 0.0 $215k 3.4k 63.76
Ishares Msci World Etf (URTH) 0.0 $215k +11% 2.2k 99.77
Intuitive Surgical Com New (ISRG) 0.0 $215k +6% 1.1k 187.45
Devon Energy Corporation (DVN) 0.0 $212k NEW 3.5k 60.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $211k -6% 4.1k 51.74
Ametek (AME) 0.0 $210k 1.8k 113.64
Global Payments (GPN) 0.0 $208k 1.9k 108.11
Wyndham Hotels And Resorts (WH) 0.0 $207k +5% 3.4k 61.44
Essential Utils (WTRG) 0.0 $206k 5.0k 41.35
Expedia Group Com New (EXPE) 0.0 $206k NEW 2.2k 93.59
Wells Fargo & Company (WFC) 0.0 $204k NEW 5.1k 40.32
Exelon Corporation (EXC) 0.0 $204k NEW 5.5k 37.39
Palantir Technologies Cl A (PLTR) 0.0 $200k 25k 8.11
Neogen Corporation (NEOG) 0.0 $172k 12k 13.97
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $156k -12% 10k 15.02
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $154k +9% 14k 11.05
Sonos (SONO) 0.0 $153k 11k 13.91
Upwork (UPWK) 0.0 $146k 11k 13.61
Snap Cl A (SNAP) 0.0 $140k -4% 14k 9.81
Eaton Vance Senior Floating Rate Fund (EFR) 0.0 $140k NEW 13k 11.14
Honest (HNST) 0.0 $130k +12% 37k 3.50
JetBlue Airways Corporation (JBLU) 0.0 $114k +8% 17k 6.63
Sirius Xm Holdings (SIRI) 0.0 $97k -9% 17k 5.69
Joby Aviation Common Stock (JOBY) 0.0 $87k +93% 20k 4.35
Forge Global Holdings (FRGE) 0.0 $69k NEW 40k 1.74
Nu Hldgs Ord Shs Cl A (NU) 0.0 $54k NEW 12k 4.39
Omega Therapeutics Common Stock (OMGA) 0.0 $54k 10k 5.40
Markforged Holding Corp (MKFG) 0.0 $30k 15k 2.00
Banco Santander Adr (SAN) 0.0 $24k NEW 10k 2.35
Idera Pharmaceuticals Com Par (IDRA) 0.0 $13k 35k 0.37
Verastem (VSTM) 0.0 $10k 12k 0.87

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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