GW & Wade
Latest statistics and disclosures from Wade G W & Inc's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SHY, DLN, IWF, MSFT, and represent 21.09% of Wade G W & Inc's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$68M), IWD (+$23M), IXC (+$16M), GLTR (+$6.0M), IJR, FNDA, FNDF, GLD, SCHA, DVY.
- Started 32 new stock positions in WFC, SCHE, S, LIN, AMD, HE, PSX, UGI, SCI, SCHB.
- Reduced shares in these 10 stocks: IVV, USMV, XOM, BND, PRFZ, PXF, JETS, U, LQD, CLOU.
- Sold out of its positions in ARKK, ABNB, CRNC, HAUZ, DELL, DOCU, GM, CLOU, ILMN, PHO.
- Wade G W & Inc was a net buyer of stock by $125M.
- Wade G W & Inc has $2.3B in assets under management (AUM), dropping by 1.25%.
- Central Index Key (CIK): 0001132556
Tip: Access up to 7 years of quarterly data
Positions held by GW & Wade consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Wade G W & Inc
Companies in the Wade G W & Inc portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 5.5 | $129M | 736k | 174.61 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.4 | $103M | +197% | 1.2M | 83.35 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 4.0 | $92M | 1.4M | 65.72 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 3.8 | $88M | 316k | 277.63 | ||
Microsoft Corporation (MSFT) | 3.5 | $81M | 262k | 308.31 | ||
Ishares Tr Msci Usa Min Vol (USMV) | 3.0 | $71M | -4% | 914k | 77.57 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 2.4 | $57M | +68% | 344k | 165.98 | |
Exxon Mobil Corporation (XOM) | 2.4 | $56M | -4% | 675k | 82.59 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $50M | +3% | 110k | 451.64 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $47M | 130k | 362.54 | ||
Ishares Tr Select Divid Etf (DVY) | 2.0 | $46M | +3% | 358k | 128.13 | |
Procter & Gamble Company (PG) | 1.8 | $41M | 270k | 152.80 | ||
Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $39M | -9% | 86k | 453.69 | |
Johnson & Johnson (JNJ) | 1.6 | $37M | 207k | 177.23 | ||
Setup an alertGW & Wade will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
Amazon (AMZN) | 1.4 | $33M | +3% | 10k | 3259.98 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $31M | +17% | 287k | 107.88 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $30M | +3% | 111k | 268.34 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.2 | $29M | -2% | 286k | 100.50 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.2 | $28M | +3% | 572k | 48.03 | |
Paychex (PAYX) | 1.1 | $26M | 190k | 136.47 | ||
Waste Management (WM) | 1.1 | $26M | +2% | 162k | 158.50 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $25M | +5% | 184k | 136.32 | |
Pepsi (PEP) | 1.1 | $25M | 147k | 167.38 | ||
United Parcel Service CL B (UPS) | 1.0 | $24M | 111k | 214.46 | ||
Extra Space Storage (EXR) | 1.0 | $24M | 115k | 205.60 | ||
Honeywell International (HON) | 1.0 | $24M | 121k | 194.58 | ||
Qualcomm (QCOM) | 1.0 | $23M | 147k | 152.82 | ||
Starbucks Corporation (SBUX) | 1.0 | $22M | 245k | 90.97 | ||
Pfizer (PFE) | 0.9 | $21M | 411k | 51.77 | ||
Southern Company (SO) | 0.9 | $21M | 286k | 72.51 | ||
CVS Caremark Corporation (CVS) | 0.9 | $20M | +2% | 198k | 101.21 | |
Raytheon Technologies Corp (RTX) | 0.8 | $20M | 197k | 99.07 | ||
Coca-Cola Company (KO) | 0.8 | $20M | 315k | 62.00 | ||
Rbc Cad (RY) | 0.8 | $20M | 177k | 110.27 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $19M | 57k | 337.23 | ||
Intel Corporation (INTC) | 0.8 | $19M | 383k | 49.56 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $19M | -6% | 156k | 120.94 | |
Amgen (AMGN) | 0.8 | $19M | +2% | 78k | 241.82 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.8 | $19M | -5% | 206k | 90.52 | |
Nextera Energy (NEE) | 0.8 | $18M | 213k | 84.71 | ||
BlackRock (BLK) | 0.8 | $18M | +5% | 23k | 764.20 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $17M | 106k | 161.40 | ||
Merck & Co (MRK) | 0.7 | $17M | +2% | 204k | 82.05 | |
General Dynamics Corporation (GD) | 0.7 | $17M | 69k | 241.18 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $17M | +3% | 6.0k | 2793.14 | |
Ishares Tr Global Energ Etf (IXC) | 0.7 | $17M | +3186% | 462k | 36.15 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $16M | -13% | 202k | 79.54 | |
Colgate-Palmolive Company (CL) | 0.7 | $16M | +2% | 206k | 75.83 | |
Ishares Tr Tips Bd Etf (TIP) | 0.7 | $16M | +10% | 125k | 124.57 | |
Cisco Systems (CSCO) | 0.7 | $15M | 273k | 55.76 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.6 | $14M | +17% | 78k | 180.65 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $14M | -3% | 40k | 352.91 | |
Medtronic SHS (MDT) | 0.6 | $14M | +4% | 126k | 110.95 | |
Manulife Finl Corp (MFC) | 0.6 | $14M | 654k | 21.35 | ||
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $14M | 54k | 255.74 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $14M | 126k | 108.37 | ||
Consolidated Edison (ED) | 0.6 | $13M | 141k | 94.68 | ||
Morgan Stanley Com New (MS) | 0.6 | $13M | 151k | 87.40 | ||
Select Sector Spdr Tr Technology (XLK) | 0.5 | $13M | 80k | 158.93 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $13M | 51k | 250.07 | ||
Ishares Tr Barclays 7 10 Yr (IEF) | 0.5 | $12M | 115k | 107.47 | ||
Kimberly-Clark Corporation (KMB) | 0.5 | $12M | 99k | 123.16 | ||
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $12M | +6% | 99k | 119.64 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $12M | 154k | 76.38 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $11M | 4.1k | 2781.45 | ||
Chevron Corporation (CVX) | 0.5 | $11M | 67k | 162.83 | ||
Vodafone Group Sponsored Adr (VOD) | 0.4 | $10M | +9% | 624k | 16.62 | |
Home Depot (HD) | 0.4 | $10M | +3% | 34k | 299.34 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $9.9M | 64k | 155.72 | ||
Boston Scientific Corporation (BSX) | 0.3 | $8.1M | 184k | 44.29 | ||
Walt Disney Company (DIS) | 0.3 | $7.2M | 53k | 137.15 | ||
Costco Wholesale Corporation (COST) | 0.3 | $6.7M | +4% | 12k | 575.82 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $6.7M | +9% | 145k | 46.13 | |
NVIDIA Corporation (NVDA) | 0.3 | $6.5M | +11% | 24k | 272.86 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $6.3M | 91k | 69.51 | ||
Abbvie (ABBV) | 0.3 | $6.3M | 39k | 162.11 | ||
Meta Platforms Cl A (FB) | 0.3 | $6.1M | +2% | 28k | 222.36 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $6.0M | NEW | 62k | 96.08 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $5.7M | +3% | 45k | 126.93 | |
Visa Com Cl A (V) | 0.2 | $5.6M | +7% | 25k | 221.79 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.4M | 13k | 415.19 | ||
Eversource Energy (ES) | 0.2 | $4.9M | 56k | 88.18 | ||
Nextgen Healthcare (NXGN) | 0.2 | $4.9M | 233k | 20.91 | ||
UnitedHealth (UNH) | 0.2 | $4.7M | +10% | 9.2k | 510.02 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.5M | 61k | 73.59 | ||
Mastercard Incorporated Cl A (MA) | 0.2 | $4.4M | +2% | 12k | 357.33 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $4.4M | 13k | 346.83 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $4.2M | 26k | 162.16 | ||
McDonald's Corporation (MCD) | 0.2 | $4.2M | 17k | 247.28 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $4.0M | 23k | 170.87 | ||
FedEx Corporation (FDX) | 0.2 | $3.9M | +2% | 17k | 231.36 | |
Bank of America Corporation (BAC) | 0.2 | $3.9M | 95k | 41.22 | ||
Verizon Communications (VZ) | 0.2 | $3.9M | 76k | 50.94 | ||
Nike CL B (NKE) | 0.2 | $3.8M | +7% | 28k | 134.58 | |
Zoetis Cl A (ZTS) | 0.2 | $3.7M | +9% | 19k | 188.57 | |
Tesla Motors (TSLA) | 0.2 | $3.6M | +2% | 3.3k | 1077.62 | |
Applovin Corp Com Cl A (APP) | 0.2 | $3.6M | +13% | 65k | 55.06 | |
At&t (T) | 0.2 | $3.6M | 151k | 23.63 | ||
Wal-Mart Stores (WMT) | 0.1 | $3.3M | +2% | 22k | 148.91 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.3M | -5% | 32k | 101.35 | |
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) | 0.1 | $3.2M | +7% | 56k | 56.50 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $3.1M | 38k | 82.28 | ||
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $3.0M | 29k | 102.39 | ||
Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.0M | -3% | 77k | 38.31 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | 14k | 205.30 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.8M | 18k | 157.71 | ||
Eli Lilly & Co. (LLY) | 0.1 | $2.8M | +12% | 9.7k | 286.41 | |
3M Company (MMM) | 0.1 | $2.8M | 19k | 148.90 | ||
Abbott Laboratories (ABT) | 0.1 | $2.7M | 23k | 118.34 | ||
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) | 0.1 | $2.7M | -6% | 49k | 55.72 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.7M | 75k | 36.42 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.6M | 24k | 109.63 | ||
Keurig Dr Pepper (KDP) | 0.1 | $2.6M | -11% | 69k | 37.91 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.6M | +232% | 55k | 47.36 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | +15% | 11k | 227.65 | |
Automatic Data Processing (ADP) | 0.1 | $2.6M | 11k | 227.53 | ||
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $2.5M | NEW | 48k | 53.45 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.5M | 9.6k | 262.36 | ||
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $2.4M | NEW | 73k | 32.25 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | 18k | 128.14 | ||
Netflix (NFLX) | 0.1 | $2.3M | 6.2k | 374.64 | ||
Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | +3% | 5.2k | 441.44 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.3M | +2% | 30k | 77.28 | |
Lowe's Companies (LOW) | 0.1 | $2.3M | 11k | 202.18 | ||
Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | +10% | 47k | 46.82 | |
Duke Energy Corp Com New (DUK) | 0.1 | $2.2M | 19k | 111.67 | ||
Bristol Myers Squibb (BMY) | 0.1 | $2.1M | +4% | 29k | 73.03 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.1M | 4.00 | 529000.00 | ||
Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $2.1M | +120% | 66k | 31.76 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $2.1M | 36k | 58.50 | ||
Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $2.1M | -2% | 38k | 53.97 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.1M | +3% | 19k | 107.09 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.1M | 4.2k | 490.39 | ||
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.0M | -2% | 16k | 125.09 | |
Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | 3.4k | 590.63 | ||
Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $2.0M | +6% | 45k | 44.42 | |
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $2.0M | +20% | 13k | 149.58 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.9M | 15k | 130.30 | ||
American Tower Reit (AMT) | 0.1 | $1.8M | -7% | 7.3k | 251.17 | |
Boeing Company (BA) | 0.1 | $1.8M | -2% | 9.4k | 191.48 | |
Oracle Corporation (ORCL) | 0.1 | $1.8M | 21k | 82.72 | ||
International Business Machines (IBM) | 0.1 | $1.7M | +2% | 14k | 130.02 | |
Union Pacific Corporation (UNP) | 0.1 | $1.7M | +4% | 6.4k | 273.18 | |
SVB Financial (SIVB) | 0.1 | $1.7M | 3.1k | 559.46 | ||
Shopify Cl A (SHOP) | 0.1 | $1.7M | -3% | 2.6k | 675.93 | |
Illinois Tool Works (ITW) | 0.1 | $1.7M | 8.2k | 209.36 | ||
Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $1.7M | -2% | 26k | 64.57 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | -10% | 2.4k | 698.22 | |
Edwards Lifesciences (EW) | 0.1 | $1.7M | 14k | 117.72 | ||
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.7M | -20% | 24k | 68.78 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.7M | +5% | 59k | 28.27 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.7M | +98% | 45k | 36.71 | |
BP Sponsored Adr (BP) | 0.1 | $1.6M | 55k | 29.41 | ||
salesforce (CRM) | 0.1 | $1.6M | 7.7k | 212.28 | ||
Emerson Electric (EMR) | 0.1 | $1.6M | 16k | 98.06 | ||
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.1 | $1.5M | +5% | 27k | 58.29 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.5M | +4% | 23k | 66.34 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $1.5M | +26% | 5.4k | 272.36 | |
TJX Companies (TJX) | 0.1 | $1.4M | +9% | 24k | 60.59 | |
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.4M | -63% | 7.7k | 182.70 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.4M | +46% | 38k | 36.84 | |
S&p Global (SPGI) | 0.1 | $1.3M | +3% | 3.3k | 410.03 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.3M | +13% | 15k | 86.63 | |
Unilever Spon Adr New (UL) | 0.1 | $1.3M | +4% | 29k | 45.58 | |
Caterpillar (CAT) | 0.1 | $1.3M | +2% | 5.9k | 222.74 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.1 | $1.3M | 63k | 20.82 | ||
State Street Corporation (STT) | 0.1 | $1.3M | 15k | 87.14 | ||
Paypal Holdings (PYPL) | 0.1 | $1.3M | +4% | 11k | 115.65 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 2.8k | 455.73 | ||
Spdr Ser Tr Bloomberg Conv (CWB) | 0.1 | $1.2M | 16k | 76.95 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.2M | 27k | 45.14 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.2M | 24k | 51.72 | ||
SYSCO Corporation (SYY) | 0.1 | $1.2M | 15k | 81.63 | ||
American Express Company (AXP) | 0.1 | $1.2M | +2% | 6.4k | 187.00 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | +4% | 15k | 78.05 | |
Deere & Company (DE) | 0.1 | $1.2M | -7% | 2.8k | 415.42 | |
Sherwin-Williams Company (SHW) | 0.0 | $1.2M | +10% | 4.6k | 249.68 | |
Novartis Sponsored Adr (NVS) | 0.0 | $1.2M | 13k | 87.72 | ||
Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $1.1M | 26k | 42.97 | ||
Chipotle Mexican Grill (CMG) | 0.0 | $1.1M | -2% | 706.00 | 1582.15 | |
Goldman Sachs (GS) | 0.0 | $1.1M | -4% | 3.3k | 330.02 | |
General Mills (GIS) | 0.0 | $1.0M | +2% | 15k | 67.70 | |
Stryker Corporation (SYK) | 0.0 | $1.0M | +2% | 3.8k | 267.33 | |
Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | -9% | 5.5k | 183.47 | |
Broadcom (AVGO) | 0.0 | $1.0M | -2% | 1.6k | 629.79 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $990k | -4% | 31k | 31.88 | |
Norfolk Southern (NSC) | 0.0 | $946k | -4% | 3.3k | 285.37 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $937k | +28% | 13k | 73.74 | |
Zscaler Incorporated (ZS) | 0.0 | $933k | 3.9k | 241.40 | ||
General Electric Com New (GE) | 0.0 | $921k | +2% | 10k | 91.54 | |
Intuit (INTU) | 0.0 | $900k | -5% | 1.9k | 481.03 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $882k | +12% | 36k | 24.63 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $863k | +9% | 25k | 34.47 | |
Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $859k | -45% | 25k | 34.19 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $858k | NEW | 31k | 27.77 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $856k | -50% | 15k | 55.58 | |
IDEXX Laboratories (IDXX) | 0.0 | $851k | 1.6k | 546.92 | ||
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $840k | 8.7k | 96.26 | ||
Valero Energy Corporation (VLO) | 0.0 | $839k | 8.3k | 101.59 | ||
McKesson Corporation (MCK) | 0.0 | $827k | 2.7k | 305.96 | ||
Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $800k | 7.2k | 111.33 | ||
Lam Research Corporation (LRCX) | 0.0 | $794k | +30% | 1.5k | 537.58 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $793k | 7.2k | 110.79 | ||
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $792k | NEW | 55k | 14.33 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $788k | +285% | 12k | 65.17 | |
Booking Holdings (BKNG) | 0.0 | $787k | 335.00 | 2349.25 | ||
Ishares Tr Global Tech Etf (IXN) | 0.0 | $771k | 13k | 58.03 | ||
Ishares Tr National Mun Etf (MUB) | 0.0 | $769k | NEW | 7.0k | 109.64 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $757k | +63% | 9.3k | 81.13 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $743k | +2% | 5.0k | 149.17 | |
International Paper Company (IP) | 0.0 | $736k | +3% | 16k | 46.17 | |
ConocoPhillips (COP) | 0.0 | $724k | 7.2k | 99.96 | ||
Gilead Sciences (GILD) | 0.0 | $714k | -22% | 12k | 59.49 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $712k | +5% | 19k | 38.32 | |
Target Corporation (TGT) | 0.0 | $688k | -2% | 3.2k | 212.21 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $680k | 10k | 66.19 | ||
Mondelez Intl Cl A (MDLZ) | 0.0 | $671k | 11k | 62.80 | ||
PerkinElmer (PKI) | 0.0 | $666k | 3.8k | 174.35 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $664k | -2% | 9.2k | 72.19 | |
Becton, Dickinson and (BDX) | 0.0 | $663k | -2% | 2.5k | 266.05 | |
Hubspot (HUBS) | 0.0 | $663k | +22% | 1.4k | 475.27 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $653k | +130% | 6.5k | 100.20 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $631k | -17% | 17k | 38.06 | |
Kla Corp Com New (KLAC) | 0.0 | $630k | 1.7k | 366.07 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $614k | -17% | 4.5k | 137.02 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $606k | +100% | 24k | 24.90 | |
HEICO Corporation (HEI) | 0.0 | $591k | 3.8k | 153.67 | ||
Darden Restaurants (DRI) | 0.0 | $588k | 4.4k | 132.91 | ||
Northrop Grumman Corporation (NOC) | 0.0 | $577k | -26% | 1.3k | 447.29 | |
First Tr Value Line Divid In SHS (FVD) | 0.0 | $574k | 14k | 42.32 | ||
Moderna (MRNA) | 0.0 | $565k | 3.3k | 172.36 | ||
Service Corporation International (SCI) | 0.0 | $551k | NEW | 8.4k | 65.88 | |
Wisdomtree Tr Intl Midcap Dv (DIM) | 0.0 | $550k | +2% | 8.6k | 64.24 | |
Axon Enterprise (AXON) | 0.0 | $547k | 4.0k | 137.64 | ||
Fiserv (FISV) | 0.0 | $545k | +44% | 5.4k | 101.32 | |
DNP Select Income Fund (DNP) | 0.0 | $541k | 46k | 11.81 | ||
Evergy (EVRG) | 0.0 | $538k | 7.9k | 68.35 | ||
Philip Morris International (PM) | 0.0 | $538k | +2% | 5.7k | 93.97 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $529k | +3% | 2.1k | 254.20 | |
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) | 0.0 | $525k | 6.6k | 79.65 | ||
Snap Cl A (SNAP) | 0.0 | $522k | +2% | 15k | 35.96 | |
Linde SHS (LIN) | 0.0 | $518k | NEW | 1.6k | 319.16 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $516k | +9% | 2.2k | 237.68 | |
Harborone Bancorp Com New (HONE) | 0.0 | $516k | 37k | 14.02 | ||
Allstate Corporation (ALL) | 0.0 | $511k | +4% | 3.7k | 138.56 | |
Nortonlifelock (NLOK) | 0.0 | $508k | +5% | 19k | 26.51 | |
Baxter International (BAX) | 0.0 | $504k | 6.5k | 77.47 | ||
Genuine Parts Company (GPC) | 0.0 | $504k | 4.0k | 125.94 | ||
Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.0 | $502k | NEW | 23k | 21.89 | |
Archaea Energy Com Cl A (LFG) | 0.0 | $495k | -4% | 23k | 21.92 | |
Analog Devices (ADI) | 0.0 | $482k | +21% | 2.9k | 165.29 | |
Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $480k | +2% | 4.8k | 99.07 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $476k | +2% | 8.9k | 53.37 | |
Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $475k | 6.9k | 68.61 | ||
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $473k | NEW | 13k | 37.98 | |
International Flavors & Fragrances (IFF) | 0.0 | $466k | -3% | 3.6k | 131.23 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $463k | -2% | 4.1k | 112.22 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $457k | -6% | 9.3k | 49.04 | |
Expedia Group Com New (EXPE) | 0.0 | $447k | 2.3k | 195.54 | ||
Novanta (NOVT) | 0.0 | $442k | 3.1k | 142.44 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $441k | 4.3k | 102.97 | ||
Uber Technologies (UBER) | 0.0 | $440k | 12k | 35.64 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $437k | 8.5k | 51.55 | ||
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $437k | 4.0k | 108.33 | ||
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $430k | +2% | 8.6k | 50.29 | |
Altria (MO) | 0.0 | $421k | 8.1k | 52.29 | ||
Enterprise Products Partners (EPD) | 0.0 | $419k | 16k | 25.84 | ||
Danaher Corporation (DHR) | 0.0 | $419k | 1.4k | 293.42 | ||
Kroger (KR) | 0.0 | $414k | -3% | 7.2k | 57.35 | |
Enbridge (ENB) | 0.0 | $410k | -4% | 8.9k | 46.04 | |
Old Dominion Freight Line (ODFL) | 0.0 | $407k | NEW | 1.4k | 298.39 | |
Hp (HPQ) | 0.0 | $406k | NEW | 11k | 36.26 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $404k | -10% | 4.1k | 99.73 | |
Constellation Brands Cl A (STZ) | 0.0 | $404k | -7% | 1.8k | 230.20 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $401k | +37% | 7.6k | 52.43 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $390k | -27% | 937.00 | 416.22 | |
Neogen Corporation (NEOG) | 0.0 | $380k | 12k | 30.87 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $374k | +9% | 4.7k | 78.90 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $370k | -9% | 2.0k | 187.82 | |
Cintas Corporation (CTAS) | 0.0 | $370k | 869.00 | 425.78 | ||
eBay (EBAY) | 0.0 | $370k | -7% | 6.5k | 57.23 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $365k | +20% | 7.1k | 51.64 | |
UGI Corporation (UGI) | 0.0 | $365k | NEW | 10k | 36.20 | |
Chubb (CB) | 0.0 | $363k | 1.7k | 213.78 | ||
Global Partners Com Units (GLP) | 0.0 | $359k | 13k | 27.24 | ||
Carrier Global Corporation (CARR) | 0.0 | $358k | -10% | 7.8k | 45.87 | |
Roblox Corp Cl A (RBLX) | 0.0 | $343k | +2% | 7.4k | 46.21 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $337k | 25k | 13.74 | ||
Corning Incorporated (GLW) | 0.0 | $337k | +4% | 9.1k | 36.93 | |
Fastenal Company (FAST) | 0.0 | $337k | 5.7k | 59.34 | ||
Vanguard Index Fds Value Etf (VTV) | 0.0 | $336k | +21% | 2.3k | 147.76 | |
Cme (CME) | 0.0 | $332k | 1.4k | 237.99 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $331k | 1.2k | 287.33 | ||
Marriott Intl Cl A (MAR) | 0.0 | $329k | +15% | 1.9k | 175.75 | |
Valley National Ban (VLY) | 0.0 | $325k | -7% | 25k | 13.02 | |
Diageo Spon Adr New (DEO) | 0.0 | $321k | 1.6k | 203.16 | ||
Shell Spon Ads (SHEL) | 0.0 | $320k | NEW | 5.8k | 54.97 | |
Markel Corporation (MKL) | 0.0 | $320k | 217.00 | 1474.65 | ||
Advance Auto Parts (AAP) | 0.0 | $319k | 1.5k | 206.87 | ||
Dominion Resources (D) | 0.0 | $318k | 3.7k | 84.85 | ||
Interpublic Group of Companies (IPG) | 0.0 | $318k | +5% | 9.0k | 35.50 | |
Ford Motor Company (F) | 0.0 | $318k | +5% | 19k | 16.89 | |
Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $317k | 6.5k | 48.55 | ||
Texas Pacific Land Corp (TPL) | 0.0 | $316k | 234.00 | 1350.43 | ||
Sonos (SONO) | 0.0 | $315k | 11k | 28.25 | ||
Church & Dwight (CHD) | 0.0 | $314k | -6% | 3.2k | 99.37 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $311k | -7% | 657.00 | 473.36 | |
Best Buy (BBY) | 0.0 | $304k | +3% | 3.3k | 90.94 | |
Coinbase Global Com Cl A (COIN) | 0.0 | $304k | +29% | 1.6k | 189.76 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $304k | 8.9k | 34.10 | ||
Intuitive Surgical Com New (ISRG) | 0.0 | $301k | -6% | 998.00 | 301.60 | |
Yum! Brands (YUM) | 0.0 | $301k | 2.5k | 118.50 | ||
Iridium Communications (IRDM) | 0.0 | $301k | 7.5k | 40.34 | ||
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $300k | +28% | 12k | 25.17 | |
AFLAC Incorporated (AFL) | 0.0 | $296k | 4.6k | 64.32 | ||
Xcel Energy (XEL) | 0.0 | $295k | 4.1k | 72.07 | ||
Rapid7 (RPD) | 0.0 | $290k | 2.6k | 111.20 | ||
Travelers Companies (TRV) | 0.0 | $287k | 1.6k | 182.45 | ||
Centene Corporation (CNC) | 0.0 | $287k | 3.4k | 84.21 | ||
Eaton Corp SHS (ETN) | 0.0 | $280k | 1.8k | 152.01 | ||
Digital Realty Trust (DLR) | 0.0 | $276k | 1.9k | 141.98 | ||
Aegon N V Ny Registry Shs (AEG) | 0.0 | $275k | 52k | 5.29 | ||
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $274k | +100% | 5.1k | 53.78 | |
Applied Materials (AMAT) | 0.0 | $274k | 2.1k | 131.92 | ||
Affiliated Managers (AMG) | 0.0 | $273k | +23% | 1.9k | 141.01 | |
Vmware Cl A Com (VMW) | 0.0 | $270k | -53% | 2.4k | 113.92 | |
Toast Cl A (TOST) | 0.0 | $267k | NEW | 12k | 21.74 | |
Campbell Soup Company (CPB) | 0.0 | $267k | 6.0k | 44.54 | ||
Jefferies Finl Group (JEF) | 0.0 | $267k | 8.1k | 32.81 | ||
Clorox Company (CLX) | 0.0 | $266k | -8% | 1.9k | 139.05 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $266k | 3.0k | 89.71 | ||
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $265k | -3% | 4.4k | 60.68 | |
Global Payments (GPN) | 0.0 | $263k | 1.9k | 136.69 | ||
Canadian Pacific Railway (CP) | 0.0 | $263k | 3.2k | 82.47 | ||
Select Sector Spdr Tr Energy (XLE) | 0.0 | $263k | -15% | 3.4k | 76.48 | |
Ametek (AME) | 0.0 | $263k | 2.0k | 133.03 | ||
Quanta Services (PWR) | 0.0 | $262k | +5% | 2.0k | 131.86 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $260k | -4% | 1.1k | 235.51 | |
RBB Motley Fool Gbl (TMFG) | 0.0 | $255k | 8.7k | 29.18 | ||
Otis Worldwide Corp (OTIS) | 0.0 | $255k | -10% | 3.3k | 76.85 | |
Arcutis Biotherapeutics (ARQT) | 0.0 | $252k | 13k | 19.24 | ||
Ameriprise Financial (AMP) | 0.0 | $251k | 835.00 | 300.60 | ||
Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $251k | -88% | 12k | 21.78 | |
Upwork (UPWK) | 0.0 | $251k | NEW | 11k | 23.21 | |
Essential Utils (WTRG) | 0.0 | $249k | +17% | 4.9k | 51.11 | |
Valvoline Inc Common (VVV) | 0.0 | $249k | 7.9k | 31.50 | ||
Ishares Msci World Etf (URTH) | 0.0 | $247k | 1.9k | 127.98 | ||
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $245k | 850.00 | 288.24 | ||
Wyndham Hotels And Resorts (WH) | 0.0 | $244k | NEW | 2.9k | 84.66 | |
Micro Focus Intl Spon Adr New (MFGP) | 0.0 | $239k | 45k | 5.29 | ||
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $239k | NEW | 4.6k | 52.01 | |
Roper Industries (ROP) | 0.0 | $239k | +10% | 506.00 | 472.33 | |
Citigroup Com New (C) | 0.0 | $239k | -7% | 4.5k | 53.30 | |
Crown Castle Intl (CCI) | 0.0 | $238k | +14% | 1.3k | 184.78 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $238k | 16k | 14.92 | ||
Astrazeneca Sponsored Adr (AZN) | 0.0 | $237k | NEW | 3.6k | 66.33 | |
Gabelli Dividend & Income Trust (GDV) | 0.0 | $233k | 9.5k | 24.62 | ||
Bank of New York Mellon Corporation (BK) | 0.0 | $231k | 4.6k | 49.70 | ||
Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $231k | 2.6k | 88.07 | ||
Southwest Airlines (LUV) | 0.0 | $231k | +4% | 5.0k | 45.85 | |
Brown Forman Corp Cl A (BF.A) | 0.0 | $230k | 3.7k | 62.77 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $227k | -21% | 2.2k | 104.42 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $226k | +9% | 2.2k | 100.89 | |
Advanced Micro Devices (AMD) | 0.0 | $225k | NEW | 2.1k | 109.54 | |
Teladoc (TDOC) | 0.0 | $224k | NEW | 3.1k | 72.23 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $221k | 4.0k | 55.67 | ||
Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $220k | NEW | 778.00 | 282.78 | |
Walgreen Boots Alliance (WBA) | 0.0 | $220k | NEW | 4.9k | 44.83 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $219k | -80% | 1.0k | 212.83 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $215k | NEW | 2.9k | 74.39 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $213k | 3.0k | 71.48 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $211k | NEW | 3.9k | 53.50 | |
Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $210k | 1.3k | 162.16 | ||
Hawaiian Electric Industries (HE) | 0.0 | $206k | NEW | 4.9k | 42.27 | |
Wells Fargo & Company (WFC) | 0.0 | $206k | NEW | 4.3k | 48.40 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $204k | 1.5k | 135.28 | ||
Cigna Corp (CI) | 0.0 | $203k | NEW | 847.00 | 239.67 | |
Sentinelone Cl A (S) | 0.0 | $202k | NEW | 5.2k | 38.73 | |
Hershey Company (HSY) | 0.0 | $202k | NEW | 935.00 | 216.04 | |
Snowflake Cl A (SNOW) | 0.0 | $201k | +39% | 876.00 | 229.45 | |
Phillips 66 (PSX) | 0.0 | $200k | NEW | 2.3k | 86.39 | |
Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.0 | $159k | -41% | 15k | 10.38 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $144k | 13k | 11.23 | ||
Sirius Xm Holdings (SIRI) | 0.0 | $125k | 19k | 6.63 | ||
Wheels Up Experience Com Cl A (UP) | 0.0 | $111k | 36k | 3.11 | ||
Honest (HNST) | 0.0 | $70k | +17% | 14k | 5.20 | |
Markforged Holding Corp (MKFG) | 0.0 | $60k | -44% | 15k | 4.00 | |
Didi Global Sponsored Ads (DIDI) | 0.0 | $31k | NEW | 13k | 2.49 | |
Idera Pharmaceuticals Com Par (IDRA) | 0.0 | $18k | 35k | 0.51 | ||
Verastem (VSTM) | 0.0 | $16k | 12k | 1.39 |
Past Filings by Wade G W & Inc
SEC 13F filings are viewable for Wade G W & Inc going back to 2011
- Wade G W & Inc 2022 Q1 filed May 10, 2022
- Wade G W & Inc 2021 Q4 filed Feb. 9, 2022
- Wade G W & Inc 2021 Q3 filed Nov. 3, 2021
- Wade G W & Inc 2021 Q2 filed Aug. 12, 2021
- Wade G W & Inc 2021 Q1 filed May 5, 2021
- Wade G W & Inc 2020 Q4 filed Feb. 3, 2021
- Wade G W & Inc 2020 Q3 filed Nov. 9, 2020
- Wade G W & Inc 2020 Q2 filed Aug. 7, 2020
- Wade G W & Inc 2020 Q1 filed May 6, 2020
- Wade G W & Inc 2019 Q4 filed Feb. 7, 2020
- Wade G W & Inc 2019 Q3 filed Nov. 12, 2019
- Wade G W & Inc 2019 Q2 filed Aug. 12, 2019
- Wade G W & Inc 2019 Q1 filed May 9, 2019
- Wade G W & Inc 2018 Q4 filed Feb. 4, 2019
- Wade G W & Inc 2018 Q3 filed Nov. 7, 2018
- Wade G W & Inc 2018 Q2 filed Aug. 13, 2018