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 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

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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

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