WADE G W & INC

Q4 2023 13F Holdings

  • Location
    wellesley, MA
  • Num holdings

    417

  • Value ($000)

    $3,078,733

  • Date Filed
    02/08/2024
  • Form type
    13F-HR
  • CIK
    0001132556
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$148.49M
5 %

489,799

AAPL
AAPL

APPLE INC

COM
037833100
$141.76M
5 %

736,292

DLN
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$139.02M
5 %

2,094,288

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$112.53M
4 %

299,253

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$104.72M
3 %

219,243

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$72.09M
2 %

176,036

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$71.25M
2 %

913,087

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$64.75M
2 %

789,213

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$52.96M
2 %

529,675

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$50.90M
2 %

528,072

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