WADE G W & INC
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationwellesley, MA
- CIK0001132556
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
417 | $3.08B | IWF, AAPL, DLN, MSFT | 13F-HR | Feb 8, 2024 | 000158064224000847 | ||
401 | $2.69B | DLN, IWF, AAPL, MSFT | 13F-HR | Nov 8, 2023 | 000158064223006128 | ||
383 | $2.75B | AAPL, DLN, IWF, MSFT | 13F-HR | Aug 10, 2023 | 000158064223004170 | ||
374 | $2.60B | DLN, AAPL, IWF, DVY | 13F-HR | May 9, 2023 | 000158064223002645 | ||
383 | $2.44B | DLN, AAPL, DVY, USMV | 13F-HR | Feb 10, 2023 | 000158064223000803 | ||
379 | $2.04B | AAPL, DLN, IWF, DVY | 13F-HR | Nov 10, 2022 | 000158064222005737 | ||
382 | $2.20B | SHY, AAPL, DLN, MSFT | 13F-HR | Aug 9, 2022 | 000158064222003989 | ||
390 | $2.33B | AAPL, SHY, DLN, IWF | 13F-HR | May 10, 2022 | 000158064222002717 | ||
389 | $2.30B | AAPL, IWF, DLN, MSFT | 13F-HR | Feb 9, 2022 | 000158064222000756 | ||
379 | $2.11B | AAPL, DLN, IWF, MSFT | 13F-HR | Nov 3, 2021 | 000158064221005208 | ||
382 | $2.08B | AAPL, DLN, IWF, USMV | 13F-HR | Aug 12, 2021 | 000158064221003698 | ||
354 | $1.88B | AAPL, DLN, USMV, IWF | 13F-HR | May 5, 2021 | 000158064221002215 | ||
305 | $1.64B | AAPL, USMV, DLN, IWF | 13F-HR | Feb 3, 2021 | 000158064221000497 | ||
240 | $1.31B | USMV, AAPL, DLN, IWF | 13F-HR | Nov 9, 2020 | 000158064220004105 | ||
241 | $1.22B | USMV, DLN, AAPL, IWF | 13F-HR | Aug 7, 2020 | 000158064220002913 | ||
218 | $1.06B | USMV, DLN, AAPL, IWF | 13F-HR | May 6, 2020 | 000158064220002054 | ||
236 | $1.30B | DLN, USMV, XOM, AAPL | 13F-HR | Feb 7, 2020 | 000158064220000582 | ||
234 | $1.17B | DLN, XOM, USMV, IWF | 13F-HR | Nov 12, 2019 | 000158064219005114 | ||
234 | $1.10B | DLN, XOM, IWF, USMV | 13F-HR | Aug 12, 2019 | 000158064219003636 | ||
229 | $1.06B | XOM, DLN, IWF, USMV | 13F-HR | May 9, 2019 | 000158064219002415 | ||
219 | $924.80M | DLN, XOM, SHY, IWF | 13F-HR | Feb 4, 2019 | 000158064219000537 | ||
240 | $942.65M | XOM, AAPL, IWF, DLN | 13F-HR | Nov 7, 2018 | 000158064218005323 | ||
241 | $887.02M | XOM, AAPL, IWF, DLN | 13F-HR | Aug 13, 2018 | 000158064218003850 | ||
232 | $865.12M | XOM, IWF, AAPL, DLN | 13F-HR | May 4, 2018 | 000158064218002457 | ||
216 | $870.98M | XOM, IWF, AAPL, DLN | 13F-HR | Feb 13, 2018 | 000158064218000871 | ||
238 | $824.29M | XOM, IWF, AAPL, SPY | 13F-HR | Nov 9, 2017 | 000158064217006031 | ||
234 | $789.39M | XOM, IWF, SPY, AAPL | 13F-HR | Aug 11, 2017 | 000158064217004379 | ||
243 | $761.60M | XOM, SPY, AAPL, IWF | 13F-HR | May 5, 2017 | 000158064217002817 | ||
226 | $607.72M | XOM, SPY, SHY, IWF | 13F-HR | Jan 25, 2017 | 000158064217000370 | ||
229 | $555.64M | XOM, IWF, DLN, DVY | 13F-HR | Nov 1, 2016 | 000158064216011783 | ||
234 | $582.95M | XOM, IWF, DLN, DVY | 13F-HR | Aug 5, 2016 | 000158064216010073 | ||
215 | $512.42M | XOM, IWF, DLN, DVY | 13F-HR | Apr 26, 2016 | 000158064216008301 | ||
217 | $476.16M | XOM, DLN, IWF, DVY | 13F-HR | Jan 12, 2016 | 000158064216006268 | ||
220 | $450.92M | XOM, DLN, IWF, DVY | 13F-HR | Oct 15, 2015 | 000158064215004679 | ||
233 | $505.53M | XOM, DLN, IWF, DVY | 13F-HR | Aug 14, 2015 | 000158064215003468 | ||
242 | $531.39M | XOM, DLN, DVY, IWF | 13F-HR | May 4, 2015 | 000106299315002361 | ||
132 | $381.82M | DLN, IWO, DVY, IWD | 13F-HR | Feb 13, 2015 | 000106299315000742 | ||
73 | $344.02M | DLN, IWF, DVY, IWD | 13F-HR | Nov 13, 2014 | 000106299314006544 | ||
74 | $339.04M | DLN, DVY, IWF, IWD | 13F-HR | Aug 14, 2014 | 000106299314004935 | ||
74 | $308.90M | DLN, DVY, IWF, IWD | 13F-HR | May 14, 2014 | 000106299314002861 | ||
76 | $308.56M | DLN, DVY, IWF, IWD | 13F-HR | Feb 11, 2014 | 000106299314000622 |