WADE G W & INC 13F Holdings

CIK 0001132556

As of Dec 31, 2023, WADE G W & INC reported 417 positions worth $3.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 1000 GROWTH ETFIWF—489,799 48.5K5.01%
APPLE INCAAPLTechnology736,292 41.8K4.78%
WISDOMTREE US LARGECAP DIVIDEND FUNDDLN—2,094,288 39.0K4.69%
MICROSOFT CORPMSFTTechnology299,253 12.5K3.79%
ISHARES CORE S&P 500 ETFIVV—219,243 04.7K3.53%
INVESCO QQQ TRUST SERIES 1QQQ—176,036$72.1K2.43%
ISHARES MSCI USA MIN VOL FACTOR ETFUSMV—913,087$71.2K2.40%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—789,213$64.7K2.18%
EXXON MOBIL CORPXOMEnergy529,675$53.0K1.79%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—528,072$50.9K1.72%
SPDR S&P 500 ETF TRUSTSPY—105,411$50.1K1.69%
ISHARES CORE S&P SMALL-CAP ETFIJR—432,688$46.8K1.58%
BROADCOM INCAVGOTechnology41,757$46.6K1.57%
ISHARES RUSSELL 1000 VALUE ETFIWD—280,929$46.4K1.56%
PROCTER & GAMBLE COPGConsumer Defensive307,306$45.0K1.52%
ISHARES CORE S&P MID-CAP ETFIJH—161,872$44.9K1.51%
VANGUARD TAX-MANAGED FUNDSVEA—888,639$42.6K1.43%
ISHARES SELECT DIVIDEND ETFDVY—353,502$41.4K1.40%
AMAZON.COM INCAMZNEquity255,609$38.8K1.31%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—388,423$38.8K1.31%
PACER US CASH COWS 100 ETFCOWZ—725,784$37.7K1.27%
JPMORGAN CHASE & COJPMFinancial Services218,234$37.1K1.25%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—337,729$35.3K1.19%
ISHARES RUSSELL 1000 ETFIWB—132,474$34.7K1.17%
JOHNSON & JOHNSONJNJHealthcare217,026$34.0K1.15%