Institutions / Wade G W & Inc
Wade G W & Inc
CIK 1132556 · Institution · as of Dec 31, 2021
Portfolio value
$2.30B
Positions
389
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$2.30B+9.4%Positions
389+2.6%Top holdings
Dec 31, 2021View all 389 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $131.27M | 5.7% |
| iShares Tr | $96.98M | 4.2% |
| WisdomTree U.S. LargeCap Dividend Fund | $91.56M | 4.0% |
| Microsoft Corp | $87.00M | 3.8% |
| Ishares Msci Denmark ETF | $77.20M | 3.4% |
| Invesco Qqq Tr | $51.94M | 2.3% |
| SPDR S&P 500 ETF Tr | $50.59M | 2.2% |
| Ishares Msci Denmark ETF | $45.55M | 2.0% |
| PROCTER & GAMBLE Co | $43.84M | 1.9% |
| Exxon Mobil Corp | $43.27M | 1.9% |
| iShares Tr | $42.30M | 1.8% |
| Ishares Msci Denmark ETF | $35.47M | 1.5% |
| Johnson & Johnson | $35.31M | 1.5% |
| iShares Tr | $34.33M | 1.5% |
| iShares Tr | $33.89M | 1.5% |
| Amazon Com Inc | $32.16M | 1.4% |
| iShares Tr | $30.38M | 1.3% |
| Starbucks Corp | $28.46M | 1.2% |
| Vanguard Tax-Managed Intl Fd | $28.30M | 1.2% |
| iShares Tr | $27.96M | 1.2% |
| JPMorgan Chase & Co | $27.67M | 1.2% |
| Qualcomm INC/DE | $27.33M | 1.2% |
| Waste Management Inc | $26.40M | 1.1% |
| Paychex Inc | $26.11M | 1.1% |
| Extra Space Storage Inc. | $25.84M | 1.1% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.