Institutions / Wedbush Securities Inc
Wedbush Securities Inc
CIK 1142495 · Institution · as of Mar 31, 2026
Portfolio value
$3.43M
Positions
1,237
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.43M+0.1%Positions
1,237+2.5%Top holdings
Mar 31, 2026View all 1,237 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 | $358.8K | 10.5% |
| Apple Inc. | $250.6K | 7.3% |
| NVIDIA Corp | $162.8K | 4.7% |
| Costco Wholesale Corp /New | $116.0K | 3.4% |
| Amazon.com Inc | $94.4K | 2.8% |
| Microsoft Corp | $88.6K | 2.6% |
| Invesco | $69.8K | 2.0% |
| Alphabet Inc. | $50.2K | 1.5% |
| State Street SPDR S&P | $38.0K | 1.1% |
| Alphabet Inc. | $37.3K | 1.1% |
| iShares | $35.1K | 1.0% |
| Meta Platforms Inc | $33.6K | 1.0% |
| Tesla Inc | $32.1K | 0.9% |
| JPMorgan Chase & Co | $27.2K | 0.8% |
| Palantir Technologies Inc | $27.0K | 0.8% |
| Chevron Corp | $26.9K | 0.8% |
| Dan Ives Wedbush | $26.0K | 0.8% |
| Broadcom Inc. | $25.4K | 0.7% |
| Warren E. Buffett | $24.4K | 0.7% |
| iShares | $21.6K | 0.6% |
| Exxon Mobil Corp | $20.4K | 0.6% |
| Visa Inc | $19.7K | 0.6% |
| Home Depot, Inc. | $19.2K | 0.6% |
| AbbVie Inc. | $19.1K | 0.6% |
| Advanced Micro Devices Inc | $18.4K | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Apple Inc. Common stock | $18.6K | +73K +8.03% | 987,441 7.31% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-11.7K | -20K -3.15% | 600,451 10.46% of portfolio | low |
| Q1 2026 as of | Trim | NXDT Nexpoint Diversified Real Estate Trust REIT | $-8.7K | -1.9M -95.84% | 80,614 0.01% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $7.5K | +36K +8.62% | 453,299 2.75% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $5.9K | +16K +7.19% | 239,275 2.58% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $3.5K | +11K +16.12% | 82,053 0.74% of portfolio | low |
| Q1 2026 as of | Add | 46436E718 Common stock | $3.4K | +34K +10.78% | 348,522 1.02% of portfolio | low |
| Q1 2026 as of | Add | 947913109 Common stock | $2.9K | +102K +12.59% | 916,734 0.76% of portfolio | low |
| Q1 2026 as of | Add | 12811T571 Common stock | $2.4K | +94K +466.61% | 113,763 0.08% of portfolio | low |
| Q1 2026 as of | New | 922040845 Common stock | $2.1K | +28K | 27,741 0.06% of portfolio | low |