Institutions / Gaddis Premier Wealth Advisors LLC

Gaddis Premier Wealth Advisors LLC

CIK 2087873 · Institution · as of Dec 31, 2025

Portfolio value

$131.76M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 82 →

Company	Class	Value	Shares	% of portfolio
WisdomTree Tr	—	$14.86M	305,412	11.3%
WisdomTree Tr	—	$11.79M	131,814	8.9%
Capital Group Dividend Value	—	$11.24M	257,474	8.5%
First Tr Exchange Traded Fd	—	$8.85M	127,443	6.7%
Fidelity Covington Trust	—	$6.38M	207,859	4.8%
First Tr Exchng Traded Fd VI	—	$5.91M	234,712	4.5%
Pacer Fds Tr	—	$5.83M	104,805	4.4%
First Tr Exchange-Traded Fd	—	$5.72M	149,251	4.3%
First Tr Exchange Traded Fd	—	$4.80M	48,777	3.6%
First Tr Exchange Traded Fd	—	$4.61M	30,118	3.5%
First Tr Exchange Traded Fd	—	$4.57M	63,974	3.5%
NVIDIA Corp	—	$2.86M	15,326	2.2%
Apple Inc.	—	$2.06M	7,564	1.6%
Microsoft Corp	—	$1.72M	3,558	1.3%
Fidelity Merrimack Str Tr	—	$1.72M	37,251	1.3%
John Hancock Exchange Traded	—	$1.57M	23,991	1.2%
Invesco Qqq Tr	—	$1.49M	2,428	1.1%
OGE Energy Corp	—	$1.43M	33,494	1.1%
Fidelity Covington Trust	—	$1.27M	23,087	1.0%
Thermo Fisher Scientific Inc.	—	$1.25M	2,165	1.0%
Vanguard Index Fds	—	$1.22M	1,953	0.9%
Amazon.com Inc	—	$1.12M	4,856	0.9%
Dbx ETF Tr	—	$1.06M	18,101	0.8%
Exxon Mobil Corp	—	$1.03M	8,522	0.8%
Credo Technology Group Holding Ltd	—	$963.9K	6,699	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.