Wade Financial Advisory, Inc current holdings: USA Stocks
Wade Financial Advisory, Inc reported $0.01 billion in share positions in stocks (listed in the US), 17 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, MSFT, AMZN.
- AAPL: Country of operation United States; Class COM; Shares 15,580; Value $3,460,867.
- MSFT: Country of operation United States; Class COM; Shares 3,484; Value $1,307,686.
- AMZN: Country of operation United States; Class COM; Shares 4,982; Value $947,875.
- AMAT: Country of operation United States; Class COM; Shares 5,350; Value $776,392.
Form 13F-HR as filed (SEC CIK 1802670): quarter ended 2025-03-31, filed 2025-05-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 15,580 | $3,460,867 | 30.57% | 2025-03-31 | 2025-05-09 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,484 | $1,307,686 | 11.55% | 2025-03-31 | 2025-05-09 | +35.58% |
|---|
AMZN
AMAZON COM INC | United States | COM | 4,982 | $947,875 | 8.37% | 2025-03-31 | 2025-05-09 | +29.65% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 5,350 | $776,392 | 6.86% | 2025-03-31 | 2025-05-09 | +252.82% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,466 | $654,877 | 5.79% | 2025-03-31 | 2025-05-09 | +14.66% |
|---|
CSCO
CISCO SYS INC | United States | COM | 8,973 | $553,724 | 4.89% | 2025-03-31 | 2025-05-09 | +73.29% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 3,347 | $522,902 | 4.62% | 2025-03-31 | 2025-05-09 | +115.91% |
|---|
GEN
GEN DIGITAL INC | United States | COM | 15,853 | $420,739 | 3.72% | 2025-03-31 | 2025-05-09 | -21.44% |
|---|
ORCL
ORACLE CORP | United States | COM | 3,003 | $419,849 | 3.71% | 2025-03-31 | 2025-05-09 | -1.44% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,908 | $381,886 | 3.37% | 2025-03-31 | 2025-05-09 | +58.83% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 3,162 | $324,864 | 2.87% | 2025-03-31 | 2025-05-09 | +491.37% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,062 | $318,868 | 2.82% | 2025-03-31 | 2025-05-09 | +120.46% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,026 | $255,125 | 2.25% | 2025-03-31 | 2025-05-09 | -11.53% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 1,010 | $247,753 | 2.19% | 2025-03-31 | 2025-05-09 | +36.56% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,489 | $246,936 | 2.18% | 2025-03-31 | 2025-05-09 | +61.34% |
|---|
ADBE
ADOBE INC | United States | COM | 637 | $244,309 | 2.16% | 2025-03-31 | 2025-05-09 | -39.20% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 1,406 | $235,210 | 2.08% | 2025-03-31 | 2025-05-09 | +22.17% |
|---|
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