Wade Financial Advisory, Inc Last Quarter Change: USA Stocks, Reduced

Wade Financial Advisory, Inc quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Wade Financial Advisory, Inc opened 0 positions, added to 1, reduced 14, sold out of 3 and left 2 unchanged. The largest increase in value was GE (+$53,643); the largest decrease was AAPL (-$616,630).

AAPL: Country of operation United States; Class COM; Shares 2024-12-31 16,283; Shares 2025-03-31 15,580.
GOOG: Country of operation United States; Class CAP STK CL C; Shares 2024-12-31 3,601; Shares 2025-03-31 3,347.
AMZN: Country of operation United States; Class COM; Shares 2024-12-31 4,988; Shares 2025-03-31 4,982.
ORCL: Country of operation United States; Class COM; Shares 2024-12-31 3,238; Shares 2025-03-31 3,003.

Two Form 13F-HR filings compared (SEC CIK 1802670): 2024-12-31 (filed 2025-01-23) and 2025-03-31 (filed 2025-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-12-31	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
AAPL APPLE INC	United States	COM	16,283	15,580	-703	$4,077,497	$3,460,867	-$616,630
GOOG ALPHABET INC	United States	CAP STK CL C	3,601	3,347	-254	$685,774	$522,902	-$162,872
AMZN AMAZON COM INC	United States	COM	4,988	4,982	-6	$1,094,317	$947,875	-$146,442
ORCL ORACLE CORP	United States	COM	3,238	3,003	-235	$539,580	$419,849	-$119,731
GOOGL ALPHABET INC	United States	CAP STK CL A	2,282	2,062	-220	$431,983	$318,868	-$113,115
AMD ADVANCED MICRO DEVICES INC	United States	COM	3,612	3,162	-450	$436,293	$324,864	-$111,429
ADBE ADOBE INC	United States	COM	715	637	-78	$317,946	$244,309	-$73,637
LMT LOCKHEED MARTIN CORP	United States	COM	1,491	1,466	-25	$724,537	$654,877	-$69,660
GE GE AEROSPACE	United States	COM NEW	1,968	1,908	-60	$328,243	$381,886	+$53,643
CVX CHEVRON CORP NEW	United States	COM	1,453	1,406	-47	$210,453	$235,210	+$24,757
CSCO CISCO SYS INC	United States	COM	9,256	8,973	-283	$547,955	$553,724	+$5,769
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	1,186	1,026	-160	$260,718	$255,125	-$5,593
JPM JPMORGAN CHASE & CO.	United States	COM	1,044	1,010	-34	$250,257	$247,753	-$2,504
JNJ JOHNSON & JOHNSON	United States	COM	1,701	1,489	-212	$245,999	$246,936	+$937

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