WADE G W & INC current holdings: USA Stocks
WADE G W & INC reported $0.00 billion in share positions in stocks (listed in the US), 233 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are AAPL, MSFT, XOMXXXX.
- MO: Country of operation United States; Class COM; Shares 6,901; Value $278.
- PEG: Country of operation United States; Class COM; Shares 4,443; Value $272.
- ROK: Country of operation United States; Class COM; Shares 853; Value $265.
- RVTY: Country of operation United States; Class COM; Shares 2,404; Value $263.
Form 13F-HR as filed (SEC CIK 1132556): quarter ended 2023-12-31, filed 2024-02-08. 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 2023-12-31 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 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 6,901 | $278 | 0.02% | 2023-12-31 | 2024-02-08 | +70.35% |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 4,443 | $272 | 0.02% | 2023-12-31 | 2024-02-08 | +10.68% |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 853 | $265 | 0.02% | 2023-12-31 | 2024-02-08 | +38.99% |
|---|
RVTY
REVVITY INC | United States | COM | 2,404 | $263 | 0.02% | 2023-12-31 | 2024-02-08 | +39.76% |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 2,856 | $256 | 0.02% | 2023-12-31 | 2024-02-08 | -26.65% |
|---|
AEG
AEGON LTD | | AMER REG 1 CERT | 43,933 | $253 | 0.02% | 2023-12-31 | 2024-02-08 | +52.60% |
|---|
F
FORD MTR CO DEL | United States | COM | 20,706 | $252 | 0.02% | 2023-12-31 | 2024-02-08 | +0.90% |
|---|
USB
US BANCORP DEL | United States | COM NEW | 5,790 | $251 | 0.02% | 2023-12-31 | 2024-02-08 | +34.33% |
|---|
NOW
SERVICENOW INC | United States | COM | 355 | $251 | 0.02% | 2023-12-31 | 2024-02-08 | -8.04% |
|---|
TMFG
RBB FD INC | | MOTLEY FOOL GBL | 8,974 | $250 | 0.02% | 2023-12-31 | 2024-02-08 | |
|---|
NEOG
NEOGEN CORP | United States | COM | 12,310 | $248 | 0.02% | 2023-12-31 | 2024-02-08 | -36.70% |
|---|
DLR
DIGITAL RLTY TR INC | United States | COM | 1,840 | $248 | 0.02% | 2023-12-31 | 2024-02-08 | +31.19% |
|---|
VLY
VALLEY NATL BANCORP | United States | COM | 22,719 | $247 | 0.02% | 2023-12-31 | 2024-02-08 | +17.13% |
|---|
WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 21,245 | $242 | 0.02% | 2023-12-31 | 2024-02-08 | +171.09% |
|---|
CME
CME GROUP INC | United States | COM | 1,128 | $237 | 0.02% | 2023-12-31 | 2024-02-08 | +24.99% |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 3,802 | $234 | 0.02% | 2023-12-31 | 2024-02-08 | +12.65% |
|---|
XEL
XCEL ENERGY INC | United States | COM | 3,710 | $230 | 0.02% | 2023-12-31 | 2024-02-08 | +14.18% |
|---|
GPN
GLOBAL PMTS INC | United States | COM | 1,794 | $228 | 0.02% | 2023-12-31 | 2024-02-08 | -34.39% |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 3,696 | $227 | 0.02% | 2023-12-31 | 2024-02-08 | -12.25% |
|---|
MKC
MCCORMICK & CO INC | United States | COM NON VTG | 3,299 | $226 | 0.02% | 2023-12-31 | 2024-02-08 | -29.26% |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 2,886 | $223 | 0.02% | 2023-12-31 | 2024-02-08 | -14.05% |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 2,858 | $219 | 0.02% | 2023-12-31 | 2024-02-08 | +605.35% |
|---|
CCI
CROWN CASTLE INC | United States | COM | 1,870 | $215 | 0.02% | 2023-12-31 | 2024-02-08 | -41.77% |
|---|
CPB
CAMPBELL SOUP CO | United States | COM | 4,901 | $212 | 0.02% | 2023-12-31 | 2024-02-08 | -53.20% |
|---|
ALL
ALLSTATE CORP | United States | COM | 1,516 | $212 | 0.02% | 2023-12-31 | 2024-02-08 | +61.04% |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 15,103 | $208 | 0.01% | 2023-12-31 | 2024-02-08 | +44.28% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 4,177 | $206 | 0.01% | 2023-12-31 | 2024-02-08 | +63.51% |
|---|
CSX
CSX CORP | United States | COM | 5,862 | $203 | 0.01% | 2023-12-31 | 2024-02-08 | +35.36% |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 267 | $202 | 0.01% | 2023-12-31 | 2024-02-08 | +142.35% |
|---|
ARQT
ARCUTIS BIOTHERAPEUTICS INC | United States | COM | 53,100 | $172 | 0.01% | 2023-12-31 | 2024-02-08 | +728.17% |
|---|
UPWK
UPWORK INC | United States | COM | 10,724 | $159 | 0.01% | 2023-12-31 | 2024-02-08 | -45.53% |
|---|
JOBY
JOBY AVIATION INC | United States | COMMON STOCK | 19,880 | $132 | 0.01% | 2023-12-31 | 2024-02-08 | -9.92% |
|---|
REFR
RESEARCH FRONTIERS INC | United States | COM | 72,615 | $73 | 0.01% | 2023-12-31 | 2024-02-08 | -30.69% |
|---|
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