Fund HoldingsWADDELL & ASSOCIATES, LLC

Total Portfolio Value
$739.83M
Total Bought
$19.67M
Total Sold
$65.82M
Net Transaction
-$46.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR648,182664,155+15,97352,19159,3828.03%+7,191
SPDR S&P MIDCAP 400 ETF TR(MDY)137,322134,867-2,45569,93775,04010.14%+5,103
WISDOMTREE TR(WT)870,606868,986-1,62061,18666,2088.95%+5,022
SCHWAB STRATEGIC TR975,639949,876-25,76344,93848,1306.51%+3,192
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
354,873357,853+2,98030,03731,9204.31%+1,884
VANGUARD INTL EQUITY INDEX F446,921455,945+9,02451,41053,2737.20%+1,862
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
189,170184,246-4,92431,88333,6604.55%+1,777
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
01,953,979+1,953,979054,7117.40%+54,711
ISHARES TR
CORE MSCI EAFE
527,750520,754-6,99637,12738,6505.22%+1,523
ELI LILLY & CO(LLY)06,140+6,14004,7770.65%+4,777
AMERICAN CENTY ETF TR454,293467,540+13,24725,61827,0993.66%+1,481
SCHWAB STRATEGIC TR1,250,1651,230,225-19,94069,20270,1609.48%+958
NVIDIA CORPORATION(NVDA)1,4411,568+1277421,4170.19%+675
BERKSHIRE HATHAWAY INC DEL012,157+12,15705,1120.69%+5,112
JPMORGAN CHASE & CO(JPM)11,44711,649+2021,9502,3330.32%+384
FIDELITY WISE ORIGIN BITCOIN(FBTC)05,980+5,98003710.05%+371
MICROSOFT CORP(MSFT)014,485+14,48506,0940.82%+6,094
WALMART INC(WMT)037,783+37,78302,2730.31%+2,273
META PLATFORMS INC(META)2,2752,325+508031,1290.15%+326
VANGUARD INDEX FDS5,0925,270+1782,2242,5330.34%+309
AUTOZONE INC(AZO)0665+66502,0960.28%+2,096
MICRON TECHNOLOGY INC(MU)02,384+2,38402810.04%+281
LOWES COS INC(LOW)0991+99102530.03%+253
CONOCOPHILLIPS(COP)01,812+1,81202310.03%+231
TEXTRON INC(TXT)02,400+2,40002300.03%+230
AON PLC(AON)0629+62902100.03%+210
INTERNATIONAL BUSINESS MACHS(IBM)04,140+4,14007910.11%+791
WEST PHARMACEUTICAL SVSC INC(WST)03,900+3,90001,5430.21%+1,543
ISHARES TR13,09013,09001,6071,7680.24%+161
ISHARES TR26,12925,600-5292,6592,8190.38%+160
NETFLIX INC(NFLX)1,2841,28406277800.11%+153
ALLSTATE CORP(ALL)4,6204,62006477990.11%+153
ALPHABET INC(GOOG)12,98912,98901,8271,9780.27%+150
SPROTT PHYSICAL GOLD TR(PHYS)0107,649+107,64901,8620.25%+1,862
EXXON MOBIL CORP013,964+13,96401,6230.22%+1,623
DISNEY WALT CO(DIS)03,160+3,16003870.05%+387
AMAZON COM INC(AMZN)03,943+3,94307110.10%+711
COHERENT CORP(COHR)7,1507,15003114330.06%+122
MARATHON PETE CORP(MPC)02,132+2,13204300.06%+430
OXFORD LANE CAP CORP021,856+21,85601110.02%+111
PROGRESSIVE CORP(PGR)2,3092,30903684780.06%+110
EAGLE POINT CREDIT COMPANY I010,644+10,64401080.01%+108
ALPHABET INC(GOOG)06,360+6,36009600.13%+960
STRYKER CORPORATION(SYK)1,7641,760-45286300.09%+102
HOME DEPOT INC(HD)04,965+4,96501,9050.26%+1,905
APPLIED MATLS INC02,251+2,25104640.06%+464
OREILLY AUTOMOTIVE INC(ORLY)49249204675550.08%+88
VANGUARD INDEX FDS18,66217,667-9952,7902,8770.39%+87
COLGATE PALMOLIVE CO(CL)8,3568,35606667520.10%+87
ORACLE CORP(ORCL)07,268+7,26809130.12%+913
AMERICAN EXPRESS CO(AXP)2,0352,036+13814640.06%+82
PROCTER AND GAMBLE CO(PG)09,786+9,78601,5880.21%+1,588
MANHATTAN BRDG CAP INC074,257+74,2570740.01%+74
VISA INC(V)2,9142,965+517578270.11%+71
SALESFORCE INC(CRM)1,4521,477+253824450.06%+63
MERCK & CO INC(MRK)8,3417,327-1,0149079670.13%+60
LOUISIANA PAC CORP(LPX)4,0004,00002833360.05%+52
REGIONS FINANCIAL CORP NEW(RF)30,23830,163-755866350.09%+48
AFLAC INC(AFL)012,064+12,06401,0360.14%+1,036
CUMMINS INC(CMI)84284202022480.03%+46
PACER FDS TR
TRENDP US MID CP
11,05211,270+2183634060.05%+43
HILTON WORLDWIDE HLDGS INC(HLT)1,2631,26302302690.04%+39
QUALCOMM INC(QCOM)1,6151,613-22352730.04%+38
ELEVANCE HEALTH INC(ELV)78978903724090.06%+37
GOLDMAN SACHS GROUP INC(GS)867890+233353720.05%+37
FORTINET INC(FTNT)3,5003,50002052390.03%+34
MARRIOTT INTL INC NEW(MAR)01,053+1,05302660.04%+266
ISHARES TR
MSCI USA MIN ETF
7,0836,953-1305535810.08%+28
ISHARES TR
MSCI USA QLT FCT
02,145+2,14503530.05%+353
ADVISORS INNER CIRCLE FD
CAMBIAR AGGRES
10,91210,804-1082883160.04%+28
GOLDMAN SACHS ETF TR17,03917,03905565840.08%+28
ISHARES TR
GLOBAL EQUITY
07,753+7,75303200.04%+320
SCHWAB CHARLES CORP(SCHW)3,8984,028+1302682910.04%+23
LYONDELLBASELL INDUSTRIES N
SHS - A -
3,1213,12102973190.04%+22
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,8407,84002292500.03%+21
YUM BRANDS INC(YUM)02,075+2,07502880.04%+288
VANGUARD INTL EQUITY INDEX F6,4006,40003593750.05%+16
KIMBERLY-CLARK CORP(KMB)1,9481,94802372520.03%+15
AT&T INC(T)017,838+17,83803140.04%+314
SPDR INDEX SHS FDS
ST STR MSCI EAFE
3,0003,00002192280.03%+9
BOOKING HOLDINGS INC(BKNG)10610603763850.05%+9
PEPSICO INC(PEP)04,217+4,21707380.10%+738
JOHNSON & JOHNSON(JNJ)05,598+5,59808860.12%+886
MONSTER BEVERAGE CORP NEW(MNST)4,8494,84902792870.04%+8
EQUINIX INC(EQIX)36536502943010.04%+7
WISDOMTREE TR(WT)49,12849,12801,0161,0200.14%+4
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
6,5206,52003113140.04%+3
SPDR SER TR
ST STR P400MID
21,83619,999-1,8371,0641,0670.14%+3
UNION PAC CORP(UNP)1,8721,873+14604610.06%+1
BECTON DICKINSON & CO(BDX)01,289+1,28903190.04%+319
INVESCO EXCH TRADED FD TR II14,12514,12503533510.05%-2
WELLS FARGO CO NEW(WFC)7,7346,544-1,1903823790.05%-3
ISHARES TR
FUTU AI TECH ETF
28,09128,09109699650.13%-4
ACCENTURE PLC IRELAND
SHS CLASS A
1,2161,21604274210.06%-5
MORGAN STANLEY(MS)03,035+3,03502860.04%+286
ISHARES TR012,949+12,94905320.07%+532
PROLOGIS INC.(PLD)2,3172,31703093020.04%-7
EVERSOURCE ENERGY(ES)4,1504,15002562480.03%-8
MONDELEZ INTL INC(MDLZ)4,5604,56003303190.04%-11
STARBUCKS CORP(SBUX)3,0873,116+292962850.04%-12
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