Fund HoldingsWADDELL & ASSOCIATES, LLC

Total Portfolio Value
$823.63M
Total Bought
$186.00M
Total Sold
$315.65M
Net Transaction
-$129.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TEMA ETF TRUST02,095,949+2,095,949071,1168.63%+71,116
GLOBAL X FDS
ADAPTIVE US
01,423,088+1,423,088062,1187.54%+62,118
FEDEX CORP(FDX)3,73740,359+36,6221,0519,8391.19%+8,787
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
0187,018+187,01808,6351.05%+8,635
ISHARES TR
CORE MSCI EAFE
0566,512+566,512042,8575.20%+42,857
SPDR S&P 500 ETF TR(SPY)013,886+13,88607,7680.94%+7,768
AMERICAN CENTY ETF TR0530,367+530,367031,9123.87%+31,912
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
1,969,2891,982,264+12,97559,01460,2417.31%+1,227
APPLE INC(AAPL)39,76250,249+10,4879,95711,1621.36%+1,205
BERKSHIRE HATHAWAY INC DEL13,77213,662-1106,2437,2760.88%+1,034
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
017,451+17,45106610.08%+661
SPROTT PHYSICAL SILVER TR(PSLV)331,959331,939-203,2033,8500.47%+647
TWO RDS SHARED TR
CONDCTR GBL EQTY
0404,873+404,87305,0570.61%+5,057
AUTOZONE INC(AZO)0773+77302,9470.36%+2,947
TESLA INC(TSLA)02,076+2,07605380.07%+538
GE AEROSPACE(GE)02,615+2,61505230.06%+523
VANGUARD INDEX FDS01,775+1,77504880.06%+488
HOME DEPOT INC(HD)06,515+6,51502,3880.29%+2,388
INVESTMENT MANAGERS SER TR I
ASTORIA REAL
030,098+30,09804360.05%+436
ELI LILLY & CO(LLY)06,220+6,22005,1370.62%+5,137
LOWES COS INC(LOW)02,709+2,70906320.08%+632
VANGUARD INDEX FDS5,2306,048+8182,8183,1080.38%+290
ISHARES TR044,820+44,82003,6630.44%+3,663
BRISTOL-MYERS SQUIBB CO(BMY)04,092+4,09202500.03%+250
WISDOMTREE TR(WT)0931,985+931,985074,4289.04%+74,428
ONEOK INC NEW(OKE)02,274+2,27402260.03%+226
SPDR GOLD TR(GLD)0770+77002220.03%+222
ABBOTT LABS01,672+1,67202220.03%+222
JPMORGAN CHASE & CO.(JPM)11,26011,877+6172,6992,9130.35%+214
SPROTT PHYSICAL GOLD & SILVE(CEF)046,135+46,13501,3110.16%+1,311
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,010+1,01002090.03%+209
NETFLIX INC(NFLX)1,3041,464+1601,1621,3650.17%+203
EXXON MOBIL CORP16,94216,800-1421,8221,9980.24%+176
CHEVRON CORP NEW(CVX)10,1839,683-5001,4751,6200.20%+145
SPROTT PHYSICAL GOLD TR(PHYS)069,607+69,60701,6750.20%+1,675
NEWMONT CORP(NEM)09,427+9,42704550.06%+455
COCA COLA CO(KO)016,529+16,52901,1840.14%+1,184
SPDR INDEX SHS FDS
ST STR MSCI EAFE
04,315+4,31503410.04%+341
OREILLY AUTOMOTIVE INC(ORLY)49249205837050.09%+121
AT&T INC(T)16,78217,685+9033825000.06%+118
VANGUARD INTL EQUITY INDEX F07,990+7,99004850.06%+485
AFLAC INC(AFL)012,302+12,30201,3680.17%+1,368
VISA INC(V)2,9552,939-169341,0300.13%+96
PROGRESSIVE CORP(PGR)02,118+2,11805990.07%+599
ALTRIA GROUP INC(MO)11,18411,18405856710.08%+86
JOHNSON & JOHNSON(JNJ)6,7866,436-3509811,0670.13%+86
WELLS FARGO CO NEW(WFC)7,1538,192+1,0395025880.07%+86
VANGUARD INDEX FDS017,504+17,50403,0240.37%+3,024
PHILIP MORRIS INTL INC(PM)1,9231,92302313050.04%+74
ALLSTATE CORP(ALL)4,5504,55008779420.11%+65
VENTAS INC(VTR)6,4786,47803814450.05%+64
ABBVIE INC(ABBV)01,953+1,95304090.05%+409
DUKE ENERGY CORP NEW(DUK)03,726+3,72604540.06%+454
ELEVANCE HEALTH INC(ELV)0789+78903430.04%+343
CROSS TIMBERS RTY TR14,37114,649+2781411910.02%+50
YUM BRANDS INC(YUM)2,0752,07502783270.04%+48
VERISIGN INC1,0001,00002072540.03%+47
META PLATFORMS INC(META)2,3892,508+1191,3991,4460.18%+47
MARATHON PETE CORP(MPC)02,332+2,33203400.04%+340
INTERNATIONAL BUSINESS MACHS(IBM)4,4614,099-3629811,0190.12%+39
MONDELEZ INTL INC(MDLZ)04,426+4,42603000.04%+300
CISCO SYS INC(CSCO)11,46411,521+576797110.09%+32
GOLDMAN SACHS GROUP INC(GS)898999+1015145460.07%+32
DEERE & CO(DE)667669+22833140.04%+31
KINDER MORGAN INC DEL(KMI)15,74616,021+2754314570.06%+26
AON PLC(AON)62962902262510.03%+25
MID-AMER APT CMNTYS INC(MAA)1,8431,84302853090.04%+24
ISHARES TR
MSCI USA QLT FCT
02,982+2,98205100.06%+510
UNITEDHEALTH GROUP INC(UNH)01,007+1,00705280.06%+528
ISHARES TR
MSCI USA MIN ETF
6,8056,612-1936046190.08%+15
GENERAL DYNAMICS CORP(GD)01,585+1,58504320.05%+432
VANGUARD INDEX FDS518612+942122270.03%+14
SCHWAB CHARLES CORP(SCHW)4,1284,074-543063190.04%+13
CONOCOPHILLIPS(COP)2,1972,19702182310.03%+13
VANGUARD INTL EQUITY INDEX F4,5974,719+1222022140.03%+11
LISTED FD TR
CORE ALT FD
9,4909,49002432540.03%+11
INTEL CORP(INTC)014,531+14,53103300.04%+330
STRYKER CORPORATION(SYK)79779702872970.04%+10
S&P GLOBAL INC(SPGI)79779703974050.05%+8
FORTINET INC(FTNT)3,5003,50003313370.04%+6
PUBLIC STORAGE OPER CO(PSA)03,026+3,02609060.11%+906
BECTON DICKINSON & CO(BDX)01,220+1,22002790.03%+279
ADVISORS INNER CIRCLE FD
CAMBIAR AGGRES
10,80410,604-2003173190.04%+3
SERVICE CORP INTL(SCI)6,0076,00704794820.06%+2
LPL FINL HLDGS INC(LPLA)74674602442440.03%0
COSTCO WHSL CORP NEW(COST)244235-92232220.03%-1
POET TECHNOLOGIES INC(POET)26,63941,346+14,7071591560.02%-2
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
05,570+5,57002660.03%+266
INVESCO QQQ TR1,8682,031+1639559520.12%-3
OXFORD LANE CAP CORP24,95926,114+1,1551271230.01%-3
ISHARES TR011,466+11,46605010.06%+501
EAGLE POINT CREDIT COMPANY I11,33411,829+495101960.01%-5
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,5382,597+592352290.03%-7
BANK AMERICA CORP10,82411,206+3824764680.06%-8
TRUIST FINL CORP(TFC)5,7755,801+262512390.03%-12
INVESCO EXCH TRADED FD TR II14,12514,12503493370.04%-12
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,8407,84002712590.03%-13
QUALCOMM INC(QCOM)01,503+1,50302310.03%+231
EDWARDS LIFESCIENCES CORP9,5159,51507046900.08%-15
SYSCO CORP(SYY)5,1124,962-1503913720.05%-19
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