Fund HoldingsWADDELL & ASSOCIATES, LLC

Total Portfolio Value
$743.53M
Total Bought
$181.58M
Total Sold
$163.09M
Net Transaction
+$18.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F0446,921+446,921051,4106.91%+51,410
FEDEX CORP(FDX)4,653113,322+108,6691,23330,0004.03%+28,768
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
0354,873+354,873030,0374.04%+30,037
AMERICAN CENTY ETF TR0454,293+454,293025,6183.45%+25,618
ISHARES TR0648,182+648,182052,1917.02%+52,191
SCHWAB STRATEGIC TR01,250,165+1,250,165069,2029.31%+69,202
SPDR S&P MIDCAP 400 ETF TR(MDY)0137,322+137,322069,9379.41%+69,937
WISDOMTREE TR(WT)0870,606+870,606061,1868.23%+61,186
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
81,298184,382+103,0843,5878,5291.15%+4,942
SCHWAB STRATEGIC TR0975,639+975,639044,9386.04%+44,938
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0189,170+189,170031,8834.29%+31,883
ISHARES TR
CORE MSCI EAFE
0527,750+527,750037,1274.99%+37,127
SPDR INDEX SHS FDS
ST MARKE CAP ETF
562,517569,090+6,57330,08332,1314.32%+2,048
ISHARES TR6,34613,090+6,7446661,6070.22%+941
WISDOMTREE TR(WT)25,33649,128+23,7924411,0160.14%+575
ISHARES TR
FUTU AI TECH ETF
14,42128,091+13,6704409690.13%+529
SPDR SER TR
ST STR P400MID
021,836+21,83601,0640.14%+1,064
ISHARES TR046,598+46,59803,5110.47%+3,511
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
15,41023,705+8,2955088890.12%+380
VANGUARD STAR FDS068,067+68,06703,9450.53%+3,945
SCHWAB CHARLES CORP(SCHW)03,898+3,89802680.04%+268
MERCK & CO INC(MRK)08,341+8,34109070.12%+907
HILTON WORLDWIDE HLDGS INC(HLT)01,263+1,26302300.03%+230
ISHARES TR026,129+26,12902,6590.36%+2,659
CUMMINS INC(CMI)0842+84202020.03%+202
BROADCOM INC(AVGO)489533+444065950.08%+189
VANGUARD INDEX FDS018,662+18,66202,7900.38%+2,790
ALPHABET INC(GOOG)12,53012,989+4591,6521,8270.25%+175
INTEL CORP(INTC)19,08516,355-2,7306788320.11%+153
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
089,505+89,50502,1580.29%+2,158
BLACKSTONE INC(BX)5,9585,940-186387780.10%+139
JPMORGAN CHASE & CO(JPM)12,52411,447-1,0771,8161,9500.26%+133
ALLSTATE CORP(ALL)4,6204,62005156470.09%+132
VANGUARD INDEX FDS05,092+5,09202,2240.30%+2,224
UNION PAC CORP(UNP)1,8221,872+503714600.06%+89
NVIDIA CORPORATION(NVDA)1,5081,441-676567420.10%+86
SALESFORCE INC(CRM)1,4621,452-102973820.05%+86
SPROTT PHYSICAL SILVER TR(PSLV)0207,461+207,46101,6760.23%+1,676
EDWARDS LIFESCIENCES CORP011,633+11,63308870.12%+887
COHERENT CORP(COHR)07,150+7,15003110.04%+311
AMERICAN EXPRESS CO(AXP)02,035+2,03503810.05%+381
REGIONS FINANCIAL CORP NEW(RF)30,23830,23805205860.08%+66
LOUISIANA PAC CORP(LPX)04,000+4,00002830.04%+283
S&P GLOBAL INC(SPGI)0797+79703510.05%+351
META PLATFORMS INC(META)2,4822,275-2077458030.11%+57
UNITEDHEALTH GROUP INC(UNH)1,5961,635+398058610.12%+56
COLGATE PALMOLIVE CO(CL)08,356+8,35606660.09%+666
ACCENTURE PLC IRELAND
SHS CLASS A
1,2161,21603734270.06%+53
SIMON PPTY GROUP INC NEW(SPG)2,3022,112-1902493010.04%+53
BOOKING HOLDINGS INC(BKNG)10610603273760.05%+49
PROLOGIS INC.(PLD)2,3172,31702603090.04%+49
NETFLIX INC(NFLX)01,284+1,28406270.08%+627
DUKE ENERGY CORP NEW(DUK)4,6324,698+664094560.06%+47
STRYKER CORPORATION(SYK)01,764+1,76405280.07%+528
PROGRESSIVE CORP(PGR)2,3092,30903223680.05%+46
GOLDMAN SACHS ETF TR17,03917,03905125560.07%+45
ISHARES TR
MSCI USA MIN ETF
7,1187,083-355155530.07%+37
MCDONALDS CORP(MCD)1,1001,10002903260.04%+36
WELLS FARGO CO NEW(WFC)8,4727,734-7383463820.05%+36
EQUINIX INC(EQIX)36536502652940.04%+29
ELEVANCE HEALTH INC(ELV)78978903443720.05%+29
VANGUARD INTL EQUITY INDEX F6,4006,40003323590.05%+27
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,7933,706-872883150.04%+27
SYSCO CORP(SYY)05,867+5,86704290.06%+429
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,8407,84002052290.03%+24
MONSTER BEVERAGE CORP NEW(MNST)4,8494,84902572790.04%+23
INVESCO EXCH TRADED FD TR II14,12514,12503323530.05%+21
OREILLY AUTOMOTIVE INC(ORLY)49249204474670.06%+20
ADVISORS INNER CIRCLE FD
CAMBIAR AGGRES
10,91910,912-72682880.04%+20
SPDR INDEX SHS FDS
ST STR MSCI EAFE
3,0003,00002012190.03%+18
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
6,5206,52002943110.04%+17
GOLDMAN SACHS GROUP INC(GS)988867-1213203350.05%+15
EVERSOURCE ENERGY(ES)04,150+4,15002560.03%+256
STAG INDL INC(STAG)7,3856,875-5102552700.04%+15
PACER FDS TR
TRENDP US MID CP
11,05211,05203493630.05%+14
MONDELEZ INTL INC(MDLZ)4,5604,56003163300.04%+14
STARBUCKS CORP(SBUX)03,087+3,08702960.04%+296
ISHARES TR
MSCI USA VALUE
071,263+71,26307,2090.97%+7,209
J P MORGAN EXCHANGE TRADED F
HIGH YIELD MUNI
4,4654,46502122210.03%+10
ISHARES TR
0-5 YR TIPS ETF
3,7003,70003593650.05%+6
VISA INC(V)3,2662,914-3527517570.10%+6
KIMBERLY-CLARK CORP(KMB)01,948+1,94802370.03%+237
LYONDELLBASELL INDUSTRIES N
SHS - A -
3,1213,12102962970.04%+1
QUALCOMM INC(QCOM)01,615+1,61502350.03%+235
FORTINET INC(FTNT)03,500+3,50002050.03%+205
CROSS TIMBERS RTY TR014,370+14,37002510.03%+251
BANK AMERICA CORP014,220+14,22004820.06%+482
LISTED FD TR
CORE ALT FD
35,49035,49009809760.13%-4
FIRST HORIZON CORPORATION(FHN)39,68630,005-9,6814374310.06%-7
VANECK ETF TRUST
JP MRGAN EM LOC
10,1999,306-8932432360.03%-8
KRAFT HEINZ CO(KHC)7,7356,811-9242602520.03%-8
BOEING CO(BA)01,788+1,78805050.07%+505
BIOGEN INC(BIIB)0838+83802170.03%+217
NEWMONT CORP(NEM)010,142+10,14204390.06%+439
BAKER HUGHES COMPANY(BKR)9,6849,68403423310.04%-11
AMCOR PLC(AMCR)24,06521,695-2,3702202090.03%-11
PHYSICIANS RLTY TR015,475+15,47502060.03%+206
KINDER MORGAN INC DEL(KMI)15,77914,004-1,7752622470.03%-15
ABBVIE INC(ABBV)4,1073,868-2396125970.08%-15
ALPS ETF TR
ALERIAN MLP
6,3505,900-4502682510.03%-17
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