Fund HoldingsWADDELL & ASSOCIATES, LLC

Total Portfolio Value
$980.99M
Total Bought
$190.03M
Total Sold
$10.05M
Net Transaction
+$179.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
RED CAT HLDGS INC(RCAT)012,423,587+12,423,5870159,64316.27%+159,643
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
187,736190,912+3,17637,70740,1774.10%+2,471
SCHWAB STRATEGIC TR962,7261,939,058+976,33253,22954,8955.60%+1,666
ISHARES TR679,014680,708+1,69467,33168,5956.99%+1,264
SPDR S&P MIDCAP 400 ETF TR(MDY)138,769140,263+1,49479,05179,8918.14%+840
SCHWAB STRATEGIC TR1,283,0902,596,060+1,312,97076,43477,1037.86%+669
BERKSHIRE HATHAWAY INC DEL12,21213,772+1,5605,6216,2430.64%+622
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
374,445382,993+8,54833,77534,3813.50%+606
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
1,973,9091,969,289-4,62058,40859,0146.02%+606
ALTRIA GROUP INC(MO)011,184+11,18405850.06%+585
SPROTT PHYSICAL SILVER TR(PSLV)254,591331,959+77,3682,6603,2030.33%+543
MICROSOFT CORP(MSFT)016,171+16,17106,8160.69%+6,816
SERVICE CORP INTL(SCI)06,007+6,00704790.05%+479
APPLE INC(AAPL)40,80639,762-1,0449,5089,9571.02%+449
INVESTMENT MANAGERS SER TR I
ASTORIA REAL
030,098+30,09804360.04%+436
KINDER MORGAN INC DEL(KMI)015,746+15,74604310.04%+431
WALMART INC(WMT)37,95338,553+6003,0653,4830.36%+419
TIDAL TR II
ROUNDHILL GENER
8,38517,719+9,3343147170.07%+403
DELTA AIR LINES INC DEL(DAL)06,569+6,56903970.04%+397
SEMPRA(SRE)04,384+4,38403850.04%+385
VENTAS INC(VTR)06,478+6,47803810.04%+381
MCDONALDS CORP(MCD)1,0812,416+1,3353297000.07%+371
NVIDIA CORPORATION(NVDA)024,124+24,12403,2400.33%+3,240
ALPHABET INC(GOOG)013,371+13,37102,5460.26%+2,546
DEERE & CO(DE)0667+66702830.03%+283
NETFLIX INC(NFLX)1,2901,304+149151,1620.12%+247
LPL FINL HLDGS INC(LPLA)0746+74602440.02%+244
CONOCOPHILLIPS(COP)02,197+2,19702180.02%+218
ISHARES TR0542+54202180.02%+218
VANGUARD INDEX FDS0518+51802120.02%+212
VERISIGN INC01,000+1,00002070.02%+207
VANGUARD INDEX FDS0747+74702010.02%+201
JPMORGAN CHASE & CO.(JPM)11,85911,260-5992,5012,6990.28%+199
AMERICAN EXPRESS CO(AXP)2,0362,436+4005527230.07%+171
POET TECHNOLOGIES INC(POET)026,639+26,63901590.02%+159
INVESCO QQQ TR01,868+1,86809550.10%+955
EXXON MOBIL CORP14,22416,942+2,7181,6671,8220.19%+155
ALPHABET INC(GOOG)06,478+6,47801,2260.13%+1,226
AMAZON COM INC(AMZN)4,9424,897-459211,0740.11%+154
CISCO SYS INC(CSCO)9,89811,464+1,5665276790.07%+152
ORACLE CORP(ORCL)7,7378,797+1,0601,3181,4660.15%+148
BANK AMERICA CORP010,824+10,82404760.05%+476
VISA INC(V)2,9612,955-68149340.10%+120
BROADCOM INC(AVGO)2,0612,048-133554750.05%+119
WISDOMTREE TR(WT)53,17153,17101,0601,1700.12%+110
WEST PHARMACEUTICAL SVSC INC(WST)03,900+3,90001,2770.13%+1,277
NVENT ELECTRIC PLC(NVT)3,8675,542+1,6752723780.04%+106
ISHARES TR013,098+13,09802,0890.21%+2,089
WELLS FARGO CO NEW(WFC)07,153+7,15305020.05%+502
DIGITAL RLTY TR INC(DLR)1,9562,308+3523174090.04%+93
CHEVRON CORP NEW(CVX)010,183+10,18301,4750.15%+1,475
ISHARES TR
FUTU AI TECH ETF
30,71030,71001,0521,1380.12%+87
SALESFORCE INC(CRM)1,5071,488-194124970.05%+85
BOOKING HOLDINGS INC(BKNG)11111104685520.06%+84
APPLIED MATLS INC03,315+3,31505390.05%+539
EQUINIX INC(EQIX)396454+583524280.04%+77
EDWARDS LIFESCIENCES CORP09,515+9,51507040.07%+704
GOLDMAN SACHS GROUP INC(GS)896898+24445140.05%+71
MORGAN STANLEY(MS)03,112+3,11203910.04%+391
HUBBELL INC(HUBB)740916+1763173840.04%+67
FORTINET INC(FTNT)3,5003,50002713310.03%+59
META PLATFORMS INC(META)2,3442,389+451,3421,3990.14%+57
VERTIV HOLDINGS CO(VRT)3,5593,589+303544080.04%+54
FIDELITY WISE ORIGIN BITCOIN(FBTC)5,0824,110-9722823350.03%+53
VANGUARD INDEX FDS5,2405,230-102,7652,8180.29%+53
COHERENT CORP(COHR)7,1507,15006366770.07%+42
SCHWAB CHARLES CORP(SCHW)04,128+4,12803060.03%+306
MARRIOTT INTL INC NEW(MAR)01,053+1,05302940.03%+294
FEDEX CORP(FDX)03,737+3,73701,0510.11%+1,051
HILTON WORLDWIDE HLDGS INC(HLT)01,263+1,26303120.03%+312
CUMMINS INC(CMI)84284202732940.03%+21
OREILLY AUTOMOTIVE INC(ORLY)49249205675830.06%+17
COSTCO WHSL CORP NEW(COST)235244+92092230.02%+14
AT&T INC(T)16,98216,782-2003743820.04%+9
AON PLC(AON)62962902182260.02%+8
DISNEY WALT CO(DIS)03,050+3,05003400.03%+340
TRUIST FINL CORP(TFC)5,7515,775+242462510.03%+5
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
07,840+7,84002710.03%+271
PHILIP MORRIS INTL INC(PM)1,8951,923+282302310.02%+1
OXFORD LANE CAP CORP024,959+24,95901270.01%+127
STRYKER CORPORATION(SYK)0797+79702870.03%+287
ACCENTURE PLC IRELAND
SHS CLASS A
1,3681,36804844810.05%-2
PACER FDS TR
TRENDP US MID CP
11,27011,27004184160.04%-3
INVESCO EXCH TRADED FD TR II014,125+14,12503490.04%+349
CROSS TIMBERS RTY TR014,371+14,37101410.01%+141
INTERNATIONAL BUSINESS MACHS(IBM)4,4614,46109869810.10%-6
EAGLE POINT CREDIT COMPANY I011,334+11,33401010.01%+101
MID-AMER APT CMNTYS INC(MAA)1,8401,843+32922850.03%-7
SYSCO CORP(SYY)05,112+5,11203910.04%+391
ADVISORS INNER CIRCLE FD
CAMBIAR AGGRES
010,804+10,80403170.03%+317
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,5382,53802462350.02%-11
YUM BRANDS INC(YUM)02,075+2,07502780.03%+278
ALLSTATE CORP(ALL)4,7004,550-1508918770.09%-14
SPDR SER TR
ST STR P400MID
19,70919,446-2631,0781,0640.11%-14
S&P GLOBAL INC(SPGI)79779704123970.04%-15
LOUISIANA PAC CORP(LPX)4,0004,00004304140.04%-16
LISTED FD TR
CORE ALT FD
9,4909,49002602430.02%-16
VANGUARD INTL EQUITY INDEX F4,5894,597+82202020.02%-17
ISHARES TR
MSCI USA MIN ETF
6,8056,80506216040.06%-17
JOHNSON & JOHNSON(JNJ)6,1666,786+6209999810.10%-18
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