WADDELL & ASSOCIATES, LLC Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$760.0B

Holdings

138

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
GLOFISHARES TR
7,753$00.00%
102
LPLALPL FINL HLDGS INC
746$00.00%
103
HLTHILTON WORLDWIDE HLDGS INC
1,263$00.00%
104
EWEDWARDS LIFESCIENCES CORP
9,435$00.00%
105
GDGENERAL DYNAMICS CORP
1,193$00.00%
106
PTMCPACER FDS TR
11,270$00.00%
107
ECCEAGLE POINT CREDIT COMPANY I
10,508$00.00%
108
YUMYUM BRANDS INC
2,075$00.00%
109
NFLXNETFLIX INC
1,309$00.00%
110
TXTTEXTRON INC
2,400$00.00%
111
NDQINVESCO QQQ TR
1,633$00.00%
112
SPGIS&P GLOBAL INC
797$00.00%
113
PEPPEPSICO INC
4,211$00.00%
114
BDXBECTON DICKINSON & CO
1,294$00.00%
115
ACNACCENTURE PLC IRELAND
1,224$00.00%
116
AXPAMERICAN EXPRESS CO
2,036$00.00%
117
WFCWELLS FARGO CO NEW
7,142$00.00%
118
MOATVANECK ETF TRUST
2,419$00.00%
119
MCDMCDONALDS CORP
1,171$00.00%
120
KMBKIMBERLY-CLARK CORP
1,978$00.00%
121
SYYSYSCO CORP
5,379$00.00%
122
BKRBAKER HUGHES COMPANY
9,494$00.00%
123
CRMSALESFORCE INC
1,523$00.00%
124
PWZINVESCO EXCH TRADED FD TR II
14,125$00.00%
125
CCORLISTED FD TR
9,490$00.00%
126
LPXLOUISIANA PAC CORP
4,000$00.00%
127
IBMINTERNATIONAL BUSINESS MACHS
4,152$00.00%
128
MARMARRIOTT INTL INC NEW
1,053$00.00%
129
CMICUMMINS INC
842$00.00%
130
PPIINVESTMENT MANAGERS SER TR I
30,098$00.00%
131
INTCINTEL CORP
16,042$00.00%
132
PSAPUBLIC STORAGE OPER CO
2,935$00.00%
133
TAT&T INC
16,867$00.00%
134
ESEVERSOURCE ENERGY
4,130$00.00%
135
SCHWSCHWAB CHARLES CORP
4,107$00.00%
136
ORLYOREILLY AUTOMOTIVE INC
492$00.00%
137
FMHIFIRST TR EXCH TRADED FD III
5,920$00.00%
138
MUMICRON TECHNOLOGY INC
2,261$00.00%
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