WADDELL & ASSOCIATES, LLC Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$683.6B

Holdings

172

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
NKENIKE INC
3,122$00.00%
102
MDLZMONDELEZ INTL INC
4,560$00.00%
103
OXLCLOXFORD LANE CAP CORP
16,063$00.00%
104
NGDNEW GOLD INC CDA
39,000$00.00%
105
NOCNORTHROP GRUMMAN CORP
938$00.00%
106
BACBANK AMERICA CORP
17,752$00.00%
107
FTNTFORTINET INC
3,500$00.00%
108
VTRSVIATRIS INC
15,461$00.00%
109
MOALTRIA GROUP INC
5,323$00.00%
110
SCISERVICE CORP INTL
8,437$00.00%
111
EQIXEQUINIX INC
365$00.00%
112
USOUNITED STS OIL FD LP
4,157$00.00%
113
LMTLOCKHEED MARTIN CORP
565$00.00%
114
AMATAPPLIED MATLS INC
3,254$00.00%
115
MNSTMONSTER BEVERAGE CORP NEW
4,849$00.00%
116
UNPUNION PAC CORP
1,822$00.00%
117
DFACDIMENSIONAL ETF TRUST
7,840$00.00%
118
QUALISHARES TR
2,911$00.00%
119
AMCRAMCOR PLC
24,065$00.00%
120
PSXPHILLIPS 66
4,393$00.00%
121
SBUXSTARBUCKS CORP
3,115$00.00%
122
AVGOBROADCOM INC
489$00.00%
123
COHRCOHERENT CORP
7,150$00.00%
124
DUKDUKE ENERGY CORP NEW
4,632$00.00%
125
QEFASPDR INDEX SHS FDS
3,000$00.00%
126
DWDMORGAN STANLEY
4,271$00.00%
127
VVISA INC
3,266$00.00%
128
MAAMID-AMER APT CMNTYS INC
3,940$00.00%
129
METAMETA PLATFORMS INC
2,482$00.00%
130
VHTVANGUARD WORLD FDS
1,000$00.00%
131
WTAIWISDOMTREE TR
25,336$00.00%
132
PLDPROLOGIS INC.
2,317$00.00%
133
CLCOLGATE PALMOLIVE CO
8,600$00.00%
134
GLOFISHARES TR
9,203$00.00%
135
STIPISHARES TR
3,700$00.00%
136
PSAPUBLIC STORAGE
2,919$00.00%
137
EWEDWARDS LIFESCIENCES CORP
11,633$00.00%
138
PTMCPACER FDS TR
11,052$00.00%
139
YUMYUM BRANDS INC
2,332$00.00%
140
HUMHUMANA INC
412$00.00%
141
NFLXNETFLIX INC
1,534$00.00%
142
ISIIONIS PHARMACEUTICALS INC
10,042$00.00%
143
SPGIS&P GLOBAL INC
797$00.00%
144
PEPPEPSICO INC
4,971$00.00%
145
SPGSIMON PPTY GROUP INC NEW
2,302$00.00%
146
BDXBECTON DICKINSON & CO
1,566$00.00%
147
ACNACCENTURE PLC IRELAND
1,216$00.00%
148
TMOTHERMO FISHER SCIENTIFIC INC
1,111$00.00%
149
AXPAMERICAN EXPRESS CO
2,036$00.00%
150
WFCWELLS FARGO CO NEW
8,472$00.00%
151
STAGSTAG INDL INC
7,385$00.00%
152
SPMDSPDR SER TR
13,374$00.00%
153
MOATVANECK ETF TRUST
3,793$00.00%
154
GQ9SPDR GOLD TR
1,748$00.00%
155
ABTABBOTT LABS
2,480$00.00%
156
MCDMCDONALDS CORP
1,100$00.00%
157
KMBKIMBERLY-CLARK CORP
1,948$00.00%
158
AMLPALPS ETF TR
6,350$00.00%
159
SYYSYSCO CORP
6,117$00.00%
160
BKRBAKER HUGHES COMPANY
9,684$00.00%
161
CRMSALESFORCE INC
1,462$00.00%
162
PWZINVESCO EXCH TRADED FD TR II
14,125$00.00%
163
CCORLISTED FD TR
35,490$00.00%
164
LPXLOUISIANA PAC CORP
4,000$00.00%
165
IBMINTERNATIONAL BUSINESS MACHS
5,999$00.00%
166
PHOINVESCO EXCHANGE TRADED FD T
6,849$00.00%
167
VTIVANGUARD INDEX FDS
2,691$00.00%
168
MARMARRIOTT INTL INC NEW
1,446$00.00%
169
INTCINTEL CORP
19,085$00.00%
170
FT2FIRST HORIZON CORPORATION
39,686$00.00%
171
ORCLORACLE CORP
8,820$00.00%
172
TAT&T INC
30,297$00.00%
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