WADDELL & ASSOCIATES, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$1.2T

Holdings

325

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (325 positions)

#StockSharesValue% PortfolioType
201
LRCXLAM RESEARCH CORP
2,386$319.5M0.03%
202
ORIOLD REP INTL CORP
7,458$316.7M0.03%
203
COSTCOSTCO WHSL CORP NEW
342$316.6M0.03%
204
BMYBRISTOL-MYERS SQUIBB CO
7,007$316.0M0.03%
205
NBIXNEUROCRINE BIOSCIENCES INC
2,221$311.8M0.03%
206
ROKUROKU INC
3,090$309.4M0.03%
207
TTCTORO CO
4,047$308.4M0.03%
208
DEDEERE & CO
674$308.2M0.03%
209
THCTENET HEALTHCARE CORP
1,513$307.2M0.03%
210
APHAMPHENOL CORP NEW
2,474$306.2M0.03%
211
EHCENCOMPASS HEALTH CORP
2,405$305.5M0.03%
212
DFACDIMENSIONAL ETF TRUST
7,840$302.4M0.03%
213
JCIJOHNSON CTLS INTL PLC
2,742$301.5M0.03%
214
CLCOLGATE PALMOLIVE CO
3,763$300.8M0.03%
215
ZTSZOETIS INC
2,030$297.0M0.03%
216
DVNDEVON ENERGY CORP NEW
8,468$296.9M0.03%
217
USFDUS FOODS HLDG CORP
3,847$294.8M0.03%
218
XLGINVESCO EXCHANGE TRADED FD T
5,085$292.5M0.02%
219
BPOPPOPULAR INC
2,275$288.9M0.02%
220
BAHBOOZ ALLEN HAMILTON HLDG COR
2,890$288.9M0.02%
221
AREALEXANDRIA REAL ESTATE EQ IN
3,455$287.9M0.02%
222
IVZINVESCO LTD
12,543$287.7M0.02%
223
MGMMGM RESORTS INTERNATIONAL
8,261$286.3M0.02%
224
WMBWILLIAMS COS INC
4,490$284.4M0.02%
225
DINOHF SINCLAIR CORP
5,421$283.7M0.02%
226
BMRNBIOMARIN PHARMACEUTICAL INC
5,176$280.3M0.02%
227
FNFFIDELITY NATIONAL FINANCIAL
4,629$280.0M0.02%
228
IWOISHARES TR
873$279.4M0.02%
229
FCXFREEPORT-MCMORAN INC
7,096$278.3M0.02%
230
DHRDANAHER CORPORATION
1,398$277.2M0.02%
231
RHIROBERT HALF INC.
8,127$276.2M0.02%
232
LAMRLAMAR ADVERTISING CO NEW
2,254$275.9M0.02%
233
MARMARRIOTT INTL INC NEW
1,053$274.2M0.02%
234
AMEAMETEK INC
1,445$271.7M0.02%
235
RHCRH PLC
2,265$271.6M0.02%
236
GQ9SPDR GOLD TR
763$271.2M0.02%
237
ESTCELASTIC N V
3,196$270.0M0.02%
238
VUGVANGUARD INDEX FDS
558$267.5M0.02%
239
FMHIFIRST TR EXCH TRADED FD III
5,570$264.6M0.02%
240
EXREXTRA SPACE STORAGE INC
1,873$264.0M0.02%
241
JHGJANUS HENDERSON GROUP PLC
5,904$262.8M0.02%
242
CCKCROWN HLDGS INC
2,708$261.6M0.02%
243
ARWARROW ELECTRS INC
2,161$261.5M0.02%
244
MDTMEDTRONIC PLC
2,744$261.3M0.02%
245
TOLTOLL BROTHERS INC
1,879$259.6M0.02%
246
IQVIQVIA HLDGS INC
1,360$258.3M0.02%
247
AEPAMERICAN ELEC PWR CO INC
2,293$258.0M0.02%
248
DHID R HORTON INC
1,520$257.6M0.02%
249
MAAMID-AMER APT CMNTYS INC
1,843$257.5M0.02%
250
BROBROWN & BROWN INC
2,737$256.7M0.02%
251
PINSPINTEREST INC
7,930$255.1M0.02%
252
DGDOLLAR GEN CORP NEW
2,449$253.1M0.02%
253
EMEEMCOR GROUP INC
387$251.4M0.02%
254
MLIMUELLER INDS INC
2,477$250.4M0.02%
255
OHIOMEGA HEALTHCARE INVS INC
5,916$249.8M0.02%
256
LPLALPL FINL HLDGS INC
746$248.2M0.02%
257
CCORLISTED FDS TR
9,490$248.0M0.02%
258
MOATVANECK ETF TRUST
2,493$247.1M0.02%
259
TTTRANE TECHNOLOGIES PLC
585$246.8M0.02%
260
ADSKAUTODESK INC
775$246.2M0.02%
261
GLGLOBE LIFE INC
1,722$246.2M0.02%
262
GLWCORNING INC
2,994$245.6M0.02%
263
CFGCITIZENS FINL GROUP INC
4,549$241.8M0.02%
264
NOWSERVICENOW INC
262$241.1M0.02%
265
AONAON PLC
676$241.0M0.02%
266
NWSANEWS CORP NEW
7,847$241.0M0.02%
267
BIIBBIOGEN INC
1,719$240.8M0.02%
268
PNFPPINNACLE FINL PARTNERS INC
2,565$240.6M0.02%
269
TJXTJX COS INC NEW
1,661$240.1M0.02%
270
DDDUPONT DE NEMOURS INC
3,076$239.6M0.02%
271
OVVOVINTIV INC
5,929$239.4M0.02%
272
GLOFISHARES TR
4,614$238.2M0.02%
273
DUOLDUOLINGO INC
731$235.3M0.02%
274
UBERUBER TECHNOLOGIES INC
2,365$231.7M0.02%
275
WDCWESTERN DIGITAL CORP
1,927$231.4M0.02%
276
FASTFASTENAL CO
4,716$231.3M0.02%
277
VVVANGUARD INDEX FDS
747$230.0M0.02%
278
MTGMGIC INVT CORP WIS
8,090$229.5M0.02%
279
ASHASHLAND INC
4,789$229.4M0.02%
280
RI4APOET TECHNOLOGIES INC
41,346$229.1M0.02%
281
AWIARMSTRONG WORLD INDS INC NEW
1,152$225.8M0.02%
282
NYTNEW YORK TIMES CO
3,933$225.8M0.02%
283
VWOVANGUARD INTL EQUITY INDEX F
4,158$225.3M0.02%
284
STESTERIS PLC
893$221.0M0.02%
285
MNSTMONSTER BEVERAGE CORP NEW
3,276$220.5M0.02%
286
WPMWHEATON PRECIOUS METALS CORP
1,954$218.5M0.02%
287
EAELECTRONIC ARTS INC
1,082$218.2M0.02%
288
IWPISHARES TR
1,522$216.7M0.02%
289
NOCNORTHROP GRUMMAN CORP
354$215.7M0.02%
290
PSTGPURE STORAGE INC
2,565$215.0M0.02%
291
ETSYETSY INC
3,235$214.8M0.02%
292
INTUINTUIT
314$214.4M0.02%
293
PKGPACKAGING CORP AMER
982$214.0M0.02%
294
ITGARTNER INC
813$213.7M0.02%
295
CWCURTISS WRIGHT CORP
393$213.4M0.02%
296
PDECINNOVATOR ETFS TRUST
5,030$211.4M0.02%
297
RLRALPH LAUREN CORP
673$211.0M0.02%
298
CHWYCHEWY INC
5,211$210.8M0.02%
299
MDBMONGODB INC
677$210.1M0.02%
300
AKAMAKAMAI TECHNOLOGIES INC
2,771$209.9M0.02%
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