WADDELL & ASSOCIATES, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.5T

Holdings

379

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (379 positions)

#StockSharesValue% PortfolioType
101
GILDGILEAD SCIENCES INC
1,706$00.00%
102
FSMBFIRST TR EXCH TRADED FD III
25,059$00.00%
103
AXPAMERICAN EXPRESS CO
2,655$00.00%
104
WFCWELLS FARGO CO NEW
8,385$00.00%
105
GLWCORNING INC
3,320$00.00%
106
NTRSNORTHERN TR CORP
2,224$00.00%
107
MOATVANECK ETF TRUST
2,493$00.00%
108
MDTMEDTRONIC PLC
3,387$00.00%
109
THCTENET HEALTHCARE CORP
2,459$00.00%
110
FCXFREEPORT-MCMORAN INC
13,827$00.00%
111
TFCTRUIST FINL CORP
7,433$00.00%
112
DGDOLLAR GEN CORP NEW
4,448$00.00%
113
PNFPPINNACLE FINL PARTNERS INC
5,351$00.00%
114
MAMASTERCARD INCORPORATED
1,095$00.00%
115
MRVLMARVELL TECHNOLOGY INC
4,043$00.00%
116
GQ9SPDR GOLD TR
727$00.00%
117
ABTABBOTT LABS
2,726$00.00%
118
GDDYGODADDY INC
2,551$00.00%
119
MCDMCDONALDS CORP
1,832$00.00%
120
CCORLISTED FDS TR
9,490$00.00%
121
SYYSYSCO CORP
6,079$00.00%
122
FQIDIGITAL RLTY TR INC
2,309$00.00%
123
FTITECHNIPFMC PLC
18,512$00.00%
124
MPTMEDICAL PPTYS TRUST INC
21,668$00.00%
125
CRMSALESFORCE INC
1,796$00.00%
126
PWZINVESCO EXCH TRADED FD TR II
14,125$00.00%
127
TWTRADEWEB MKTS INC
2,104$00.00%
128
GMGENERAL MTRS CO
10,737$00.00%
129
PCARPACCAR INC
1,832$00.00%
130
LPXLOUISIANA PAC CORP
4,044$00.00%
131
MSCIMSCI INC
829$00.00%
132
EQIXEQUINIX INC
857$00.00%
133
VVVANGUARD INDEX FDS
747$00.00%
134
VTIVANGUARD INDEX FDS
1,648$00.00%
135
MARMARRIOTT INTL INC NEW
1,053$00.00%
136
ADBEADOBE INC
1,941$00.00%
137
BPOPPOPULAR INC
2,215$00.00%
138
PPIINVESTMENT MANAGERS SER TR I
30,098$00.00%
139
PSTGPURE STORAGE INC
3,460$00.00%
140
IWOISHARES TR
874$00.00%
141
MEDPMEDPACE HLDGS INC
1,455$00.00%
142
TRVCCITIGROUP INC
8,165$00.00%
143
FNFFIDELITY NATIONAL FINANCIAL
6,368$00.00%
144
HCAHCA HEALTHCARE INC
767$00.00%
145
PSAPUBLIC STORAGE OPER CO
3,047$00.00%
146
PANWPALO ALTO NETWORKS INC
3,760$00.00%
147
7HPHP INC
10,339$00.00%
148
REGNREGENERON PHARMACEUTICALS
1,185$00.00%
149
SRESEMPRA
4,384$00.00%
150
CFLTCONFLUENT INC
12,645$00.00%
151
FIVEFIVE BELOW INC
1,379$00.00%
152
MTCHMATCH GROUP INC NEW
10,673$00.00%
153
ESTCELASTIC N V
8,099$00.00%
154
RBLXROBLOX CORP
5,952$00.00%
155
CMGCHIPOTLE MEXICAN GRILL INC
12,166$00.00%
156
CCKCROWN HLDGS INC
3,459$00.00%
157
VWOVANGUARD INTL EQUITY INDEX F
4,188$00.00%
158
HLTHILTON WORLDWIDE HLDGS INC
1,800$00.00%
159
ZSZSCALER INC
1,032$00.00%
160
AMCRAMCOR PLC
24,947$00.00%
161
GTMZOOMINFO TECHNOLOGIES INC
12,472$00.00%
162
BFAMBRIGHT HORIZONS FAM SOL IN D
2,548$00.00%
163
DVLTDATAVAULT AI INC
23,696$00.00%
164
TOLTOLL BROTHERS INC
1,818$00.00%
165
AKAMAKAMAI TECHNOLOGIES INC
2,353$00.00%
166
SYU1SYNOVUS FINL CORP
6,174$00.00%
167
SNDKSANDISK CORP
1,266$00.00%
168
TAT&T INC
16,504$00.00%
169
CMECME GROUP INC
810$00.00%
170
CWCURTISS WRIGHT CORP
498$00.00%
171
MTGMGIC INVT CORP WIS
13,562$00.00%
172
NNNNNN REIT INC
7,172$00.00%
173
4I1PHILIP MORRIS INTL INC
3,990$00.00%
174
AAALCOA CORP
5,346$00.00%
175
AXSAXIS CAP HLDGS LTD
1,957$00.00%
176
SCHFSCHWAB STRATEGIC TR
8,545$00.00%
177
WENWENDYS CO
15,807$00.00%
178
PDECINNOVATOR ETFS TRUST
5,030$00.00%
179
TAFIAB ACTIVE ETFS INC
19,743$00.00%
180
USBUS BANCORP DEL
9,751$00.00%
181
SCHWSCHWAB CHARLES CORP
4,820$00.00%
182
TRVTRAVELERS COMPANIES INC
1,718$00.00%
183
MGMMGM RESORTS INTERNATIONAL
8,351$00.00%
184
ORLYOREILLY AUTOMOTIVE INC
8,648$00.00%
185
TSNTYSON FOODS INC
8,814$00.00%
186
BABOEING CO
2,769$00.00%
187
OHIOMEGA HEALTHCARE INVS INC
8,348$00.00%
188
NYTNEW YORK TIMES CO
4,654$00.00%
189
FMHIFIRST TR EXCH TRADED FD III
5,570$00.00%
190
UPSUNITED PARCEL SERVICE INC
5,994$00.00%
191
DGSWISDOMTREE TR
11,176$00.00%
192
INVHINVITATION HOMES INC
7,324$00.00%
193
DINOHF SINCLAIR CORP
5,893$00.00%
194
FFLGFIDELITY COVINGTON TRUST
20,000$00.00%
195
BIIBBIOGEN INC
1,742$00.00%
196
LPLALPL FINL HLDGS INC
746$00.00%
197
DYHTARGET CORP
2,756$00.00%
198
PLTRPALANTIR TECHNOLOGIES INC
5,263$00.00%
199
DALDELTA AIR LINES INC DEL
7,855$00.00%
200
VRTVERTIV HOLDINGS CO
5,776$00.00%
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