CIK Peek
Latest 13F Filings for WADDELL & ASSOCIATES, LLC
| Holding | Shares | Value | Dates | Change |
|---|---|---|---|---|
Class: UTSER1 SPDCRP | 141.59K | $75.53M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 1.32K (0.0%) |
Class: US QTLY DIV GRT | 931.99K | $74.43M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 15.26K (1.0%) |
Class: FUNDAMENTAL US S | 2.64M | $72.21M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 40.33K (1.0%) |
Class: AMERICAN RESH | 2.10M | $71.12M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | New N/A ($71.12M) |
Class: ADAPTIVE US | 1.42M | $62.12M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | New N/A ($62.12M) |
Class: SHILLER CAPE U S | 1.98M | $60.24M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 12.97K (0.0%) |
Class: 1000 INDEX ETF | 1.99M | $53.69M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 55.23K (2.0%) |
Class: CORE MSCI EAFE | 566.51K | $42.86M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 14.96K (2.0%) |
Class: NASDAQ 100 ETF | 192.10K | $37.08M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 1.19K (0.0%) |
Class: SP EMKTSC ETF | 615.04K | $34.83M | Quarter: Mar 31, 2025 Filed: May 14, 2025 | Increased 13.46K (2.0%) |