WADDELL & ASSOCIATES, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmemphis, TN
- CIK0001776757
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
159 | $823.63M | MDY, DGRW, FNDA, RSHO | RESTATEMENT | May 14, 2025 | 000176538025000228 | ||
154 | $980.99M | RCAT, MDY, FNDA, DGRW | RESTATEMENT | May 14, 2025 | 000176538025000229 | ||
150 | $822.06M | MDY, FNDA, DGRW, IOO | 13F-HR | Nov 12, 2024 | 000176538024000430 | ||
138 | $760.02M | MDY, FNDA, DGRW, IOO | 13F-HR | Aug 6, 2024 | 000176538024000289 | ||
140 | $739.83M | MDY, FNDA, DGRW, IOO | 13F-HR | May 8, 2024 | 000176538024000195 | ||
147 | $743.53M | MDY, FNDA, DGRW, CAPE | 13F-HR | Feb 14, 2024 | 000172554724000522 | ||
172 | $683.58M | MDY, FNDA, DGRW, CAPE | 13F-HR | Nov 7, 2023 | 000172554723001742 | ||
168 | $681.09M | MDY, FNDA, DGRW, CAPE | 13F-HR | Aug 7, 2023 | 000172554723000181 | ||
156 | $639.72M | MDY, FNDA, CAPE, DGRW | 13F-HR | May 10, 2023 | 000172554723000120 | ||
143 | $597.25M | MDY, FNDA, DGRW, CAPE | 13F-HR | Feb 10, 2023 | 000172554723000048 | ||
140 | $516.71M | MDY, FNDA, VT, DGRW | 13F-HR | Nov 2, 2022 | 000172554722000180 | ||
142 | $491.03M | MDY, DGRW, FNDA, VT | 13F-HR | Jul 27, 2022 | 000172554722000122 | ||
130 | $623.03M | MDY, VT, VLUE, CAPD | 13F-HR | Apr 21, 2022 | 000172554722000069 | ||
117 | $630.75M | QUAL, MDY, VT, CAPD | 13F-HR | Feb 1, 2022 | 000172554722000023 | ||
109 | $587.27M | QUAL, MDY, VT, IXUS | 13F-HR | Nov 10, 2021 | 000172554721000109 | ||
116 | $658.65M | HD, QUAL, MDY, VT | 13F-HR | Aug 16, 2021 | 000172554721000084 | ||
22 | $487.32M | MDY, QUAL, VT, IXUS | 13F-HR | May 14, 2021 | 000172554721000051 | ||
22 | $437.08M | QUAL, MDY, VT, IXUS | 13F-HR | Feb 12, 2021 | 000172554721000021 | ||
33 | $368.82M | QUAL, VT, MDY, IXUS | 13F-HR | Nov 13, 2020 | 000172554720000094 | ||
24 | $335.73M | QUAL, VT, MDY, GLOF | 13F-HR | Aug 13, 2020 | 000172554720000073 | ||
26 | $251.39M | QUAL, GLOF, MDY, CAPD | 13F-HR | May 12, 2020 | 000172554720000052 | ||
19 | $335.25M | SPMD, GLOF, VTV, PRFZ | 13F-HR | Feb 12, 2020 | 000172554720000025 | ||
17 | $319.27M | SPMD, GLOF, VTV, PRFZ | 13F-HR | Nov 12, 2019 | 000172554719000066 | ||
17 | $330.15M | SPMD, GLOF, VTV, SPGM | 13F-HR | Jul 31, 2019 | 000172554719000045 | ||
14 | $314.78M | SPMD, GLOF, VTV, PRFZ | 13F-HR | May 14, 2019 | 000172554719000038 | ||
14 | $215.78M | VTV, PRFZ, SPGM, DBEF | 13F-HR | May 14, 2019 | 000172554719000037 |