HoldingsChannel.com
Wade G W & Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (USMV) 1,198,600 +294,582 $64,736
     USMV1,198,600+294,582$64,736
WISDOMTREE TR 719,526 -79,407 $58,238
     DLN719,526-79,407$58,238
APPLE INC 172,339 -8,544 $43,824
     AAPL172,339-8,544$43,824
ISHARES TR (IWF) 290,481 -9,809 $43,761
     IWF290,481-9,809$43,761
ISHARES TR (SHY) 502,836 +98,899 $43,581
     SHY502,836+98,899$43,581
MICROSOFT CORP 205,697 +5,153 $32,440
     MSFT205,697+5,153$32,440
EXXON MOBIL CORP 833,268 +56,712 $31,639
     XOM833,268+56,712$31,639
SPDR S&P 500 ETF TR (SPY) 95,564 +8,096 $24,632
     SPY95,564+8,096$24,632
PROCTER & GAMBLE CO 211,249 +298 $23,237
     PG211,249+298$23,237
JOHNSON & JOHNSON 160,506 +2,231 $21,047
     JNJ160,506+2,231$21,047
ISHARES TR (DVY) 267,739 -18,585 $19,690
     DVY267,739-18,585$19,690
INTEL CORP 360,694 +7,894 $19,521
     INTC360,694+7,894$19,521
ISHARES TR (LQD) 151,254 +12,349 $18,681
     LQD151,254+12,349$18,681
SOUTHERN CO 321,920 +21,142 $17,429
     SO321,920+21,142$17,429
ISHARES TR (IWP) 140,025 -10,576 $17,026
     IWP140,025-10,576$17,026
PEPSICO INC 137,020 +9,721 $16,456
     PEP137,020+9,721$16,456
HONEYWELL INTL INC 119,449 +30 $15,981
     HON119,449+30$15,981
STARBUCKS CORP 228,727 +2,553 $15,037
     SBUX228,727+2,553$15,037
WASTE MGMT INC DEL 157,733 -2,939 $14,600
     WM157,733-2,939$14,600
INVESCO QQQ TR 75,470 +11,243 $14,370
     QQQ75,470+11,243$14,370
AMGEN INC 68,872 +5,815 $13,962
     AMGN68,872+5,815$13,962
SPDR GOLD TRUST (GLD) 92,076 +72,925 $13,632
     GLD92,076+72,925$13,632
ISHARES TR (IEF) 103,354 +11,918 $12,555
     IEF103,354+11,918$12,555
VANGUARD TAX MANAGED INTL FD (VEA) 366,445 +127,087 $12,217
     VEA366,445+127,087$12,217
PAYCHEX INC 190,962 +8,861 $12,015
     PAYX190,962+8,861$12,015
COLGATE PALMOLIVE CO 181,000 +9,635 $12,011
     CL181,000+9,635$12,011
VANGUARD BD INDEX FDS (BND) 139,099 +36,418 $11,872
     BND139,099+36,418$11,872
COCA COLA CO 249,285 +1,136 $11,031
     KO249,285+1,136$11,031
UNITED TECHNOLOGIES CORP 113,928 +3,541 $10,747
     UTX113,928+3,541$10,747
GENERAL DYNAMICS CORP 80,728 -1,377 $10,681
     GD80,728-1,377$10,681
ROYAL BK CDA 171,642 +2,652 $10,565
     RY171,642+2,652$10,565
AT&T INC 359,039 +18,899 $10,466
     T359,039+18,899$10,466
EXTRA SPACE STORAGE INC 107,871 +351 $10,330
     EXR107,871+351$10,330
ISHARES TR (IWD) 102,241 -6,881 $10,140
     IWD102,241-6,881$10,140
UNITED PARCEL SERVICE INC 108,238 +1,444 $10,112
     UPS108,238+1,444$10,112
QUALCOMM INC 147,959 +10,529 $10,009
     QCOM147,959+10,529$10,009
KIMBERLY CLARK CORP 77,960 +8,482 $9,969
     KMB77,960+8,482$9,969
ISHARES TR (IVV) 37,340 +18,564 $9,649
     IVV37,340+18,564$9,649
MEDTRONIC PLC 106,264 +166 $9,583
     MDT106,264+166$9,583
AMAZON COM INC 4,792 +488 $9,343
     AMZN4,792+488$9,343
PFIZER INC 277,555 -1,373 $9,059
     PFE277,555-1,373$9,059
ACCENTURE PLC IRELAND 55,420 -10 $9,048
     ACN55,420-10$9,048
JPMORGAN CHASE & CO 97,547 +19,200 $8,782
     JPM97,547+19,200$8,782
CVS HEALTH CORP 146,211 +8,720 $8,675
     CVS146,211+8,720$8,675
ISHARES TR (IWB) 59,104 -316 $8,365
     IWB59,104-316$8,365
ISHARES TR (IJR) 148,953 -169,527 $8,358
     IJR148,953-169,527$8,358
METLIFE INC 267,541 +6,630 $8,179
     MET267,541+6,630$8,179
VANGUARD INDEX FDS (VNQ) 115,288 +3,233 $8,053
     VNQ115,288+3,233$8,053
ISHARES TR (IWN) 96,143 +42,855 $7,887
     IWN96,143+42,855$7,887
INTL PAPER CO 252,391 +3,518 $7,857
     IP252,391+3,518$7,857

See Full List: All Stocks Held By Wade G W & Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wade G W & Inc.

Size ($ in 1000's)
At 03/31/2020: $1,063,355
At 12/31/2019: $1,301,965

Wade G W & Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wade G W & Inc. 13F filings. Link to 13F filings: SEC filings

Wade G W & Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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