HoldingsChannel.com
Wade G W & Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
WISDOMTREE TR 694,054 +4,720 $67,254
     DLN694,054+4,720$67,254
EXXON MOBIL CORP 811,907 -535 $62,216
     XOM811,907-535$62,216
ISHARES TR (IWF) 272,437 +2,520 $42,865
     IWF272,437+2,520$42,865
ISHARES TR (USMV) 651,053 +58,468 $40,189
     USMV651,053+58,468$40,189
APPLE INC 179,992 -1,238 $35,624
     AAPL179,992-1,238$35,624
ISHARES TR (DVY) 263,333 +10,829 $26,217
     DVY263,333+10,829$26,217
ISHARES TR (SHY) 303,235 -14,045 $25,708
     SHY303,235-14,045$25,708
MICROSOFT CORP 189,737 -502 $25,417
     MSFT189,737-502$25,417
PROCTER AND GAMBLE CO 203,546 +6,008 $22,319
     PG203,546+6,008$22,319
SPDR S&P 500 ETF TR (SPY) 74,778 +1,102 $21,910
     SPY74,778+1,102$21,910
ISHARES TR (IJR) 275,316 +19,572 $21,552
     IJR275,316+19,572$21,552
JOHNSON & JOHNSON 154,033 -1,406 $21,454
     JNJ154,033-1,406$21,454
ISHARES TR (IWP) 145,510 +119 $20,748
     IWP145,510+119$20,748
HONEYWELL INTL INC 116,478 +368 $20,336
     HON116,478+368$20,336
STARBUCKS CORP 237,536 -348 $19,913
     SBUX237,536-348$19,913
WASTE MGMT INC DEL 161,241 +343 $18,602
     WM161,241+343$18,602
INTEL CORP 349,277 +4,002 $16,720
     INTC349,277+4,002$16,720
PEPSICO INC 124,498 +345 $16,325
     PEP124,498+345$16,325
SOUTHERN CO 292,350 +95,655 $16,161
     SO292,350+95,655$16,161
BOEING CO 43,016 +487 $15,658
     BA43,016+487$15,658
PAYCHEX INC 179,464 -40 $14,768
     PAYX179,464-40$14,768
UNITED TECHNOLOGIES CORP 106,151 +548 $13,821
     UTX106,151+548$13,821
ISHARES TR (LQD) 109,429 +6,401 $13,610
     LQD109,429+6,401$13,610
PFIZER INC 300,498 +243,078 $13,018
     PFE300,498+243,078$13,018
ROYAL BK CDA MONTREAL QUE 162,008 +1,006 $12,863
     RY162,008+1,006$12,863
ISHARES TR (IWD) 100,171 +242 $12,744
     IWD100,171+242$12,744
ISHARES TR (IJH) 65,590 +4,059 $12,742
     IJH65,590+4,059$12,742
METLIFE INC 250,105 +3,436 $12,423
     MET250,105+3,436$12,423
COCA COLA CO 240,661 +1,554 $12,254
     KO240,661+1,554$12,254
COLGATE PALMOLIVE CO 162,528 -141 $11,648
     CL162,528-141$11,648
AMGEN INC 58,415 -24,563 $10,765
     AMGN58,415-24,563$10,765
INVESCO QQQ TR 56,278 +1,138 $10,509
     QQQ56,278+1,138$10,509
AT&T INC 311,558 +16,770 $10,440
     T311,558+16,770$10,440
UNITED PARCEL SERVICE INC 101,020 -415 $10,432
     UPS101,020-415$10,432
JP MORGAN EXCHANGE TRADED FD (JPEM) 186,768 +4,079 $10,388
     JPEM186,768+4,079$10,388
ACCENTURE PLC IRELAND 55,550 -174 $10,264
     ACN55,550-174$10,264
EXTRA SPACE STORAGE INC 94,307 +4,435 $10,006
     EXR94,307+4,435$10,006
QUALCOMM INC 131,511 +24 $10,004
     QCOM131,511+24$10,004
INTL PAPER CO 228,531 +3,088 $9,900
     IP228,531+3,088$9,900
MEDTRONIC PLC 100,903 +97,139 $9,827
     MDT100,903+97,139$9,827
WELLS FARGO CO NEW 205,287 +2,759 $9,714
     WFC205,287+2,759$9,714
ISHARES TR (IWB) 58,939 +2,963 $9,595
     IWB58,939+2,963$9,595
CHEVRON CORP NEW 73,631 +182 $9,163
     CVX73,631+182$9,163
VANGUARD TAX MANAGED INTL FD (VEA) 212,931 +10,609 $8,881
     VEA212,931+10,609$8,881
JPMORGAN CHASE & CO 76,199 -399 $8,519
     JPM76,199-399$8,519
BERKSHIRE HATHAWAY INC DEL      $8,495
     BRK.A15UNCH$4,775
     BRK.B17,452-440$3,720
KIMBERLY CLARK CORP 59,818 +910 $7,972
     KMB59,818+910$7,972
AMAZON COM INC 4,188 +154 $7,931
     AMZN4,188+154$7,931
CVS HEALTH CORP 142,829 -3,417 $7,783
     CVS142,829-3,417$7,783
VANGUARD INDEX FDS (VNQ) 84,623 +4,257 $7,396
     VNQ84,623+4,257$7,396

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 06/30/2019: $1,100,196
At 03/31/2019: $1,058,021

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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