Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD S&P 500 (VOO) | 635,696 | +99,426 | $277,672 |
VOO | 635,696 | +99,426 | $277,672 |
APPLE INC | 1,012,271 | +87,815 | $194,892 |
AAPL | 1,012,271 | +87,815 | $194,892 |
MICROSOFT CORP | 212,165 | +5,589 | $79,783 |
MSFT | 212,165 | +5,589 | $79,783 |
AMAZON.COM INC | 430,945 | +18,264 | $65,478 |
AMZN | 430,945 | +18,264 | $65,478 |
NVIDIA CORP | 101,933 | +466 | $50,479 |
NVDA | 101,933 | +466 | $50,479 |
ISHARES (SGOV) | 406,228 | -343,070 | $40,732 |
SGOV | 406,228 | -343,070 | $40,732 |
INVESCO QQQ | 95,160 | +23,398 | $38,970 |
QQQ | 95,160 | +23,398 | $38,970 |
ISHARES (IVV) | 67,177 | -1,050 | $32,086 |
IVV | 67,177 | -1,050 | $32,086 |
COSTCO WHOLESALE CORP | 43,865 | -1,035 | $28,954 |
COST | 43,865 | -1,035 | $28,954 |
ALPHABET INC | 189,351 | +11,125 | $26,450 |
GOOGL | 189,351 | +11,125 | $26,450 |
SPDR S&P 500 ETF (SPY) | 46,356 | +495 | $22,033 |
SPY | 46,356 | +495 | $22,033 |
HOME DEPOT INC | 58,505 | +1,151 | $20,275 |
HD | 58,505 | +1,151 | $20,275 |
BERKSHIRE HATHAWAY INC | $19,111 | ||
BRK.B | 52,748 | +2,820 | $18,813 |
BRK.A | 7 | UNCH | $298 |
TESLA INC | 74,489 | -578 | $18,509 |
TSLA | 74,489 | -578 | $18,509 |
CHEVRON CORP | 117,535 | +4,481 | $17,531 |
CVX | 117,535 | +4,481 | $17,531 |
JPMORGAN CHASE & CO | 96,106 | -1,839 | $16,348 |
JPM | 96,106 | -1,839 | $16,348 |
ALPHABET INC | 112,232 | -656 | $15,817 |
GOOG | 112,232 | -656 | $15,817 |
META PLATFORMS INC | 43,853 | +4,513 | $15,522 |
META | 43,853 | +4,513 | $15,522 |
VISA INC | 59,066 | +1,677 | $15,378 |
V | 59,066 | +1,677 | $15,378 |
ABBVIE INC | 93,144 | -4,978 | $14,434 |
ABBV | 93,144 | -4,978 | $14,434 |
UNITEDHEALTH GROUP INC | 25,385 | +14 | $13,364 |
UNH | 25,385 | +14 | $13,364 |
BOEING COMPANY | 50,278 | +1,854 | $13,106 |
BA | 50,278 | +1,854 | $13,106 |
PROCTER & GAMBLE CO | 84,100 | -800 | $12,324 |
PG | 84,100 | -800 | $12,324 |
ELI LILLY & CO | 20,725 | +1,906 | $12,081 |
LLY | 20,725 | +1,906 | $12,081 |
PALO ALTO NETWORKS INC | 38,240 | +10,419 | $11,276 |
PANW | 38,240 | +10,419 | $11,276 |
FIRST TRUST VALUE LINE (FVD) | 271,943 | -4,473 | $11,030 |
FVD | 271,943 | -4,473 | $11,030 |
VANGUARD TOTAL STOCK (VTI) | 45,376 | +1,433 | $10,764 |
VTI | 45,376 | +1,433 | $10,764 |
EXXON MOBIL CORP | 105,917 | +10,553 | $10,590 |
XOM | 105,917 | +10,553 | $10,590 |
SPDR DOW JONES (DIA) | 27,517 | +2,233 | $10,370 |
DIA | 27,517 | +2,233 | $10,370 |
ADOBE INC | 16,670 | -30 | $9,946 |
ADBE | 16,670 | -30 | $9,946 |
CISCO SYSTEMS INC | 194,064 | +13,250 | $9,804 |
CSCO | 194,064 | +13,250 | $9,804 |
JPMORGAN | 172,375 | +638 | $9,477 |
JEPI | 172,375 | +638 | $9,477 |
JOHNSON & JOHNSON | 60,378 | +143 | $9,464 |
JNJ | 60,378 | +143 | $9,464 |
ADVANCED MICRO DEVICES | 64,109 | +1,786 | $9,450 |
AMD | 64,109 | +1,786 | $9,450 |
MASTERCARD INC | 22,087 | +1,647 | $9,420 |
MA | 22,087 | +1,647 | $9,420 |
PACER | 180,624 | +10,296 | $9,391 |
COWZ | 180,624 | +10,296 | $9,391 |
A MARK PRECIOUS METALS | 308,669 | -43,590 | $9,337 |
AMRK | 308,669 | -43,590 | $9,337 |
NOVO NORDISK AS | 90,120 | +3,539 | $9,323 |
NVO | 90,120 | +3,539 | $9,323 |
VANGUARD INFORMATION (VGT) | 19,090 | +5,787 | $9,240 |
VGT | 19,090 | +5,787 | $9,240 |
AMGEN INC | 31,612 | +35 | $9,105 |
AMGN | 31,612 | +35 | $9,105 |
BLACKROCK SCIENCE & | 269,045 | +1,228 | $9,056 |
BST | 269,045 | +1,228 | $9,056 |
MCDONALDS CORP | 29,430 | +1,596 | $8,726 |
MCD | 29,430 | +1,596 | $8,726 |
INTL BUSINESS MACHINES | 52,790 | +101 | $8,634 |
IBM | 52,790 | +101 | $8,634 |
QUALCOMM INC | 57,150 | -3,983 | $8,266 |
QCOM | 57,150 | -3,983 | $8,266 |
MERCK & COMPANY INC NEW | 75,811 | +1,863 | $8,265 |
MRK | 75,811 | +1,863 | $8,265 |
ISHARES SELECT (DVY) | 70,305 | +2,668 | $8,241 |
DVY | 70,305 | +2,668 | $8,241 |
WALT DISNEY CO | 89,051 | -9,544 | $8,040 |
DIS | 89,051 | -9,544 | $8,040 |
ISHARES (SHV) | 72,828 | +3,644 | $8,021 |
SHV | 72,828 | +3,644 | $8,021 |
SALESFORCE INC | 29,482 | +1,845 | $7,758 |
CRM | 29,482 | +1,845 | $7,758 |
PEPSICO INC | 45,614 | -3,532 | $7,747 |
PEP | 45,614 | -3,532 | $7,747 |
See Full List: All Stocks Held By Wedbush Securities Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Wedbush Securities Inc.
Size ($ in 1000's)
At 12/31/2023: $2,257,432 At 09/30/2023: $2,011,030 Wedbush Securities Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedbush Securities Inc. 13F filings. Link to 13F filings: SEC filings |