Gaddis Premier Wealth Advisors LLC - Portfolio overview

Gaddis Premier Wealth Advisors LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IHDG - WISDOMTREE TR, 11.06%
2. DGRW - WISDOMTREE TR, 8.79%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 8.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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