WADDELL & ASSOCIATES, LLC - Portfolio overview
WADDELL & ASSOCIATES, LLC has 495 reported holdings in this dataset, with the latest filing dated 2026-05-11.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Industrials and Technology.
Largest reported holdings by portfolio allocation
- FDX - FEDEX CORP, 28.00%
- PAVE - GLOBAL X FDS, 5.61%
- GCOW - PACER FDS TR, 5.36%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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