CIK 1776757
WADDELL & ASSOCIATES, LLC
Institutional 13F holdings & portfolio
Holdings
379
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 379
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| GM | GENERAL MTRS CO | 11K | $500K+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 18K | $500K+ | SH |
| FTI | TECHNIPFMC PLC | 19K | $500K+ | SH |
| VRSN | VERISIGN INC | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| NTRA | NATERA INC | 4K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 1K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 9K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 3K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 9K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 26K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 14K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| PSX | PHILLIPS 66 | 5K | $500K+ | SH |
| FTNT | FORTINET INC | 9K | $500K+ | SH |
| LVS | LAS VEGAS SANDS CORP | 10K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| EQIX | EQUINIX INC | 857 | $500K+ | SH |
| MLI | MUELLER INDS INC | 6K | $500K+ | SH |
| AIQ | GLOBAL X FDS | 13K | $500K+ | SH |
| PFE | PFIZER INC | 26K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| DGS | WISDOMTREE TR | 11K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 4K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| EEM | ISHARES TR | 11K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 3K | $500K+ | SH |
| ESTC | ELASTIC N V | 8K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 14K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| FFLG | FIDELITY COVINGTON TRUST | 20K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 4K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| ILMN | ILLUMINA INC | 4K | $500K+ | SH |
| SCI | SERVICE CORP INTL | 7K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| WELL | WELLTOWER INC | 3K | $500K+ | SH |