MondegarAI
WADDELL & ASSOCIATES, LLC

Q1 2025 · 13F-HR/A

WADDELL & ASSOCIATES, LLCholdings as filed

Filed 2025-05-14 · accession 0001765380-25-000228

$823.6M
Reported value
159
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$75.5M9.17%141,588CommonNONE
97717X669DGRWWISDOMTREE TR$74.4M9.04%931,985CommonNONE
808524763FNDASCHWAB STRATEGIC TR$72.2M8.77%2,636,391CommonNONE
87975E602RSHOTEMA ETF TRUST$71.1M8.63%2,095,949CommonNONE
37954Y574AUSFGLOBAL X FDS$62.1M7.54%1,423,088CommonNONE
25861R204CAPEDOUBLELINE ETF TRUST$60.2M7.31%1,982,264CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$53.7M6.52%1,994,283CommonNONE
46432F842IEFAISHARES TR$42.9M5.20%566,512CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$37.1M4.50%192,102CommonNONE
78463X756EWXSPDR INDEX SHS FDS$34.8M4.23%615,037CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$33.7M4.10%386,838CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$31.9M3.87%530,367CommonNONE
037833100AAPLAPPLE INC$11.2M1.36%50,249CommonNONE
31428X106FDXFEDEX CORP$9.8M1.19%40,359CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$8.6M1.05%187,018CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.8M0.94%13,886CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.3M0.88%13,662CommonNONE
594918104MSFTMICROSOFT CORP$6.5M0.79%17,409CommonNONE
532457108LLYELI LILLY & CO$5.1M0.62%6,220CommonNONE
90214Q584CGVTWO RDS SHARED TR$5.1M0.61%404,873CommonNONE
46432F388VLUEISHARES TR$4.8M0.58%44,799CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$3.9M0.47%331,939CommonNONE
464287465EFAISHARES TR$3.7M0.44%44,820CommonNONE
931142103WMTWALMART INC$3.4M0.42%39,184CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M0.38%28,734CommonNONE
922908363VOOVANGUARD INDEX FDS$3.1M0.38%6,048CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.37%17,504CommonNONE
053332102AZOAUTOZONE INC$2.9M0.36%773CommonNONE
464288257ACWIISHARES TR$2.9M0.36%25,247CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.9M0.35%11,877CommonNONE
921909768VXUSVANGUARD STAR FDS$2.9M0.35%46,906CommonNONE
437076102HDHOME DEPOT INC$2.4M0.29%6,515CommonNONE
02079K107GOOGALPHABET INC$2.2M0.27%14,226CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.24%16,800CommonNONE
464287721IYWISHARES TR$1.8M0.22%13,113CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.7M0.20%69,607CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.20%9,683CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.19%9,317CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.5M0.19%13,248CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.18%2,508CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.4M0.17%52,834CommonNONE
001055102AFLAFLAC INC$1.4M0.17%12,302CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.17%1,464CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$1.3M0.16%46,135CommonNONE
68389X105ORCLORACLE CORP$1.2M0.15%8,803CommonNONE
191216100KOCOCA COLA CO$1.2M0.14%16,529CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.14%7,437CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.13%6,436CommonNONE
92826C839VVISA INC$1.0M0.13%2,939CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.12%4,099CommonNONE
97717Y543WTAIWISDOMTREE TR$1.0M0.12%53,641CommonNONE
78464A847SPMDSPDR SER TR$1.0M0.12%19,645CommonNONE
75644T100RCATRED CAT HLDGS INC$971,7320.12%165,260CommonNONE
46435U556ARTYISHARES TR$966,6160.12%30,735CommonNONE
46090E103QQQINVESCO QQQ TR$952,2150.12%2,031CommonNONE
020002101ALLALLSTATE CORP$942,1690.11%4,550CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$905,6830.11%3,026CommonNONE
023135106AMZNAMAZON COM INC$875,0060.11%4,599CommonNONE
17275R102CSCOCISCO SYS INC$710,9620.09%11,521CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$707,8330.09%32,574CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$704,8290.09%492CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$689,6470.08%9,515CommonNONE
02209S103MOALTRIA GROUP INC$671,2650.08%11,184CommonNONE
194162103CLCOLGATE PALMOLIVE CO$670,5170.08%7,156CommonNONE
580135101MCDMCDONALDS CORP$661,0700.08%2,116CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$660,6950.08%17,451CommonNONE
025816109AXPAMERICAN EXPRESS CO$655,4060.08%2,436CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$649,2520.08%2,900CommonNONE
548661107LOWLOWES COS INC$631,7050.08%2,709CommonNONE
88636J600CHATTIDAL TR II$625,9410.08%17,961CommonNONE
46429B697USMVISHARES TR$619,2360.08%6,612CommonNONE
743315103PGRPROGRESSIVE CORP$599,4150.07%2,118CommonNONE
949746101WMT2WELLS FARGO CO NEW$588,1040.07%8,192CommonNONE
717081103PFEPFIZER INC$570,7220.07%22,523CommonNONE
58933Y105MRKMERCK & CO INC$554,3010.07%6,175CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$545,7440.07%999CommonNONE
713448108PEPPEPSICO INC$539,7830.07%3,600CommonNONE
88160R101TSLATESLA INC$538,0160.07%2,076CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$527,6310.06%1,007CommonNONE
369604301GEGE AEROSPACE$523,3920.06%2,615CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$511,4560.06%111CommonNONE
46432F339QUALISHARES TR$509,5940.06%2,982CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$505,9450.06%14,192CommonNONE
464287234EEMISHARES TR$501,0640.06%11,466CommonNONE
00206R102TAT&T INC$500,1410.06%17,685CommonNONE
922908769VTIVANGUARD INDEX FDS$487,8470.06%1,775CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$484,6730.06%7,990CommonNONE
817565104SCISERVICE CORP INTL$481,7610.06%6,007CommonNONE
038222105AMATAPPLIED MATLS INC$479,0410.06%3,301CommonNONE
060505104BACBANK AMERICA CORP$467,6220.06%11,206CommonNONE
19247G107COHRCOHERENT CORP$464,3210.06%7,150CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$457,0790.06%16,021CommonNONE
651639106NEMNEWMONT CORP$455,1360.06%9,427CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$454,4600.06%3,726CommonNONE
92276F100VTRVENTAS INC$445,4270.05%6,478CommonNONE
46141T117PPIINVESTMENT MANAGERS SER TR I$436,1200.05%30,098CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$432,1750.05%1,385CommonNONE
369550108GDGENERAL DYNAMICS CORP$432,0390.05%1,585CommonNONE
464287572IOOISHARES TR$421,3650.05%4,376CommonNONE
00287Y109ABBVABBVIE INC$409,1940.05%1,953CommonNONE
78409V104SPGIS&P GLOBAL INC$404,9560.05%797CommonNONE
907818108UNPUNION PAC CORP$403,9700.05%1,710CommonNONE
79466L302CRMSALESFORCE INC$399,3300.05%1,488CommonNONE
69374H204PTMCPACER FDS TR$393,2800.05%11,366CommonNONE
871829107SYYSYSCO CORP$372,3480.05%4,962CommonNONE
29444U700EQIXEQUINIX INC$370,1690.04%454CommonNONE
546347105LPXLOUISIANA PAC CORP$367,9200.04%4,000CommonNONE
617446448MSMORGAN STANLEY$363,6800.04%3,117CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$351,2630.04%4,526CommonNONE
11135F101AVGOBROADCOM INC$350,0280.04%2,091CommonNONE
036752103ELVELEVANCE HEALTH INC$343,1830.04%789CommonNONE
78463X434QEFASPDR INDEX SHS FDS$340,6950.04%4,315CommonNONE
56585A102MPCMARATHON PETE CORP$339,7490.04%2,332CommonNONE
34959E109FTNTFORTINET INC$336,9100.04%3,500CommonNONE
46138E206PWZINVESCO EXCH TRADED FD TR II$336,8810.04%14,125CommonNONE
253868103DLRDIGITAL RLTY TR INC$330,7130.04%2,308CommonNONE
458140100INTCINTEL CORP$329,9970.04%14,531CommonNONE
988498101YUMYUM BRANDS INC$326,5220.04%2,075CommonNONE
0075W0163CAMXADVISORS INNER CIRCLE FD$319,1610.04%10,604CommonNONE
808513105SCHWSCHWAB CHARLES CORP$318,8740.04%4,074CommonNONE
244199105DEDEERE & CO$313,9950.04%669CommonNONE
816851109SRESEMPRA$312,8420.04%4,384CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$308,8410.04%1,843CommonNONE
718172109PMPHILIP MORRIS INTL INC$305,2380.04%1,923CommonNONE
443510607HUBBHUBBELL INC$303,1140.04%916CommonNONE
609207105MDLZMONDELEZ INTL INC$300,3040.04%4,426CommonNONE
254687106DISDISNEY WALT CO$298,1550.04%3,021CommonNONE
863667101SYKSTRYKER CORPORATION$296,6830.04%797CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$290,5120.04%5,542CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$289,4630.04%4,022CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$288,0780.03%1,266CommonNONE
247361702DALDELTA AIR LINES INC DEL$286,3210.03%6,567CommonNONE
075887109BDXBECTON DICKINSON & CO$279,4530.03%1,220CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$266,2740.03%5,570CommonNONE
231021106CMICUMMINS INC$263,9160.03%842CommonNONE
92537N108VRTVERTIV HOLDINGS CO$259,6310.03%3,596CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$258,6420.03%7,840CommonNONE
92343E102VRSNVERISIGN INC$253,8700.03%1,000CommonNONE
53656F847CCORLISTED FD TR$253,8020.03%9,490CommonNONE
G0403H108AONAON PLC$251,0280.03%629CommonNONE
571903202MARMARRIOTT INTL INC NEW$250,8250.03%1,053CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$249,5640.03%4,092CommonNONE
50212V100LPLALPL FINL HLDGS INC$244,0460.03%746CommonNONE
89832Q109TFCTRUIST FINL CORP$238,7060.03%5,801CommonNONE
747525103QCOMQUALCOMM INC$230,8760.03%1,503CommonNONE
20825C104COPCONOCOPHILLIPS$230,7290.03%2,197CommonNONE
92189F643MOATVANECK ETF TRUST$228,5360.03%2,597CommonNONE
922908736VUGVANGUARD INDEX FDS$226,8080.03%612CommonNONE
682680103OKEONEOK INC NEW$225,6260.03%2,274CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$222,0020.03%235CommonNONE
78463V107GLDSPDR GOLD TR$221,8680.03%770CommonNONE
002824100ABTABBOTT LABS$221,7910.03%1,672CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$213,5900.03%4,719CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$208,5450.03%1,010CommonNONE
46434V316GLOFISHARES TR$204,7220.02%4,781CommonSOLE
22757R109CRTCROSS TIMBERS RTY TR$191,3130.02%14,649CommonNONE
73044W302POETPOET TECHNOLOGIES INC$156,2880.02%41,346CommonNONE
691543102OXFORD LANE CAP CORP$123,2570.01%26,114CommonNONE
269808101ECCEAGLE POINT CREDIT COMPANY I$95,8140.01%11,829CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.