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CIK: 0002087873
Total reported value
$164.6M
$164.6M
82 檔
32.3%
According to the latest 13F quarterly dataset, Gaddis Premier Wealth Advisors LLC managed an equity portfolio of $164.6M at the end of Q4 2025, spanning 82 distinct U.S. exchange-listed positions.
During Q4 2025, Gaddis Premier Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 11.28% | -0.52% | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.95% | -0.65% | — | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 8.53% | +0.29% | — | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 6.72% | +0.19% | — | |
| 5 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 4.84% | +0.54% | — | |
| 6 | UCON | First Trust Smith Unconstrai | ETF-Other | 4.48% | -0.48% | — | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 4.42% | -0.23% | — | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.34% | -0.14% | — | |
| 9 | AIRR | First Trust Rba American Ind | ETF-Other | 3.64% | +0.22% | — | |
| 10 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 3.50% | +0.05% | — | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.47% | +0.82% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.08% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.07% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.14% | — | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.30% | -0.62% | — | |
| 16 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.19% | -0.05% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.39% | — | |
| 18 | OGE | Oge Energy CORP | Stock-Utilities | 1.09% | -0.05% | — | |
| 19 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.96% | +0.61% | — | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | -0.12% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.26% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | — | |
| 23 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.80% | -0.07% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.35% | — | |
| 25 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.73% | — | — | |
| 26 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.70% | +0.02% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.10% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.28% | — | |
| 29 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.67% | -0.10% | — | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | +0.02% | — | |
| 31 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.67% | -0.40% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.12% | — | |
| 33 | COHR | Coherent CORP | Stock-Tech | 0.57% | — | — | |
| 34 | MTZ | Mastec Inc | Stock-Industrials | 0.54% | — | — | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.53% | -0.12% | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.53% | -0.21% | — | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | — | — | |
| 38 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.50% | +0.01% | — | |
| 39 | TRND | Pacer Trendpilot Funds Of Fd | ETF-Other | 0.50% | -0.03% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.11% | — | |
| 41 | SURG | Surgepays Inc | Stock-Other | 0.48% | -0.14% | — | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.46% | — | — | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.46% | — | — | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.45% | -0.08% | — | |
| 45 | ET | Energy Transfer LP | Stock-Energy | 0.44% | -0.09% | — | |
| 46 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.41% | -0.08% | — | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.40% | +0.03% | — | |
| 48 | WAB | Wabtec CORP | Stock-Industrials | 0.39% | — | — | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.38% | -0.06% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.02% | — |
According to official SEC Form 13F filings, Gaddis Premier Wealth Advisors LLC reported a total U.S. public equity portfolio value of $164.6M across 82 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IHDG, DGRW, CGDV) accounted for 32.3% of total reported equity market value during Q4 2025.
During Q4 2025, Gaddis Premier Wealth Advisors LLC's top holdings by market value included IHDG (11.3%)、DGRW (8.9%)、CGDV (8.5%). The largest single position, IHDG, represented 11.3% of total portfolio value.
In Q4 2025, Gaddis Premier Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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