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CIK: 0001142495
Total reported value
$3.9M
$3.9M
1230 檔
19333.9%
According to the latest 13F quarterly dataset, Wedbush Securities Inc managed an equity portfolio of $3.9M at the end of Q1 2024, spanning 1230 distinct U.S. exchange-listed positions.
During Q1 2024, Wedbush Securities Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.65% | +0.15% | -6.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.65% | -0.08% | +2.68% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.70% | +0.04% | +7.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.30% | +10.79% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.28% | -0.58% | +173.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.03% | +5.84% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.26% | +4.97% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.06% | -7.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.14% | +9.24% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.14% | +18.05% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.01% | +1.89% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.08% | +7.92% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.04% | +5.59% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.04% | +5.95% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.11% | +9.45% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.02% | +12.91% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.09% | +14.32% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.22% | -3.69% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.01% | +4.81% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.61% | -0.17% | -59.74% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | +13.30% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.57% | +15.00% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.03% | +5.33% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | -0.31% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.01% | +10.24% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.27% | +16.92% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.02% | +7.34% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | +17.12% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.03% | -14.11% | |
| 30 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.44% | +0.17% | +36.32% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.04% | +7.68% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.01% | +13.14% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | +0.01% | +2.68% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.42% | -0.01% | -2.61% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.02% | +11.32% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.41% | -0.02% | +5.70% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.03% | -2.00% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.05% | +11.52% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.12% | +8.77% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.39% | -0.01% | +7.07% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.04% | +10.55% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.03% | +9.04% | |
| 43 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.36% | +0.03% | -2.68% | |
| 44 | GOLD | Gold.com Inc | Stock-Other | 0.36% | -0.03% | +1.47% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.02% | +11.16% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.06% | +36.34% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.19% | +10.50% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | +0.04% | -7.15% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.07% | +6.79% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.06% | -12.83% |
According to official SEC Form 13F filings, Wedbush Securities Inc reported a total U.S. public equity portfolio value of $3.9M across 1230 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 19333.9% of total reported equity market value during Q1 2024.
During Q1 2024, Wedbush Securities Inc's top holdings by market value included VOO (10.7%)、AAPL (6.7%)、NVDA (3.7%). The largest single position, VOO, represented 10.7% of total portfolio value.
In Q1 2024, Wedbush Securities Inc 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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