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CIK: 0001142495
Total reported value
$3.9M
$3.9M
1136 檔
23098.3%
The Q4 2024 SEC filing reveals that Wedbush Securities Inc held a total portfolio value of $3.9M, covering 1136 public equity positions.
In Q4 2024, Wedbush Securities Inc displayed an active expansion posture, initiating 26 new positions and adding to 88 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 23098.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1136 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.42% | +0.15% | +2.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.24% | -0.08% | -5.10% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.84% | +0.04% | -0.03% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.90% | -0.58% | +1.65% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | +0.03% | -0.13% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.30% | +0.17% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.59% | +0.26% | +1.84% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.06% | +3.00% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.14% | -0.03% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.14% | -1.71% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | — | -2.92% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.01% | -0.96% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.08% | -0.78% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.11% | +3.49% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.04% | -1.98% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.04% | -1.25% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.71% | -0.17% | +8.51% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.02% | +1.55% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.22% | +6.84% | |
| 20 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.58% | +0.17% | +7.40% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | +0.22% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 0.52% | +0.03% | +18.09% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.09% | -11.47% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.18% | +5.46% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.19% | +0.85% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.23% | +2.96% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.06% | +1.47% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.04% | +7.84% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | +0.06% | +17.11% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.02% | +9.16% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.03% | +28.49% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.02% | +3.23% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | -0.01% | +9.13% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +10.11% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.12% | +2.19% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.40% | +0.27% | +106.00% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.01% | +46.89% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.01% | +3.00% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.57% | +2.34% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.10% | +7.53% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.34% | -0.04% | -3.20% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | — | +31.27% | |
| 43 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.33% | +0.03% | +0.19% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | +0.02% | -3.49% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | +6.10% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.03% | +1.43% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.29% | -0.03% | -0.84% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.05% | +2.24% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.29% | +0.04% | -3.10% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.07% | +4.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | -0.13% | Trim |
| 2 | TSLA | Tesla Inc | +0.3% | -2.92% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | -0.03% | Trim |
| 4 | PLTR | Palantir Technologies Inc-a | +0.2% | +2.96% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.1% | +46.89% | Add |
| 6 | PULS | Pgim Ultra Short Bond ETF | +0.1% | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.03% | Trim |
| 8 | AVGO | Broadcom Inc | +0.1% | +1.47% | Add |
| 9 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +809.61% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +3.49% | Add |
| 12 | NFLX | Netflix Inc | +0.1% | +0.85% | Add |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | +17.11% | Add |
| 14 | GOCT | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.55% | Add |
| 16 | ✓ | Listed Fd Tr | +0.1% | NEW | New buy |
| 17 | SOUN | Soundhound Ai Inc-a | +0.1% | +32.02% | Add |
| 18 | BSTZ | Blackrock Sci & Tech Trm Tr | +0.1% | +7.40% | Add |
| 19 | VTV | Vanguard Value ETF | +0.1% | +31.27% | Add |
| 20 | SMR | Nuscale Power CORP | +0.1% | -0.86% | Trim |
| 21 | SH | Proshares Short S&p500 | +0.1% | NEW | New buy |
| 22 | MA | Mastercard Inc - A | +0.1% | +7.84% | Add |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +94.36% | Add |
| 24 | SDVY | First Trust Smid Cap Rising | +0.1% | +59.89% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.84% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -1.98% | Trim |
| 27 | CGDV | Cap Group Dividend Value | 0% | +18.09% | Add |
| 28 | WMT | Walmart Inc | 0% | +7.53% | Add |
| 29 | CRM | Salesforce Inc | 0% | -3.20% | Trim |
| 30 | NOW | Servicenow Inc | 0% | +5.52% | Add |
| 31 | VO | Vanguard Mid-cap ETF | 0% | +59.19% | Add |
| 32 | MSTR | Strategy Inc | 0% | +11.98% | Add |
| 33 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 34 | APUE | Activepassive US Equity ETF | 0% | NEW | New buy |
| 35 | HYZD | Wisdomtree Interest Rate Hed | 0% | NEW | New buy |
| 36 | VIG | Vanguard Dividend Apprec ETF | 0% | +63.23% | Add |
| 37 | SFY | Sofi Select 500 ETF | 0% | NEW | New buy |
| 38 | COST | Costco Wholesale CORP | 0% | +1.65% | Add |
| 39 | SGOV | Ishares 0-3 Month Treasury B | 0% | +8.51% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | +2.19% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | +28.49% | Add |
| 42 | ET | Energy Transfer LP | 0% | +44.16% | Add |
| 43 | GS | Goldman Sachs Group Inc | 0% | +12.58% | Add |
| 44 | PRM | Perimeter Solutions Inc | 0% | NEW | New buy |
| 45 | PBI | Pitney Bowes Inc | 0% | NEW | New buy |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +102.01% | Add |
| 47 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +139.35% | Add |
| 49 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | New buy |
| 50 | LULU | Lululemon Athletica Inc | 0% | -7.68% | Trim |
According to official SEC Form 13F filings, Wedbush Securities Inc reported a total U.S. public equity portfolio value of $3.9M across 1136 disclosed positions in Q4 2024.
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.
Top New Position Initiated
PULS
市值: $3.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.0M
During Q4 2024, Wedbush Securities Inc's top holdings by market value included VOO (11.4%)、AAPL (8.2%)、NVDA (4.8%). The largest single position, VOO, represented 11.4% of total portfolio value.
In Q4 2024, Wedbush Securities Inc made 200 total portfolio adjustments, initiating 26 new buys, adding to 88 positions, trimming 72 holdings, and fully liquidating 14 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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