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CIK: 0001142495
Total reported value
$3.9M
$3.9M
1111 檔
21102.6%
In Q1 2025, Wedbush Securities Inc's U.S. equity holdings reached a combined market value of $3.9M, distributed across 1111 disclosed stock positions.
In Q1 2025, Wedbush Securities Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1111 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.38% | +0.15% | +1.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.30% | -0.08% | -2.99% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.16% | -0.58% | +0.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | +0.04% | -0.84% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | +0.03% | +1.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.30% | +1.05% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.26% | +6.49% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.06% | +2.48% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.14% | +10.54% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.01% | +11.05% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.08% | +2.86% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.14% | +2.10% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.17% | +17.69% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.04% | +5.01% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.02% | -0.62% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | — | +11.78% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.71% | -0.23% | +30.28% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.11% | +4.42% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.04% | +0.37% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.22% | -6.39% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | -7.98% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 0.63% | +0.03% | +15.79% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.02% | +5.57% | |
| 24 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.56% | +0.17% | +11.04% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.19% | +2.70% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.09% | -3.64% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | -5.77% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.04% | +0.77% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +2.60% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | -1.62% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.06% | +3.07% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.01% | -6.13% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.40% | -0.01% | +8.24% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | -0.02% | -9.59% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.27% | +1.04% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.03% | +51.70% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.06% | +8.45% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.10% | +10.30% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | +4.37% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.05% | +1.75% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.03% | -27.90% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | -0.03% | -7.82% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.01% | -2.93% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.57% | +2.52% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.02% | -0.49% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.07% | -1.80% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.30% | -0.04% | +4.98% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.29% | +0.04% | -0.21% | |
| 49 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.29% | +0.03% | -3.45% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.02% | +3.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | TSLA | Tesla Inc | — | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | ABBV | Abbvie Inc | — | NEW | New buy |
| 22 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 23 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 24 | BSTZ | Blackrock Sci & Tech Trm Tr | — | NEW | New buy |
| 25 | NFLX | Netflix Inc | — | NEW | New buy |
| 26 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 27 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 28 | MA | Mastercard Inc - A | — | NEW | New buy |
| 29 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 32 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 33 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 35 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 37 | AVGO | Broadcom Inc | — | NEW | New buy |
| 38 | WMT | Walmart Inc | — | NEW | New buy |
| 39 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 49 | BST | Blackrock Science & Tech Tr | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Wedbush Securities Inc reported a total U.S. public equity portfolio value of $3.9M across 1111 disclosed positions in Q1 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 VOO, AAPL, COST) accounted for 21102.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $310.2M
During Q1 2025, Wedbush Securities Inc's top holdings by market value included VOO (11.4%)、AAPL (7.3%)、COST (4.2%). The largest single position, VOO, represented 11.4% of total portfolio value.
In Q1 2025, Wedbush Securities Inc made 200 total portfolio adjustments, initiating 200 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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