WADDELL & ASSOCIATES, LLC Holdings

WADDELL & ASSOCIATES, LLC is an investment fund managing more than 516.71M US dollars. The largest holdings include SPDR S&P MIDCAP 400 ETF Trust, Schwab Fundamental U.S. Small Company Index ETF and Vanguard Total World Stock Index Fund. In Q3 2022 the fund bought assets of total value of 68.04M US dollars and sold assets of total value of 40.72M US dollars.

$516.70M

portfolio value

-12.86%

quarter

-35.27%

1 year

-25.00%

3 years

WADDELL & ASSOCIATES, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	95792000	3205000
Q2 2019	15704000	329000
Q3 2019	29844000	40750000
Q4 2019	31297000	15333000
Q1 2020	111933000	195725000
Q2 2020	143311000	59682000
Q3 2020	69633000	36031000
Q4 2020	113640000	45378000
Q1 2021	70749000	20536000
Q2 2021	188007000	24966000
Q3 2021	118252000	129719000
Q4 2021	43657000	1555000
Q1 2022	65730000	73614000
Q2 2022	81539000	211017000
Q3 2022	68044000	40718000

WADDELL & ASSOCIATES, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 10.39% Portfolio value: 53.67M Avg. open price: $366.75 Current price: $470.1 P/L: +28.18% Bought +1.99% shares Q3 2022	share	10.39%	53.67M	$366.75	$470.1	+28.18%	Bought +1.99% shares Q3 2022
Schwab Fundamental U.S. Small Company Index ETF Portfolio share: 9.69% Portfolio value: 50.08M Avg. open price: $44.3 Current price: $50.03 P/L: +12.95% Bought +3.95% shares Q3 2022	share	9.69%	50.08M	$44.3	$50.03	+12.95%	Bought +3.95% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 9.52% Portfolio value: 49.18M Avg. open price: $70.44 Current price: $91.02 P/L: +29.21% Bought +4.88% shares Q3 2022	share	9.52%	49.18M	$70.44	$91.02	+29.21%	Bought +4.88% shares Q3 2022
WisdomTree U.S. Quality Dividend Growth Fund Portfolio share: 9.35% Portfolio value: 48.33M Avg. open price: $57.31 Current price: $63.51 P/L: +10.82% Bought +0.20% shares Q3 2022	share	9.35%	48.33M	$57.31	$63.51	+10.82%	Bought +0.20% shares Q3 2022
DoubleLine Shiller CAPE U.S. Equities ETF Portfolio share: 8.48% Portfolio value: 43.81M Avg. open price: $18.28 Current price: $22.62 P/L: +23.74% Bought +17443.33% shares Q3 2022	share	8.48%	43.81M	$18.28	$22.62	+23.74%	Bought +17443.33% shares Q3 2022
Schwab 1000 Index ETF Portfolio share: 6.10% Portfolio value: 31.53M Avg. open price: $35.53 Current price: $39.35 P/L: +10.74% Bought +3.72% shares Q3 2022	share	6.10%	31.53M	$35.53	$39.35	+10.74%	Bought +3.72% shares Q3 2022
ISHARES TR Portfolio share: 4.91% Portfolio value: 25.36M Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.06% shares Q3 2022	share	4.91%	25.36M	N/A	N/A	N/A	Sold -1.06% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 4.55% Portfolio value: 23.50M Avg. open price: $67.3 Current price: $60.03 P/L: -10.80% Sold -42.89% shares Q3 2022	share	4.55%	23.50M	$67.3	$60.03	-10.80%	Sold -42.89% shares Q3 2022
WisdomTree Emerging Markets SmallCap Dividend Fund Portfolio share: 4.52% Portfolio value: 23.35M Avg. open price: $51.18 Current price: $44.97 P/L: -12.13% Bought +3.55% shares Q3 2022	share	4.52%	23.35M	$51.18	$44.97	-12.13%	Bought +3.55% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 4.03% Portfolio value: 20.82M Avg. open price: $43.03 Current price: $40.67 P/L: -5.48% Bought +5.57% shares Q3 2022	share	4.03%	20.82M	$43.03	$40.67	-5.48%	Bought +5.57% shares Q3 2022
iShares MSCI Intl Small-Cap Multifactor ETF Portfolio share: 3.66% Portfolio value: 18.92M Avg. open price: N/A Current price: $30.93 P/L: N/A Sold -6.17% shares Q3 2022	share	3.66%	18.92M	N/A	$30.93	N/A	Sold -6.17% shares Q3 2022
Invesco NASDAQ 100 ETF Portfolio share: 3.26% Portfolio value: 16.82M Avg. open price: N/A Current price: $120.35 P/L: N/A N/A Q3 2022	share	3.26%	16.82M	N/A	$120.35	N/A	N/A Q3 2022
TWO RDS SHARED TR Portfolio share: 2.34% Portfolio value: 12.07M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	2.34%	12.07M	N/A	N/A	N/A	N/A Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.50% Portfolio value: 7.74M Avg. open price: $137.82 Current price: $147.81 P/L: +7.25% Sold -0.07% shares Q3 2022	share	1.50%	7.74M	$137.82	$147.81	+7.25%	Sold -0.07% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.95% Portfolio value: 4.88M Avg. open price: $399.51 Current price: $406.91 P/L: +1.85% Bought +0.25% shares Q3 2022	share	0.95%	4.88M	$399.51	$406.91	+1.85%	Bought +0.25% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.87% Portfolio value: 4.51M Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.30% shares Q3 2022	share	0.87%	4.51M	N/A	N/A	N/A	Sold -2.30% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.74% Portfolio value: 3.81M Avg. open price: $286.06 Current price: $255.02 P/L: -10.85% Sold -1.46% shares Q3 2022	share	0.74%	3.81M	$286.06	$255.02	-10.85%	Sold -1.46% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 0.48% Portfolio value: 2.50M Avg. open price: $93.11 Current price: $146 P/L: +56.80% Sold -0.78% shares Q3 2022	share	0.48%	2.50M	$93.11	$146	+56.80%	Sold -0.78% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.47% Portfolio value: 2.43M Avg. open price: $318.36 Current price: $327.99 P/L: +3.03% Sold -3.58% shares Q3 2022	share	0.47%	2.43M	$318.36	$327.99	+3.03%	Sold -3.58% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.47% Portfolio value: 2.41M Avg. open price: $140.55 Current price: $153.22 P/L: +9.01% Sold -11.60% shares Q3 2022	share	0.47%	2.41M	$140.55	$153.22	+9.01%	Sold -11.60% shares Q3 2022
iShares MSCI ACWI ETF Portfolio share: 0.43% Portfolio value: 2.22M Avg. open price: N/A Current price: $89.72 P/L: N/A Sold -2.05% shares Q3 2022	share	0.43%	2.22M	N/A	$89.72	N/A	Sold -2.05% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 0.41% Portfolio value: 2.12M Avg. open price: $56.7 Current price: $45.06 P/L: -20.53% Sold -3.90% shares Q3 2022	share	0.41%	2.12M	$56.7	$45.06	-20.53%	Sold -3.90% shares Q3 2022
Vanguard FTSE All-World ex-US Small Capital Index Fund Portfolio share: 0.40% Portfolio value: 2.08M Avg. open price: $121.35 Current price: $108.26 P/L: -10.79% Bought +530.94% shares Q3 2022	share	0.40%	2.08M	$121.35	$108.26	-10.79%	Bought +530.94% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.38% Portfolio value: 1.95M Avg. open price: $243.28 Current price: $374.76 P/L: +54.04% Bought +3.38% shares Q2 2022	share	0.38%	1.95M	$243.28	$374.76	+54.04%	Bought +3.38% shares Q2 2022
Vanguard Total Intl Stock Idx Fund Portfolio share: 0.37% Portfolio value: 1.92M Avg. open price: $51.61 Current price: $53.83 P/L: +4.30% Bought +89.91% shares Q3 2022	share	0.37%	1.92M	$51.61	$53.83	+4.30%	Bought +89.91% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.35% Portfolio value: 1.82M Avg. open price: $64.53 Current price: $67.72 P/L: +4.94% Bought +226.50% shares Q3 2022	share	0.35%	1.82M	$64.53	$67.72	+4.94%	Bought +226.50% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.34% Portfolio value: 1.77M Avg. open price: $104.41 Current price: $181.03 P/L: +73.39% Sold -0.20% shares Q3 2022	share	0.34%	1.77M	$104.41	$181.03	+73.39%	Sold -0.20% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.30% Portfolio value: 1.56M Avg. open price: $60.81 Current price: $109.86 P/L: +80.67% Sold -7.42% shares Q3 2022	share	0.30%	1.56M	$60.81	$109.86	+80.67%	Sold -7.42% shares Q3 2022
ISHARES TR Portfolio share: 0.30% Portfolio value: 1.53M Avg. open price: N/A Current price: N/A P/L: N/A Bought +43.67% shares Q3 2022	share	0.30%	1.53M	N/A	N/A	N/A	Bought +43.67% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.30% Portfolio value: 1.53M Avg. open price: $432.13 Current price: $374 P/L: -13.45% Sold -0.02% shares Q3 2022	share	0.30%	1.53M	$432.13	$374	-13.45%	Sold -0.02% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.29% Portfolio value: 1.51M Avg. open price: $48.15 Current price: $50.91 P/L: +5.74% Bought +0.13% shares Q3 2022	share	0.29%	1.51M	$48.15	$50.91	+5.74%	Bought +0.13% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.29% Portfolio value: 1.51M Avg. open price: $53.81 Current price: $64.35 P/L: +19.59% Bought +0.40% shares Q3 2022	share	0.29%	1.51M	$53.81	$64.35	+19.59%	Bought +0.40% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.29% Portfolio value: 1.51M Avg. open price: $163.92 Current price: $178.88 P/L: +9.12% Sold -5.07% shares Q3 2022	share	0.29%	1.51M	$163.92	$178.88	+9.12%	Sold -5.07% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.28% Portfolio value: 1.46M Avg. open price: $3,317.84 Current price: $94.13 P/L: -97.16% Sold -1.60% shares Q3 2022	share	0.28%	1.46M	$3,317.84	$94.13	-97.16%	Sold -1.60% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.25% Portfolio value: 1.30M Avg. open price: $63.22 Current price: $81.13 P/L: +28.33% Bought +0.47% shares Q3 2022	share	0.25%	1.30M	$63.22	$81.13	+28.33%	Bought +0.47% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.25% Portfolio value: 1.27M Avg. open price: $140.37 Current price: $150.61 P/L: +7.29% Bought +12.78% shares Q3 2022	share	0.25%	1.27M	$140.37	$150.61	+7.29%	Bought +12.78% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.21% Portfolio value: 1.08M Avg. open price: $156.9 Current price: $135.16 P/L: -13.85% Bought +0.03% shares Q3 2022	share	0.21%	1.08M	$156.9	$135.16	-13.85%	Bought +0.03% shares Q3 2022
Core Alternative ETF Portfolio share: 0.20% Portfolio value: 1.05M Avg. open price: $30.37 Current price: $32.19 P/L: +5.99% Sold -1.40% shares Q3 2022	share	0.20%	1.05M	$30.37	$32.19	+5.99%	Sold -1.40% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.19% Portfolio value: 988K Avg. open price: $136.35 Current price: $148.67 P/L: +9.03% Sold -5.32% shares Q3 2022	share	0.19%	988K	$136.35	$148.67	+9.03%	Sold -5.32% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.19% Portfolio value: 973K Avg. open price: $53.08 Current price: $49.7 P/L: -6.37% Sold -11.75% shares Q3 2022	share	0.19%	973K	$53.08	$49.7	-6.37%	Sold -11.75% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 0.19% Portfolio value: 970K Avg. open price: $130.56 Current price: $76.55 P/L: -41.37% Bought +0.20% shares Q2 2022	share	0.19%	970K	$130.56	$76.55	-41.37%	Bought +0.20% shares Q2 2022
SPDR Gold Shares Portfolio share: 0.19% Portfolio value: 968K Avg. open price: $178.32 Current price: $167.26 P/L: -6.20% Sold -46.50% shares Q3 2022	share	0.19%	968K	$178.32	$167.26	-6.20%	Sold -46.50% shares Q3 2022
Medical Instruments & Supplies West Pharmaceutical Services, Inc. Portfolio share: 0.19% Portfolio value: 960K Avg. open price: N/A Current price: $244.35 P/L: N/A N/A Q2 2021	share	0.19%	960K	N/A	$244.35	N/A	N/A Q2 2021
Insurance—Life Aflac Incorporated Portfolio share: 0.18% Portfolio value: 956K Avg. open price: $56.88 Current price: $72.34 P/L: +27.18% Bought +0.65% shares Q3 2022	share	0.18%	956K	$56.88	$72.34	+27.18%	Bought +0.65% shares Q3 2022
Banks—Regional First Horizon Corporation Portfolio share: 0.18% Portfolio value: 907K Avg. open price: N/A Current price: $24.68 P/L: N/A Sold -0.89% shares Q3 2022	share	0.18%	907K	N/A	$24.68	N/A	Sold -0.89% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.17% Portfolio value: 896K Avg. open price: $2,780.44 Current price: $100.44 P/L: -96.39% Sold -3.65% shares Q3 2022	share	0.17%	896K	$2,780.44	$100.44	-96.39%	Sold -3.65% shares Q3 2022
REIT—Industrial Public Storage Portfolio share: 0.16% Portfolio value: 830K Avg. open price: $317.6 Current price: $295.8 P/L: -6.86% Bought +0.04% shares Q3 2022	share	0.16%	830K	$317.6	$295.8	-6.86%	Bought +0.04% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.15% Portfolio value: 794K Avg. open price: $398.96 Current price: $292.55 P/L: -26.67% Bought +0.44% shares Q3 2022	share	0.15%	794K	$398.96	$292.55	-26.67%	Bought +0.44% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.15% Portfolio value: 755K Avg. open price: $160.63 Current price: $163.66 P/L: +1.89% Sold -1.56% shares Q3 2022	share	0.15%	755K	$160.63	$163.66	+1.89%	Sold -1.56% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.14% Portfolio value: 733K Avg. open price: $52.17 Current price: $38.18 P/L: -26.82% Sold -1.45% shares Q3 2022	share	0.14%	733K	$52.17	$38.18	-26.82%	Sold -1.45% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.13% Portfolio value: 683K Avg. open price: $152.61 Current price: $185.69 P/L: +21.67% Sold -16.50% shares Q3 2022	share	0.13%	683K	$152.61	$185.69	+21.67%	Sold -16.50% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.13% Portfolio value: 652K Avg. open price: $42.85 Current price: $36.08 P/L: -15.80% Sold -0.05% shares Q3 2022	share	0.13%	652K	$42.85	$36.08	-15.80%	Sold -0.05% shares Q3 2022
Invesco National AMT-Free Municipal Bond ETF Portfolio share: 0.12% Portfolio value: 614K Avg. open price: N/A Current price: $23.3 P/L: N/A N/A Q3 2022	share	0.12%	614K	N/A	$23.3	N/A	N/A Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.12% Portfolio value: 607K Avg. open price: $78.88 Current price: $110.04 P/L: +39.51% Bought +2.22% shares Q3 2022	share	0.12%	607K	$78.88	$110.04	+39.51%	Bought +2.22% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.12% Portfolio value: 605K Avg. open price: $25.73 Current price: $19.02 P/L: -26.07% Sold -2.31% shares Q3 2022	share	0.12%	605K	$25.73	$19.02	-26.07%	Sold -2.31% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.12% Portfolio value: 604K Avg. open price: N/A Current price: $78.17 P/L: N/A N/A Q2 2021	share	0.12%	604K	N/A	$78.17	N/A	N/A Q2 2021
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.11% Portfolio value: 583K Avg. open price: $49.22 Current price: $39.54 P/L: -19.67% Sold -34.95% shares Q3 2022	share	0.11%	583K	$49.22	$39.54	-19.67%	Sold -34.95% shares Q3 2022
Insurance—Property & Casualty ALLSTATE CORP Portfolio share: 0.11% Portfolio value: 575K Avg. open price: $138.51 Current price: $130.85 P/L: -5.53% Bought +0.22% shares Q2 2022	share	0.11%	575K	$138.51	$130.85	-5.53%	Bought +0.22% shares Q2 2022
Goldman Sachs ActiveBeta International Equity ETF Portfolio share: 0.11% Portfolio value: 570K Avg. open price: $23.99 Current price: $29.65 P/L: +23.59% Sold -10.45% shares Q3 2022	share	0.11%	570K	$23.99	$29.65	+23.59%	Sold -10.45% shares Q3 2022
Dimensional Emerging Core Equity Market ETF Portfolio share: 0.11% Portfolio value: 556K Avg. open price: $23.16 Current price: $22.72 P/L: -1.90% Bought +14.60% shares Q3 2022	share	0.11%	556K	$23.16	$22.72	-1.90%	Bought +14.60% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.11% Portfolio value: 549K Avg. open price: $543.28 Current price: $563 P/L: +3.63% Bought +0.09% shares Q3 2022	share	0.11%	549K	$543.28	$563	+3.63%	Bought +0.09% shares Q3 2022
iShares MSCI Global Multifactor ETF Portfolio share: 0.10% Portfolio value: 538K Avg. open price: $24.8 Current price: $33.81 P/L: +36.31% Sold -6.61% shares Q3 2022	share	0.10%	538K	$24.8	$33.81	+36.31%	Sold -6.61% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.10% Portfolio value: 530K Avg. open price: $221.84 Current price: $217.66 P/L: -1.89% Sold -4.67% shares Q3 2022	share	0.10%	530K	$221.84	$217.66	-1.89%	Sold -4.67% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.10% Portfolio value: 528K Avg. open price: $509.97 Current price: $536.16 P/L: +5.14% Sold -0.67% shares Q3 2022	share	0.10%	528K	$509.97	$536.16	+5.14%	Sold -0.67% shares Q3 2022
REIT—Residential Mid-America Apartment Communities, Inc. Portfolio share: 0.10% Portfolio value: 516K Avg. open price: $192.06 Current price: $164.26 P/L: -14.47% Bought +0.06% shares Q3 2022	share	0.10%	516K	$192.06	$164.26	-14.47%	Bought +0.06% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.10% Portfolio value: 510K Avg. open price: $2,792.99 Current price: $100.83 P/L: -96.39% Sold -6.58% shares Q3 2022	share	0.10%	510K	$2,792.99	$100.83	-96.39%	Sold -6.58% shares Q3 2022
Asset Management Sprott Physical Silver Trust Portfolio share: 0.10% Portfolio value: 498K Avg. open price: N/A Current price: $7.86 P/L: N/A N/A Q3 2022	share	0.10%	498K	N/A	$7.86	N/A	N/A Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.10% Portfolio value: 498K Avg. open price: $55.19 Current price: $29.41 P/L: -46.71% Sold -1.76% shares Q3 2022	share	0.10%	498K	$55.19	$29.41	-46.71%	Sold -1.76% shares Q3 2022
Asset Management Sprott Physical Gold Trust Portfolio share: 0.09% Portfolio value: 483K Avg. open price: N/A Current price: $13.86 P/L: N/A N/A Q3 2022	share	0.09%	483K	N/A	$13.86	N/A	N/A Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.09% Portfolio value: 480K Avg. open price: $222.39 Current price: $203.99 P/L: -8.27% Bought +0.04% shares Q2 2022	share	0.09%	480K	$222.39	$203.99	-8.27%	Bought +0.04% shares Q2 2022
ISHARES TR Portfolio share: 0.09% Portfolio value: 473K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q2 2021	share	0.09%	473K	N/A	N/A	N/A	N/A Q2 2021
Oil & Gas Refining & Marketing Phillips 66 Portfolio share: 0.09% Portfolio value: 447K Avg. open price: N/A Current price: $106.66 P/L: N/A Sold -3.52% shares Q3 2022	share	0.09%	447K	N/A	$106.66	N/A	Sold -3.52% shares Q3 2022
Biotechnology Ionis Pharmaceuticals, Inc. Portfolio share: 0.09% Portfolio value: 444K Avg. open price: N/A Current price: $40.32 P/L: N/A N/A Q2 2022	share	0.09%	444K	N/A	$40.32	N/A	N/A Q2 2022
Banks—Regional Pacific Premier Bancorp, Inc. Portfolio share: 0.09% Portfolio value: 442K Avg. open price: $29.24 Current price: $36.39 P/L: +24.45% Bought +0.18% shares Q3 2022	share	0.09%	442K	$29.24	$36.39	+24.45%	Bought +0.18% shares Q3 2022
First Trust Municipal High Income ETF Portfolio share: 0.08% Portfolio value: 435K Avg. open price: N/A Current price: $46.88 P/L: N/A N/A Q3 2022	share	0.08%	435K	N/A	$46.88	N/A	N/A Q3 2022
ISHARES TR Portfolio share: 0.08% Portfolio value: 414K Avg. open price: N/A Current price: N/A P/L: N/A Sold -4.10% shares Q3 2022	share	0.08%	414K	N/A	N/A	N/A	Sold -4.10% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.08% Portfolio value: 405K Avg. open price: $103.35 Current price: $113 P/L: +9.34% Bought +6.61% shares Q4 2021	share	0.08%	405K	$103.35	$113	+9.34%	Bought +6.61% shares Q4 2021
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.07% Portfolio value: 380K Avg. open price: N/A Current price: $98.11 P/L: N/A N/A Q1 2022	share	0.07%	380K	N/A	$98.11	N/A	N/A Q1 2022
SPDR Portfolio S&P 400 Mid Cap ETF Portfolio share: 0.07% Portfolio value: 379K Avg. open price: $28.65 Current price: $45.15 P/L: +57.60% Sold -52.01% shares Q3 2022	share	0.07%	379K	$28.65	$45.15	+57.60%	Sold -52.01% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.07% Portfolio value: 378K Avg. open price: $83.52 Current price: $83.35 P/L: -0.20% Sold -9.77% shares Q3 2022	share	0.07%	378K	$83.52	$83.35	-0.20%	Sold -9.77% shares Q3 2022
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Portfolio share: 0.07% Portfolio value: 377K Avg. open price: $49.32 Current price: $47.02 P/L: -4.66% Sold -11.30% shares Q3 2022	share	0.07%	377K	$49.32	$47.02	-4.66%	Sold -11.30% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.07% Portfolio value: 374K Avg. open price: $205.87 Current price: $214.73 P/L: +4.31% Bought +0.31% shares Q2 2022	share	0.07%	374K	$205.87	$214.73	+4.31%	Bought +0.31% shares Q2 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.07% Portfolio value: 373K Avg. open price: $80.92 Current price: $85.2 P/L: +5.29% Sold -1.47% shares Q3 2022	share	0.07%	373K	$80.92	$85.2	+5.29%	Sold -1.47% shares Q3 2022
Financial Data & Stock Exchanges S&P Global Inc. Portfolio share: 0.07% Portfolio value: 373K Avg. open price: $466.34 Current price: $359.8 P/L: -22.85% Sold -0.57% shares Q3 2022	share	0.07%	373K	$466.34	$359.8	-22.85%	Sold -0.57% shares Q3 2022
Invesco FTSE RAFI US 1500 Small-Mid ETF Portfolio share: 0.07% Portfolio value: 368K Avg. open price: $115.55 Current price: $170.26 P/L: +47.35% Sold -75.49% shares Q3 2022	share	0.07%	368K	$115.55	$170.26	+47.35%	Sold -75.49% shares Q3 2022
Oil & Gas E&P ConocoPhillips Portfolio share: 0.07% Portfolio value: 359K Avg. open price: $89.81 Current price: $122.18 P/L: +36.04% Bought +0.06% shares Q3 2022	share	0.07%	359K	$89.81	$122.18	+36.04%	Bought +0.06% shares Q3 2022
REIT—Healthcare Facilities Physicians Realty Trust Portfolio share: 0.07% Portfolio value: 355K Avg. open price: $17.46 Current price: $15.25 P/L: -12.66% Sold -2.42% shares Q3 2022	share	0.07%	355K	$17.46	$15.25	-12.66%	Sold -2.42% shares Q3 2022
Packaging & Containers Amcor plc Portfolio share: 0.07% Portfolio value: 354K Avg. open price: $12.43 Current price: $12.5 P/L: +0.56% Bought +22.55% shares Q3 2022	share	0.07%	354K	$12.43	$12.5	+0.56%	Bought +22.55% shares Q3 2022
PACER FDS TR Portfolio share: 0.07% Portfolio value: 353K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.09% shares Q4 2021	share	0.07%	353K	N/A	N/A	N/A	Bought +0.09% shares Q4 2021
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 0.07% Portfolio value: 350K Avg. open price: N/A Current price: $252.38 P/L: N/A Sold -10.95% shares Q2 2022	share	0.07%	350K	N/A	$252.38	N/A	Sold -10.95% shares Q2 2022
Specialty Retail O'Reilly Automotive, Inc. Portfolio share: 0.07% Portfolio value: 346K Avg. open price: N/A Current price: $858.41 P/L: N/A Sold -0.81% shares Q2 2022	share	0.07%	346K	N/A	$858.41	N/A	Sold -0.81% shares Q2 2022
ProShares Short S&P500 Portfolio share: 0.07% Portfolio value: 346K Avg. open price: N/A Current price: $15.13 P/L: N/A N/A Q1 2022	share	0.07%	346K	N/A	$15.13	N/A	N/A Q1 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.06% Portfolio value: 329K Avg. open price: N/A Current price: $445.61 P/L: N/A Sold -1.69% shares Q3 2022	share	0.06%	329K	N/A	$445.61	N/A	Sold -1.69% shares Q3 2022
SPDR Nuveen Bloomberg Municipal Bond ETF Portfolio share: 0.06% Portfolio value: 316K Avg. open price: N/A Current price: $46 P/L: N/A Sold -11.68% shares Q4 2021	share	0.06%	316K	N/A	$46	N/A	Sold -11.68% shares Q4 2021
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.06% Portfolio value: 310K Avg. open price: $346.83 Current price: $344.74 P/L: -0.60% Bought +0.09% shares Q2 2022	share	0.06%	310K	$346.83	$344.74	-0.60%	Bought +0.09% shares Q2 2022
VanEck Vectors Morningstar Wide Moat ETF Portfolio share: 0.06% Portfolio value: 305K Avg. open price: $63.73 Current price: $69.49 P/L: +9.04% Bought +0.91% shares Q3 2022	share	0.06%	305K	$63.73	$69.49	+9.04%	Bought +0.91% shares Q3 2022
Packaged Foods The Kraft Heinz Company Portfolio share: 0.06% Portfolio value: 304K Avg. open price: $39.39 Current price: $39.83 P/L: +1.12% Sold -1.83% shares Q3 2022	share	0.06%	304K	$39.39	$39.83	+1.12%	Sold -1.83% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.06% Portfolio value: 297K Avg. open price: $194.46 Current price: $126.99 P/L: -34.70% Sold -1.18% shares Q3 2022	share	0.06%	297K	$194.46	$126.99	-34.70%	Sold -1.18% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.06% Portfolio value: 293K Avg. open price: $137.16 Current price: $112.2 P/L: -18.20% Sold -0.31% shares Q3 2022	share	0.06%	293K	$137.16	$112.2	-18.20%	Sold -0.31% shares Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.06% Portfolio value: 292K Avg. open price: $39.17 Current price: $45.94 P/L: +17.28% Bought +0.06% shares Q3 2022	share	0.06%	292K	$39.17	$45.94	+17.28%	Bought +0.06% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.06% Portfolio value: 284K Avg. open price: N/A Current price: $52.21 P/L: N/A N/A Q2 2021	share	0.06%	284K	N/A	$52.21	N/A	N/A Q2 2021
Alerian MLP ETF Portfolio share: 0.05% Portfolio value: 283K Avg. open price: $38.3 Current price: $39.92 P/L: +4.23% Sold -2.15% shares Q3 2022	share	0.05%	283K	$38.3	$39.92	+4.23%	Sold -2.15% shares Q3 2022
Oil & Gas Refining & Marketing Marathon Petroleum Corporation Portfolio share: 0.05% Portfolio value: 279K Avg. open price: N/A Current price: $118.23 P/L: N/A N/A Q1 2022	share	0.05%	279K	N/A	$118.23	N/A	N/A Q1 2022
United States Oil Fund, LP Portfolio share: 0.05% Portfolio value: 278K Avg. open price: N/A Current price: $69.84 P/L: N/A N/A Q2 2022	share	0.05%	278K	N/A	$69.84	N/A	N/A Q2 2022
Credit Services American Express Company Portfolio share: 0.05% Portfolio value: 277K Avg. open price: $138.62 Current price: $156.75 P/L: +13.08% Bought +0.39% shares Q3 2022	share	0.05%	277K	$138.62	$156.75	+13.08%	Bought +0.39% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.05% Portfolio value: 275K Avg. open price: $629.68 Current price: $540.8 P/L: -14.12% Sold -0.64% shares Q3 2022	share	0.05%	275K	$629.68	$540.8	-14.12%	Sold -0.64% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.05% Portfolio value: 271K Avg. open price: $563.5 Current price: $320.41 P/L: -43.14% Sold -11.62% shares Q3 2022	share	0.05%	271K	$563.5	$320.41	-43.14%	Sold -11.62% shares Q3 2022
REIT—Industrial STAG Industrial, Inc. Portfolio share: 0.05% Portfolio value: 254K Avg. open price: $32.39 Current price: $33.06 P/L: +2.07% Bought +5.17% shares Q3 2022	share	0.05%	254K	$32.39	$33.06	+2.07%	Bought +5.17% shares Q3 2022
Furnishings, Fixtures & Appliances Leggett & Platt, Incorporated Portfolio share: 0.05% Portfolio value: 253K Avg. open price: $34.8 Current price: $35.31 P/L: +1.47% Sold -2.05% shares Q3 2022	share	0.05%	253K	$34.8	$35.31	+1.47%	Sold -2.05% shares Q3 2022
ProShares Short MSCI EAFE Portfolio share: 0.05% Portfolio value: 253K Avg. open price: N/A Current price: $19.52 P/L: N/A N/A Q1 2022	share	0.05%	253K	N/A	$19.52	N/A	N/A Q1 2022
Healthcare Plans Elevance Health Inc. Portfolio share: 0.05% Portfolio value: 252K Avg. open price: N/A Current price: $523.6 P/L: N/A N/A Q3 2022	share	0.05%	252K	N/A	$523.6	N/A	N/A Q3 2022
REIT—Retail Simon Property Group, Inc. Portfolio share: 0.05% Portfolio value: 249K Avg. open price: $131.51 Current price: $119.34 P/L: -9.26% Sold -1.94% shares Q3 2022	share	0.05%	249K	$131.51	$119.34	-9.26%	Sold -1.94% shares Q3 2022
Scientific & Technical Instruments Coherent Corp. Portfolio share: 0.05% Portfolio value: 249K Avg. open price: N/A Current price: $37.77 P/L: N/A N/A Q3 2022	share	0.05%	249K	N/A	$37.77	N/A	N/A Q3 2022
Drug Manufacturers—General Gilead Sciences, Inc. Portfolio share: 0.05% Portfolio value: 244K Avg. open price: $60.5 Current price: $89.03 P/L: +47.15% Sold -16.15% shares Q3 2022	share	0.05%	244K	$60.5	$89.03	+47.15%	Sold -16.15% shares Q3 2022
Drug Manufacturers—General Biogen Inc. Portfolio share: 0.05% Portfolio value: 237K Avg. open price: N/A Current price: $298.9 P/L: N/A N/A Q3 2022	share	0.05%	237K	N/A	$298.9	N/A	N/A Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.05% Portfolio value: 237K Avg. open price: N/A Current price: $125.66 P/L: N/A Sold -7.50% shares Q3 2022	share	0.05%	237K	N/A	$125.66	N/A	Sold -7.50% shares Q3 2022
Capital Markets The Charles Schwab Corporation Portfolio share: 0.05% Portfolio value: 235K Avg. open price: $82.28 Current price: $82.46 P/L: +0.21% Sold -2.65% shares Q3 2022	share	0.05%	235K	$82.28	$82.46	+0.21%	Sold -2.65% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.05% Portfolio value: 234K Avg. open price: $169.17 Current price: $99.43 P/L: -41.22% Sold -23.58% shares Q3 2022	share	0.05%	234K	$169.17	$99.43	-41.22%	Sold -23.58% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.05% Portfolio value: 234K Avg. open price: N/A Current price: $99.52 P/L: N/A N/A Q2 2022	share	0.05%	234K	N/A	$99.52	N/A	N/A Q2 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.04% Portfolio value: 232K Avg. open price: $62.78 Current price: $68.31 P/L: +8.81% Bought +0.38% shares Q2 2022	share	0.04%	232K	$62.78	$68.31	+8.81%	Bought +0.38% shares Q2 2022
Medical Instruments & Supplies Baxter International Inc. Portfolio share: 0.04% Portfolio value: 231K Avg. open price: $77.54 Current price: $53.22 P/L: -31.36% Bought +0.47% shares Q2 2022	share	0.04%	231K	$77.54	$53.22	-31.36%	Bought +0.47% shares Q2 2022
VanEck J.P. Morgan EM Local Currency Bond ETF Portfolio share: 0.04% Portfolio value: 228K Avg. open price: $26.99 Current price: $24.38 P/L: -9.67% Sold -1.92% shares Q3 2022	share	0.04%	228K	$26.99	$24.38	-9.67%	Sold -1.92% shares Q3 2022
Oil & Gas E&P Cross Timbers Royalty Trust Portfolio share: 0.04% Portfolio value: 227K Avg. open price: $14.4 Current price: $24.92 P/L: +73.05% Bought +3.73% shares Q3 2022	share	0.04%	227K	$14.4	$24.92	+73.05%	Bought +3.73% shares Q3 2022
Oil & Gas Midstream Kinder Morgan, Inc. Portfolio share: 0.04% Portfolio value: 226K Avg. open price: $16.42 Current price: $19 P/L: +15.71% Sold -1.88% shares Q3 2022	share	0.04%	226K	$16.42	$19	+15.71%	Sold -1.88% shares Q3 2022
Vanguard Health Care Index Fund Portfolio share: 0.04% Portfolio value: 224K Avg. open price: N/A Current price: $255.96 P/L: N/A N/A Q2 2022	share	0.04%	224K	N/A	$255.96	N/A	N/A Q2 2022
Household & Personal Products Unilever PLC Portfolio share: 0.04% Portfolio value: 222K Avg. open price: N/A Current price: $51.5 P/L: N/A Sold -2.22% shares Q3 2022	share	0.04%	222K	N/A	$51.5	N/A	Sold -2.22% shares Q3 2022
Gold Newmont Corporation Portfolio share: 0.04% Portfolio value: 218K Avg. open price: $59.67 Current price: $48.67 P/L: -18.43% Bought +18.36% shares Q3 2022	share	0.04%	218K	$59.67	$48.67	-18.43%	Bought +18.36% shares Q3 2022
Invesco Senior Loan ETF Portfolio share: 0.04% Portfolio value: 208K Avg. open price: $21.8 Current price: $20.9 P/L: -4.12% Sold -60.07% shares Q3 2022	share	0.04%	208K	$21.8	$20.9	-4.12%	Sold -60.07% shares Q3 2022
Building Products & Equipment Louisiana-Pacific Corporation Portfolio share: 0.04% Portfolio value: 205K Avg. open price: N/A Current price: $63.98 P/L: N/A N/A Q3 2021	share	0.04%	205K	N/A	$63.98	N/A	N/A Q3 2021
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.04% Portfolio value: 202K Avg. open price: N/A Current price: $496.23 P/L: N/A N/A Q2 2022	share	0.04%	202K	N/A	$496.23	N/A	N/A Q2 2022
Medical Devices Abbott Laboratories Portfolio share: 0.04% Portfolio value: 202K Avg. open price: $115.61 Current price: $108.09 P/L: -6.50% Bought +0.14% shares Q3 2022	share	0.04%	202K	$115.61	$108.09	-6.50%	Bought +0.14% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 0.04% Portfolio value: 201K Avg. open price: $181.49 Current price: $144.56 P/L: -20.35% Bought +2.19% shares Q3 2022	share	0.04%	201K	$181.49	$144.56	-20.35%	Bought +2.19% shares Q3 2022
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Portfolio share: 0.04% Portfolio value: 201K Avg. open price: $24.75 Current price: $27.77 P/L: +12.21% Bought +0.01% shares Q3 2022	share	0.04%	201K	$24.75	$27.77	+12.21%	Bought +0.01% shares Q3 2022
Auto Parts The Goodyear Tire & Rubber Company Portfolio share: 0.04% Portfolio value: 194K Avg. open price: $21.18 Current price: $11.25 P/L: -46.88% Sold -0.03% shares Q3 2022	share	0.04%	194K	$21.18	$11.25	-46.88%	Sold -0.03% shares Q3 2022
ALPINE SUMMIT ENRGY PRTNRS I Portfolio share: 0.03% Portfolio value: 179K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.03%	179K	N/A	N/A	N/A	N/A Q3 2022
Apparel Manufacturing Hanesbrands Inc. Portfolio share: 0.03% Portfolio value: 179K Avg. open price: $10.29 Current price: $6.72 P/L: -34.69% Bought +51.62% shares Q3 2022	share	0.03%	179K	$10.29	$6.72	-34.69%	Bought +51.62% shares Q3 2022
Drug Manufacturers—Specialty & Generic Viatris Inc. Portfolio share: 0.03% Portfolio value: 157K Avg. open price: $10.88 Current price: $11.17 P/L: +2.67% Sold -3.52% shares Q3 2022	share	0.03%	157K	$10.88	$11.17	+2.67%	Sold -3.52% shares Q3 2022
Asset Management Oxford Lane Capital Corp. Portfolio share: 0.01% Portfolio value: 70K Avg. open price: $5.68 Current price: $5.18 P/L: -8.80% Bought +3.75% shares Q3 2022	share	0.01%	70K	$5.68	$5.18	-8.80%	Bought +3.75% shares Q3 2022
Computer Hardware Red Cat Holdings, Inc. Portfolio share: 0.01% Portfolio value: 35K Avg. open price: N/A Current price: $1.15 P/L: N/A N/A Q2 2022	share	0.01%	35K	N/A	$1.15	N/A	N/A Q2 2022
Lodging Sonder Holdings Inc. Portfolio share: 0.01% Portfolio value: 34K Avg. open price: N/A Current price: $1.73 P/L: N/A N/A Q3 2022	share	0.01%	34K	N/A	$1.73	N/A	N/A Q3 2022
Travel Services Booking Holdings Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $2,085.44 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$2,085.44	N/A	Sold -100.00% shares Q3 2022
Banks—Regional Regions Financial Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $20.51 Current price: $23.16 P/L: +12.91% Sold -100.00% shares Q3 2022	share	0.00%	0	$20.51	$23.16	+12.91%	Sold -100.00% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $18.2 Current price: $13.86 P/L: -23.86% Sold -100.00% shares Q3 2022	share	0.00%	0	$18.2	$13.86	-23.86%	Sold -100.00% shares Q3 2022
Food Distribution Sysco Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $85.33 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$85.33	N/A	Sold -100.00% shares Q3 2022
iShares Global 100 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $67.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$67.85	N/A	Sold -100.00% shares Q3 2022
Scientific & Technical Instruments II-VI Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $41.95 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$41.95	N/A	Sold -100.00% shares Q3 2022
iShares 0-5 Year High Yield Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $43.96 Current price: $41.66 P/L: -5.23% Sold -100.00% shares Q3 2022	share	0.00%	0	$43.96	$41.66	-5.23%	Sold -100.00% shares Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.22 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.22	N/A	Sold -100.00% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $148.94 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$148.94	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $285.51 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$285.51	N/A	Sold -100.00% shares Q3 2022
REIT—Residential American Campus Communities, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $48.03 Current price: $65.42 P/L: +36.21% Sold -100.00% shares Q3 2022	share	0.00%	0	$48.03	$65.42	+36.21%	Sold -100.00% shares Q3 2022
Asset Management AllianceBernstein Holding L.P. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $40.48 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$40.48	N/A	Sold -100.00% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $267.21 Current price: $273.4 P/L: +2.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$267.21	$273.4	+2.32%	Sold -100.00% shares Q3 2022

Showing TOP 153 WADDELL & ASSOCIATES's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of WADDELL & ASSOCIATES, LLC?

The biggest position of the WADDELL & ASSOCIATES, LLC is SPDR S&P MIDCAP 400 ETF Trust (MDY) with 10.39% portfolio share worth of 53.67M US dollars.

Top 5 WADDELL & ASSOCIATES's holdings represent 47.43% of the portfolio:

SPDR S&P MIDCAP 400 ETF Trust (MDY) – 10.39%
Schwab Fundamental U.S. Small Company Index ETF (FNDA) – 9.69%
Vanguard Total World Stock Index Fund (VT) – 9.52%
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) – 9.35%
DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) – 8.48%

Who is the portfolio manager of WADDELL & ASSOCIATES, LLC?

The portfolio manager of the WADDELL & ASSOCIATES, LLC is .

What is the total asset value of the WADDELL & ASSOCIATES, LLC portfolio?

WADDELL & ASSOCIATES, LLC total asset value (portfolio value) is 516.71M US dollars.

Who is ?

is the portfolio manager of the WADDELL & ASSOCIATES, LLC.

What is (WADDELL & ASSOCIATES, LLC) fund performance?

WADDELL & ASSOCIATES's quarterly performance is -12.86%, annualy -35.27%. In the past 3 years, the value of 's portfolio has decreased by -25%.

What is the WADDELL & ASSOCIATES, LLC CIK?

WADDELL & ASSOCIATES's Central Index Key is 0001776757 .