Gaddis Premier Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Gaddis Premier Wealth Advisors LLC | Institutional Filer | ▲ 2.44% | $135.0M | 83 |
Current Portfolio Holdings
Showing all 83 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IHDG | WISDOMTREE TR | — | 311K | $15.0M | 11.09% |
| 2 | DGRW | WISDOMTREE TR | — | 135K | $11.9M | 8.81% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 268K | $11.4M | 8.45% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 129K | $8.8M | 6.51% |
| 5 | FFSM | FIDELITY COVINGTON TRUST | — | 215K | $6.9M | 5.09% |
| 6 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 243K | $6.0M | 4.47% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 152K | $6.0M | 4.44% |
| 8 | PTLC | PACER FDS TR | — | 106K | $5.5M | 4.11% |
| 9 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 49K | $5.5M | 4.05% |
| 10 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 31K | $5.1M | 3.74% |
| 11 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 68K | $4.2M | 3.14% |
| 12 | NVDA | NVIDIA Corporation | Technology | 15K | $2.7M | 1.97% |
| 13 | AAPL | Apple Inc. | Technology | 8K | $1.9M | 1.42% |
| 14 | FBND | FIDELITY MERRIMACK STR TR | — | 37K | $1.7M | 1.26% |
| 15 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 24K | $1.6M | 1.17% |
Showing 1 to 15 of 83 holdings