WADDELL & ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 4K | $284.44K |
 | SRE | 4K | $394.47K |
 | COP | 4K | $414.21K |
 | IBM | 4K | $1.23M |
 | SNV | 4K | $209.28K |
 | PSA | 4K | $1.22M |
 | LPX | 4K | $371.08K |
 | FTNT | 4K | $342.71K |
 | TTC | 4K | $308.38K |
 | DUK | 4K | $496.86K |
 | TSLA | 4K | $1.78M |
 | V | 4K | $1.35M |
 | NYT | 4K | $225.75K |
 | USFD | 4K | $294.76K |
 | CL | 4K | $300.81K |
 | ILMN | 4K | $355.66K |
 | META | 4K | $2.71M |
 | PLTR | 4K | $662.37K |
 | DIS | 4K | $410.26K |
 | WST | 4K | $920.78K |
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$284.44K
Sempra
SRE
Shares Held
4K
Value
$394.47K
ConocoPhillips
COP
Shares Held
4K
Value
$414.21K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.23M
Synovus Financial Corp.
SNV
Shares Held
4K
Value
$209.28K
Public Storage
PSA
Shares Held
4K
Value
$1.22M
Louisiana-Pacific Corporation
LPX
Shares Held
4K
Value
$371.08K
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$342.71K
The Toro Company
TTC
Shares Held
4K
Value
$308.38K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$496.86K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.78M
Visa Inc.
V
Shares Held
4K
Value
$1.35M
The New York Times Company
NYT
Shares Held
4K
Value
$225.75K
US Foods Holding Corp.
USFD
Shares Held
4K
Value
$294.76K
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$300.81K
Illumina, Inc.
ILMN
Shares Held
4K
Value
$355.66K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.71M
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$662.37K
The Walt Disney Company
DIS
Shares Held
4K
Value
$410.26K
West Pharmaceutical Services, Inc.
WST
Shares Held
4K
Value
$920.78K