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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

WADE G W & INC INSTITUTION : WADE G W & INC
WADE G W & INC Buys/Sells In Portfolio (reported on 2020-05-06)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
SPDR SER TR    (PRTFLO S&P5ELG7,6420
New Buy
New Buy
NORTHROP GRUMMAN CORP    (COM)NOC1,6410
New Buy
New Buy
WALGREENS BOOTS ALLIANCE INC    (COWBA11,6140
New Buy
New Buy
HUMANA INC    (COM)HUM8240
New Buy
New Buy
HUBSPOT INC    (COM)HUBS2,4250
New Buy
New Buy
ADOBE INC    (COM)ADBE6850
New Buy
New Buy
TARGET CORP    (COM)TGT2,4790
New Buy
New Buy
DOMINOS PIZZA INC    (COM)DPZ6810
New Buy
New Buy
PEOPLES UTD FINL INC    (COM)PBCT10,0850
New Buy
New Buy
INVESCO QQQ TR    (UNIT SER 1)75,4706,933
Added68,537
988.56%
DELL TECHNOLOGIES INC    (CL C)6,8761,140
Added5,736
503.15%
J P MORGAN EXCHANGE-TRADED F    (DI87,64618,167
Added69,479
382.44%
SPDR GOLD TRUST    (GOLD SHS)GLD92,07619,151
Added72,925
380.78%
ALPS ETF TR    (ALERIAN MLP)AMLP119,07029,440
Added89,630
304.44%
RAPID7 INC    (COM)8,9373,072
Added5,865
190.91%
VANGUARD SPECIALIZED FUNDS    (DIV VIG4,2691,687
Added2,582
153.05%
BIOCERES CROP SOLUTIONS CORP    (SH70,35830,568
Added39,790
130.16%
INVESCO EXCHANGE TRADED FD T    (S&18,3578,157
Added10,200
125.04%
ISHARES TR    (CORE S&P500 IVV37,34018,776
Added18,564
98.87%
KEURIG DR PEPPER INC    (COM)19,91910,182
Added9,737
95.62%
LOWES COS INC    (COM)LOW3,6291,924
Added1,705
88.61%
ISHARES TR    (RUS 2000 GRW ETF)IWO29,92016,264
Added13,656
83.96%
ISHARES TR    (RUS 2000 VAL ETF)IWN96,14353,288
Added42,855
80.42%
ISHARES TR    (TIPS BD ETF)TIP55,25133,114
Added22,137
66.85%
VANGUARD TAX-MANAGED INTL FD    (FTVEA366,445239,358
Added127,087
53.09%
ORACLE CORP    (COM)ORCL17,54612,316
Added5,230
42.46%
AES CORP    (COM)AES17,99212,689
Added5,303
41.79%
TRAVELERS COMPANIES INC    (COM)TRV3,5882,597
Added991
38.15%
TEXAS INSTRS INC    (COM)TXN2,3731,728
Added645
37.32%
VANGUARD BD INDEX FDS    (TOTAL BNDBND139,099102,681
Added36,418
35.46%
AMERICAN TOWER CORP NEW    (COM)AMT4,3273,198
Added1,129
35.30%
ISHARES TR    (MSCI MIN VOL ETF)USMV1,198,600904,018
Added294,582
32.58%
ABBVIE INC    (COM)ABBV13,20710,424
Added2,783
26.69%
JPMORGAN CHASE & CO    (COM)JPM97,54778,347
Added19,200
24.50%
ISHARES TR    (1 3 YR TREAS BD)SHY502,836403,937
Added98,899
24.48%
ZOETIS INC    (CL A)ZTS6,3215,082
Added1,239
24.38%
VANGUARD INDEX FDS    (VALUE ETF)VTV2,7372,242
Added495
22.07%
ISHARES TR    (CORE US AGGBD ET)AGG20,20017,012
Added3,188
18.73%
SELECT SECTOR SPDR TR    (TECHNOLOGXLK76,32165,172
Added11,149
17.10%
NETFLIX INC    (COM)NFLX3,0762,676
Added400
14.94%
NVIDIA CORP    (COM)NVDA1,3551,197
Added158
13.19%
ISHARES TR    (BARCLAYS 7 10 YR)IEF103,35491,436
Added11,918
13.03%
DIGITAL RLTY TR INC    (COM)DLR2,2892,028
Added261
12.86%
KIMBERLY CLARK CORP    (COM)KMB77,96069,478
Added8,482
12.20%
RAYTHEON CO    (COM NEW)RTN6,3765,694
Added682
11.97%
AMAZON COM INC    (COM)AMZN4,7924,304
Added488
11.33%
ALPHABET INC    (CAP STK CL C)GOOG2,6002,345
Added255
10.87%
SPDR S&P 500 ETF TR    (TR UNIT)SPY95,56487,468
Added8,096
9.25%
AMGEN INC    (COM)AMGN68,87263,057
Added5,815
9.22%
ISHARES TR    (IBOXX INV CP ETF)LQD151,254138,905
Added12,349
8.89%
QUALCOMM INC    (COM)QCOM147,959137,430
Added10,529
7.66%
PEPSICO INC    (COM)PEP137,020127,299
Added9,721
7.63%
EXXON MOBIL CORP    (COM)XOM833,268776,556
Added56,712
7.30%
SOUTHERN CO    (COM)SO321,920300,778
Added21,142
7.02%
VANGUARD INDEX FDS    (TOTAL STK MKVTI6,2375,858
Added379
6.46%
CVS HEALTH CORP    (COM)CVS146,211137,491
Added8,720
6.34%
BERKSHIRE HATHAWAY INC DEL    (CL BBRK/B19,38318,333
Added1,050
5.72%
COLGATE PALMOLIVE CO    (COM)CL181,000171,365
Added9,635
5.62%
AT&T INC    (COM)T359,039340,140
Added18,899
5.55%
PAYCHEX INC    (COM)PAYX190,962182,101
Added8,861
4.86%
VODAFONE GROUP PLC NEW    (SPONSOREVOD517,574496,769
Added20,805
4.18%
BLACKSTONE GROUP INC    (COM CL A)30,33429,269
Added1,065
3.63%
SPDR DOW JONES INDL AVRG ETF    (UTDIA10,49210,138
Added354
3.49%
UNITED TECHNOLOGIES CORP    (COM)UTX113,928110,387
Added3,541
3.20%
ISHARES GOLD TRUST    (ISHARES)IAU60,26858,452
Added1,816
3.10%
DEERE & CO    (COM)DE1,6681,620
Added48
2.96%
VANGUARD INDEX FDS    (REAL ESTATE VNQ115,288112,055
Added3,233
2.88%
MICROSOFT CORP    (COM)MSFT205,697200,544
Added5,153
2.56%
METLIFE INC    (COM)MET267,541260,911
Added6,630
2.54%
CME GROUP INC    (COM)CME1,8261,783
Added43
2.41%
ISHARES TR    (RUSSELL 2000 ETF)IWM13,00012,703
Added297
2.33%
SPDR S&P MIDCAP 400 ETF TR    (UTSEMDY4,7024,595
Added107
2.32%
INTEL CORP    (COM)INTC360,694352,800
Added7,894
2.23%
TESLA INC    (COM)TSLA1,3551,327
Added28
2.11%
ISHARES TR    (IBOXX HI YD ETF)HYG41,63140,792
Added839
2.05%
NUTANIX INC    (CL A)NTNX47,80846,915
Added893
1.90%
BK OF AMERICA CORP    (COM)BAC64,82763,779
Added1,048
1.64%
INTERPUBLIC GROUP COS INC    (COM)IPG17,83117,550
Added281
1.60%
ROYAL BK CDA    (COM)RY171,642168,990
Added2,652
1.56%
INTL PAPER CO    (COM)IP252,391248,873
Added3,518
1.41%
JOHNSON & JOHNSON    (COM)JNJ160,506158,275
Added2,231
1.40%
UNITED PARCEL SERVICE INC    (CL B)UPS108,238106,794
Added1,444
1.35%
COMCAST CORP NEW    (CL A)CMCSA18,52018,312
Added208
1.13%
STARBUCKS CORP    (COM)SBUX228,727226,174
Added2,553
1.12%
MASTERCARD INC    (CL A)MA2,5752,555
Added20
0.78%
COCA COLA CO    (COM)KO249,285248,149
Added1,136
0.45%
EXTRA SPACE STORAGE INC    (COM)EXR107,871107,520
Added351
0.32%
VANGUARD BD INDEX FDS    (SHORT TRMBSV3,1123,102
Added10
0.32%
ROSS STORES INC    (COM)ROST2,6672,659
Added8
0.30%
FACEBOOK INC    (CL A)FB18,38118,342
Added39
0.21%
3M CO    (COM)MMM14,65514,627
Added28
0.19%
INTUIT    (COM)INTU2,4432,439
Added4
0.16%
MEDTRONIC PLC    (SHS)MDT106,264106,098
Added166
0.15%
EMERSON ELEC CO    (COM)EMR16,17816,155
Added23
0.14%
PROCTER & GAMBLE CO    (COM)PG211,249210,951
Added298
0.14%
ISHARES TR    (S&P 500 GRWTIVW1,9661,964
Added2
0.10%
XCEL ENERGY INC    (COM)XEL3,4663,464
Added2
0.05%
STATE STR CORP    (COM)STT24,61524,601
Added14
0.05%
GENERAL MLS INC    (COM)GIS10,01410,010
Added4
0.03%
ISHARES TR    (U.S. REAL ES ETF)IYR3,1643,163
Added1
0.03%
HONEYWELL INTL INC    (COM)HON119,449119,419
Added30
0.02%
CAMPBELL SOUP CO    (COM)CPB8,0908,089
Added1
0.01%
WISDOMTREE TR    (US TOTAL DIVIDND)DTD10,89310,892
Added1
0.00%
ACCENTURE PLC IRELAND    (SHS CLASSACN55,42055,430
Reduced10
0.01%
ALPHABET INC    (CAP STK CL A)GOOGL2,0342,036
Reduced2
0.09%
INTERNATIONAL BUSINESS MACHS    (COIBM9,8169,833
Reduced17
0.17%
MCDONALDS CORP    (COM)MCD6,0166,028
Reduced12
0.19%
BOSTON SCIENTIFIC CORP    (COM)BSX171,729172,104
Reduced375
0.21%
CITIGROUP INC    (COM NEW)C5,9976,018
Reduced21
0.34%
WELLS FARGO CO NEW    (COM)WFC219,161219,998
Reduced837
0.38%
PFIZER INC    (COM)PFE277,555278,928
Reduced1,373
0.49%
ISHARES TR    (RUS 1000 ETF)IWB59,10459,420
Reduced316
0.53%
LOCKHEED MARTIN CORP    (COM)LMT2,8322,850
Reduced18
0.63%
PAYPAL HLDGS INC    (COM)PYPL3,0203,045
Reduced25
0.82%
CISCO SYS INC    (COM)CSCO46,31646,715
Reduced399
0.85%
ISHARES TR    (SH TR CRPORT ETF)CSJ23,50923,719
Reduced210
0.88%
AUTOMATIC DATA PROCESSING IN    (COADP8,6178,700
Reduced83
0.95%
UNITEDHEALTH GROUP INC    (COM)UNH1,3461,360
Reduced14
1.02%
HOME DEPOT INC    (COM)HD5,1755,236
Reduced61
1.16%
ILLINOIS TOOL WKS INC    (COM)ITW5,3035,376
Reduced73
1.35%
AGILENT TECHNOLOGIES INC    (COM)A5,2645,342
Reduced78
1.46%
ISHARES TR    (PFD AND INCM SEC)PFF82,28383,677
Reduced1,394
1.66%
GENERAL DYNAMICS CORP    (COM)GD80,72882,105
Reduced1,377
1.67%
DISNEY WALT CO    (COM DISNEY)DIS21,33321,699
Reduced366
1.68%
WASTE MGMT INC DEL    (COM)WMI157,733160,672
Reduced2,939
1.82%
NEXTERA ENERGY INC    (COM)NEE9,1429,317
Reduced175
1.87%
ALLSTATE CORP    (COM)ALL3,6123,684
Reduced72
1.95%
BRISTOL-MYERS SQUIBB CO    (COM)BMY18,35418,723
Reduced369
1.97%
DOMINION ENERGY INC    (COM)D3,6773,762
Reduced85
2.25%
TOTAL S.A.    (SPONSORED ADS)TOT142,054145,655
Reduced3,601
2.47%
ISHARES TR    (RUS MDCP VAL ETF)IWS57,04758,509
Reduced1,462
2.49%
MANULIFE FINL CORP    (COM)MFC517,327532,251
Reduced14,924
2.80%
J P MORGAN EXCHANGE-TRADED F    (DIJPIN82,22384,683
Reduced2,460
2.90%
ISHARES TR    (RUS 1000 GRW ETF)IWF290,481300,290
Reduced9,809
3.26%
TJX COS INC NEW    (COM)TJX9,0809,418
Reduced338
3.58%
CATERPILLAR INC DEL    (COM)CAT2,8852,998
Reduced113
3.76%
EVERSOURCE ENERGY    (COM)ES66,92869,574
Reduced2,646
3.80%
AMERICAN EXPRESS CO    (COM)AXP3,1813,308
Reduced127
3.83%
SELECT SECTOR SPDR TR    (SBI INT-FXLF67,71570,457
Reduced2,742
3.89%
SELECT SECTOR SPDR TR    (SBI HEALTXLV2,6152,724
Reduced109
4.00%
RAYMOND JAMES FINANCIAL INC    (COMRJF4,5654,763
Reduced198
4.15%
CONOCOPHILLIPS    (COM)COP6,6896,981
Reduced292
4.18%
VANGUARD INTL EQUITY INDEX F    (FTVWO100,908105,520
Reduced4,612
4.37%
APPLE INC    (COM)AAPL172,339180,883
Reduced8,544
4.72%
DUKE ENERGY CORP NEW    (COM NEW)DUK22,54123,749
Reduced1,208
5.08%
LILLY ELI & CO    (COM)LLY7,8888,326
Reduced438
5.26%
ISHARES TR    (RUS MID CAP ETF)IWR5,2575,574
Reduced317
5.68%
ALIBABA GROUP HLDG LTD    (SPONSOREBABA1,9322,054
Reduced122
5.93%
COSTCO WHSL CORP NEW    (COM)COST4,1074,370
Reduced263
6.01%
ISHARES TR    (RUS 1000 VAL ETF)IWD102,241109,122
Reduced6,881
6.30%
ISHARES TR    (SELECT DIVID ETF)DVY267,739286,324
Reduced18,585
6.49%
VISA INC    (COM CL A)V6,8587,343
Reduced485
6.60%
CONSOLIDATED EDISON INC    (COM)ED23,39725,062
Reduced1,665
6.64%
NUVEEN NASDAQ 100 DYNAMIC OV    (COQQQX11,48512,303
Reduced818
6.64%
ISHARES TR    (RUS MD CP GR ETF)IWP140,025150,601
Reduced10,576
7.02%
FORD MTR CO DEL    (COM)F16,76118,039
Reduced1,278
7.08%
ENBRIDGE INC    (COM)ENB8,5359,237
Reduced702
7.59%
VERIZON COMMUNICATIONS INC    (COM)VZ49,87254,105
Reduced4,233
7.82%
MERCK & CO. INC    (COM)MRK20,49522,244
Reduced1,749
7.86%
GENERAL ELECTRIC CO    (COM)GE68,93075,330
Reduced6,400
8.49%
S&P GLOBAL INC    (COM)SPGI2,5122,762
Reduced250
9.05%
EATON VANCE CORP    (COM NON VTG)EV151,974168,114
Reduced16,140
9.60%
GLAXOSMITHKLINE PLC    (SPONSORED AGSK18,96821,043
Reduced2,075
9.86%
WISDOMTREE TR    (US LARGECAP DIVD)DLN719,526798,933
Reduced79,407
9.93%
BOEING CO    (COM)BA2,7543,257
Reduced503
15.44%
ISHARES TR    (MSCI EAFE ETF)EFA27,85933,042
Reduced5,183
15.68%
UNION PAC CORP    (COM)UNP2,4562,970
Reduced514
17.30%
PERKINELMER INC    (COM)PKI3,5424,332
Reduced790
18.23%
CHEVRON CORP NEW    (COM)CVX58,20971,937
Reduced13,728
19.08%
ISHARES TR    (CORE S&P MCPIJH53,56967,201
Reduced13,632
20.28%
VANGUARD INDEX FDS    (S&P VOO2,2442,832
Reduced588
20.76%
MONDELEZ INTL INC    (CL A)MDLZ4,3075,564
Reduced1,257
22.59%
WISDOMTREE TR    (US MIDCAP DIVID)DON94,908124,552
Reduced29,644
23.80%
SYSCO CORP    (COM)SYY14,87219,863
Reduced4,991
25.12%
ABBOTT LABS    (COM)ABT13,23417,746
Reduced4,512
25.42%
WISDOMTREE TR    (INTL MIDCAP DV)DIM14,56121,213
Reduced6,652
31.35%
STRYKER CORP    (COM)SYK2,7354,142
Reduced1,407
33.96%
GILEAD SCIENCES INC    (COM)GILD5,6708,813
Reduced3,143
35.66%
ZOOM VIDEO COMMUNICATIONS IN    (CL2,5124,011
Reduced1,499
37.37%
WISDOMTREE TR    (US SMALLCAP DIVD)DES65,217105,082
Reduced39,865
37.93%
WISDOMTREE TR    (INTL LRGCAP DV)DOL8,54713,887
Reduced5,340
38.45%
PHILIP MORRIS INTL INC    (COM)PM2,8574,660
Reduced1,803
38.69%
WALMART INC    (COM)WMT15,81526,112
Reduced10,297
39.43%
NIKE INC    (CL B)NKE4,7678,617
Reduced3,850
44.67%
EVERGY INC    (COM)7,77514,925
Reduced7,150
47.90%
NORTONLIFELOCK INC    (COM)89,779178,085
Reduced88,306
49.58%
ISHARES TR    (NATIONAL MUN ETF)MUB1,9443,947
Reduced2,003
50.74%
ISHARES TR    (CORE S&P SCPIJR148,953318,480
Reduced169,527
53.23%
LAM RESEARCH CORP    (COM)LRCX1,2502,744
Reduced1,494
54.44%
WISDOMTREE TR    (INTL SMCAP DIV)DLS9,31821,225
Reduced11,907
56.09%
WISDOMTREE TR    (INTL EQUITY FD)DWM10,16426,185
Reduced16,021
61.18%
NUANCE COMMUNICATIONS INC    (COM)NUAN24,568119,288
Reduced94,720
79.40%
SONOS INC    (COM)11,00054,360
Reduced43,360
79.76%
NOVANTA INC    (COM)4,01119,919
Reduced15,908
79.86%
ISHARES TR    (INTL SEL DIV ETF)IDV23,470141,509
Reduced118,039
83.41%
INVESCO EXCHANGE-TRADED FD T    (TA8,65564,227
Reduced55,572
86.52%
SNAP INC    (CL A)14,053206,587
Reduced192,534
93.19%
ALEXANDRIA REAL ESTATE EQ IN    (COARE02,004
Sold Out
Sold Out
ALTRIA GROUP INC    (COM)MO04,099
Sold Out
Sold Out
WISDOMTREE TR    (EMER MKT HIGH FD)DEM04,820
Sold Out
Sold Out
NORFOLK SOUTHERN CORP    (COM)NSC01,118
Sold Out
Sold Out
BP PLC    (SPONSORED ADR)BP05,481
Sold Out
Sold Out
BIOCERES CROP SOLUTIONS CORP    (SH070,358
Sold Out
Sold Out
BLACKROCK INC    (COM)BLK0407
Sold Out
Sold Out
V F CORP    (COM)VFC03,467
Sold Out
Sold Out
SNAP INC    (CL A)014,828
Sold Out
Sold Out
SONOS INC    (COM)011,000
Sold Out
Sold Out
PHILLIPS 66    (COM)PSX02,341
Sold Out
Sold Out
HILL ROM HLDGS INC    (COM)HRC02,243
Sold Out
Sold Out
PUBLIC SVC ENTERPRISE GRP IN    (COPEG05,777
Sold Out
Sold Out
ROYAL DUTCH SHELL PLC    (SPONS ADRRDS.A03,740
Sold Out
Sold Out
RAPID7 INC    (COM)08,937
Sold Out
Sold Out
SELECT SECTOR SPDR TR    (SBI MATERXLB04,326
Sold Out
Sold Out
FISERV INC    (COM)FISV02,181
Sold Out
Sold Out
FIDELITY NATL INFORMATION SV    (COFIS04,210
Sold Out
Sold Out
CITIZENS FINL GROUP INC    (COM)CFG07,529
Sold Out
Sold Out
VANGUARD CHARLOTTE FDS    (INTL BD BNDX04,996
Sold Out
Sold Out
CHURCH & DWIGHT INC    (COM)CHD09,666
Sold Out
Sold Out
CLOROX CO DEL    (COM)CLX02,876
Sold Out
Sold Out
MARATHON PETE CORP    (COM)MPC07,072
Sold Out
Sold Out
TRI CONTL CORP    (COM)TY07,521
Sold Out
Sold Out
AFLAC INC    (COM)AFL04,290
Sold Out
Sold Out
VALERO ENERGY CORP NEW    (COM)VLO04,281
Sold Out
Sold Out
BROWN FORMAN CORP    (CL A)BF.A03,664
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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