Wedbush Securities Inc Top Holdings and 13F Report (2025) About Wedbush Securities IncInvestment ActivityWedbush Securities Inc has $2.72 million in total holdings as of March 31, 2025.Wedbush Securities Inc owns shares of 1,111 different stocks, but just 209 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Wedbush Securities Inc has purchased 1,136 new stocks and bought additional shares in 499 stocks.Wedbush Securities Inc sold shares of 452 stocks and completely divested from 91 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $310,176Apple $198,852Costco Wholesale $113,467NVIDIA $108,674Amazon.com $86,689 Largest New Holdings this Quarter 75526L886 - FIRST EAGLE $1,193 Holding003261203 - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $1,174 Holding594972887 - MICROSTRATEGY INC $953 Holding74347G242 - PROSHARES $918 Holding92189F601 - VanEck Uranium+Nuclear Energy ETF $844 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 9,165 shares (about $4.71K)PALANTIR TECHNOLOGIES 53,470 shares (about $4.51K)iShares Short Treasury Bond ETF 32,010 shares (about $3.54K)iShares 0-3 Month Treasury Bond ETF 34,963 shares (about $3.52K)SPDR S&P 500 ETF Trust 5,187 shares (about $2.90K) Largest Sales this Quarter Apple 27,619 shares (about $6.14K)UnitedHealth Group 7,078 shares (about $3.71K)iShares MSCI Intl Quality Factor ETF 82,928 shares (about $3.29K)AbbVie 7,200 shares (about $1.51K)Chevron 7,542 shares (about $1.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWedbush Securities Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$310,176$4,710 ▲1.5%603,56111.4%ETFAAPLApple$198,852$6,135 ▼-3.0%895,2057.3%Computer and TechnologyCOSTCostco Wholesale$113,467$508 ▲0.4%119,9724.2%Retail/WholesaleNVDANVIDIA$108,674$920 ▼-0.8%1,002,7154.0%Computer and TechnologyAMZNAmazon.com$86,689$1,169 ▲1.4%455,6353.2%Retail/WholesaleMSFTMicrosoft$82,040$852 ▲1.0%218,5473.0%Computer and TechnologyQQQInvesco QQQ$43,630$2,660 ▲6.5%93,0431.6%FinanceIVViShares Core S&P 500 ETF$40,247$975 ▲2.5%71,6271.5%ETFMETAMeta Platforms$30,026$2,864 ▲10.5%52,0951.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$29,170$2,902 ▲11.0%52,1451.1%FinanceBRK.BBerkshire Hathaway$28,218$785 ▲2.9%52,9841.0%FinanceGOOGLAlphabet$28,067$577 ▲2.1%181,5011.0%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$23,416$3,520 ▲17.7%232,6010.9%ETFJPMJPMorgan Chase & Co.$21,833$1,041 ▲5.0%89,0070.8%FinanceVVisa$21,714$136 ▼-0.6%61,9600.8%Business ServicesTSLATesla$19,783$2,085 ▲11.8%76,3370.7%Auto/Tires/TrucksPALANTIR TECHNOLOGIES$19,416$4,513 ▲30.3%230,0520.7%COMGOOGAlphabet$18,964$802 ▲4.4%121,3850.7%Computer and TechnologyHDHome Depot$18,907$69 ▲0.4%51,5890.7%Retail/WholesaleCVXChevron$18,490$1,262 ▼-6.4%110,5240.7%EnergyABBVAbbVie$17,397$1,509 ▼-8.0%83,0320.6%MedicalCGDVCapital Group Dividend Value ETF$17,168$2,342 ▲15.8%481,7010.6%ETFIBMInternational Business Machines$15,434$815 ▲5.6%62,0670.6%Computer and TechnologyBSTZBlackRock Science and Technology Term Trust$15,389$1,531 ▲11.0%867,4850.6%Financial ServicesNFLXNetflix$14,708$387 ▲2.7%15,7720.5%Consumer DiscretionaryLLYEli Lilly and Company$14,484$548 ▼-3.6%17,5370.5%MedicalXOMExxon Mobil$14,283$875 ▼-5.8%120,0980.5%EnergyMAMastercard$13,768$105 ▲0.8%25,1180.5%Business ServicesPGProcter & Gamble$12,294$311 ▲2.6%72,1380.5%Consumer StaplesCSCOCisco Systems$11,839$195 ▼-1.6%191,8530.4%Computer and TechnologyVGTVanguard Information Technology ETF$11,780$350 ▲3.1%21,7200.4%ETFJEPIJPMorgan Equity Premium Income ETF$11,172$729 ▼-6.1%195,5200.4%ETFQUALiShares MSCI USA Quality Factor ETF$10,988$837 ▲8.2%64,3010.4%ETFCOWZPacer US Cash Cows 100 ETF$10,769$1,143 ▼-9.6%196,6520.4%ETFPANWPalo Alto Networks$10,721$110 ▲1.0%62,8280.4%Computer and TechnologySHViShares Short Treasury Bond ETF$10,375$3,536 ▲51.7%93,9280.4%ETFAVGOBroadcom$10,360$807 ▲8.4%61,8790.4%Computer and TechnologyWMTWalmart$10,358$967 ▲10.3%117,9920.4%Retail/WholesaleVTVVanguard Value ETF$9,987$418 ▲4.4%57,8140.4%ETFJNJJohnson & Johnson$9,583$164 ▲1.7%57,7820.4%MedicalUNHUnitedHealth Group$9,581$3,707 ▼-27.9%18,2940.4%MedicalAMGNAmgen$9,484$805 ▼-7.8%30,4420.3%MedicalVUGVanguard Growth ETF$9,455$286 ▼-2.9%25,4990.3%ETFAMDAdvanced Micro Devices$8,835$218 ▲2.5%85,9940.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,605$42 ▼-0.5%31,3100.3%ETFMCDMcDonald's$8,481$156 ▼-1.8%27,1510.3%Retail/WholesaleCRMSalesforce$8,141$386 ▲5.0%30,3370.3%Computer and TechnologyQCOMQUALCOMM$8,011$17 ▼-0.2%52,1490.3%Computer and TechnologyBSTBlackRock Science and Technology Trust$8,003$286 ▼-3.4%242,5810.3%Financial ServicesORCLOracle$7,770$226 ▲3.0%55,5720.3%Computer and TechnologyKOCoca-Cola$7,631$21 ▼-0.3%106,5520.3%Consumer StaplesBABoeing$7,219$34 ▼-0.5%42,3250.3%AerospaceBACBank of America$7,218$92 ▲1.3%172,9780.3%FinanceDISWalt Disney$7,109$185 ▼-2.5%72,0290.3%Consumer DiscretionaryCRWDCrowdStrike$7,089$103 ▲1.5%20,1070.3%Computer and TechnologyDVYiShares Select Dividend ETF$6,947$528 ▲8.2%51,7320.3%ETFAMRKA-Mark Precious Metals$6,896$102 ▼-1.5%271,8260.3%Consumer DiscretionaryFVDFirst Trust Value Line Dividend Index Fund$6,892$274 ▲4.1%154,5600.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$6,883$374 ▲5.7%275,8660.3%ETFISRGIntuitive Surgical$6,686$256 ▼-3.7%13,4990.2%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,527$592 ▲10.0%64,8660.2%ETFOXLCOxford Lane Capital$6,439$814 ▲14.5%1,364,2140.2%Financial ServicesVONGVanguard Russell 1000 Growth ETF$6,377$1,475 ▲30.1%68,7240.2%ETFCATCaterpillar$6,218$154 ▼-2.4%18,8530.2%IndustrialsABTAbbott Laboratories$6,205$14 ▼-0.2%46,7770.2%MedicalAXPAmerican Express$6,122$67 ▼-1.1%22,7540.2%FinanceCALFPacer US Small Cap Cash Cows ETF$6,075$1 ▼0.0%162,0010.2%ETFECCEagle Point Credit$6,037$1,439 ▲31.3%745,2710.2%FinancePEPPepsiCo$5,939$132 ▼-2.2%39,6080.2%Consumer StaplesWFCWells Fargo & Company$5,828$2,090 ▲55.9%81,1770.2%FinanceADBEAdobe$5,808$183 ▼-3.1%15,1430.2%Computer and TechnologyTAT&T$5,807$339 ▼-5.5%205,3450.2%Computer and TechnologyNVONovo Nordisk A/S$5,619$125 ▼-2.2%80,9180.2%MedicalNOWServiceNow$5,573$16 ▲0.3%7,0000.2%Computer and TechnologyMRKMerck & Co., Inc.$5,533$556 ▼-9.1%61,6370.2%MedicalGLDSPDR Gold Shares$5,532$32 ▼-0.6%19,2000.2%FinanceNXDTNexPoint Diversified Real Estate Trust$5,512$2,280 ▲70.5%1,439,1480.2%Real EstateSMRNuScale Power$5,495$995 ▲22.1%388,0660.2%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$5,365$69 ▲1.3%91,6470.2%ManufacturingVZVerizon Communications$5,331$317 ▼-5.6%117,5180.2%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$5,2640.0%38,6760.2%ETFXLKTechnology Select Sector SPDR Fund$5,237$254 ▲5.1%25,3640.2%ETFRTXRTX$5,234$131 ▲2.6%39,5150.2%AerospaceXLUUtilities Select Sector SPDR Fund$5,155$1,057 ▲25.8%65,3840.2%ETFXLEEnergy Select Sector SPDR Fund$5,151$137 ▼-2.6%55,1210.2%ETFNOBLProShares S&P 500 Aristocrats ETF$5,075$751 ▼-12.9%49,6660.2%ETFSBUXStarbucks$4,922$105 ▲2.2%50,1770.2%Retail/WholesaleCBChubb$4,908$57 ▲1.2%16,2520.2%FinanceVEAVanguard FTSE Developed Markets ETF$4,853$834 ▲20.7%95,4800.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,848$228 ▲4.9%93,6220.2%ETFGSThe Goldman Sachs Group$4,834$587 ▲13.8%8,8500.2%FinanceGDGeneral Dynamics$4,619$90 ▲2.0%16,9450.2%AerospacePFEPfizer$4,587$537 ▼-10.5%181,0260.2%MedicalPPIHPerma-Pipe International$4,546$140 ▼-3.0%365,7090.2%IndustrialsOEFiShares S&P 100 ETF$4,476$260 ▲6.2%16,5260.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,444$125 ▼-2.7%48,8230.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,287$1,005 ▲30.6%94,7210.2%ETFDEDeere & Company$4,274$151 ▼-3.4%9,1050.2%IndustrialsBUFRFT Vest Laddered Buffer ETF$4,131$426 ▲11.5%139,1480.2%ETFLMTLockheed Martin$4,123$142 ▲3.6%9,2300.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
