Wedbush-Securities

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
1,111
Total Value
2724592
Accession Number
0001142495-25-000027
Form Type
13F-HR
Manager Name
Wedbush-Securities
Data Enrichment
71% identified
791 identified320 unidentified

Holdings

1,111 positions • $2.7M total value
Manager:
Search and click to pin securities to the top
Page 17 of 56
PITNEY BOWES INC /DE/
Shares:139.7K
Value:$1.3M
% of Portfolio:46.4% ($1.3M/$2.7M)
Constellation Energy Corp
Shares:6.3K
Value:$1.3M
% of Portfolio:46.4% ($1.3M/$2.7M)
Shares:37.4K
Value:$1.3M
% of Portfolio:46.4% ($1.3M/$2.7M)
Shell plc
Shares:17.1K
Value:$1.3M
% of Portfolio:45.9% ($1.3M/$2.7M)
46137V472
Shares:13.6K
Value:$1.2M
% of Portfolio:45.8% ($1.2M/$2.7M)
922907746
Shares:25.1K
Value:$1.2M
% of Portfolio:45.7% ($1.2M/$2.7M)
Nuveen Taxable Municipal Income Fund
Shares:77.7K
Value:$1.2M
% of Portfolio:45.7% ($1.2M/$2.7M)
Shares:17.4K
Value:$1.2M
% of Portfolio:45.6% ($1.2M/$2.7M)
922908637
Shares:4.8K
Value:$1.2M
% of Portfolio:45.4% ($1.2M/$2.7M)
Nuveen Dynamic Municipal Opportunities Fund
Shares:120.3K
Value:$1.2M
% of Portfolio:45.3% ($1.2M/$2.7M)
33733E302
Shares:5.6K
Value:$1.2M
% of Portfolio:45.3% ($1.2M/$2.7M)
Edwards Lifesciences Corp
Shares:16.9K
Value:$1.2M
% of Portfolio:45.0% ($1.2M/$2.7M)
Zscaler, Inc.
Shares:6.2K
Value:$1.2M
% of Portfolio:44.8% ($1.2M/$2.7M)
APPLIED MATERIALS INC /DE
Shares:8.4K
Value:$1.2M
% of Portfolio:44.7% ($1.2M/$2.7M)
464288588
Shares:12.9K
Value:$1.2M
% of Portfolio:44.6% ($1.2M/$2.7M)
921937835
Shares:16.2K
Value:$1.2M
% of Portfolio:43.8% ($1.2M/$2.7M)
75526L886
Shares:31.7K
Value:$1.2M
% of Portfolio:43.8% ($1.2M/$2.7M)
CORNING INC /NY
Shares:26.0K
Value:$1.2M
% of Portfolio:43.7% ($1.2M/$2.7M)
BlackRock Taxable Municipal Bond Trust
Shares:71.1K
Value:$1.2M
% of Portfolio:43.5% ($1.2M/$2.7M)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:2.2K
Value:$1.2M
% of Portfolio:43.4% ($1.2M/$2.7M)