WADE G W & INC
93 WORCESTER STREET, WELLESLEY, Massachusetts, 02481, (781) 239-1188
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 124 |
| New Positions | 2 |
| Increased Positions | 47 |
| Decreased Positions | 64 |
| Positions with Activity | 111 |
| Sold Out Positions | 48 |
| Total Mkt Value (in $ millions) |
287 |
Sector Weighting
| Basic Materials | 3.18% |
| Capital Goods | 4.07% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 10.65% |
| Energy | 4.36% |
| Financial | 52.21% |
| Healthcare | 4.49% |
| Services | 6.8% |
| Technology | 9.52% |
| Transportation | 1.48% |
| Utilities | 3.23% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
124 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | DJ SEL DIV INX | 24,642 | 4,070 | 19.78 | 374,721 |
| WISDOMTREE TRUST | LARGECAP DIVID | 24,402 | 2,378 | 10.80 | 395,628 |
| ISHARES TR | RUSSELL1000GRW | 17,144 | 2,085 | 13.85 | 228,319 |
| ISHARES TR | US PFD STK IDX | 14,895 | 4,134 | 38.41 | 375,195 |
| ISHARES TR | RUSSELL1000VAL | 9,047 | 973 | 12.06 | 105,485 |
| INTERNATIONAL BUSINESS MACHS | COM | 6,840 | -177 | (2.52) | 33,385 |
| SPDR S&P 500 ETF TR | TR UNIT | 5,845 | 382 | 6.99 | 35,266 |
| PROCTER & GAMBLE CO | COM | 5,808 | -148 | (2.49) | 73,482 |
| CHEVRON CORP NEW | COM | 5,638 | -34 | (0.6) | 46,397 |
| JOHNSON & JOHNSON | COM | 5,397 | 11 | .20 | 62,490 |
| INTL PAPER CO | COM | 5,316 | -61 | (1.13) | 115,644 |
| HONEYWELL INTL INC | COM | 5,282 | 14 | .26 | 65,331 |
| BRISTOL MYERS SQUIBB CO | COM | 5,227 | 21 | .40 | 111,572 |
| ISHARES TR | DJ INTL SEL DIVD | 5,087 | 1,517 | 42.48 | 148,615 |
| BLACKROCK INC | COM | 4,952 | 2 | .03 | 17,911 |
| COLGATE PALMOLIVE CO | COM | 4,892 | .00 | 81,948 | |
| 3M CO | COM | 4,738 | 5 | .11 | 41,940 |
| GENERAL ELECTRIC CO | COM | 4,675 | 20 | .43 | 192,146 |
| CLOROX CO DEL | COM | 4,534 | 39 | .88 | 52,818 |
| KIMBERLY CLARK CORP | COM | 4,480 | 2 | .05 | 45,054 |
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