Universe · entity
WEDBUSH SECURITIES INC
Institutional manager (13F) · CIK 1142495
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 | $359k | 600,451 |
| 2 | APPLE INC | $251k | 987,441 |
| 3 | NVIDIA CORP | $163k | 933,310 |
| 4 | COSTCO WHOLESALE CORP | $116k | 116,389 |
| 5 | AMAZON.COM INC | $94k | 453,299 |
| 6 | MICROSOFT CORP | $89k | 239,275 |
| 7 | INVESCO | $70k | 120,891 |
| 8 | ALPHABET INC | $50k | 174,627 |
| 9 | STATE STREET SPDR S&P | $38k | 58,468 |
| 10 | ALPHABET INC | $37k | 130,180 |
| 11 | ISHARES | $35k | 348,522 |
| 12 | META PLATFORMS INC | $34k | 58,815 |
| 13 | TESLA INC | $32k | 86,281 |
| 14 | JPMORGAN CHASE & CO | $27k | 92,574 |
| 15 | PALANTIR TECHNOLOGIES | $27k | 184,578 |
| 16 | CHEVRON CORP | $27k | 130,039 |
| 17 | DAN IVES WEDBUSH | $26k | 916,734 |
| 18 | BROADCOM INC | $25k | 82,053 |
| 19 | BERKSHIRE HATHAWAY INC | $24k | 50,932 |
| 20 | ISHARES | $22k | 33,124 |
| 21 | EXXON MOBIL CORP | $20k | 120,389 |
| 22 | VISA INC | $20k | 65,128 |
| 23 | HOME DEPOT INC | $19k | 58,308 |
| 24 | ABBVIE INC | $19k | 88,002 |
| 25 | ADVANCED MICRO DEVICES | $18k | 90,580 |
| 26 | ELI LILLY & CO | $17k | 18,405 |
| 27 | WALMART INC | $17k | 135,371 |
| 28 | NETFLIX INC | $17k | 174,138 |
| 29 | INTL BUSINESS MACHINES | $16k | 67,956 |
| 30 | JOHNSON & JOHNSON | $16k | 65,248 |
| 31 | CATERPILLAR INC | $16k | 22,218 |
| 32 | VANGUARD VALUE ETF | $15k | 74,447 |
| 33 | BLACKROCK SCIENCE & | $15k | 657,087 |
| 34 | VANGUARD TOTAL STOCK | $15k | 45,360 |
| 35 | CISCO SYSTEMS INC | $14k | 186,732 |
| 36 | CAPITAL GROUP | $14k | 335,459 |
| 37 | STATE STREET | $14k | 29,964 |
| 38 | PROCTER & GAMBLE CO | $13k | 90,117 |
| 39 | MASTERCARD INC | $13k | 25,724 |
| 40 | PALO ALTO NETWORKS INC | $13k | 79,669 |
| 41 | BANK OF AMERICA CORP | $12k | 252,811 |
| 42 | SPDR GOLD TRUST | $12k | 28,063 |
| 43 | CITIGROUP INC | $12k | 104,338 |
| 44 | JPMORGAN | $12k | 208,656 |
| 45 | WESTERN DIGITAL CORP | $11k | 41,481 |
| 46 | RTX CORP | $11k | 56,708 |
| 47 | AMGEN INC | $11k | 30,997 |
| 48 | GE VERNOVA LLC | $11k | 12,394 |
| 49 | BOEING COMPANY | $11k | 54,331 |
| 50 | ORACLE CORP | $10k | 68,553 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.