WEDBUSH SECURITIES INC

PrivateCIK: 1142495
Location

PASADENA, CA

1237
Positions
$3.43M
Total AUM (reported)
38.07M
Total Shares

Allocation by class

TOTAL AUM$3.43M1237 positions
COM$3.43M99.9%
PREF$1.9K0.1%
WARNT$8.000.0%

Portfolio Concentration

Top 322.5%4–1014.4%11–2511.0%Rest52.1%TOP 1036.9%0%100%
Top 3$772.2K22.5%
4–10$494.3K14.4%
11–25$376.2K11.0%
Rest$1.79M52.1%

Top 3 weight

22.5%

Top 10 weight

36.9%

Voting Authority Distribution

Total shares with voting rights: 38.07M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

38.07M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1237
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1237
Rows:

VANGUARD S&P 500

SOLE
COM
Shares600.45K
TypeSH
Market value$358.8K
10.46%
Sole
0.00
Shared
0.00
None
600.45K

APPLE INC

SOLE
COM
Shares987.44K
TypeSH
Market value$250.6K
7.31%
Sole
0.00
Shared
0.00
None
987.44K

NVIDIA CORP

SOLE
COM
Shares933.31K
TypeSH
Market value$162.8K
4.75%
Sole
0.00
Shared
0.00
None
933.31K

COSTCO WHOLESALE CORP

SOLE
COM
Shares116.39K
TypeSH
Market value$116.0K
3.38%
Sole
0.00
Shared
0.00
None
116.39K

AMAZON.COM INC

SOLE
COM
Shares453.30K
TypeSH
Market value$94.4K
2.75%
Sole
0.00
Shared
0.00
None
453.30K

MICROSOFT CORP

SOLE
COM
Shares239.28K
TypeSH
Market value$88.6K
2.58%
Sole
0.00
Shared
0.00
None
239.28K

INVESCO

SOLE
COM
Shares120.89K
TypeSH
Market value$69.8K
2.03%
Sole
0.00
Shared
0.00
None
120.89K

ALPHABET INC

SOLE
COM
Shares174.63K
TypeSH
Market value$50.2K
1.46%
Sole
0.00
Shared
0.00
None
174.63K

STATE STREET SPDR S&P

SOLE
COM
Shares58.47K
TypeSH
Market value$38.0K
1.11%
Sole
0.00
Shared
0.00
None
58.47K

ALPHABET INC

SOLE
COM
Shares130.18K
TypeSH
Market value$37.3K
1.09%
Sole
0.00
Shared
0.00
None
130.18K

ISHARES

SOLE
COM
Shares348.52K
TypeSH
Market value$35.1K
1.02%
Sole
0.00
Shared
0.00
None
348.52K

META PLATFORMS INC

SOLE
COM
Shares58.81K
TypeSH
Market value$33.6K
0.98%
Sole
0.00
Shared
0.00
None
58.81K

TESLA INC

SOLE
COM
Shares86.28K
TypeSH
Market value$32.1K
0.94%
Sole
0.00
Shared
0.00
None
86.28K

JPMORGAN CHASE & CO

SOLE
COM
Shares92.57K
TypeSH
Market value$27.2K
0.79%
Sole
0.00
Shared
0.00
None
92.57K

PALANTIR TECHNOLOGIES

SOLE
COM
Shares184.58K
TypeSH
Market value$27.0K
0.79%
Sole
0.00
Shared
0.00
None
184.58K

CHEVRON CORP

SOLE
COM
Shares130.04K
TypeSH
Market value$26.9K
0.78%
Sole
0.00
Shared
0.00
None
130.04K

DAN IVES WEDBUSH

SOLE
COM
Shares916.73K
TypeSH
Market value$26.0K
0.76%
Sole
0.00
Shared
0.00
None
916.73K

BROADCOM INC

SOLE
COM
Shares82.05K
TypeSH
Market value$25.4K
0.74%
Sole
0.00
Shared
0.00
None
82.05K

BERKSHIRE HATHAWAY INC

SOLE
COM
Shares50.93K
TypeSH
Market value$24.4K
0.71%
Sole
0.00
Shared
0.00
None
50.93K

ISHARES

SOLE
COM
Shares33.12K
TypeSH
Market value$21.6K
0.63%
Sole
0.00
Shared
0.00
None
33.12K

EXXON MOBIL CORP

SOLE
COM
Shares120.39K
TypeSH
Market value$20.4K
0.60%
Sole
0.00
Shared
0.00
None
120.39K

VISA INC

SOLE
COM
Shares65.13K
TypeSH
Market value$19.7K
0.57%
Sole
0.00
Shared
0.00
None
65.13K

HOME DEPOT INC

SOLE
COM
Shares58.31K
TypeSH
Market value$19.2K
0.56%
Sole
0.00
Shared
0.00
None
58.31K

ABBVIE INC

SOLE
COM
Shares88K
TypeSH
Market value$19.1K
0.56%
Sole
0.00
Shared
0.00
None
88K

ADVANCED MICRO DEVICES

SOLE
COM
Shares90.58K
TypeSH
Market value$18.4K
0.54%
Sole
0.00
Shared
0.00
None
90.58K
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