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Institutional Investment Manager
WADE G W & INC
WADE G W & INC (CIK: 0001132556) incorporated in Massachusetts, located at 93 Worcester Street, Wellesley, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 215 holdings with a total value of $512,421,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ABBVIE INC 9,137 522,000 0.10%
102 ENTERPRISE PRODS PARTNERS L 21,455 528,000 0.10%
103 VANGUARD INDEX FDS 2,842 536,000 0.10%
104 Abbott Labs Common 13,346 558,000 0.11%
105 VANGUARD INDEX FDS 5,348 561,000 0.11%
106 COMCAST CORP NEW 9,196 562,000 0.11%
107 HOME DEPOT INC 4,243 566,000 0.11%
108 GENERAL DYNAMICS CORP 4,328 569,000 0.11%
109 ACCENTURE PLC IRELAND 4,968 573,000 0.11%
110 BROADRIDGE FINL SOLUTIONS IN 9,803 581,000 0.11%
111 MACYS INC 13,385 590,000 0.12%
112 MAGELLAN MIDSTREAM PRTNRS LP 8,933 615,000 0.12%
113 BANK AMERICA CORP 45,994 622,000 0.12%
114 AMGEN INC 4,234 635,000 0.12%
115 Auto Data Processing 7,202 646,000 0.13%
116 HUBSPOT INCORPORATED 16,166 705,000 0.14%
117 UNILEVER N V 16,328 730,000 0.14%
118 TECO ENERGY INC COM 26,664 734,000 0.14%
119 COSTCO WHSL CORP NEW 4,753 749,000 0.15%
120 WISDOMTREE TR 13,505 754,000 0.15%
121 ILLINOIS TOOL WKS INC 7,511 769,000 0.15%
122 NUVEEN NASDAQ 100 DYNAMIC OV 42,833 791,000 0.15%
123 BLACKSTONE GROUP L P 30,004 842,000 0.16%
124 ISHARES TR 31,412 911,000 0.18%
125 WISDOMTREE TR 12,132 915,000 0.18%
126 PHILIP MORRIS INTL INC 9,412 923,000 0.18%
127 MERCK & CO INC 17,735 938,000 0.18%
128 ALPHABET INC 1,231 939,000 0.18%
129 SPDR DOW JONES INDL AVRG ETF 5,677 1,003,000 0.20%
130 REYNOLDS AMERICAN INC 20,854 1,049,000 0.20%
131 AMAZON COM INC 1,833 1,088,000 0.21%
132 SELECT SECTOR SPDR TR 49,146 1,106,000 0.22%
133 VANGUARD INTL EQUITY INDEX F 32,626 1,128,000 0.22%
134 WISDOMTREE TR 15,285 1,135,000 0.22%
135 VANGUARD INDEX FDS 10,398 1,159,000 0.23%
136 LOCKHEED MARTIN CORP 5,234 1,159,000 0.23%
137 ISHARES RUSSELL 3000 ETF 9,609 1,161,000 0.23%
138 ORACLE CORP 28,385 1,161,000 0.23%
139 WISDOMTREE TR 13,532 1,165,000 0.23%
140 ISHARES TR 17,256 1,224,000 0.24%
141 ALPHABET INC 1,645 1,226,000 0.24%
142 NEXTERA ENERGY INC 10,493 1,242,000 0.24%
143 GILEAD SCIENCES INC 13,646 1,254,000 0.24%
144 ISHARES RUSSELL 2000 GROWTH ETF 9,564 1,268,000 0.25%
145 BUCKEYE PARTNERS L P 19,763 1,343,000 0.26%
146 RYDEX ETF TRUST 17,476 1,372,000 0.27%
147 SPDR S&P MIDCAP 400 ETF TR 5,331 1,401,000 0.27%
148 BRISTOL MYERS SQUIBB CO 22,081 1,411,000 0.28%
149 SPDR GOLD TR 12,424 1,462,000 0.29%
150 BERKSHIRE HATHAWAY INC DE CL B NEW 10,543 1,496,000 0.29%
Page 3 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-008301, filed 2016.04.26).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.