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| Happy Holidays!! thanks for using AUM13F!! |
| Waddell & Associates LLC
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| CRD # | 283723 |
| SEC # | 801-107784 |
| CIK # | 0001776757 |
| AUM | $1.7 B (2025-05-16) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 901-767-9187 |
| Address | 5188 Wheelis Drive Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001776757 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Fedex Corp | 9.2 | ||
| Microsoft Corp | 7.8 | ||
| Nvidia Corp | 5.9 | ||
| Lilly Eli & Co | 4.3 | ||
| Wal Mart Stores Inc | 3.9 | ||
| Sprott Physical Silver Trust | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 664 | 208.7 |
| (b) Individuals (high net worth individuals) | 304 | 1,365.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 79.5 |
| (h) Charitable organizations | 3 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 46.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,791 | 1,701.7 |
| By Discretionary | ||
| Discretionary | 2,789 | 1,701.7 |
| Non-Discretionary | 2 | 0.1 |
| Total | 2,791 | 1,701.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,701.7 | |
| Total | 2,791 | 1,701.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776757] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NBC Securities Inc
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|
AL | 1.7 |
|
Smith Group Asset Management LLC
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|
TX | 1.7 |
|
Center for Financial Planning Inc
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MI | 1.7 |
|
Nilsine Partners LLC
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CO | 1.7 |
|
WestEnd Advisors LLC
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|
NC | 1.7 |
|
Prism Financial Group LLC
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|
KS | 1.7 |
|
JAG Capital Management LLC
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|
MO | 1.7 |
|
Diversified Management Inc
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|
WI | 1.7 |
|
AGP / Alliance Global Partners LLC
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|
CT | 1.7 |
|
Patriot Investment Management Group Inc
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|
TN | 1.7 |