Gaddis Premier Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Gaddis Premier Wealth Advisors LLC held in its portfolio 82 assets valued at $131,756,550 (i.e. $131.76M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($14.86M), WISDOMTREE TR ($11.79M), and CAPITAL GROUP DIVIDEND VALUE ($11.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 82 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gaddis Premier Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 305412 | 14861330 | ITL HDG QTLY DIV |
| WISDOMTREE TR | 131814 | 11788151 | US QTLY DIV GRT |
| CAPITAL GROUP DIVIDEND VALUE | 257474 | 11236165 | SHS CREATION UNI |
| FIRST TR EXCHANGE TRADED FD | 127443 | 8853454 | RISNG DIVD ACHIV |
| FIDELITY COVINGTON TRUST | 207859 | 6379193 | FUNDAMENTAL SMAL |
| FIRST TR EXCHNG TRADED FD VI | 234712 | 5907701 | SMITH UNCONSTRAI |
| PACER FDS TR | 104805 | 5825047 | TRENDP US LAR CP |
| FIRST TR EXCHANGE-TRADED FD | 149251 | 5719298 | SMID RISNG ETF |
| FIRST TR EXCHANGE TRADED FD | 48777 | 4795755 | RBA INDL ETF |
| FIRST TR EXCHANGE TRADED FD | 30118 | 4608656 | NASDQ CLN EDGE |
| FIRST TR EXCHANGE TRADED FD | 63974 | 4570942 | NASDAQ CYB ETF |
| NVIDIA CORPORATION | 15326 | 2858270 | COM |
| APPLE INC | 7564 | 2056243 | COM |
| MICROSOFT CORP | 3558 | 1720801 | COM |
| FIDELITY MERRIMACK STR TR | 37251 | 1715016 | TOTAL BD ETF |
| JOHN HANCOCK EXCHANGE TRADED | 23991 | 1570900 | MULTIFACTOR MI |
| INVESCO QQQ TR | 2428 | 1491593 | UNIT SER 1 |
| OGE ENERGY CORP | 33494 | 1430176 | COM |
| FIDELITY COVINGTON TRUST | 23087 | 1266094 | BLUE CHIP GRWTH |
| THERMO FISHER SCIENTIFIC INC | 2165 | 1254509 | COM |
| VANGUARD INDEX FDS | 1953 | 1224976 | S&P 500 ETF SHS |
| AMAZON COM INC | 4856 | 1120928 | COM |
| DBX ETF TR | 18101 | 1055441 | XTRACKERS RUSSEL |
| EXXON MOBIL CORP | 8522 | 1025561 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 6699 | 963919 | ORDINARY SHARES |
| FIDELITY COVINGTON TRUST | 25386 | 928622 | ENHANCED INTL |
| META PLATFORMS INC | 1404 | 926766 | CL A |
| CHEVRON CORP NEW | 5930 | 903791 | COM |
| FIRST TR EXCHNG TRADED FD VI | 18616 | 885563 | FT VEST US EQT |
| INVESCO EXCH TRADED FD TR II | 3483 | 880995 | NASDAQ 100 ETF |
| INVESCO ACTIVELY MANAGED EXC | 18478 | 876238 | TOTAL RETURN |
| BERKSHIRE HATHAWAY INC DEL | 1631 | 819822 | CL B NEW |
| COHERENT CORP | 4080 | 753046 | COM |
| MASTEC INC | 3248 | 706018 | COM |
| CENCORA INC | 2076 | 701169 | COM |
| AT&T INC | 28044 | 696601 | COM |
| GOLDMAN SACHS GROUP INC | 778 | 683937 | COM |
| FIDELITY COVINGTON TRUST | 11635 | 659603 | HIGH DIVID ETF |
| PACER FDS TR | 19438 | 654150 | TRENDPILOT FD |
| WALMART INC | 5813 | 647621 | COM |
| SURGEPAYS INC | 377924 | 631133 | COM NEW |
| DELL TECHNOLOGIES INC | 4843 | 609654 | CL C |
| APPLIED INDL TECHNOLOGIES IN | 2367 | 607784 | COM |
| PACER FDS TR | 9842 | 592169 | US CASH COWS 100 |
| ENERGY TRANSFER L P | 34905 | 575576 | COM UT LTD PTN |
| PACER FDS TR | 14009 | 541868 | DEVELOPED MRKT |
| FIDELITY COVINGTON TRUST | 2321 | 521475 | MSCI INFO TECH I |
| WABTEC | 2409 | 514208 | COM |
| ONEOK INC NEW | 6750 | 496089 | COM |
| ELI LILLY & CO | 435 | 467558 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5015 | 463967 | CAP STRENGTH ETF |
| PACER FDS TR | 5785 | 454990 | TRENDPILOT 100 |
| DIMENSIONAL ETF TRUST | 11401 | 451359 | US CORE EQUITY 2 |
| ISHARES TR | 3931 | 378005 | 7-10 YR TRSY BD |
| PACER FDS TR | 8068 | 357991 | US SMALL CAP CAS |
| CONOCOPHILLIPS | 3784 | 354191 | COM |
| PALANTIR TECHNOLOGIES INC | 1991 | 353886 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 9488 | 325059 | FT VEST LADDERED |
| HOME DEPOT INC | 936 | 322126 | COM |
| SPDR S&P 500 ETF TR | 461 | 314341 | TR UNIT |
| PEPSICO INC | 2176 | 312300 | COM |
| J P MORGAN EXCHANGE TRADED F | 5374 | 307608 | EQUITY PREMIUM |
| PGIM ETF TR | 8276 | 293632 | ACTV HY BD ETF |
| IRON MTN INC DEL | 3426 | 284148 | COM |
| JANUS DETROIT STR TR | 5376 | 279875 | HENDERSON SECURI |
| AIM ETF PRODUCTS TRUST | 7037 | 274443 | ALLIANZIM US EQU |
| INNOVATOR ETFS TRUST | 5075 | 269221 | US EQTY BUFR MAR |
| FS KKR CAP CORP | 17216 | 254962 | COM |
| ALPHABET INC | 814 | 254660 | CAP STK CL A |
| T ROWE PRICE ETF INC | 6362 | 243156 | CAP APPRECIATION |
| AMERICAN HEALTHCARE REIT INC | 5045 | 237418 | COM SHS |
| BLUEROCK PVT REAL ESTATE FD | 15778 | 236670 | COM |
| PHILLIPS 66 | 1829 | 236034 | COM |
| PROCTER AND GAMBLE CO | 1636 | 234455 | COM |
| SPDR DOW JONES INDL AVERAGE | 477 | 229361 | UT SER 1 |
| AXON ENTERPRISE INC | 403 | 228876 | COM |
| INVESCO EXCHANGE TRADED FD T | 1955 | 227570 | DORSEY WRIGHT MO |
| STRIDE INC | 3195 | 207451 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4404 | 202936 | SHS |
| SIMMONS 1ST NATL CORP | 10645 | 200658 | CL A $1 PAR |
| FIRST TR EXCH TRADED FD III | 10277 | 199263 | INSTL PFD SECS |
| PRIMO BRANDS CORPORATION | 11276 | 184363 | CLASS A COM SHS |
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