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Wendy Olson

Wedbush Securities Inc

Assets Managed
$3.429B
Holdings
1237
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
0.06%(2Q avg: 6.01%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedbush Securities Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1237 positions.

Assets under management

The assets under management (AUM) of Wedbush Securities Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.429B in assets, with a quarterly growth rate of 0.06% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Wendy Olson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.14%
10.47%
$358.799M
600,451 shares@ $597.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.03%
7.31%
$250.603M
987,441 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.39%
4.75%
$162.769M
933,310 shares@ $174.4 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.52%
3.39%
$115.974M
116,389 shares@ $996.44 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.63%
2.76%
$94.409M
453,299 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.2%
2.59%
$88.573M
239,275 shares@ $370.18 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.35%
2.04%
$69.776M
120,891 shares@ $577.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.31%
1.47%
$50.216M
174,627 shares@ $287.57 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.99%
1.11%
$38.024M
58,468 shares@ $650.34 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.73%
1.09%
$37.343M
130,180 shares@ $286.86 avg price

1-10 of 1237