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Jay Kasting

Gaddis Premier Wealth Advisors Llc

Assets Managed
$135.598M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
2.92%(2Q avg: 1.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Gaddis Premier Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Gaddis Premier Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.598M in assets, with a quarterly growth rate of 2.92% and a 2-quarter average growth rate of 1.46%. The portfolio is managed by Jay Kasting, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IHDG
Wisdomtree International Hed
Recent Activity
Increased 1.77%
11.04%
$14.965M
310,807 shares@ $48.15 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 2.66%
8.77%
$11.886M
135,309 shares@ $87.85 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 4.11%
8.41%
$11.403M
268,054 shares@ $42.54 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 1.02%
6.49%
$8.79M
128,736 shares@ $68.29 avg price
FFSM
Fidelity Fund Sm Mid Cap Etf
Recent Activity
Increased 3.38%
5.07%
$6.865M
214,864 shares@ $31.96 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 3.75%
4.45%
$6.031M
243,498 shares@ $24.77 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 1.87%
4.43%
$5.995M
152,033 shares@ $39.43 avg price
PTLC
Pacer Trendpilot Us Large Ca
Recent Activity
Increased 0.82%
4.09%
$5.543M
105,654 shares@ $52.47 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 1.17%
4.04%
$5.467M
49,347 shares@ $110.79 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Increased 2.54%
3.73%
$5.052M
30,881 shares@ $163.59 avg price

1-10 of 84