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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WADDELL & ASSOCIATES, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001765380-25-000463

Total Value
$1.18B
Positions
325
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1FEDEX CORPFDX450,018$106.1M9.03%
2GLOBAL X FDS37954Y6731,892,168$90.1M7.67%
3SPDR S&P MIDCAP 400 ETF TRMDY148,331$88.4M7.52%
4WISDOMTREE TRWT978,139$87.0M7.40%
5SCHWAB STRATEGIC TR8085247632,782,250$86.7M7.38%
6GLOBAL X FDS37954Y5741,540,624$71.7M6.10%
7DOUBLELINE ETF TRUST25861R2042,054,398$66.9M5.69%
8SCHWAB STRATEGIC TR8085247222,050,350$65.9M5.60%
9ISHARES TR46432F842604,508$52.8M4.49%
10INVESCO EXCH TRADED FD TR IIIVZ198,399$49.0M4.17%
11SPDR INDEX SHS FDS78463X756647,051$43.5M3.70%
12AMERICAN CENTY ETF TR025072604553,961$41.6M3.54%
13DIREXION SHS ETF TR25459Y207407,902$41.4M3.53%
14APPLE INCAAPL58,951$15.0M1.28%
15MICROSOFT CORPMSFT19,421$10.1M0.86%
16SPDR S&P 500 ETF TRSPY13,817$9.2M0.78%
17NVIDIA CORPORATIONNVDA48,241$9.0M0.77%
18DOUBLELINE ETF TRUST25861R105181,957$8.5M0.72%
19BERKSHIRE HATHAWAY INC DELBRK-A15,331$7.7M0.66%
20TWO RDS SHARED TR90214Q584402,685$5.9M0.50%
21SPROTT ASSET MANAGEMENT LPSII354,385$5.6M0.47%
22ISHARES TR46432F38842,496$5.3M0.45%
23ISHARES TR46428761411,245$5.3M0.45%
24WALMART INCWMT50,970$5.3M0.45%
25ALPHABET INCGOOG18,721$4.6M0.39%
26ELI LILLY & COLLY5,880$4.5M0.38%
27VANGUARD INDEX FDS92290874422,571$4.2M0.36%
28JPMORGAN CHASE & CO.VYLD13,327$4.2M0.36%
29ISHARES TR46428746544,827$4.2M0.36%
30ISHARES TR46428825725,247$3.5M0.30%
31VANGUARD INDEX FDS9229083635,665$3.5M0.30%
32AUTOZONE INCAZO803$3.4M0.29%
33VANGUARD STAR FDS92190976845,007$3.3M0.28%
34HOME DEPOT INCHD7,059$2.9M0.24%
35META PLATFORMS INCMETA3,691$2.7M0.23%
36ISHARES TR46428772113,098$2.6M0.22%
37ORACLE CORPORCL-PD8,668$2.4M0.21%
38ALPHABET INCGOOG9,557$2.3M0.20%
39AMAZON COM INCAMZN10,283$2.3M0.19%
40EXXON MOBIL CORPXOM19,367$2.2M0.19%
41PROCTER AND GAMBLE CO74271810913,428$2.1M0.18%
42JOHNSON & JOHNSONJNJ10,065$1.9M0.16%
43NETFLIX INCNFLX1,543$1.8M0.16%
44VANGUARD INTL EQUITY INDEX F92204274213,183$1.8M0.15%
45TESLA INCTSLA4,010$1.8M0.15%
46INVESCO QQQ TRIVZ2,910$1.7M0.15%
47RED CAT HLDGS INCRCAT165,260$1.7M0.15%
48BROADCOM INCAVGO5,029$1.7M0.14%
49DIMENSIONAL ETF TRUST25434V30252,284$1.6M0.14%
50GE AEROSPACE3696043015,389$1.6M0.14%
51SPROTT ASSET MANAGEMENT LPSII42,909$1.6M0.13%
52WISDOMTREE TRWT53,221$1.5M0.13%
53SPROTT ASSET MANAGEMENT LPSII50,434$1.5M0.13%
54AFLAC INCAFL13,082$1.5M0.12%
55ISHARES TR46435U55630,735$1.4M0.12%
56MERCK & CO INCMRK16,337$1.4M0.12%
57PEPSICO INCPEP9,723$1.4M0.12%
58VISA INCV3,955$1.4M0.11%
59INTEL CORPINTC38,520$1.3M0.11%
60CHEVRON CORP NEWCVX8,097$1.3M0.11%
61INTERNATIONAL BUSINESS MACHSINTR4,355$1.2M0.10%
62PUBLIC STORAGE OPER COPSA-PS4,223$1.2M0.10%
63INVESCO EXCHANGE TRADED FD TIVZ6,391$1.2M0.10%
64ROBLOX CORPRBLX8,409$1.2M0.10%
65ELEVATION SERIES TRUST210322673139,883$1.1M0.10%
66SPDR SERIES TRUST78464A84720,024$1.1M0.10%
67BANK AMERICA CORP06050510421,898$1.1M0.10%
68NEWMONT CORPNEMCL13,381$1.1M0.10%
69GENERAL DYNAMICS CORPGD3,203$1.1M0.09%
70ALLSTATE CORPALL-PJ5,070$1.1M0.09%
71GE VERNOVA INCGEV1,692$1.0M0.09%
72COCA COLA COKO14,842$984,2980.08%
73PNC FINL SVCS GROUP INC6934751054,665$937,3380.08%
74GOLDMAN SACHS GROUP INCGSCE1,177$937,3040.08%
75WEST PHARMACEUTICAL SVSC INC9553061053,510$920,7780.08%
76CISCO SYS INCCSCO13,392$916,3010.08%
77ARISTA NETWORKS INCANET6,281$915,2050.08%
78REGIONS FINANCIAL CORP NEWRF-PF33,991$896,3430.08%
79EDWARDS LIFESCIENCES CORPEW11,321$880,4340.07%
80AMERICAN EXPRESS COAXP2,638$876,2380.07%
81VERISIGN INCVRSN3,118$871,6990.07%
82OREILLY AUTOMOTIVE INC67103H1078,061$869,0560.07%
83CUMMINS INCCMI2,047$864,5910.07%
84MICRON TECHNOLOGY INCMU5,061$846,7350.07%
85INVESCO EXCHANGE TRADED FD TIVZ18,518$841,0880.07%
86VERTIV HOLDINGS COVRT5,398$814,3420.07%
87SELECT SECTOR SPDR TR81369Y8032,862$806,6830.07%
88COHERENT CORPCOHR7,150$770,1980.07%
89ABBVIE INCABBV3,320$768,7020.07%
90INCYTE CORPINCY8,895$754,3850.06%
91SNOWFLAKE INCSNOW3,334$751,9840.06%
92LOWES COS INC5486611072,939$738,5860.06%
93BOOKING HOLDINGS INCBKNG136$734,3010.06%
94KINDER MORGAN INC DELEP-PC25,870$732,3800.06%
95ADOBE INCADBE2,048$722,4320.06%
96EXPEDIA GROUP INCEXPE3,351$716,2760.06%
97APPLIED MATLS INC0382221053,466$709,6290.06%
98BOEING COBA-PA3,235$698,2340.06%
99ALTRIA GROUP INCMO10,565$697,9260.06%
100MASTERCARD INCORPORATEDMA1,210$688,2600.06%
101PROGRESSIVE CORP7433151032,761$681,8290.06%
102UNITEDHEALTH GROUP INCUNH1,964$678,3110.06%
103WELLS FARGO CO NEW9497461018,050$674,7510.06%
104PALANTIR TECHNOLOGIES INCPLTR3,631$662,3670.06%
105COMFORT SYS USA INC199908104789$651,0670.06%
106DOORDASH INCDASH2,391$650,3280.06%
107GENERAL MTRS CO37045V10010,600$646,2820.05%
108PG&E CORPPCG-PX42,740$644,5190.05%
109MCDONALDS CORPMCD2,079$631,9160.05%
110GLOBAL X FDS37954Y63212,639$624,2400.05%
111PFIZER INCPFE24,278$618,5970.05%
112SERVICE CORP INTL8175651047,426$617,9920.05%
113ISHARES TR46429B6976,470$615,5560.05%
114CHUBB LIMITEDCB2,170$612,5680.05%
115KINDLY MD INC49457M106572,371$612,4370.05%
116ISHARES TR46428723411,390$608,2260.05%
117SCHWAB CHARLES CORPSCHW-PJ6,367$607,8610.05%
118CITIGROUP INCC-PR5,984$607,3360.05%
119CAPITAL ONE FINL CORP14040H1052,815$598,4130.05%
120VEEVA SYS INCVEEV1,987$591,9470.05%
121VENTAS INCVTR8,455$591,7650.05%
122FIDELITY COVINGTON TRUST31609233720,000$589,6000.05%
123EVEREST GROUP LTDEG1,673$585,9350.05%
124GOLDMAN SACHS ETF TRNVGLF14,192$583,4330.05%
125TECHNIPFMC PLCFTI14,666$578,5740.05%
126VANGUARD INTL EQUITY INDEX F9220427757,990$570,2460.05%
127PALO ALTO NETWORKS INCPANW2,783$566,6740.05%
128MOLINA HEALTHCARE INCMOH2,960$566,4260.05%
129AIRBNB INCABNB4,634$562,6600.05%
130INVESTMENT MANAGERS SER TR I46141T11730,098$551,5550.05%
131WELLTOWER INCWELL3,071$547,0680.05%
132NVENT ELECTRIC PLCNVT5,542$546,6630.05%
133VANGUARD INDEX FDS9229087691,600$525,0810.04%
134S&P GLOBAL INCSPGI1,071$521,2660.04%
135TAPESTRY INCTPR4,567$517,0760.04%
136LYFT INCLYFT23,388$514,7700.04%
137ISHARES TR46432F3392,586$502,9770.04%
138DUKE ENERGY CORP NEWDUKB4,015$496,8560.04%
139AT&T INCT-PC17,373$490,6100.04%
140MORGAN STANLEYMS-PQ3,067$487,5300.04%
141EDISON INTL2810201078,619$476,4580.04%
142MARATHON PETE CORPMARA2,470$476,0680.04%
143SALESFORCE INCCRM2,000$474,0480.04%
144ACCENTURE PLC IRELANDACN1,885$464,8410.04%
145ZSCALER INCZS1,551$464,7730.04%
146ALNYLAM PHARMACEUTICALS INCALNY1,018$464,2080.04%
147EQUINIX INCEQIX589$461,3280.04%
148MEDPACE HLDGS INCMEDP895$460,1730.04%
149HILTON WORLDWIDE HLDGS INCHLT1,768$458,6900.04%
150DRAFTKINGS INC NEWDKNG12,196$456,1300.04%
151ZOOM COMMUNICATIONS INCZM5,503$453,9980.04%
152PHILIP MORRIS INTL INC7181721092,790$452,5380.04%
153DELL TECHNOLOGIES INCDELL3,147$446,0800.04%
154HUNT J B TRANS SVCS INC4456581073,290$441,4190.04%
155UNION PAC CORPUNP1,863$440,3570.04%
156TRAVELERS COMPANIES INCTRV1,567$437,6470.04%
157SYSCO CORPSYY5,219$429,7320.04%
158BEST BUY INCBBY5,517$417,1960.04%
159CENTENE CORP DELCNC11,616$414,4590.04%
160DIGITAL RLTY TR INC2538681032,397$414,3930.04%
161CONOCOPHILLIPSCOP4,379$414,2100.04%
162DISNEY WALT CO2546871063,583$410,2610.03%
163NUTANIX INCNTNX5,505$409,5170.03%
164ABBOTT LABSABLZF3,047$408,1150.03%
165REGENERON PHARMACEUTICALSREGN724$407,0830.03%
166PACER FDS TR69374H20411,366$407,0330.03%
167LINDE PLCLIN846$401,8500.03%
168PHILLIPS 66PSX2,909$395,7220.03%
169SEMPRASREA4,384$394,4720.03%
170HUBBELL INCHUBB916$394,1640.03%
171ELEVANCE HEALTH INC FORMERLYELV1,209$390,6520.03%
172ADT INC DELADT44,459$387,2380.03%
173SPDR INDEX SHS FDS78463X4344,315$379,3320.03%
174QUALCOMM INCQCOM2,262$376,3060.03%
175LOUISIANA PAC CORPLPX4,177$371,0850.03%
176MSCI INCMSCI645$365,9790.03%
177SCHWAB STRATEGIC TR80852420113,864$365,1780.03%
178HUBSPOT INCHUBS780$364,8840.03%
179GARMIN LTDGRMN1,471$362,1900.03%
180EVERCORE INCEVR1,058$356,8850.03%
181DELTA AIR LINES INC DELDAL6,273$355,9930.03%
182ILLUMINA INCILMN3,745$355,6630.03%
183VANGUARD INDEX FDS9229087511,398$355,4620.03%
184MANHATTAN ASSOCIATES INCMANH1,729$354,4100.03%
185BECTON DICKINSON & COBDX1,875$350,9440.03%
1863M COMMM2,257$350,2410.03%
187ISHARES TR4642875722,909$349,1090.03%
188VALERO ENERGY CORPVLO2,040$347,3300.03%
189BORGWARNER INCBWA7,894$347,0200.03%
190FORTINET INCFTNT4,076$342,7100.03%
191CVS HEALTH CORPCVS4,527$341,2910.03%
192TRUIST FINL CORP89832Q1097,409$338,7360.03%
193INVESCO EXCH TRADED FD TR IIIVZ14,125$337,8700.03%
194LOCKHEED MARTIN CORPLMT673$335,9680.03%
195MATCH GROUP INC NEWMTCH9,428$332,9970.03%
196ADVISORS INNER CIRCLE FD0075W016310,604$330,7150.03%
197NATERA INCNTRA2,023$325,6420.03%
198TEXAS ROADHOUSE INCTXRH1,952$324,3250.03%
199YUM BRANDS INCYUM2,133$324,2160.03%
200STRYKER CORPORATIONSYK867$320,3640.03%
201LAM RESEARCH CORPLRCX2,386$319,4850.03%
202OLD REP INTL CORP6802231047,458$316,7410.03%
203COSTCO WHSL CORP NEW22160K105342$316,5960.03%
204BRISTOL-MYERS SQUIBB COCELG-RI7,007$315,9940.03%
205NEUROCRINE BIOSCIENCES INCNBIX2,221$311,7840.03%
206ROKU INCROKU3,090$309,4020.03%
207TORO COTORO4,047$308,3810.03%
208DEERE & CODE674$308,1930.03%
209TENET HEALTHCARE CORPTHC1,513$307,2000.03%
210AMPHENOL CORP NEW0320951012,474$306,1580.03%
211ENCOMPASS HEALTH CORPEHC2,405$305,4830.03%
212DIMENSIONAL ETF TRUST25434V7087,840$302,3890.03%
213JOHNSON CTLS INTL PLCG515021052,742$301,4830.03%
214COLGATE PALMOLIVE COCL3,763$300,8140.03%
215ZOETIS INCZTS2,030$297,0300.03%
216DEVON ENERGY CORP NEW25179M1038,468$296,8880.03%
217US FOODS HLDG CORPUSFD3,847$294,7570.03%
218INVESCO EXCHANGE TRADED FD TIVZ5,085$292,4890.02%
219POPULAR INCBPOPM2,275$288,9480.02%
220BOOZ ALLEN HAMILTON HLDG CORBAH2,890$288,8560.02%
221ALEXANDRIA REAL ESTATE EQ IN0152711093,455$287,9400.02%
222INVESCO LTDIVZ12,543$287,7360.02%
223MGM RESORTS INTERNATIONALMGM8,261$286,3260.02%
224WILLIAMS COS INC9694571004,490$284,4420.02%
225HF SINCLAIR CORPDINO5,421$283,7350.02%
226BIOMARIN PHARMACEUTICAL INCBMRN5,176$280,3320.02%
227FIDELITY NATIONAL FINANCIALFNF4,629$280,0080.02%
228ISHARES TR464287648873$279,3950.02%
229FREEPORT-MCMORAN INCFCX7,096$278,3050.02%
230DANAHER CORPORATION2358511021,398$277,1670.02%
231ROBERT HALF INC.RHI8,127$276,1550.02%
232LAMAR ADVERTISING CO NEWLAMR2,254$275,9350.02%
233MARRIOTT INTL INC NEW5719032021,053$274,2430.02%
234AMETEK INCAME1,445$271,6600.02%
235CRH PLCCRH2,265$271,5740.02%
236SPDR GOLD TRGLD763$271,2240.02%
237ELASTIC N VESTC3,196$270,0300.02%
238VANGUARD INDEX FDS922908736558$267,5050.02%
239FIRST TR EXCH TRADED FD III33739P3015,570$264,6310.02%
240EXTRA SPACE STORAGE INCEXR1,873$263,9810.02%
241JANUS HENDERSON GROUP PLCJHG5,904$262,7870.02%
242CROWN HLDGS INCCCK2,708$261,5660.02%
243ARROW ELECTRS INC0427351002,161$261,4810.02%
244MEDTRONIC PLCMDT2,744$261,3390.02%
245TOLL BROTHERS INCTOL1,879$259,5650.02%
246IQVIA HLDGS INCIQV1,360$258,3180.02%
247AMERICAN ELEC PWR CO INC0255371012,293$257,9630.02%
248D R HORTON INC23331A1091,520$257,5940.02%
249MID-AMER APT CMNTYS INC59522J1031,843$257,5150.02%
250BROWN & BROWN INCBRO2,737$256,7030.02%
251PINTEREST INCPINS7,930$255,1080.02%
252DOLLAR GEN CORP NEW2566771052,449$253,1040.02%
253EMCOR GROUP INCEME387$251,3720.02%
254MUELLER INDS INC6247561022,477$250,4490.02%
255OMEGA HEALTHCARE INVS INC6819361005,916$249,7740.02%
256LPL FINL HLDGS INC50212V100746$248,1870.02%
257LISTED FDS TR53656F8479,490$247,9670.02%
258VANECK ETF TRUST92189F6432,493$247,0810.02%
259TRANE TECHNOLOGIES PLCTT585$246,8470.02%
260AUTODESK INCADSK775$246,1940.02%
261GLOBE LIFE INCGL-PD1,722$246,1940.02%
262CORNING INCGLW2,994$245,5980.02%
263CITIZENS FINL GROUP INCCIA4,549$241,8250.02%
264SERVICENOW INCNOW262$241,1130.02%
265AON PLCAON676$241,0480.02%
266NEWS CORP NEWNWSLL7,847$240,9810.02%
267BIOGEN INCBIIB1,719$240,7980.02%
268PINNACLE FINL PARTNERS INC72346Q1042,565$240,5710.02%
269TJX COS INC NEW8725401091,661$240,1070.02%
270DUPONT DE NEMOURS INCDD3,076$239,6200.02%
271OVINTIV INCOVV5,929$239,4130.02%
272ISHARES TR46434V3164,614$238,1560.02%
273DUOLINGO INCDUOL731$235,2650.02%
274UBER TECHNOLOGIES INCUBER2,365$231,6990.02%
275WESTERN DIGITAL CORPWDC1,927$231,3560.02%
276FASTENAL COFAST4,716$231,2730.02%
277VANGUARD INDEX FDS922908637747$229,9710.02%
278MGIC INVT CORP WIS5528481038,090$229,5130.02%
279ASHLAND INCASH4,789$229,4410.02%
280POET TECHNOLOGIES INCPOET41,346$229,0570.02%
281ARMSTRONG WORLD INDS INC NEW04247X1021,152$225,8040.02%
282NEW YORK TIMES CONYT3,933$225,7540.02%
283VANGUARD INTL EQUITY INDEX F9220428584,158$225,2620.02%
284STERIS PLCSTE893$220,9640.02%
285MONSTER BEVERAGE CORP NEWMNST3,276$220,5080.02%
286WHEATON PRECIOUS METALS CORPWPM1,954$218,5350.02%
287ELECTRONIC ARTS INCEA1,082$218,2390.02%
288ISHARES TR4642874811,522$216,7480.02%
289NORTHROP GRUMMAN CORPNOC354$215,6990.02%
290PURE STORAGE INC74624M1022,565$214,9730.02%
291ETSY INCETSY3,235$214,7720.02%
292INTUITINTU314$214,4340.02%
293PACKAGING CORP AMER695156109982$214,0070.02%
294GARTNER INCIT813$213,7130.02%
295CURTISS WRIGHT CORPCW393$213,3750.02%
296INNOVATOR ETFS TRUSTINHD5,030$211,3610.02%
297RALPH LAUREN CORPRL673$211,0260.02%
298CHEWY INCCHWY5,211$210,7850.02%
299MONGODB INCMDB677$210,1270.02%
300AKAMAI TECHNOLOGIES INCAKAM2,771$209,9310.02%
301SYNOVUS FINL CORP87161C5014,264$209,2770.02%
302NASDAQ INCNDAQ2,360$208,7420.02%
303MONDELEZ INTL INC6092071053,332$208,1500.02%
304NETAPP INCNTAP1,739$206,0020.02%
305BANK NEW YORK MELLON CORP0640581001,883$205,1720.02%
306MARVELL TECHNOLOGY INCMRVL2,409$202,5250.02%
307BLACKSTONE INCBX1,183$202,1160.02%
308PAYLOCITY HLDG CORPPCTY1,269$202,1140.02%
309ECOLAB INCECL733$200,7390.02%
310VERALTO CORPVLTO1,881$200,5330.02%
311SCHWAB STRATEGIC TR8085248058,597$200,1380.02%
312INNOVAGE HLDG CORPINNV33,024$170,4040.01%
313WENDYS CO95058W10018,419$168,7180.01%
314DENTSPLY SIRONA INCXRAY12,863$163,2310.01%
315ZOOMINFO TECHNOLOGIES INCGTM13,676$149,2050.01%
316PARK HOTELS & RESORTS INCPK12,780$141,6020.01%
317LIBERTY GLOBAL LTDLBTYK10,224$117,1670.01%
318CROSS TIMBERS RTY TR22757R10915,156$114,2760.01%
319FORTREA HLDGS INCFTRE13,407$112,8870.01%
320HUNTSMAN CORPHUN10,816$97,1280.01%
321EAGLE POINT CREDIT COMPANY IECCW12,373$81,7870.01%
322BEELINE HOLDINGS INCBLNE20,000$79,2000.01%
323NEWELL BRANDS INCNWL11,010$57,6920.00%
324MEDICAL PPTYS TRUST INC58463J30410,867$55,0960.00%
325GENIUS GROUP LTDGNS23,000$22,1950.00%