Gaddis Premier Wealth Advisors LLC

CIK

2087873

Location

DURANT, OK

Portfolio Value

Micro $2,022,541

Diversification

Diversified

Filing Date

Global Rank

#7,003 / 8,232 ▲ 305

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

+8.6%

Period ended 2 months ago

Filed May 5, 2026 · 39d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.4%

SPY

+9.1%

Annualised alpha

+8.8%

Max drawdown

−6.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−1.4 pts

Top 5

28.3%

−4.5 pts

Top 10

45.8%

−5.2 pts

HHI

341

Diversified−50

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$8,243,682	7
Energy	15.2%	$4,784,524	7
Healthcare	12.0%	$3,779,361	6
Financial Services	9.9%	$3,116,809	6
Industrials	7.2%	$2,257,908	3
Unclassified	7.1%	$2,227,186	3
Communication Services	6.4%	$2,022,541	4
Consumer Defensive	5.8%	$1,816,205	3
Utilities	5.4%	$1,716,953	2
Consumer Cyclical	4.2%	$1,313,993	2
Real Estate	0.8%	$237,922	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
SURG	SurgePays, Inc.	+60,363	438,287	$329,153
LRN	Stride, Inc.	+7,338	10,533	$928,694
SPY	Spdr S&P 500 ETF Trust	+500	961	$624,976
ET	Energy Transfer LP	+277	35,182	$679,012
BRK-B	Berkshire Hathaway Inc	+269	1,900	$910,480
PLTR	Palantir Technologies Inc.	+224	2,215	$324,010
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−5,428	10,350	$171,913
T	At&T Inc.	−4,239	23,805	$690,106
OGE	Oge Energy Corp.	−2,078	31,416	$1,506,711
OKE	Oneok Inc /New/	−1,948	4,802	$434,052
WMT	Walmart Inc.	−676	5,137	$638,426
PEP	Pepsico Inc	−572	1,604	$249,085
CVX	Chevron Corp	−132	5,798	$1,199,606
XOM	Exxon Mobil Corp	−77	8,445	$1,432,778
META	Meta Platforms, Inc.	−53	1,351	$772,947
NVDA	Nvidia Corp	−51	15,275	$2,663,960
DIA	Spdr Dow Jones Industrial Average ETF Trust	−26	451	$208,898
AMZN	Amazon Com Inc	−25	4,831	$1,006,152
QQQ	Invesco Qqq Trust, Series 1	−14	2,414	$1,393,312
GOOGL	Alphabet Inc.	−13	801	$230,335
MSFT	Microsoft Corp	−5	3,553	$1,315,214
COP	Conocophillips	−2	3,782	$499,224
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
CRS	Carpenter Technology Corp	2,195	$865,159
FCFS	FirstCash Holdings, Inc.	4,468	$839,984
C	Citigroup Inc	7,161	$812,129
MPWR	Monolithic Power Systems Inc	742	$811,265
MCK	Mckesson Corp	924	$799,592
APG	APi Group Corp	17,684	$716,555
VSEC	Vse Corp	3,667	$676,194
AMKR	Amkor Technology, Inc.	14,926	$672,117
SNDA	Sonida Senior Living, Inc.	20,366	$656,803
ADBE	Adobe Inc.	2,211	$537,449
BKH	Black Hills Corp /Sd/	3,029	$210,242
KMI	Kinder Morgan, Inc.	6,163	$206,645
JNJ	Johnson & Johnson	845	$206,551
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CRDO	Credo Technology Group Holding Ltd	6,699	$963,919
COHR	Coherent Corp.	4,080	$753,045
MTZ	Mastec Inc	3,248	$706,017
GS	Goldman Sachs Group Inc	778	$683,862
DELL	Dell Technologies Inc.	4,843	$609,636
AIT	Applied Industrial Technologies Inc	2,367	$607,774
WAB	Westinghouse Air Brake Technologies Corp	2,409	$514,201
IRM	Iron Mountain Inc	3,426	$284,186
PG	PROCTER & GAMBLE Co	1,636	$234,455
AXON	Axon Enterprise, Inc.	403	$228,875
PRMB	Primo Brands Corp	11,276	$184,362
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $2,022,541 total · Communication Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Reduced	1,351	-53	$772,947	−16.6%	38.22%
T	At&T Inc. Communication Services	Reduced	23,805	-4,239	$690,106	−0.9%	34.12%
SURG	SurgePays, Inc. Communication Services	Added	438,287	+60,363	$329,153	−47.8%	16.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	801	-13	$230,335	−9.6%	11.39%