WEDBUSH SECURITIES INC
Broker-DealerCIK
1142495
City
PASADENA
State / Country
CA
Top Portfolio Positions
778 positions ·
$2,269,247,682 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
987,441 | $250,602,651 | 11.04% | |
| NVDA |
Nvidia Corp
Technology
|
933,310 | $162,769,264 | 7.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
116,389 | $115,973,491 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
453,299 | $94,408,582 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
239,275 | $88,572,426 | 3.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
120,891 | $69,775,867 | 3.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
174,627 | $50,215,740 | 2.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
58,468 | $38,024,079 | 1.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
58,815 | $33,649,825 | 1.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,281 | $32,074,961 | 1.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,995 | 14,517 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $208,890 | 14,288 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $208,641 | 12,911 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $206,413 | 12,718 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $210,324 | 13,517 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $295,547 | 19,929 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $384,246 | 24,493 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $381,783 | 25,035 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $372,063 | 24,113 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $416,087 | 28,795 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $463,873 | 31,364 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $494,869 | 31,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $460,209 | 29,787 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $497,244 | 32,735 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $440,800 | 29,485 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $422,664 | 25,616 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $508,985 | 24,987 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $410,560 | 21,076 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $496,417 | 24,394 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $296,863 | 14,286 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $462,787 | 22,933 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $314,297 | 18,032 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $203,809 | 14,022 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $322,293 | 20,820 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $158,840 | 11,000 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||