WEDBUSH SECURITIES INC

CIK
0001142495
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

693 positions · $2,189,947,721 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
914,052 $248,494,176 11.35%
NVDA
Nvidia Corp
Technology
929,749 $173,398,188 7.92%
MSFT
Microsoft Corp
Technology
223,220 $107,953,656 4.93%
COST
Costco Wholesale Corp /New
Consumer Defensive
114,653 $98,869,868 4.51%
AMZN
Amazon Com Inc
Consumer Cyclical
417,324 $96,326,725 4.40%
QQQ
Invesco Qqq Trust, Series 1
121,326 $74,531,775 3.40%
GOOGL
Alphabet Inc.
Communication Services
167,415 $52,400,895 2.39%
SPY
Spdr S&P 500 Etf Trust
57,898 $39,481,804 1.80%
META
Meta Platforms, Inc.
Communication Services
58,084 $38,340,667 1.75%
TSLA
Tesla, Inc.
Consumer Cyclical
81,650 $36,719,638 1.68%

Portfolio Trend

24 quarters · across all stocks

Holdings in KREF

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2025-12-31 $718,592 87,420
2025-09-30 $731,925 81,325
2025-06-30 $686,612 78,291
2025-03-31 $868,168 80,386
2024-12-31 $799,788 79,187
2024-09-30 $904,538 73,242
2024-06-30 $427,114 47,195