WEDBUSH SECURITIES INC

Broker-Dealer

CIK

1142495

City

PASADENA

State / Country

Stock

MCR — Mfs Charter Income Trust

Top Portfolio Positions

778 positions · $2,269,247,682 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,502	10,809	0.0%	Shares	Sole	2026-04-21
2025-12-31	$67,772	10,809	0.0%	Shares	Sole	2026-02-12
2025-09-30	$69,393	10,809	0.0%	Shares	Sole	2025-11-06
2025-06-30	$68,745	10,809	-7.5%	Shares	Sole	2025-08-06
2025-03-31	$73,296	11,690	0.0%	Shares	Sole	2025-05-06
2024-12-31	$74,582	11,690	-18.2%	Shares	Sole	2025-02-13
2024-09-30	$93,885	14,290	0.0%	Shares	Sole	2024-11-08
2024-06-30	$89,598	14,290	0.0%	Shares	Sole	2024-08-07
2024-03-31	$90,598	14,290	-34.5%	Shares	Sole	2024-05-15
2023-12-31	$140,905	21,812	0.0%	Shares	Sole	2024-02-12
2023-09-30	$127,600	21,812	0.0%	Shares	Sole	2023-11-14
2023-06-30	$137,633	21,812	-6.2%	Shares	Sole	2023-08-14
2023-03-31	$146,317	23,262	-3.7%	Shares	Sole	2023-05-09
2022-12-31	$148,497	24,146	0.0%	Shares	Sole	2023-01-31
2022-09-30	$143,668	24,146	-3.9%	Shares	Sole	2022-10-18
2022-06-30	$158,281	25,124	-63.1%	Shares	Sole	2022-07-21
2022-03-31	$499,112	67,999	-2.8%	Shares	Sole	2022-04-19
2021-12-31	$596,144	69,970	+8.2%	Shares	Sole	2022-01-13
2021-09-30	$555,972	64,648	+256.9%	Shares	Sole	2021-10-08
2021-06-30	$158,333	18,116	+0.2%	Shares	Sole	2021-07-27
2021-03-31	$154,462	18,087	+41.0%	Shares	Sole	2021-04-26
2020-12-31	$112,510	12,829	-9.4%	Shares	Sole	2021-02-16
2020-09-30	$113,365	14,153	+9.2%	Shares	Sole	2020-10-20
2020-06-30	$103,016	12,958	-3.7%	Shares	Sole	2020-07-16
2020-03-31	$99,589	13,458	—	Shares	Sole	2020-04-17
No 13F history on record for this holder in this stock.