0001725547-22-000069.txt : 20220421 0001725547-22-000069.hdr.sgml : 20220421 20220421104836 ACCESSION NUMBER: 0001725547-22-000069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WADDELL & ASSOCIATES, LLC CENTRAL INDEX KEY: 0001776757 IRS NUMBER: 811590945 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19515 FILM NUMBER: 22840170 BUSINESS ADDRESS: STREET 1: 5188 WHEELIS DRIVE CITY: MEMPHIS STATE: TN ZIP: 38117 BUSINESS PHONE: 901-767-9187 MAIL ADDRESS: STREET 1: 5188 WHEELIS DRIVE CITY: MEMPHIS STATE: TN ZIP: 38117 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001776757 XXXXXXXX 03-31-2022 03-31-2022 false WADDELL & ASSOCIATES, LLC

5188 WHEELIS DRIVE MEMPHIS TN 38117

13F HOLDINGS REPORT 028-19515 N TARA LYNN MEEKS 901-767-9187 /s/ Tara Lynn Meeks Memphis TN 04-21-2022 0 130 623031 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 1081 16786 SH SOLE 16786 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 301 7850 SH SOLE 7850 0 0 AT&T INC COM 00206R102 794 33589 SH SOLE 33589 0 0 ABBOTT LABS COM 002824100 246 2076 SH SOLE 2075 0 0 ABBVIE INC COM 00287Y109 613 3779 SH SOLE 3779 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 245 5200 SH SOLE 5200 0 0 ALLSTATE CORP COM 020002101 639 4610 SH SOLE 4610 0 0 ALPHABET INC CAP STK CL C 02079K107 785 281 SH SOLE 281 0 0 ALPHABET INC CAP STK CL A 02079K305 1211 435 SH SOLE 435 0 0 AMAZON COM INC COM 023135106 2090 641 SH SOLE 641 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 265 4730 SH SOLE 4730 0 0 AMERICAN EXPRESS CO COM 025816109 382 2043 SH SOLE 2042 0 0 ANTHEM INC COM 036752103 272 554 SH SOLE 554 0 0 APPLE INC COM 037833100 9078 51992 SH SOLE 51992 0 0 BK OF AMERICA CORP COM 060505104 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SH SOLE 19559 0 0 KRAFT HEINZ CO COM 500754106 347 8821 SH SOLE 8821 0 0 LEGGETT & PLATT INC COM 524660107 240 6890 SH SOLE 6890 0 0 LILLY ELI & CO COM 532457108 1678 5860 SH SOLE 5859 0 0 LINCOLN NATL CORP IND COM 534187109 222 3400 SH SOLE 3400 0 0 LISTED FD TR CORE ALT FD 53656F847 607 19995 SH SOLE 19995 0 0 LOUISIANA PAC CORP COM 546347105 248 4000 SH SOLE 4000 0 0 MARATHON PETE CORP COM 56585A102 240 2805 SH SOLE 2805 0 0 MCDONALDS CORP COM 580135101 223 900 SH SOLE 900 0 0 MERCK & CO INC COM 58933Y105 564 6868 SH SOLE 6868 0 0 MICROSOFT CORP COM 594918104 5084 16490 SH SOLE 16489 0 0 MID-AMER APT CMNTYS INC COM 59522J103 697 3326 SH SOLE 3326 0 0 MONDELEZ INTL INC CL A 609207105 265 4216 SH SOLE 4216 0 0 NETFLIX INC COM 64110L106 484 1292 SH SOLE 1292 0 0 NEWMONT CORP COM 651639106 358 4510 SH SOLE 4510 0 0 NEXTERA ENERGY INC COM 65339F101 392 4627 SH SOLE 4627 0 0 NIKE INC CL B 654106103 475 3528 SH SOLE 3527 0 0 NVIDIA CORPORATION COM 67066G104 208 764 SH SOLE 764 0 0 OREILLY 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0 WALMART INC COM 931142103 3142 21100 SH SOLE 21100 0 0 WELLS FARGO CO NEW COM 949746101 501 10339 SH SOLE 10339 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1602 3900 SH SOLE 3900 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 29621 555741 SH SOLE 555740 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 1145 35046 SH SOLE 35046 0 0