0001725547-23-000181.txt : 20230807 0001725547-23-000181.hdr.sgml : 20230807 20230807124548 ACCESSION NUMBER: 0001725547-23-000181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231146617 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 X0202 13F-HR LIVE false false 0001776757 XXXXXXXX 06-30-2023 06-30-2023 false WADDELL & ASSOCIATES, LLC

5188 WHEELIS DRIVE MEMPHIS TN 38117

13F HOLDINGS REPORT 028-19515 000283723 801-107784 N TARA LYNN MEEKS 901-767-9187 /s/ Tara Lynn Meeks Memphis TN 08-07-2023 0 168 681085314 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 1208639 17316 SH SOLE 17315 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 248984 6350 SH SOLE 6350 0 0 AT&T INC COM 00206R102 479369 30054 SH SOLE 30054 0 0 ABBOTT LABS COM 002824100 270025 2477 SH SOLE 2476 0 0 ABBVIE INC COM 00287Y109 566654 4206 SH SOLE 4205 0 0 ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 269303 10919 SH SOLE 10919 0 0 ALLSTATE CORP COM 020002101 503765 4620 SH SOLE 4620 0 0 ALPHABET INC CAP STK CL C 02079K107 1424073 11772 SH SOLE 11772 0 0 ALPHABET INC CAP STK CL A 02079K305 1181506 9871 SH SOLE 9870 0 0 ALTRIA GROUP INC COM 02209S103 240454 5308 SH SOLE 5308 0 0 AMAZON COM INC COM 023135106 1227790 9418 SH SOLE 9418 0 0 AMERICAN EXPRESS CO COM 025816109 353399 2029 SH SOLE 2028 0 0 ELEVANCE HEALTH INC COM 036752103 350545 789 SH SOLE 789 0 0 APPLE INC COM 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