0001725547-24-000522.txt : 20240214 0001725547-24-000522.hdr.sgml : 20240214 20240214095851 ACCESSION NUMBER: 0001725547-24-000522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WADDELL & ASSOCIATES, LLC CENTRAL INDEX KEY: 0001776757 ORGANIZATION NAME: 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: 24633381 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 false 0001776757 XXXXXXXX 12-31-2023 12-31-2023 false WADDELL & ASSOCIATES, LLC

5188 WHEELIS DRIVE MEMPHIS TN 38117

13F HOLDINGS REPORT 028-19515 000283723 801-107784 N PERRY GREEN 901-767-9187 /s/ Perry Green Memphis TN 02-14-2024 0 147 743531927 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 987833 11990 SH SOLE 11989 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 250868 5900 SH SOLE 5900 0 0 AT&T INC COM 00206R102 304578 17954 SH SOLE 17954 0 0 ABBOTT LABS COM 002824100 209112 1930 SH SOLE 1930 0 0 ABBVIE INC COM 00287Y109 597310 3868 SH SOLE 3868 0 0 ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 287945 10912 SH SOLE 10912 0 0 ALLSTATE CORP COM 020002101 646708 4620 SH SOLE 4620 0 0 ALPHABET INC CAP STK CL C 02079K107 1827347 12989 SH SOLE 12989 0 0 ALPHABET INC CAP STK CL A 02079K305 855354 6205 SH SOLE 6205 0 0 AMAZON COM INC COM 023135106 579038 3908 SH SOLE 3908 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 25617884 454293 SH SOLE 454292 0 0 AMERICAN EXPRESS CO COM 025816109 381241 2035 SH SOLE 2035 0 0 ELEVANCE HEALTH INC COM 036752103 372061 789 SH SOLE 789 0 0 APPLE 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