Wedbush Securities Inc.
Wedbush Securities Inc. is a prominent financial services company founded in 1955 and headquartered in Los Angeles, CA. It is one of the nation's leading wealth management, brokerage, and advisory firms, providing a comprehensive suite of wealth management products, brokerage, investment banking, equity research, public finance, fixed income, futures and commodities, sales and trading, and asset management services. The firm serves individual and institutional clients primarily in the United States and has nearly 900 employees across 100 registered offices. It is registered as a broker-dealer and investment adviser with the SEC, a futures commission merchant with the CFTC, and a swap dealer with the NFA.
Investment Strategy
Wedbush Securities Inc. offers a diversified suite of financial services aimed at both retail and institutional clients, focusing on brokerage, wealth management, clearing, and investment banking. Their investment strategy centers on innovation, advanced technology adoption, and client-focused solutions, leveraging broad market access, global clearing, and multi-asset execution capabilities. The firm emphasizes risk management, financial safety, and delivering industry-leading investment ideas and services. Their approach includes serving professional and institutional clients with public finance, capital markets, and advisory solutions while staying at the forefront of digital transformation to attract and serve the next generation of investors and fintech partners.
Top Holdings
Equity Positions (1,123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 | 11.23% | $321.1M | 565,370 | $396.91 | $568.03 | +$11.0M |
A AAPL | APPLE INC | 5.99% | $171.4M | 835,246 | $86.67 | $205.17 | -$27.5M |
N NVDA | NVIDIA CORP | 5.17% | $147.8M | 935,517 | $14.97 | $157.99 | +$39.1M |
C COST | COSTCO WHOLESALE CORP | 3.99% | $114.1M | 115,210 | $585.10 | $989.94 | +$584.0K |
M MSFT | MICROSOFT CORP | 3.59% | $102.7M | 206,459 | $194.58 | $497.41 | +$20.7M |