Sponsored

The Analysis of Gaddis Premier Wealth Advisors LLC's Holdings & P&L

Currently, Gaddis Premier Wealth Advisors LLC holds 84 types of securities in its portfolio with a total value $135.3M. In the most recent quarter, they have increased their positions in CRS (+2.2K shares, valued at $865.2K), FCFS (+4.5K shares, valued at $840.0K), N/A (+7.2K shares, valued at $812.1K); decreased their positions in N/A (-297 shares, valued at $177.5K), OKE (-1.9K shares, valued at $176.1K), T (-4.2K shares, valued at $122.9K); initiated new positions in CRS (+2.2K shares, valued at $865.2K), FCFS (+4.5K shares, valued at $840.0K), N/A (+7.2K shares, valued at $812.1K).

1M P&L

+207.5K+0.14%

3M P&L

+4.4M+3.17%

HY P&L

+9.4M+6.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.6M

79.6%

2Semiconductors3.5M

2.7%

3Oil & Gas Integrated2.6M

2.0%

Top Industries by Stock Count

1N/A41 stocks

53.2%

2Oil & Gas Midstream3 stocks

3.9%

3Telecom Services2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IHDG WISDOMTREE TR310.8K shares1.77%2026-03-312026-05-05

DGRW WISDOMTREE TR135.3K shares2.65%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE268.1K shares4.11%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD128.7K shares1.01%2026-03-312026-05-05

FFSM FIDELITY COVINGTON TRUST214.9K shares3.37%2026-03-312026-05-05

UCON FIRST TR EXCHNG TRADED FD VI243.5K shares3.74%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD152.0K shares1.86%2026-03-312026-05-05

PTLC PACER FDS TR105.7K shares0.81%2026-03-312026-05-05

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD49.3K shares1.17%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD30.9K shares2.53%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD67.7K shares5.77%2026-03-312026-05-05

NVDA NVIDIA CORPORATION15.3K shares-0.33%2026-03-312026-05-05

AAPL APPLE INC7.6K shares0.00%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR37.2K shares-0.01%2026-03-312026-05-05

JHMM JOHN HANCOCK EXCHANGE TRADED23.5K shares-1.89%2026-03-312026-05-05

OGE OGE ENERGY CORP31.4K shares-6.20%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP8.4K shares-0.90%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-0.58%2026-03-312026-05-05

MSFT MICROSOFT CORP3.6K shares-0.14%2026-03-312026-05-05

FBCG FIDELITY COVINGTON TRUST25.5K shares10.36%2026-03-312026-05-05

CVX CHEVRON CORPORATION5.8K shares-2.23%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC2.2K shares0.00%2026-03-312026-05-05

DEUS DBX ETF TR17.7K shares-2.02%2026-03-312026-05-05

FENI FIDELITY COVINGTON TRUST27.8K shares9.49%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC4.8K shares-0.51%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-15.21%2026-03-312026-05-05

LRN STRIDE INC10.5K shares229.67%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares16.49%2026-03-312026-05-05

DJUL FIRST TR EXCHNG TRADED FD VI18.6K shares-0.28%2026-03-312026-05-05

CRS CARPENTER TECHNOLOGY CORP2.2K sharesnew addition2026-03-312026-05-05

FCFS FIRSTCASH HOLDINGS INC4.5K sharesnew addition2026-03-312026-05-05

GTO INVESCO ACTIVELY MANAGED EXC17.5K shares-5.09%2026-03-312026-05-05

Sponsored

CITIGROUP INC CITIGROUP INC7.2K sharesnew addition2026-03-312026-05-05

MPWR MONOLITHIC PWR SYS INC742 sharesnew addition2026-03-312026-05-05

MCK MCKESSON CORP924 sharesnew addition2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II3.3K shares-4.71%2026-03-312026-05-05

META META PLATFORMS INC1.4K shares-3.77%2026-03-312026-05-05

APG API GROUP CORP17.7K sharesnew addition2026-03-312026-05-05

T AT&T INC23.8K shares-15.12%2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST12.5K shares7.25%2026-03-312026-05-05

Sponsored

ET ENERGY TRANSFER L P35.2K shares0.79%2026-03-312026-05-05

VSEC VSE CORP3.7K sharesnew addition2026-03-312026-05-05

AMKR AMKOR TECHNOLOGY INC14.9K sharesnew addition2026-03-312026-05-05

SNDA SONIDA SENIOR LIVING INC20.4K sharesnew addition2026-03-312026-05-05

CENCORA INC CENCORA INC2.1K shares0.00%2026-03-312026-05-05

WMT WALMART INC5.1K shares-11.63%2026-03-312026-05-05

TRND PACER FDS TR19.3K shares-0.91%2026-03-312026-05-05

COWZ PACER FDS TR10.0K shares2.04%2026-03-312026-05-05

Sponsored

ICOW PACER FDS TR13.5K shares-3.68%2026-03-312026-05-05

ADBE ADOBE INC2.2K sharesnew addition2026-03-312026-05-05

COP CONOCOPHILLIPS3.8K shares-0.05%2026-03-312026-05-05

FTEC FIDELITY COVINGTON TRUST2.3K shares-2.28%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST11.4K shares0.25%2026-03-312026-05-05

OKE ONEOK INC NEW4.8K shares-28.86%2026-03-312026-05-05

PTNQ PACER FDS TR5.8K shares0.05%2026-03-312026-05-05

LLY ELI LILLY & CO435 shares0.00%2026-03-312026-05-05

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F6.8K shares27.34%2026-03-312026-05-05

IEF ISHARES TR3.9K shares0.00%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD4.0K shares-19.56%2026-03-312026-05-05

PHYL PGIM ETF TR10.6K shares28.31%2026-03-312026-05-05

PSX PHILLIPS 661.8K shares0.00%2026-03-312026-05-05

SURG SURGEPAYS INC438.3K shares15.97%2026-03-312026-05-05

JSI JANUS DETROIT STR TR6.4K shares18.32%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC2.2K shares11.25%2026-03-312026-05-05

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI9.5K shares0.00%2026-03-312026-05-05

CALF PACER FDS TR7.0K shares-13.80%2026-03-312026-05-05

HD HOME DEPOT INC936 shares0.00%2026-03-312026-05-05

TCAF T ROWE PRICE ETF INC8.5K shares34.25%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T461 shares0.00%2026-03-312026-05-05

BMAR INNOVATOR ETFS TRUST5.1K shares0.00%2026-03-312026-05-05

PEP PEPSICO INC1.6K shares-26.29%2026-03-312026-05-05

AHR AMERICAN HEALTHCARE REIT INC5.0K shares0.00%2026-03-312026-05-05

Sponsored

PDP INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC801 shares-1.60%2026-03-312026-05-05

OCTW AIM ETF PRODUCTS TRUST5.7K shares-19.04%2026-03-312026-05-05

BKH BLACK HILLS CORP3.0K sharesnew addition2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND451 shares-5.45%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2026-03-312026-05-05

SFNC SIMMONS FIRST NATL CORP10.6K shares0.00%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL6.2K sharesnew addition2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON845 sharesnew addition2026-03-312026-05-05

FSK FS KKR CAP CORP17.2K shares0.00%2026-03-312026-05-05

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD10.3K shares-34.40%2026-03-312026-05-05

SVOL SIMPLIFY EXCHANGE TRADED FUN10.5K sharesnew addition2026-03-312026-05-05

IHDG

WISDOMTREE TR

1.77%

Shares310.8K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

2.65%

Shares135.3K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.11%

Shares268.1K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

1.01%

Shares128.7K

Event2026-03-31

Filed2026-05-05

FFSM

FIDELITY COVINGTON TRUST

3.37%

Shares214.9K

Event2026-03-31

Filed2026-05-05

UCON

FIRST TR EXCHNG TRADED FD VI

3.74%

Shares243.5K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

1.86%

Shares152.0K

Event2026-03-31

Filed2026-05-05

PTLC

PACER FDS TR

0.81%

Shares105.7K

Event2026-03-31

Filed2026-05-05

AIRR

FIRST TR EXCHANGE TRADED FD

1.17%

Shares49.3K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

2.53%

Shares30.9K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

5.77%

Shares67.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.33%

Shares15.3K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

-0.01%

Shares37.2K

Event2026-03-31

Filed2026-05-05

JHMM

JOHN HANCOCK EXCHANGE TRADED

-1.89%

Shares23.5K

Event2026-03-31

Filed2026-05-05

OGE

OGE ENERGY CORP

-6.20%

Shares31.4K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-0.90%

Shares8.4K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.58%

Shares2.4K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-0.14%

Shares3.6K

Event2026-03-31

Filed2026-05-05

FBCG

FIDELITY COVINGTON TRUST

10.36%

Shares25.5K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-2.23%

Shares5.8K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

DEUS

DBX ETF TR

-2.02%

Shares17.7K

Event2026-03-31

Filed2026-05-05

FENI

FIDELITY COVINGTON TRUST

9.49%

Shares27.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.51%

Shares4.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-15.21%

Shares1.7K

Event2026-03-31

Filed2026-05-05

LRN

STRIDE INC

229.67%

Shares10.5K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

16.49%

Shares1.9K

Event2026-03-31

Filed2026-05-05

DJUL

FIRST TR EXCHNG TRADED FD VI

-0.28%

Shares18.6K

Event2026-03-31

Filed2026-05-05

CRS

CARPENTER TECHNOLOGY CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-05

FCFS

FIRSTCASH HOLDINGS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-05

GTO

INVESCO ACTIVELY MANAGED EXC

-5.09%

Shares17.5K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-05

MPWR

MONOLITHIC PWR SYS INC

New

Shares742

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

New

Shares924

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

-4.71%

Shares3.3K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

-3.77%

Shares1.4K

Event2026-03-31

Filed2026-05-05

APG

API GROUP CORP

New

Shares17.7K

Event2026-03-31

Filed2026-05-05

AT&T INC

-15.12%

Shares23.8K

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

7.25%

Shares12.5K

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

0.79%

Shares35.2K

Event2026-03-31

Filed2026-05-05

VSEC

VSE CORP

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

AMKR

AMKOR TECHNOLOGY INC

New

Shares14.9K

Event2026-03-31

Filed2026-05-05

SNDA

SONIDA SENIOR LIVING INC

New

Shares20.4K

Event2026-03-31

Filed2026-05-05

CENCORA INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-11.63%

Shares5.1K

Event2026-03-31

Filed2026-05-05

TRND

PACER FDS TR

-0.91%

Shares19.3K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

2.04%

Shares10.0K

Event2026-03-31

Filed2026-05-05

ICOW

PACER FDS TR

-3.68%

Shares13.5K

Event2026-03-31

Filed2026-05-05

ADBE

ADOBE INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

-0.05%

Shares3.8K

Event2026-03-31

Filed2026-05-05

FTEC

FIDELITY COVINGTON TRUST

-2.28%

Shares2.3K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares11.4K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW

-28.86%

Shares4.8K

Event2026-03-31

Filed2026-05-05

PTNQ

PACER FDS TR

0.05%

Shares5.8K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

0.00%

Shares435

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

27.34%

Shares6.8K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-05

FTCS

FIRST TR EXCHANGE-TRADED FD

-19.56%

Shares4.0K

Event2026-03-31

Filed2026-05-05

PHYL

PGIM ETF TR

28.31%

Shares10.6K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

SURG

SURGEPAYS INC

15.97%

Shares438.3K

Event2026-03-31

Filed2026-05-05

JSI

JANUS DETROIT STR TR

18.32%

Shares6.4K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

11.25%

Shares2.2K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-05

CALF

PACER FDS TR

-13.80%

Shares7.0K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

0.00%

Shares936

Event2026-03-31

Filed2026-05-05

TCAF

T ROWE PRICE ETF INC

34.25%

Shares8.5K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares461

Event2026-03-31

Filed2026-05-05

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-26.29%

Shares1.6K

Event2026-03-31

Filed2026-05-05

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-05

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.60%

Shares801

Event2026-03-31

Filed2026-05-05

OCTW

AIM ETF PRODUCTS TRUST

-19.04%

Shares5.7K

Event2026-03-31

Filed2026-05-05

BKH

BLACK HILLS CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

-5.45%

Shares451

Event2026-03-31

Filed2026-05-05

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

SFNC

SIMMONS FIRST NATL CORP

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

New

Shares6.2K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

New

Shares845

Event2026-03-31

Filed2026-05-05

FSK

FS KKR CAP CORP

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-05

BLUEROCK PVT REAL ESTATE FD

-34.40%

Shares10.3K

Event2026-03-31

Filed2026-05-05

SVOL

SIMPLIFY EXCHANGE TRADED FUN

New

Shares10.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-03-312026-05-05

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-03-31

Filed2026-05-05