0001062993-13-003973.txt : 20130812 0001062993-13-003973.hdr.sgml : 20130812 20130812145059 ACCESSION NUMBER: 0001062993-13-003973 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130812 DATE AS OF CHANGE: 20130812 EFFECTIVENESS DATE: 20130812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WADE G W & INC CENTRAL INDEX KEY: 0001132556 IRS NUMBER: 042914190 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06161 FILM NUMBER: 131029510 BUSINESS ADDRESS: STREET 1: 93 WORCESTER STREET CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 7812391188 MAIL ADDRESS: STREET 1: 93 WORCESTER STREET CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001132556 XXXXXXXX 06-30-2013 06-30-2013 WADE G W & INC

93 WORCESTER STREET WELLESLEY MA 02481

13F HOLDINGS REPORT 028-06161 N Beth Lehman (781) 239-1188 Beth Lehman Wellesley MA 08-10-2013 0 80 277098 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 4432 41940 SH SOLE 0 0 41940 ABBVIE INC COM 00287Y109 2913 70465 SH SOLE 0 0 70465 AT&T INC COM 00206R102 3704 104623 SH SOLE 0 0 104623 BANK OF AMERICA CORPORATION COM 060505104 285 22170 SH SOLE 0 0 22170 BLACKROCK INC COM 09247X101 3870 15066 SH SOLE 0 0 15066 BRISTOL MYERS SQUIBB CO COM 110122108 4277 95701 SH SOLE 0 0 95701 CHEVRON CORP NEW COM 166764100 5368 45357 SH SOLE 0 0 45357 CISCO SYS INC COM 17275R102 458 18828 SH SOLE 0 0 18828 CITIGROUP INC COM NEW 172967424 654 13632 SH SOLE 0 0 13632 CLOROX CO DEL COM 189054109 4138 49767 SH SOLE 0 0 49767 COCA COLA CO COM 191216100 904 22530 SH SOLE 0 0 22530 COLGATE PALMOLIVE CO COM 194162103 4543 79297 SH SOLE 0 0 79297 CONOCOPHILLIPS COM 20825C104 3283 54267 SH SOLE 0 0 54267 CONSOLIDATED EDISON INC COM 209115104 2857 48992 SH SOLE 0 0 48992 CVS CAREMARK CORPORATION COM 126650100 644 11262 SH SOLE 0 0 11262 DEAN FOODS CO NEW COM 242370104 605 60380 SH SOLE 0 0 60380 DELL INC COM 24702R101 317 23784 SH SOLE 0 0 23784 DU PONT E I DE NEMOURS & CO COM 263534109 3571 68023 SH SOLE 0 0 68023 EATON VANCE TAX MNGD GBL DV COM 27829F108 271 29285 SH SOLE 0 0 29285 EXXON MOBIL CORP COM 30231G102 2383 26379 SH SOLE 0 0 26379 FIFTH THIRD BANCORP COM 316773100 248 13745 SH SOLE 0 0 13745 GENERAL DYNAMICS CORP COM 369550108 3311 42273 SH SOLE 0 0 42273 GENERAL ELECTRIC CO COM 369604103 4375 188663 SH SOLE 0 0 188663 HONEYWELL INTL INC COM 438516106 4953 62428 SH SOLE 0 0 62428 INTEL CORP COM 458140100 3566 147191 SH SOLE 0 0 147191 INTERNATIONAL BUSINESS MACHS COM 459200101 6252 32712 SH SOLE 0 0 32712 INTL PAPER CO COM 460146103 4662 105205 SH SOLE 0 0 105205 ISHARES TR DJ INTL SEL DIVD 464288448 5970 187543 SH SOLE 0 0 187543 ISHARES TR DJ SEL DIV INX 464287168 21456 335198 SH SOLE 0 0 335198 ISHARES TR DJ US REAL EST 464287739 856 12880 SH SOLE 0 0 12880 ISHARES TR MSCI EAFE INDEX 464287465 4176 72872 SH SOLE 0 0 72872 ISHARES TR MSCI EMERG MKT 464287234 1975 51302 SH SOLE 0 0 51302 ISHARES TR RUSSELL1000GRW 464287614 18859 259269 SH SOLE 0 0 259269 ISHARES TR RUSSELL 1000 464287622 3283 36510 SH SOLE 0 0 36510 ISHARES TR RUSSELL1000VAL 464287598 9738 116225 SH SOLE 0 0 116225 ISHARES TR RUSL 2000 GROW 464287648 2771 24852 SH SOLE 0 0 24852 ISHARES TR RUSSELL 2000 464287655 2891 29802 SH SOLE 0 0 29802 ISHARES TR RUSL 2000 VALU 464287630 3120 36323 SH SOLE 0 0 36323 ISHARES TR RUSSELL MCP GR 464287481 1935 26970 SH SOLE 0 0 26970 ISHARES TR RUSSELL MCP VL 464287473 1103 19050 SH SOLE 0 0 19050 ISHARES TR CORE S&P500 ETF 464287200 1710 10630 SH SOLE 0 0 10630 ISHARES TR US PFD STK IDX 464288687 13171 335320 SH SOLE 0 0 335320 JOHNSON & JOHNSON COM 478160104 5401 62904 SH SOLE 0 0 62904 JPMORGAN CHASE & CO COM 46625H100 671 12714 SH SOLE 0 0 12714 KIMBERLY CLARK CORP COM 494368103 4353 44816 SH SOLE 0 0 44816 MANULIFE FINL CORP COM 56501R106 3117 194567 SH SOLE 0 0 194567 MCDONALDS CORP COM 580135101 3322 33560 SH SOLE 0 0 33560 MICROSOFT CORP COM 594918104 4263 123395 SH SOLE 0 0 123395 NASDAQ PREM INCM & GRW FD IN COM 63110R105 1880 119984 SH SOLE 0 0 119984 ORACLE CORP COM 68389X105 725 23605 SH SOLE 0 0 23605 PAYCHEX INC COM 704326107 3212 87978 SH SOLE 0 0 87978 PEPSICO INC COM 713448108 3999 48895 SH SOLE 0 0 48895 PHILLIPS 66 COM 718546104 927 15742 SH SOLE 0 0 15742 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 280 11154 SH SOLE 0 0 11154 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1993 27961 SH SOLE 0 0 27961 PROCTER & GAMBLE CO COM 742718109 5469 71030 SH SOLE 0 0 71030 QUALCOMM INC COM 747525103 2373 38847 SH SOLE 0 0 38847 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1106 18058 SH SOLE 0 0 18058 SPDR S&P 500 ETF TR TR UNIT 78462F103 5965 37184 SH SOLE 0 0 37184 SANMINA CORPORATION COM 801056102 849 59160 SH SOLE 0 0 59160 SEAGATE TECHNOLOGY PLC SHS G7945M107 3735 83309 SH SOLE 0 0 83309 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 865 44475 SH SOLE 0 0 44475 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 366 11978 SH SOLE 0 0 11978 SOUTHERN CO COM 842587107 2734 61950 SH SOLE 0 0 61950 SYSCO CORP COM 871829107 3844 112530 SH SOLE 0 0 112530 UNILEVER N V N Y SHS NEW 904784709 647 16450 SH SOLE 0 0 16450 UNILEVER PLC SPON ADR NEW 904767704 3249 80329 SH SOLE 0 0 80329 UNITED PARCEL SERVICE INC CL B 911312106 4153 48018 SH SOLE 0 0 48018 UNITED TECHNOLOGIES CORP COM 913017109 3402 36609 SH SOLE 0 0 36609 VANGUARD INDEX FDS REIT ETF 922908553 815 11855 SH SOLE 0 0 11855 WASTE MGMT INC DEL COM 94106L109 3899 96673 SH SOLE 0 0 96673 WHITEWAVE FOODS CO COM CL A 966244105 251 15423 SH SOLE 0 0 15423 WHITEWAVE FOODS CO COM CL B 966244204 334 21966 SH SOLE 0 0 21966 WISDOMTREE TRUST DIV EX-FINL FD 97717W406 1154 18536 SH SOLE 0 0 18536 WISDOMTREE TRUST EQTY INC ETF 97717W208 664 12850 SH SOLE 0 0 12850 WISDOMTREE TRUST INTL LRGCAP DV 97717W794 543 12308 SH SOLE 0 0 12308 WISDOMTREE TRUST INTL MIDCAP DV 97717W778 615 12237 SH SOLE 0 0 12237 WISDOMTREE TRUST LARGECAP DIVID 97717W307 24077 402558 SH SOLE 0 0 402558 WISDOMTREE TRUST MIDCAP DIVI FD 97717W505 711 10838 SH SOLE 0 0 10838 WISDOMTREE TRUST TOTAL DIVID FD 97717W109 1277 21155 SH SOLE 0 0 21155