0001062993-14-002861.txt : 20140514 0001062993-14-002861.hdr.sgml : 20140514 20140514114800 ACCESSION NUMBER: 0001062993-14-002861 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140514 DATE AS OF CHANGE: 20140514 EFFECTIVENESS DATE: 20140514 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: 14840081 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 03-31-2014 03-31-2014 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 05-13-2014 0 75 308902 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 5539 40827 SH SOLE 0 0 0 AT&T INC COM 00206R102 5395 153843 SH SOLE 0 0 0 BANK OF AMERICA CORPORATION COM 060505104 385 22385 SH SOLE 0 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2515 48411 SH SOLE 0 0 0 CHEVRON CORP NEW COM 166764100 5217 43871 SH SOLE 0 0 0 CLOROX CO DEL COM 189054109 4471 50805 SH SOLE 0 0 0 COCA COLA CO COM 191216100 853 22068 SH SOLE 0 0 0 COLGATE PALMOLIVE CO COM 194162103 4943 76195 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 2740 51069 SH SOLE 0 0 0 CVS CAREMARK CORPORATION COM 126650100 824 11012 SH SOLE 0 0 0 DEAN FOODS CO NEW COM NEW 242370203 467 30190 SH SOLE 0 0 0 DUPONT FABROS TECHNOLOGY INC COM 26613Q106 4561 67969 SH SOLE 0 0 0 EATON VANCE TAX MNGD GBL DV COM 27829F108 253 25025 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 2620 26818 SH SOLE 0 0 0 FIFTH THIRD BANCORP COM 316773100 409 17804 SH SOLE 0 0 0 GENERAL DYNAMICS CORP COM 369550108 1114 10229 SH SOLE 0 0 0 GENERAL ELECTRIC CO COM 369604103 5065 195635 SH SOLE 0 0 0 HONEYWELL INTL INC COM 438516106 5617 60556 SH SOLE 0 0 0 INTEL CORP COM 458140100 5049 195580 SH SOLE 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 4537 23572 SH SOLE 0 0 0 INTL PAPER CO COM 460146103 5428 118304 SH SOLE 0 0 0 ISHARES GOLD TRUST ISHARES 464285105 250 20100 SH SOLE 0 0 0 ISHARES MSCI GERMANY ETF 464286806 344 10987 SH SOLE 0 0 0 ISHARES INTL SEL DIV ETF 464288448 9902 256255 SH SOLE 0 0 0 ISHARES SELECT DIVID ETF 464287168 26067 355523 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF 464287465 3910 58188 SH SOLE 0 0 0 ISHARES MSCI EMG MKT ETF 464287234 930 22670 SH SOLE 0 0 0 ISHARES RUS 1000 GRW ETF 464287614 24622 284515 SH SOLE 0 0 0 ISHARES RUS 1000 ETF 464287622 3921 37427 SH SOLE 0 0 0 ISHARES RUS 1000 VAL ETF 464287598 12794 132584 SH SOLE 0 0 0 ISHARES RUS 2000 GRW ETF 464287648 3779 27775 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF 464287655 3604 30974 SH SOLE 0 0 0 ISHARES RUS 2000 VAL ETF 464287630 4077 40432 SH SOLE 0 0 0 ISHARES RUS MD CP GR ETF 464287481 2715 31649 SH SOLE 0 0 0 ISHARES RUS MDCP VAL ETF 464287473 1446 21040 SH SOLE 0 0 0 ISHARES U.S. PFD STK ETF 464288687 8381 214727 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 735 12106 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 6086 61961 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 714 11759 SH SOLE 0 0 0 KIMBERLY CLARK CORP COM 494368103 1970 17871 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 3404 34728 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 4887 119228 SH SOLE 0 0 0 NASDAQ PREM INCM & GRW FD IN COM 63110R105 1792 98353 SH SOLE 0 0 0 ORACLE CORP COM 68389X105 917 22420 SH SOLE 0 0 0 PAYCHEX INC COM 704326107 3776 88647 SH SOLE 0 0 0 PEPSICO INC COM 713448108 4785 57307 SH SOLE 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2851 32521 SH SOLE 0 0 0 PROCTER & GAMBLE CO COM 742718109 5601 69497 SH SOLE 0 0 0 PROSHARES TR SHRT 20+YR TRE 74347X849 1511 49750 SH SOLE 0 0 0 QUALCOMM INC COM 747525103 3306 41920 SH SOLE 0 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1318 18063 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9638 51540 SH SOLE 0 0 0 SANMINA CORPORATION COM 801056102 1032 59160 SH SOLE 0 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 1101 19604 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1465 65583 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 400 11008 SH SOLE 0 0 0 SOUTHERN CO COM 842587107 2810 63959 SH SOLE 0 0 0 SYSCO CORP COM 871829107 6262 173305 SH SOLE 0 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2993 56640 SH SOLE 0 0 0 TOTAL S A SPONSORED ADR 89151E109 3787 57730 SH SOLE 0 0 0 UNILEVER N V N Y SHS NEW 904784709 597 14520 SH SOLE 0 0 0 UNILEVER PLC SPON ADR NEW 904767704 3577 83624 SH SOLE 0 0 0 UNITED PARCEL SERVICE INC CL B 911312106 5401 55467 SH SOLE 0 0 0 UNITED TECHNOLOGIES CORP COM 913017109 4238 36273 SH SOLE 0 0 0 VANGUARD INDEX FDS REIT ETF 922908553 4615 65350 SH SOLE 0 0 0 WASTE MGMT INC DEL COM 94106L109 4073 96810 SH SOLE 0 0 0 WELLS FARGO & CO NEW COM 949746101 2973 59768 SH SOLE 0 0 0 WHITEWAVE FOODS CO COM CL A 966244105 1067 37389 SH SOLE 0 0 0 WISDOMTREE TR DEFA FD 97717W703 645 11800 SH SOLE 0 0 0 WISDOMTREE TR DIV EX-FINL FD 97717W406 1222 17389 SH SOLE 0 0 0 WISDOMTREE TR INTL LRGCAP DV 97717W794 562 10823 SH SOLE 0 0 0 WISDOMTREE TR INTL MIDCAP DV 97717W778 848 14076 SH SOLE 0 0 0 WISDOMTREE TR LARGECAP DIVID 97717W307 29085 429931 SH SOLE 0 0 0 WISDOMTREE TR MIDCAP DIVI FD 97717W505 897 11639 SH SOLE 0 0 0 WISDOMTREE TR TOTAL DIVID FD 97717W109 1217 17823 SH SOLE 0 0 0