CHIEF COMPLIANCE OFFICER

0001725547-23-000120.txt : 20230510 0001725547-23-000120.hdr.sgml : 20230510 20230510104009 ACCESSION NUMBER: 0001725547-23-000120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WADDELL & ASSOCIATES, LLC CENTRAL INDEX KEY: 0001776757 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: 23904851 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 0001776757 XXXXXXXX 03-31-2023 03-31-2023 false WADDELL & ASSOCIATES, LLC

5188 WHEELIS DRIVE MEMPHIS TN 38117

13F HOLDINGS REPORT 028-19515 000283723 801-107784 N TARA LYNN MEEKS CHIEF COMPLIANCE OFFICER 901-767-9187 /s/ Tara Lynn Meeks Memphis TN 05-10-2023 0 156 639716914 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 1110244 17208 SH SOLE 17207 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 255477 6610 SH SOLE 6610 0 0 AT&T INC COM 00206R102 576726 29960 SH SOLE 29959 0 0 ABBOTT LABS COM 002824100 250526 2474 SH SOLE 2474 0 0 ABBVIE INC COM 00287Y109 724470 4546 SH SOLE 4545 0 0 ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 256559 10919 SH SOLE 10919 0 0 ALLSTATE CORP COM 020002101 538758 4862 SH SOLE 4862 0 0 ALPHABET INC CAP STK CL C 02079K107 909180 8742 SH SOLE 8742 0 0 ALPHABET INC CAP STK CL A 02079K305 1017650 9811 SH SOLE 9810 0 0 ALTRIA GROUP INC COM 02209S103 234658 5259 SH SOLE 5259 0 0 AMAZON COM INC COM 023135106 1049783 10163 SH SOLE 10163 0 0 AMERICAN EXPRESS CO COM 025816109 336118 2038 SH SOLE 2037 0 0 AMGEN INC COM 031162100 200894 831 SH SOLE 831 0 0 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