Wfa Asset Management Corp Purchases in Q1 2025

Wfa Asset Management Corp

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
100
New
$135.42 - $160.52 $13.5K - $16.1K
100 $15.3M
CAG
Conagra Brands Inc.

Consumer Defensive
491
New
$23.9 - $27.67 $11.7K - $13.6K
491 $14.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
120
New
$126.86 - $146.45 $15.2K - $17.6K
120 $14.1M
Canopy Growth Corp
135
+ 6.37%
N/A
2.25K $19.4M
TT
Trane Technologies PLC

Industrials
50
+ 208.33%
$332.0 - $400.86 $16.6K - $20K
74 $22.2M
CSX
Csx Corp

Industrials
97
+ 4.83%
$29.11 - $33.67 $2.82K - $3.27K
2.11K $78M
VTI
Vanguard Total Stock Market Et

ETFs
42
New
$271.18 - $303.12 $11.4K - $12.7K
42 $10.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 19.49%
$551.42 - $612.93 $29.2K - $32.5K
325 $170M
EXAS
Exact Sciences Corp

Healthcare
100
+ 44.44%
$43.04 - $58.51 $4.3K - $5.85K
325 $22.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
421
New
$22.25 - $23.0 $9.37K - $9.68K
421 $9.59M
BLCN
Siren ETF Tr
322
New
N/A
322 $9.1M
VDC
Vanguard Consumer Staples ETF

ETFs
54
+ 18.18%
$206.54 - $226.16 $11.2K - $12.2K
351 $71.6M
DIS
Walt Disney CO

Communication Services
59
+ 55.14%
$96.87 - $114.0 $5.72K - $6.73K
166 $20.4M
VEA
Vanguard Ftse Developed Market

ETFs
168
New
$47.4 - $52.99 $7.96K - $8.9K
168 $8.44M
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 5.56%
$279.74 - $321.29 $15.9K - $18.3K
1.08K $305M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
307
+ 3411.11%
$18.17 - $22.43 $5.58K - $6.89K
316 $7.86M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
83
+ 488.24%
$90.0 - $96.32 $7.47K - $7.99K
100 $9.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
61
+ 26.52%
$56.12 - $68.15 $3.42K - $4.16K
291 $20.4M
RF
Regions Financial Corp

Financial Services
300
+ 100.0%
$20.84 - $24.77 $6.25K - $7.43K
600 $12.6M
IWM
Ishares Russell 2000 ETF

ETFs
25
New
$198.1 - $229.79 $4.95K - $5.74K
25 $5.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48
New
$95.85 - $99.25 $4.6K - $4.76K
48 $4.73M
ABT
Abbott Laboratories

Healthcare
32
+ 2.17%
$111.1 - $140.22 $3.56K - $4.49K
1.51K $171M
MDT
Medtronic PLC

Healthcare
50
New
$79.84 - $94.5 $3.99K - $4.73K
50 $4.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28
+ 77.78%
$168.16 - $186.21 $4.71K - $5.21K
64 $10.5M
MBB
Ishares Tr

ETFs
34
New
$90.37 - $94.08 $3.07K - $3.2K
34 $3.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
30
New
$79.17 - $82.04 $2.38K - $2.46K
30 $2.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 5.06%
$57.21 - $65.8 $4.12K - $4.74K
1.5K $90.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
65
New
$32.5 - $33.3 $2.11K - $2.16K
65 $2.13M
MASI
Masimo Corp

Healthcare
12
New
$163.55 - $190.63 $1.96K - $2.29K
12 $1.76M
KHC
Kraft Heinz CO

Consumer Defensive
40
New
$28.51 - $32.22 $1.14K - $1.29K
40 $1.48M
Barclays Bank PLC
68
New
N/A
68 $882K
EMB
Ishares Tr

ETFs
9
New
$88.64 - $92.03 $798 - $828
9 $808K
AHT
Ashford Hospitality Trust Inc

Real Estate
550
New
$7.17 - $9.81 $3.94K - $5.4K
550 $754K
USB
Us Bancorp \De\

Financial Services
63
+ 9.08%
$40.92 - $50.9 $2.58K - $3.21K
757 $33.8M
DXC
Dxc Technology CO

Technology
25
New
$16.43 - $22.61 $411 - $565
25 $531K
VTRS
Viatris Inc

Healthcare
37
+ 74.0%
$8.68 - $12.42 $321 - $460
87 $1.04M
The Beachbody Company Inc
9
New
N/A
9 $87K
WM
Waste Management Inc

Industrials
0
New
$200.54 - $233.78 $0 - $0
0 $52K
QID
Proshares Ultrashort Qqq ETF N

ETFs
4
New
$29.46 - $38.76 $118 - $155
4 $38K
CSCO
Cisco Systems, Inc.

Technology
252
+ 12.78%
$58.74 - $64.87 $14.8K - $16.3K
2.22K $111M
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 40.91%
$222.15 - $428.22 $6K - $11.6K
93 $16.3M
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 14.29%
$225.19 - $279.95 $34.2K - $42.6K
1.22K $244M
BAC
Bank Of America Corp

Financial Services
210
+ 3.37%
$39.61 - $47.74 $8.32K - $10K
6.44K $244M
V
Visa Inc.

Financial Services
161
+ 7.66%
$306.92 - $362.71 $49.4K - $58.4K
2.26K $632M
T
At&T Inc.

Communication Services
43.9K
+ 28.12%
$21.56 - $28.28 $946K - $1.24M
200K $3.52B
WMT
Walmart Inc.

Consumer Defensive
317
+ 17.86%
$84.5 - $105.05 $26.8K - $33.3K
2.09K $126M
AMZN
Amazon Com Inc

Consumer Cyclical
420
+ 5.3%
$190.26 - $242.06 $79.9K - $102K
8.34K $1.5B
IWL
Ishares Tr Russell 200 ETF

ETFs
8.74K
+ 10.28%
$135.83 - $151.73 $1.19M - $1.33M
93.8K $11.9B
AAPL
Apple Inc.

Technology
4.12K
+ 12.64%
$209.68 - $247.1 $864K - $1.02M
36.7K $6.3B
Activity Summary
Buys All Purchases 100 New Holdings 43 Increased Positions 57 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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