Wfa Asset Management Corp Incresed Positions in Q2 2025

Wfa Asset Management Corp

  • $177 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
115K
+ 426.32%
$82.17 - $99.96 $9.44M - $11.5M
142K $13.8B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
399K
+ 57.82%
N/A
1.09M $13.1B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
90.2K
+ 311.04%
$38.18 - $45.52 $3.44M - $4.1M
119K $4.94B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.98K
+ 43.22%
$416.06 - $551.64 $823K - $1.09M
6.56K $3.14B
VTV
Vanguard Value ETF

ETFs
1.69K
+ 128.41%
$153.67 - $176.74 $259K - $298K
3K $481M
SOXX
Ishares Semiconductor ETF

ETFs
861
+ 72.47%
$154.86 - $239.07 $133K - $206K
2.05K $505M
MO
Altria Group, Inc.

Consumer Defensive
3.83K
+ 19.32%
$55.56 - $60.91 $213K - $233K
23.7K $1.08B
NVDA
Nvidia Corp

Technology
2.5K
+ 1630.72%
$94.31 - $157.99 $235K - $394K
2.65K $327M
ET
Energy Transfer LP

Energy
10.3K
+ 325.83%
$15.65 - $18.93 $161K - $195K
13.4K $218M
AMAT
Applied Materials Inc

Technology
9
+ 0.17%
$126.95 - $183.52 $1.14K - $1.65K
5.2K $1.23B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.86K
+ 28.94%
$13.74 - $15.66 $66.8K - $76.1K
21.7K $323M
GOOGL
Alphabet Inc.

Communication Services
61
+ 4.77%
$144.7 - $178.6 $8.83K - $10.9K
1.34K $244M
KMB
Kimberly Clark Corp

Consumer Defensive
29
+ 0.94%
$126.84 - $145.22 $3.68K - $4.21K
3.11K $430M
FDX
Fedex Corp

Industrials
11
+ 0.46%
$198.07 - $245.17 $2.18K - $2.7K
2.41K $723M
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 1.36%
$149.23 - $184.95 $4.63K - $5.73K
2.32K $235M
EPD
Enterprise Products Partners L.P.

Energy
659
+ 7.61%
$28.95 - $34.22 $19.1K - $22.6K
9.32K $270M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.67%
$81.79 - $99.98 $1.15K - $1.4K
2.11K $143M
IOO
Ishares Tr Global 100 ETF

ETFs
14
+ 0.66%
$84.95 - $107.81 $1.19K - $1.51K
2.14K $207M
HON
Honeywell International Inc

Industrials
8
+ 0.53%
$182.86 - $232.88 $1.46K - $1.86K
1.52K $325M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 7.17%
$456.74 - $568.03 $8.22K - $10.2K
269 $134M
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.63%
$157.66 - $172.39 $3.63K - $3.96K
3.7K $609M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
64
+ 1.2%
$45.2 - $53.03 $2.89K - $3.39K
5.41K $227M
META
Meta Platforms, Inc.

Communication Services
20
+ 42.55%
$484.66 - $738.09 $9.69K - $14.8K
67 $33.8M
VZ
Verizon Communications Inc

Communication Services
563
+ 2.46%
$41.67 - $45.62 $23.5K - $25.7K
23.5K $968M
RSF
River North Specialty Finance Corp

ETFs
464
+ 30.21%
$14.55 - $15.6 $6.75K - $7.24K
2K $30.7M
XLK
Technology Sector Spdr

ETFs
1
+ 0.37%
$179.73 - $253.23 $180 - $253
273 $61.7M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.66%
$394.72 - $440.39 $395 - $440
153 $59M
HPE
Hewlett Packard Enterprise CO

Technology
7
+ 0.55%
$12.51 - $20.45 $87.6 - $143
1.28K $27.1M
OHI
Omega Healthcare Investors Inc

Real Estate
28
+ 2.25%
$35.55 - $39.05 $995 - $1.09K
1.27K $43.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
49
+ 1.23%
$39.43 - $49.34 $1.93K - $2.42K
4.05K $125M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
5
+ 0.39%
$44.64 - $55.3 $223 - $277
1.29K $64.6M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.56%
$87.57 - $96.0 $175 - $192
360 $34.9M
DOV
Dover Corp

Industrials
2
+ 0.28%
$151.14 - $186.7 $302 - $373
710 $128M
DTM
Dt Midstream, Inc.

Energy
3
+ 1.32%
$87.23 - $109.91 $262 - $330
230 $16.3M
AEP
American Electric Power CO Inc

Utilities
9
+ 1.06%
$98.59 - $109.11 $887 - $982
862 $75.6M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.41%
$60.98 - $80.12 $305 - $401
1.22K $72.3M
EIX
Edison International

Utilities
10
+ 1.08%
$48.32 - $59.92 $483 - $599
939 $67.4M
CVX
Chevron Corp

Energy
55
+ 1.03%
$133.73 - $168.51 $7.36K - $9.27K
5.39K $842M
DUK
Duke Energy Corp

Utilities
2
+ 0.58%
$112.46 - $124.05 $225 - $248
345 $34.6M
GM
General Motors CO

Consumer Cyclical
2
+ 0.17%
$42.48 - $50.46 $85 - $101
1.16K $54M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.4%
$68.37 - $73.9 $137 - $148
496 $31.6M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.14%
$68.14 - $82.13 $68.1 - $82.1
727 $54.8M
CATH
Global X Fds Global X S&P 500

ETFs
6
+ 2.13%
$59.85 - $75.45 $359 - $453
288 $18.8M
AXP
American Express CO

Financial Services
1
+ 0.62%
$231.39 - $318.98 $231 - $319
162 $37.4M
QTUM
ETF Ser Solutions Defiance Qua
1
+ 0.28%
N/A
353 $22.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2
+ 0.99%
$45.12 - $46.23 $90.2 - $92.5
205 $9.28M
DTE
Dte Energy CO

Utilities
4
+ 1.14%
$127.39 - $139.49 $510 - $558
356 $39.5M
AMT
American Tower Corp

Real Estate
1
+ 1.52%
$203.96 - $228.19 $204 - $228
67 $13M
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.64%
$25.97 - $29.73 $26 - $29.7
157 $3.9M
Activity Summary
Buys All Purchases 93 New Holdings 8 Increased Positions 85 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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