Wfa Asset Management Corp has filed its 13F form on May 28, 2024 for Q1 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $33.6B, Spdr Portfolio with a value of $20.6B, Consumer Staples Sector Spdr with a value of $20B, Invesco S&P 500 Equal Weight E with a value of $18.7B, and Invesco Exchange Traded Fd Tr with a value of $13.5B.
Wfa Asset Management Corp is based out at Whitefish Bay, WI
Below you can find more details about Wfa Asset Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$191 Billion
ETFs: $147 Billion
Technology: $8.94 Billion
Financial Services: $5.93 Billion
Industrials: $5.13 Billion
Communication Services: $5.03 Billion
Consumer Defensive: $3.38 Billion
Consumer Cyclical: $3.2 Billion
Energy: $1.87 Billion
Other: $2.82 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions