Wall Street Financial Group, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.5 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $15.9B, Invesco Exchange Traded Fd Tr with a value of $10.1B, Ishares Core S&P 500 ETF with a value of $8.64B, Vanguard Financial ETF with a value of $8.36B, and Vanguard Health Care ETF with a value of $6.4B.

Examining the 13F form we can see an decrease of $5.87B in the current position value, from $102B to 96.5B.

Wall Street Financial Group, Inc. is based out at Carlinville, IL

Below you can find more details about Wall Street Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $96.5 Billion
ETFs: $84.1 Billion
Technology: $5.27 Billion
Healthcare: $1.45 Billion
Consumer Cyclical: $1.35 Billion
Communication Services: $1.08 Billion
Financial Services: $736 Million
Consumer Defensive: $319 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $96.5 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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