Wall Street Financial Group, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $94.8 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $12.9B, Invesco Exchange Traded Fd Tr with a value of $10.3B, Ishares Core S&P 500 ETF with a value of $8.58B, Vanguard Financial ETF with a value of $7.14B, and Vanguard Health Care ETF with a value of $7.07B.

Examining the 13F form we can see an increase of $36B in the current position value, from $58.8B to 94.8B.

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 $94.8 Billion
ETFs: $79.8 Billion
Technology: $6.07 Billion
Healthcare: $4.92 Billion
Consumer Cyclical: $1.14 Billion
Financial Services: $532 Million
Communication Services: $280 Million
Energy: $258 Million
Consumer Defensive: $246 Million
Other: $202 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $94.8 Billion
  • Prior Value $58.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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