Wall Street Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $15.1B, Invesco Exchange Traded Fd Tr with a value of $11.2B, Ishares Core S&P 500 ETF with a value of $10.2B, Vanguard Financial ETF with a value of $8.33B, and Vanguard Health Care ETF with a value of $6.95B.

Examining the 13F form we can see an increase of $7.51B in the current position value, from $94.8B to 102B.

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 $102 Billion
ETFs: $89.7 Billion
Technology: $5.43 Billion
Healthcare: $2.15 Billion
Consumer Cyclical: $1.57 Billion
Communication Services: $551 Million
Financial Services: $479 Million
Consumer Defensive: $268 Million
Energy: $244 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $102 Billion
  • Prior Value $94.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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