Wall Street Financial Group, Inc. Portfolio Holdings

Wall Street Financial Group, Inc.

  • $94.8 Billion
  • Q3 2024

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$861B
$4.92 Billion 5.19% of portfolio
5,553
Q3 2024 Added 0.76%
$358B
$2.56 Billion 2.7% of portfolio
21,087
Q3 2024 Added 19.91%
$83.9B
$1.67 Billion 1.76% of portfolio
44,969
Q3 2024 Reduced 1.83%
$3.12T
$710 Million 0.75% of portfolio
1,649
Q3 2024 Added 139.33%
$66.5B
$572 Million 0.6% of portfolio
2,039
Q3 2024 Reduced 8.44%
$3.8T
$559 Million 0.59% of portfolio
2,397
Q3 2024 New
$147B
$532 Million 0.56% of portfolio
2,095
Q3 2024 Reduced 6.76%
$691B
$465 Million 0.49% of portfolio
1,776
Q3 2024 New
$172B
$366 Million 0.39% of portfolio
1,350
Q3 2024 New
$1.93T
$314 Million 0.33% of portfolio
1,684
Q3 2024 New
$1.3T
$280 Million 0.3% of portfolio
489
Q3 2024 New
$8.22B
$258 Million 0.27% of portfolio
10,565
Q3 2024 New
$392B
$246 Million 0.26% of portfolio
277
Q3 2024 New
$206B
$202 Million 0.21% of portfolio
517
Q3 2024 New

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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