Wells Financial Advisors Inc Portfolio Holdings

Wells Financial Advisors Inc

  • $148 Million
  • Q2 2024

Wells Financial Advisors Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $15.8M, Ishares Msci Usa Quality Facto with a value of $11.7M, Spdr Portfolio S&P 500 Value E with a value of $10.7M, Vanguard with a value of $9.48M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.34M.

Examining the 13F form we can see an increase of $5.08M in the current position value, from $143M to 148M.

Below you can find more details about Wells Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $147 Million
Communication Services: $85,000
Technology: $75,000
Consumer Cyclical: $54,000
Financial Services: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $148 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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