Wells Financial Advisors Inc Portfolio Holdings
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
Wells Financial Advisors Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $73.1 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.63M, Vanguard Mega Cap Growth ETF with a value of $6.18M, Ishares Msci Usa Min Vol Facto with a value of $5.7M, Vanguard Whitehall Fds (Vangua with a value of $3.38M, and Spdr Gold Trust with a value of $3.35M.
Examining the 13F form we can see an decrease of $74.7M in the current position value, from $148M to 73.1M.
Below you can find more details about Wells Financial Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$73.1 Million
ETFs: $72.5 Million
Consumer Cyclical: $120,000
Technology: $107,000
Communication Services: $85,000
Consumer Defensive: $40,000
Healthcare: $26,000
Financial Services: $19,000
Industrials: $15,000
Other: $19,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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