Wells Financial Advisors Inc Portfolio Holdings

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

Wells Financial Advisors Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $71.1 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.62M, Vanguard Mega Cap Growth ETF with a value of $5.91M, Ishares Msci Usa Min Vol Facto with a value of $5.73M, Spdr Gold Trust with a value of $4.16M, and Vanguard Whitehall Fds (Vangua with a value of $3.51M.

Examining the 13F form we can see an decrease of $1.38M in the current position value, from $72.4M to 71.1M.

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

Portfolio value $71.1 Million
ETFs: $70.7 Million
Technology: $88,000
Communication Services: $76,000
Consumer Cyclical: $65,000
Consumer Defensive: $10,000

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 77
  • Current Value $71.1 Million
  • Prior Value $72.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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