Wfa Asset Management Corp Purchases in Q1 2025

Wfa Asset Management Corp

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
153K
+ 140.66%
N/A
262K $20B
RSP
Invesco S&P 500 Equal Weight E

ETFs
58.6K
+ 113.91%
$169.43 - $182.84 $9.94M - $10.7M
110K $18.7B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
95.7K
+ 43.49%
$40.15 - $47.73 $3.84M - $4.57M
316K $13.5B
MMM
3 M CO

Industrials
23.4K
New
$129.7 - $155.12 $3.04M - $3.63M
23.4K $2.48B
VFH
Vanguard Financial ETF

ETFs
26.8K
+ 52.53%
$114.07 - $127.34 $3.06M - $3.41M
77.8K $7.97B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15.4K
+ 26.19%
$107.24 - $116.37 $1.65M - $1.79M
74.2K $7.81B
SPYG
Spdr Portfolio

ETFs
61.1K
+ 27.61%
$80.05 - $92.39 $4.89M - $5.64M
282K $20.6B
IGRO
Ishares Tr International Divid

ETFs
9.16K
+ 162.48%
$66.91 - $73.87 $613K - $676K
14.8K $996M
DVY
Ishares Tr

ETFs
4.71K
+ 1587.21%
$128.58 - $138.1 $606K - $651K
5.01K $617M
SDG
Ishares Trust Ishares Msci Glo

ETFs
6.4K
+ 756.03%
$69.64 - $76.33 $445K - $488K
7.24K $570M
TGT
Target Corp

Consumer Defensive
1.48K
+ 85.17%
$103.65 - $142.5 $154K - $211K
3.22K $571M
GE
General Electric CO

Industrials
938
+ 105.75%
$168.59 - $212.13 $158K - $199K
1.83K $320M
WEC
Wec Energy Group, Inc.

Utilities
2.27K
+ 80.89%
$92.12 - $108.98 $209K - $247K
5.07K $416M
CRM
Salesforce, Inc.

Technology
344
+ 614.29%
$268.36 - $359.95 $92.3K - $124K
400 $120M
CVS
Cvs Health Corp

Healthcare
627
+ 47.39%
$44.22 - $68.64 $27.7K - $43K
1.95K $156M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
741
+ 21.94%
$123.11 - $130.57 $91.2K - $96.8K
4.12K $511M
VHT
Vanguard Health Care ETF

ETFs
270
+ 32.41%
$254.06 - $273.83 $68.6K - $73.9K
1.1K $298M
LRCX
Lam Research Corp

Technology
87
New
$72.44 - $89.02 $6.3K - $7.74K
87 $84.4M
MSFT
Microsoft Corp

Technology
192
+ 23.3%
$375.39 - $447.2 $72.1K - $85.9K
1.02K $427M
MPC
Marathon Petroleum Corp

Energy
159
+ 21.2%
$134.72 - $159.03 $21.4K - $25.3K
909 $183M
PEP
Pepsico Inc

Consumer Defensive
202
+ 11.62%
$142.64 - $156.42 $28.8K - $31.6K
1.94K $340M
XOM
Exxon Mobil Corp

Energy
465
+ 20.96%
$105.44 - $118.93 $49K - $55.3K
2.68K $312M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.21K
New
$58.01 - $64.46 $69.9K - $77.7K
1.21K $72.7M
MAN
Manpower Group Inc.

Industrials
776
+ 129.33%
$53.77 - $62.66 $41.7K - $48.6K
1.38K $107M
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
New
$360.07 - $417.26 $75.6K - $87.6K
210 $70.6M
INTC
Intel Corp

Technology
277
+ 11.59%
$19.1 - $27.39 $5.29K - $7.59K
2.67K $118M
HD
Home Depot, Inc.

Consumer Cyclical
190
+ 15.78%
$347.25 - $424.87 $66K - $80.7K
1.39K $535M
C
Citigroup Inc

Financial Services
5.08K
+ 14.03%
$67.23 - $84.63 $341K - $429K
41.2K $2.61B
XEL
Xcel Energy Inc

Utilities
925
+ 449.03%
$63.37 - $72.1 $58.6K - $66.7K
1.13K $60.8M
GOOG
Alphabet Inc.

Communication Services
576
+ 51.38%
$156.06 - $207.71 $89.9K - $120K
1.7K $258M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
470
New
$81.83 - $82.73 $38.5K - $38.9K
470 $38.4M
BX
Blackstone Inc.

Financial Services
290
New
$136.53 - $186.74 $39.6K - $54.2K
290 $38.1M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 41.71%
$461.52 - $548.18 $36K - $42.8K
265 $131M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
377
New
$91.45 - $91.75 $34.5K - $34.6K
377 $34.6M
VGSH
Vanguard

ETFs
586
New
$58.07 - $58.68 $34K - $34.4K
586 $34M
SCHW
Schwab Charles Corp

Financial Services
458
New
$71.24 - $83.64 $32.6K - $38.3K
458 $33.1M
BAR
Granite Shares Gold Trust

ETFs
1.5K
New
$26.01 - $30.84 $39K - $46.3K
1.5K $32.9M
BHP
Bhp Group LTD

Basic Materials
540
New
$48.18 - $52.11 $26K - $28.1K
540 $31.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
250
New
$120.29 - $134.6 $30.1K - $33.7K
250 $28.8M
QCOM
Qualcomm Inc

Technology
160
New
$151.94 - $175.86 $24.3K - $28.1K
160 $27.1M
URA
Global X Uranium ETF

ETFs
902
New
$22.92 - $30.98 $20.7K - $27.9K
902 $26M
IEFA
Ishares Tr

ETFs
348
New
$69.57 - $78.65 $24.2K - $27.4K
348 $25.9M
ALB
Albemarle Corp

Basic Materials
187
New
$69.95 - $97.49 $13.1K - $18.2K
187 $24.6M
JNJ
Johnson & Johnson

Healthcare
149
New
$142.06 - $167.7 $21.2K - $25K
149 $23.6M
VNLA
Janus Henderson Short Duration

ETFs
464
New
$48.89 - $49.21 $22.7K - $22.8K
464 $22.5M
IDV
Ishares Tr

ETFs
730
New
$27.0 - $31.7 $19.7K - $23.1K
730 $20.5M
XLE
Energy Sector Spdr

ETFs
140
+ 19.23%
$85.7 - $93.96 $12K - $13.2K
868 $81.9M
EEM
Ishares Msci Emerging Markets

ETFs
475
New
$40.81 - $45.34 $19.4K - $21.5K
475 $19.5M
PFG
Principal Financial Group Inc

Financial Services
167
+ 32.3%
$76.34 - $89.04 $12.7K - $14.9K
684 $59.1M
Activity Summary
Buys All Purchases 100 New Holdings 43 Increased Positions 57 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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