Wfa Asset Management Corp Incresed Positions in Q3 2025

Wfa Asset Management Corp

  • $184 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.3K
+ 20.68%
$98.53 - $107.1 $2.89M - $3.14M
171K $17.5B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
118K
+ 10.85%
N/A
1.21M $15.3B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.9K
+ 21.71%
$43.65 - $46.42 $1.13M - $1.2M
145K $6.09B
MO
Altria Group, Inc.

Consumer Defensive
4.93K
+ 20.85%
$57.75 - $67.68 $285K - $334K
28.6K $1.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
541
+ 8.25%
$546.99 - $602.2 $296K - $326K
7.1K $3.46B
ABBV
Abb Vie Inc.

Healthcare
55
+ 0.79%
$184.85 - $231.54 $10.2K - $12.7K
7K $1.38B
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 4.38%
$40.84 - $45.06 $42K - $46.4K
24.5K $1.1B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
5.38K
+ 24.83%
$14.8 - $15.15 $79.6K - $81.5K
27K $426M
WEC
Wec Energy Group, Inc.

Utilities
396
+ 14.7%
$103.66 - $114.59 $41K - $45.4K
3.09K $297M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.39%
$357.4 - $423.42 $1.79K - $2.12K
1.28K $517M
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 3.19%
$157.77 - $183.27 $11.7K - $13.6K
2.39K $290M
UNP
Union Pacific Corp

Industrials
14
+ 0.56%
$214.91 - $237.16 $3.01K - $3.32K
2.51K $619M
VTV
Vanguard Value ETF

ETFs
27
+ 0.9%
$175.51 - $186.57 $4.74K - $5.04K
3.03K $528M
GE
General Electric CO

Industrials
2
+ 0.14%
$244.75 - $305.63 $490 - $611
1.47K $278M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
15
+ 0.44%
$128.17 - $135.14 $1.92K - $2.03K
3.41K $442M
SOXX
Ishares Semiconductor ETF

ETFs
299
+ 14.59%
$236.93 - $271.12 $70.8K - $81.1K
2.35K $541M
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.6%
$150.47 - $161.22 $3.31K - $3.55K
3.72K $644M
NVDA
Nvidia Corp

Technology
320
+ 12.08%
$153.3 - $186.58 $49.1K - $59.7K
2.97K $360M
MGV
Vanguard Mega Cap Value

ETFs
229
+ 93.47%
$129.46 - $137.85 $29.6K - $31.6K
474 $60.8M
CWB
Spdr Bloomberg Convertible Sec

ETFs
26
+ 0.45%
$82.29 - $90.77 $2.14K - $2.36K
5.83K $447M
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.28%
$94.4 - $104.27 $566 - $626
2.11K $171M
V
Visa Inc.

Financial Services
4
+ 0.19%
$332.09 - $358.86 $1.33K - $1.44K
2.1K $577M
BTI
British American Tobacco P.L.C.

Consumer Defensive
85
+ 2.1%
$46.69 - $59.27 $3.97K - $5.04K
4.13K $151M
AVGO
Broadcom Inc.

Technology
1.91K
+ 900.0%
$264.74 - $369.57 $505K - $705K
2.12K $366M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.59%
$252.31 - $269.41 $1.26K - $1.35K
857 $225M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
56
+ 1.04%
$49.2 - $51.74 $2.76K - $2.9K
5.46K $245M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.31%
$239.12 - $259.95 $717 - $780
985 $278M
RSF
River North Specialty Finance Corp

ETFs
1.09K
+ 54.5%
$14.43 - $14.83 $15.7K - $16.2K
3.09K $47.6M
KMB
Kimberly Clark Corp

Consumer Defensive
27
+ 0.87%
$121.72 - $136.77 $3.29K - $3.69K
3.14K $447M
ABT
Abbott Laboratories

Healthcare
7
+ 0.46%
$120.51 - $136.62 $844 - $956
1.52K $174M
EIX
Edison International

Utilities
9
+ 0.96%
$50.42 - $56.35 $454 - $507
948 $82.6M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.54%
$237.77 - $353.61 $238 - $354
187 $109M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.81%
$103.26 - $115.0 $723 - $805
869 $89.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 2.97%
$567.77 - $614.76 $4.54K - $4.92K
277 $146M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.89%
$185.88 - $207.44 $558 - $622
341 $63M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.47%
$282.78 - $316.06 $1.41K - $1.58K
1.06K $223M
VOD
Vodafone Group Public LTD CO

Communication Services
321
+ 5.55%
$10.67 - $12.06 $3.43K - $3.87K
6.1K $61.2M
NGG
National Grid PLC

Utilities
19
+ 3.1%
$67.98 - $74.38 $1.29K - $1.41K
631 $44M
OHI
Omega Healthcare Investors Inc

Real Estate
22
+ 1.73%
$36.29 - $43.34 $798 - $953
1.3K $52.8M
DOV
Dover Corp

Industrials
2
+ 0.28%
$165.59 - $190.9 $331 - $382
712 $137M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
3
+ 0.57%
$164.12 - $188.32 $492 - $565
528 $85.8M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.44%
N/A
457 $90.5M
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.37%
$129.01 - $139.72 $387 - $419
805 $124M
DTE
Dte Energy CO

Utilities
3
+ 0.84%
$130.26 - $141.49 $391 - $424
359 $46.1M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.14%
$63.37 - $82.35 $63.4 - $82.4
728 $61M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.69%
$132.9 - $142.03 $532 - $568
581 $74.5M
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 4.11%
$211.65 - $238.24 $69.8K - $78.6K
8.36K $1.56B
EPD
Enterprise Products Partners L.P.

Energy
150
+ 1.61%
$30.74 - $32.14 $4.61K - $4.82K
9.47K $276M
DUK
Duke Energy Corp

Utilities
2
+ 0.58%
$116.31 - $125.93 $233 - $252
347 $40M
Activity Summary
Buys All Purchases 99 New Holdings 3 Increased Positions 96 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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