Wfa Of San Diego, LLC Incresed Positions in Q2 2025

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.51K
+ 26.18%
$243.75 - $303.93 $1.83M - $2.28M
36.2K $11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.3K
+ 72.97%
$72.02 - $73.82 $1.82M - $1.87M
60K $4.42M
COST
Costco Wholesale Corp

Consumer Defensive
1.73K
+ 406.12%
$908.13 - $1056.85 $1.57M - $1.82M
2.15K $2.13M
VGLT
Vanguard Long Term Treasury Et

ETFs
22.5K
+ 1525.03%
$53.66 - $58.71 $1.21M - $1.32M
24K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
3.53K
+ 32.6%
$167.32 - $223.3 $590K - $787K
14.3K $3.15M
NVDA
Nvidia Corp

Technology
5.08K
+ 61.84%
$94.31 - $157.99 $479K - $802K
13.3K $2.1M
SRE
Sempra Energy

Utilities
14.7K
+ 673.35%
$63.78 - $78.91 $938K - $1.16M
16.9K $1.28M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.6K
+ 737.26%
$79.56 - $82.92 $921K - $960K
13.1K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.2K
+ 143.44%
$54.19 - $67.22 $660K - $818K
20.7K $1.39M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
15.2K
+ 322.17%
$44.47 - $47.0 $676K - $715K
19.9K $936K
SO
Southern CO

Utilities
7.41K
+ 1646.67%
$84.91 - $92.56 $629K - $686K
7.86K $721K
LECO
Lincoln Electric Holdings Inc

Industrials
107
+ 0.27%
$167.18 - $211.38 $17.9K - $22.6K
40.1K $8.31M
VIG
Vanguard Dividend Appreciation

ETFs
3.45K
+ 40.12%
N/A
12.1K $2.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.06K
+ 38.1%
$51.16 - $62.02 $464K - $562K
32.9K $2.04M
VEA
Vanguard Ftse Developed Market

ETFs
9.14K
+ 139.06%
$45.65 - $57.01 $417K - $521K
15.7K $895K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
+ 75.41%
$39.89 - $49.46 $424K - $526K
24.7K $1.22M
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 59.62%
$31.93 - $39.49 $346K - $428K
29K $1.15M
MSFT
Microsoft Corp

Technology
443
+ 11.9%
$354.56 - $497.45 $157K - $220K
4.17K $2.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.4K
+ 21.98%
$45.2 - $46.6 $470K - $485K
57.7K $2.67M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.99K
+ 15.04%
$73.19 - $85.21 $292K - $340K
30.5K $2.6M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
55.3K
+ 133.41%
$21.85 - $22.76 $1.21M - $1.26M
96.7K $2.2M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
13.7K
+ 674.78%
$18.96 - $20.43 $260K - $280K
15.7K $321K
VUG
Vanguard Growth ETF

ETFs
487
+ 49.19%
$329.49 - $438.4 $160K - $214K
1.48K $647K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.06K
+ 48.03%
$77.94 - $79.5 $238K - $243K
9.42K $748K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
+ 48.69%
$152.93 - $181.74 $177K - $210K
3.53K $640K
IAU
Ishares Gold Trust

ETFs
3.43K
+ 2283.33%
$56.1 - $64.74 $192K - $222K
3.58K $222K
TSLA
Tesla, Inc.

Consumer Cyclical
347
+ 20.41%
$221.86 - $362.89 $77K - $126K
2.05K $650K
IBM
International Business Machines Corp

Technology
108
+ 4.63%
$221.03 - $294.78 $23.9K - $31.8K
2.44K $719K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.01K
+ 42.91%
$85.42 - $94.39 $171K - $189K
6.68K $627K
QCOM
Qualcomm Inc

Technology
1.98K
+ 15.39%
$124.66 - $159.48 $247K - $316K
14.9K $2.37M
DVY
Ishares Tr

ETFs
1.18K
+ 59.65%
$118.37 - $134.86 $140K - $159K
3.16K $419K
BA
Boeing CO

Industrials
355
+ 26.51%
$136.59 - $217.51 $48.5K - $77.2K
1.69K $354K
T
At&T Inc.

Communication Services
3.62K
+ 62.59%
$26.33 - $28.94 $95.4K - $105K
9.41K $272K
C
Citigroup Inc

Financial Services
1.59K
+ 3180.0%
$58.13 - $85.12 $92.4K - $135K
1.64K $139K
MCD
Mcdonalds Corp

Consumer Cyclical
422
+ 2482.35%
$285.55 - $321.23 $121K - $136K
439 $128K
LMT
Lockheed Martin Corp

Industrials
300
+ 168.54%
$430.82 - $486.45 $129K - $146K
478 $221K
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 14.5%
$210.28 - $289.91 $28K - $38.6K
1.05K $304K
GLD
Spdr Gold Trust

ETFs
315
+ 157.5%
$273.71 - $316.29 $86.2K - $99.6K
515 $156K
AVGO
Broadcom Inc.

Technology
316
+ 632.0%
$146.29 - $275.65 $46.2K - $87.1K
366 $100K
CMCSA
Comcast Corp

Communication Services
2.51K
+ 836.67%
$32.84 - $36.72 $82.4K - $92.2K
2.81K $100K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
250
+ 52.52%
$141.37 - $228.57 $35.3K - $57.1K
726 $164K
WDFC
Wd 40 CO

Basic Materials
374
+ 187.0%
$217.49 - $248.93 $81.3K - $93.1K
574 $130K
VZ
Verizon Communications Inc

Communication Services
1.89K
+ 57.5%
$41.67 - $45.62 $78.6K - $86.1K
5.17K $223K
SOXX
Ishares Semiconductor ETF

ETFs
300
+ 454.55%
$154.86 - $239.07 $46.5K - $71.7K
366 $87K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.51K
+ 4581.82%
$43.63 - $45.4 $66K - $68.6K
1.55K $69K
XLE
Energy Sector Spdr

ETFs
825
+ 89.19%
$76.44 - $94.13 $63.1K - $77.7K
1.75K $148K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
599
+ 39.91%
$96.84 - $99.46 $58K - $59.6K
2.1K $208K
SCHW
Schwab Charles Corp

Financial Services
134
+ 8.36%
$69.06 - $91.24 $9.25K - $12.2K
1.74K $158K
MSI
Motorola Solutions, Inc.

Technology
108
+ 337.5%
$394.72 - $440.39 $42.6K - $47.6K
140 $58K
Activity Summary
Buys All Purchases 182 New Holdings 70 Increased Positions 112 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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