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
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.73K
+ 2029.41%
$22.66 - $23.41 $39.1K - $40.4K
1.81K $42K
DIS
Walt Disney CO

Communication Services
172
+ 30.28%
$81.72 - $124.01 $14.1K - $21.3K
740 $91K
F
Ford Motor CO

Consumer Cyclical
3.1K
+ 114.81%
$8.69 - $10.85 $26.9K - $33.6K
5.8K $62K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
600
+ 300.0%
$45.88 - $54.4 $27.5K - $32.6K
800 $43K
DE
Deere & CO

Industrials
44
+ 38.26%
$412.99 - $531.48 $18.2K - $23.4K
159 $80K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.23K
+ 1256.12%
$26.61 - $29.9 $32.8K - $36.8K
1.33K $35K
ARCC
Ares Capital Corp

Financial Services
1.5K
+ 1000.0%
$18.91 - $22.43 $28.4K - $33.6K
1.65K $36K
CVX
Chevron Corp

Energy
253
+ 11.61%
$133.73 - $168.51 $33.8K - $42.6K
2.43K $348K
BP
Bp PLC

Energy
932
+ 152.04%
$26.11 - $33.81 $24.3K - $31.5K
1.55K $46K
VLO
Valero Energy Corp

Energy
200
+ 39.68%
$104.69 - $141.77 $20.9K - $28.4K
704 $94K
INTC
Intel Corp

Technology
1.33K
+ 23.79%
$18.13 - $22.69 $24.1K - $30.2K
6.92K $155K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
511
+ 88.1%
$40.82 - $43.14 $20.9K - $22K
1.09K $47K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.23K
+ 164.84%
$22.68 - $23.28 $50.5K - $51.8K
3.58K $83K
LLY
Eli Lilly & CO

Healthcare
118
+ 15.8%
$713.71 - $898.95 $84.2K - $106K
865 $674K
ETR
Entergy Corp

Utilities
207
+ 300.0%
$79.01 - $86.61 $16.4K - $17.9K
276 $22K
XOM
Exxon Mobil Corp

Energy
1.07K
+ 9.86%
$99.93 - $119.04 $107K - $127K
11.9K $1.28M
COF
Capital One Financial Corp

Financial Services
14
+ 10.14%
$150.57 - $212.76 $2.11K - $2.98K
152 $32K
PSX
Phillips 66

Energy
119
+ 37.3%
$92.87 - $125.73 $11.1K - $15K
438 $52K
DOW
Dow Inc.

Basic Materials
449
+ 880.39%
$25.81 - $34.89 $11.6K - $15.7K
500 $13K
IXUS
Ishares Tr

ETFs
41
+ 2.29%
$62.37 - $77.63 $2.56K - $3.18K
1.83K $141K
CAT
Caterpillar Inc

Industrials
43
+ 1.86%
$273.94 - $388.21 $11.8K - $16.7K
2.36K $916K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
375
+ 7.32%
$24.66 - $25.17 $9.25K - $9.44K
5.5K $138K
WBD
Warner Bros. Discovery, Inc.

Communication Services
753
+ 177.18%
$7.69 - $11.46 $5.79K - $8.63K
1.18K $13K
XLU
Utilities Sector Spdr

ETFs
74
+ 2.38%
$73.09 - $82.77 $5.41K - $6.12K
3.18K $259K
WMT
Walmart Inc.

Consumer Defensive
61
+ 37.89%
$81.79 - $99.98 $4.99K - $6.1K
222 $21K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
1.82K
+ 13.09%
$25.36 - $27.19 $46.2K - $49.5K
15.7K $414K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
45
+ 21.03%
$110.55 - $126.65 $4.97K - $5.7K
259 $31K
COP
Conocophillips

Energy
200
+ 26.49%
$82.66 - $106.1 $16.5K - $21.2K
955 $85K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.01K
+ 94.48%
$17.76 - $22.1 $53.5K - $66.6K
6.2K $137K
PEAK
Healthpeak Properties, Inc.

Real Estate
235
+ 30.72%
N/A
1K $18K
NCR
Ncr Corp

Technology
152
+ 20.27%
N/A
902 $14K
HYD
Vaneck High Yield Muni ETF

ETFs
72
+ 92.31%
$49.08 - $51.35 $3.53K - $3.7K
150 $7K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
58
+ 6.12%
$61.25 - $63.4 $3.55K - $3.68K
1.01K $63K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1
+ 0.17%
$30.87 - $39.17 $30.9 - $39.2
577 $22K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
159
+ 5.14%
$121.58 - $136.74 $19.3K - $21.7K
3.25K $441K
NOC
Northrop Grumman Corp

Industrials
6
+ 18.18%
$456.3 - $540.39 $2.74K - $3.24K
39 $19K
PFF
Ishares Trust Ishares Pfd And

ETFs
229
+ 9.25%
$29.0 - $30.68 $6.64K - $7.03K
2.71K $83K
TDC
Teradata Corp

Technology
152
+ 50.67%
$19.2 - $23.59 $2.92K - $3.59K
452 $10K
Yieldmax Universe Fund Of Option Income Etfs
665
+ 115.65%
N/A
1.24K $0
Ge Vernova Inc Com
45
+ 15.31%
N/A
339 $0
Ishares Bitcoin Trust ETF
480
+ 685.71%
N/A
550 $0
PANW
Palo Alto Networks Inc

Technology
4
+ 100.0%
$152.44 - $204.64 $610 - $819
8 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
114
+ 200.0%
$20.84 - $24.54 $2.38K - $2.8K
171 $4K
OGN
Organon & Co.

Healthcare
40
+ 95.24%
$8.04 - $14.72 $322 - $589
82 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 1400.0%
$87.84 - $1441.89 $2.46K - $40.4K
30 $2K
Proshares Short Qqq
130
+ 520.0%
N/A
155 $0
Ncr Atleos Corporation Com Shs
76
+ 20.27%
N/A
451 $0
Annaly Capital Management Inc Com New
3.45K
+ 265.38%
N/A
4.75K $0
Labcorp Holdings Inc Com Shs
12
+ 18.46%
N/A
77 $0
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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