Wfa Of San Diego, LLC New Holdings in Q2 2025

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
3.5K
New
$77.13 - $84.18 $270K - $295K
3.5K $294K
DGX
Quest Diagnostics Inc

Healthcare
1.32K
New
N/A
1.32K $181K
AEM
Agnico Eagle Mines LTD

Basic Materials
900
New
$99.48 - $124.46 $89.5K - $112K
900 $107K
BSJR
Invesco Indx Tr

ETFs
4.38K
New
$21.81 - $22.71 $95.5K - $99.4K
4.38K $99K
STZ
Constellation Brands, Inc.

Consumer Defensive
500
New
$160.0 - $195.62 $80K - $97.8K
500 $81K
DTE
Dte Energy CO

Utilities
603
New
$127.39 - $139.49 $76.8K - $84.1K
603 $79K
ET
Energy Transfer LP

Energy
4K
New
$15.65 - $18.93 $62.6K - $75.7K
4K $72K
IYT
Ishares Tr U.S. Transportation

ETFs
1K
New
$55.22 - $68.54 $55.2K - $68.5K
1K $68K
HTGC
Hercules Capital, Inc.

Financial Services
3K
New
$16.24 - $19.1 $48.7K - $57.3K
3K $54K
MPLX
Mplx LP

Energy
1K
New
$46.68 - $53.89 $46.7K - $53.9K
1K $51K
FE
Firstenergy Corp

Utilities
1.15K
New
$38.31 - $43.17 $44.1K - $49.6K
1.15K $46K
ATO
Atmos Energy Corp

Utilities
300
New
$145.06 - $162.66 $43.5K - $48.8K
300 $46K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.21K
New
$32.62 - $33.58 $39.3K - $40.5K
1.21K $40K
DTM
Dt Midstream, Inc.

Energy
301
New
$87.23 - $109.91 $26.3K - $33.1K
301 $33K
BWXT
Bwx Technologies, Inc.

Industrials
200
New
$89.24 - $144.06 $17.8K - $28.8K
200 $28K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.51K
New
$10.09 - $10.88 $25.4K - $27.3K
2.51K $26K
AIQ
Global X Funds Global X Artifi

ETFs
600
New
$31.5 - $43.69 $18.9K - $26.2K
600 $26K
CMF
Ishares California Muni Bond E

ETFs
465
New
$54.52 - $56.7 $25.4K - $26.4K
465 $25K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
850
New
$24.53 - $29.78 $20.9K - $25.3K
850 $25K
CG
Carlyle Group Inc.

Financial Services
500
New
$34.78 - $51.4 $17.4K - $25.7K
500 $25K
TQQQ
Proshares Ultrapro Qqq

ETFs
300
New
$38.9 - $83.0 $11.7K - $24.9K
300 $24K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.02K
New
$20.97 - $21.71 $21.3K - $22K
1.02K $21K
BROS
Dutch Bros Inc.

Consumer Cyclical
300
New
$51.37 - $73.72 $15.4K - $22.1K
300 $20K
FTV
Fortive Corp

Technology
400
New
$52.13 - $74.29 $20.9K - $29.7K
400 $20K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
New
$299.15 - $396.54 $15K - $19.8K
50 $19K
CORP
Pimco Investment Grade Corp Bd

ETFs
183
New
$94.14 - $97.31 $17.2K - $17.8K
183 $17K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
300
New
$51.1 - $53.29 $15.3K - $16K
300 $15K
RF
Regions Financial Corp

Financial Services
600
New
$18.34 - $23.52 $11K - $14.1K
600 $14K
NCA
Nuveen California Municipal Value Fund

Financial Services
1.5K
New
$8.24 - $8.73 $12.4K - $13.1K
1.5K $13K
CARR
Carrier Global Corp

Industrials
167
New
$55.55 - $75.83 $9.28K - $12.7K
167 $12K
HPQ
Hp Inc

Technology
516
New
$21.88 - $29.32 $11.3K - $15.1K
516 $12K
BBDC
Barings Bdc, Inc.

Financial Services
1.4K
New
$7.89 - $9.51 $11K - $13.3K
1.4K $12K
CEG
Constellation Energy Corp

Utilities
35
New
$170.96 - $322.76 $5.98K - $11.3K
35 $11K
MAR
Marriott International Inc

Consumer Cyclical
39
New
$211.12 - $274.14 $8.23K - $10.7K
39 $10K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$7.18 - $11.76 $7.18K - $11.8K
1K $10K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2.3K
New
$3.84 - $4.48 $8.83K - $10.3K
2.3K $10K
HPE
Hewlett Packard Enterprise CO

Technology
516
New
$12.51 - $20.45 $6.46K - $10.6K
516 $10K
HAL
Halliburton CO

Energy
450
New
$19.26 - $25.7 $8.67K - $11.6K
450 $9K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
99
New
$100.04 - $100.54 $9.9K - $9.95K
99 $9K
DX
Dynex Capital Inc

Real Estate
700
New
$11.13 - $12.99 $7.79K - $9.09K
700 $8K
HYMU
Blackrock ETF Tr Ii High Yield
300
New
N/A
300 $6K
JBBB
Janus Detroit Str Tr Henderson

ETFs
131
New
$46.79 - $48.56 $6.13K - $6.36K
131 $6K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
61
New
$66.94 - $88.47 $4.08K - $5.4K
61 $5K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
450
New
$10.51 - $11.34 $4.73K - $5.1K
450 $5K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
174
New
$22.66 - $26.12 $3.94K - $4.54K
174 $4K
MU
Micron Technology Inc

Technology
40
New
$64.72 - $127.91 $2.59K - $5.12K
40 $4K
NWSA
News Corp

Communication Services
36
New
$23.97 - $29.72 $863 - $1.07K
36 $1K
FOXA
Fox Corp

Communication Services
24
New
$47.21 - $57.04 $1.13K - $1.37K
24 $1K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
135
New
$11.76 - $13.64 $1.59K - $1.84K
135 $1K
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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