Wfa Of San Diego, LLC has filed its 13F form on November 02, 2023 for Q3 2023 where it was disclosed a total value porftolio of $94.5 Million distributed in 406 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.5M, Vanguard Total Stock Market Et with a value of $7.58M, Lincoln Electric Holdings Inc with a value of $7.27M, Invesco ETF Tr Ii S&P 500 Low with a value of $3.22M, and Berkshire Hathaway Inc Class B with a value of $2.9M.
Examining the 13F form we can see an decrease of $4.99M in the current position value, from $99.5M to 94.5M.
Below you can find more details about Wfa Of San Diego, LLC portfolio as well as his latest detailed transactions.