Wipfli Financial Advisors Llc, Portfolio Holdings

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022

Wipfli Financial Advisors Llc, has filed its 13F form on October 26, 2022 for Q3 2022 where it was disclosed a total value porftolio of $1.42 Billion distributed in 2676 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Msci Intl Develop with a value of $149M, American Centy ETF Tr Avantis with a value of $141M, American Centy ETF Tr Avantis with a value of $97.8M, American Centy ETF Tr Avantis with a value of $82.5M, and American Centy ETF Tr Avantis with a value of $76.9M.

Examining the 13F form we can see an increase of $580M in the current position value, from $843M to 1.42B.

Below you can find more details about Wipfli Financial Advisors Llc, portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $1.01 Billion
Technology: $96.4 Million
Financial Services: $59 Million
Healthcare: $57.1 Million
Consumer Cyclical: $45.5 Million
Industrials: $37 Million
Consumer Defensive: $34.9 Million
Communication Services: $26 Million
Other: $53.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$149 Million 10.5% of portfolio
3,092,869
Q3 2022 Added 3.53%
$0
$141 Million 9.89% of portfolio
2,256,772
Q3 2022 Added 23.65%
$0
$97.8 Million 6.88% of portfolio
2,129,942
Q3 2022 Reduced 7.1%
$0
$82.5 Million 5.8% of portfolio
1,807,780
Q3 2022 Added 20.26%
$0
$76.9 Million 5.4% of portfolio
1,162,613
Q3 2022 Added 9.97%
$0
$56.4 Million 3.96% of portfolio
1,186,990
Q3 2022 Added 13.06%
$0
$53.1 Million 3.73% of portfolio
1,362,995
Q3 2022 Reduced 10.4%
$0
$50.3 Million 3.54% of portfolio
1,700,391
Q3 2022 New
$0
$32.5 Million 2.29% of portfolio
373,166
Q3 2022 Added 13.39%
$0
$31.6 Million 2.22% of portfolio
1,228,456
Q3 2022 Reduced 11.03%
$4.02T
$28.4 Million 2.0% of portfolio
205,590
Q3 2022 Added 6,718.91%
$0
$22 Million 1.55% of portfolio
1,094,471
Q3 2022 Added 139.99%
$0
$20.1 Million 1.41% of portfolio
91,718
Q3 2022 Added 113.43%
$3.14T
$18.4 Million 1.29% of portfolio
79,109
Q3 2022 Added 3,932.06%
$0
$12.6 Million 0.89% of portfolio
490,243
Q3 2022 Added 39.21%
$0
$12.1 Million 0.85% of portfolio
567,591
Q3 2022 Added 94.32%
$0
$10.8 Million 0.76% of portfolio
142,168
Q3 2022 Reduced 2.91%
$2.24T
$10.1 Million 0.71% of portfolio
89,757
Q3 2022 New
$0
$9.16 Million 0.64% of portfolio
424,694
Q3 2022 Added 40.43%
$0
$8.56 Million 0.6% of portfolio
165,288
Q3 2022 Added 87.69%
$1.13T
$7.76 Million 0.55% of portfolio
81,107
Q3 2022 New
$0
$7.73 Million 0.54% of portfolio
21,565
Q3 2022 Added 360.59%
$0
$7.38 Million 0.52% of portfolio
76,623
Q3 2022 Added 59.11%
$0
$6.73 Million 0.47% of portfolio
120,546
Q3 2022 Reduced 2.35%
$473B
$6.63 Million 0.47% of portfolio
13,117
Q3 2022 New
$1.28T
$6.35 Million 0.45% of portfolio
23,919
Q3 2022 New
$0
$6.08 Million 0.43% of portfolio
29,447
Q3 2022 Reduced 2.24%
$0
$5.92 Million 0.42% of portfolio
101,136
Q3 2022 Reduced 1.72%
$378B
$5.64 Million 0.4% of portfolio
34,497
Q3 2022 New
$398B
$5.27 Million 0.37% of portfolio
19,080
Q3 2022 Added 486.18%
$222B
$5.15 Million 0.36% of portfolio
20,028
Q3 2022 New
$397B
$5.12 Million 0.36% of portfolio
40,587
Q3 2022 Added 638.21%
$187B
$4.97 Million 0.35% of portfolio
58,965
Q3 2022 New
$0
$5 Million 0.35% of portfolio
75,277
Q3 2022 Reduced 9.27%
$703B
$4.77 Million 0.34% of portfolio
45,616
Q3 2022 New
$0
$4.67 Million 0.33% of portfolio
209,878
Q3 2022 Added 3.31%
$0
$4.31 Million 0.3% of portfolio
231,950
Q3 2022 Reduced 32.89%
$10.8B
$4.32 Million 0.3% of portfolio
187,326
Q3 2022 New
$1.16T
$4.12 Million 0.29% of portfolio
42,795
Q3 2022 New
$0
$3.95 Million 0.28% of portfolio
29,238
Q3 2022 Added 71.96%
$0
$3.91 Million 0.27% of portfolio
10,910
Q3 2022 Added 68.91%
$0
$3.89 Million 0.27% of portfolio
97,707
Q3 2022 Added 72.33%
$0
$3.68 Million 0.26% of portfolio
131,014
Q3 2022 Added 96.74%
$0
$3.69 Million 0.26% of portfolio
50,819
Q3 2022 Added 99.03%
$314B
$3.6 Million 0.25% of portfolio
26,816
Q3 2022 New
$517B
$3.62 Million 0.25% of portfolio
20,360
Q3 2022 New
$734B
$3.13 Million 0.22% of portfolio
9,673
Q3 2022 New
$406B
$3.01 Million 0.21% of portfolio
6,373
Q3 2022 New
$0
$3.06 Million 0.21% of portfolio
121,583
Q3 2022 Reduced 87.1%

Summary

  • Portfolio
  • No. of Stocks 2,676
  • Current Value $1.42 Billion
  • Prior Value $843 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 26, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 2,562 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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