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 Market Cap. of $10 Billions to $200 Billions
