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
SNBR Sleep Number Corp Consumer Cyclical	$271M	$3,000 0.0% of portfolio	91	Q3 2022 New
SLM Slm Corp Financial Services	$6.12B	$66,000 0.0% of portfolio	4,730	Q3 2022 New
SM Sm Energy CO Energy	$5.33B	$12,000 0.0% of portfolio	310	Q3 2022 New
SMAR Smartsheet Inc Technology	$7.29B	$30,000 0.0% of portfolio	869	Q3 2022 New
SNN Smith & Nephew PLC Healthcare	$10.8B	$21,000 0.0% of portfolio	889	Q3 2022 New
SWBI Smith & Wesson Brands, Inc. Industrials	$598M	$12,000 0.0% of portfolio	1,149	Q3 2022 New
AOS Smith A O Corp Industrials	$9.16B	$31,000 0.0% of portfolio	637	Q3 2022 New
SNAP Snap Inc Communication Services	$14.4B	$2,000 0.0% of portfolio	174	Q3 2022 New
SQM Chemical & Mining CO Of Chile Inc Basic Materials	$10.9B	$55,000 0.0% of portfolio	593	Q3 2022 New
SOFI So Fi Technologies, Inc. Financial Services	$10.9B	$13,000 0.0% of portfolio	2,645	Q3 2022 New
SEDG Solaredge Technologies, Inc. Technology	$592M	$31,000 0.0% of portfolio	133	Q3 2022 New
SOI Solaris Oilfield Infrastructure, Inc. Energy	$442M	$1,000 0.0% of portfolio	94	Q3 2022 New
SAH Sonic Automotive Inc Consumer Cyclical	$1.57B	$10,000 0.0% of portfolio	239	Q3 2022 New
SEV Sono Group N.V. Consumer Cyclical	$849K	$0 0.0% of portfolio	66	Q3 2022 New
SONO Sonos Inc Technology	$1.66B	$21,000 0.0% of portfolio	1,512	Q3 2022 New
SRNE Sorrento Therapeutics, Inc. Healthcare	$148M	$2,000 0.0% of portfolio	1,559	Q3 2022 New
SJI South Jersey Industries Inc Utilities	$0	$53,000 0.0% of portfolio	1,591	Q3 2022 New
SCCO Southern Copper Corp Basic Materials	$76.7B	$54,000 0.0% of portfolio	1,196	Q3 2022 New
SMBC Southern Missouri Bancorp, Inc. Financial Services	$607M	$9,000 0.0% of portfolio	174	Q3 2022 New
SBSI Southside Bancshares Inc Financial Services	$1.15B	$5,000 0.0% of portfolio	141	Q3 2022 New
SSB South State Corp Financial Services	$8.03B	$29,000 0.0% of portfolio	364	Q3 2022 New
SWX Southwest Gas Holdings, Inc. Utilities	$5.13B	$22,000 0.0% of portfolio	309	Q3 2022 New
SP Sp Plus Corp Industrials	$0	$0 0.0% of portfolio	14	Q3 2022 New
SPTN Spartan Nash CO Consumer Defensive	$645M	$43,000 0.0% of portfolio	1,483	Q3 2022 New
GLD Spdr Gold Trust ETFs	$81.6B	$39,000 0.0% of portfolio	250	Q3 2022 New
CWI Spdr Ser Tr Spdr Msci Acwi Ex ETFs	$0	$70,000 0.0% of portfolio	3,289	Q3 2022 New
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$28,000 0.0% of portfolio	914	Q3 2022 New
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$1,000 0.0% of portfolio	28	Q3 2022 New
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$2,000 0.0% of portfolio	24	Q3 2022 New
FLRN Spdr Bloomberg Investment Grad ETFs	$0	$9,000 0.0% of portfolio	310	Q3 2022 New
SJNK Spdr Bloomberg Short Term High ETFs	$0	$3,000 0.0% of portfolio	119	Q3 2022 New
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$57,000 0.0% of portfolio	1,641	Q3 2022 New
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$22,000 0.0% of portfolio	380	Q3 2022 New
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$3,000 0.0% of portfolio	39	Q3 2022 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1,000 0.0% of portfolio	13	Q3 2022 New
SPB Spectrum Brands Holdings, Inc. Consumer Defensive	$3.6B	$2,000 0.0% of portfolio	63	Q3 2022 New
THCX Spinnaker ETF Ser Cannabis ETF ETFs	$0	$1,000 0.0% of portfolio	510	Q3 2022 New
SR Spire Inc Utilities	$3.52B	$30,000 0.0% of portfolio	483	Q3 2022 New
SPR Spirit Aero Systems Holdings, Inc. Industrials	$3.23B	$12,000 0.0% of portfolio	549	Q3 2022 New
SAVE Spirit Airlines, Inc. Industrials	$118M	$1,000 0.0% of portfolio	54	Q3 2022 New
SRC Spirit Realty Capital, Inc. Real Estate	$0	$69,000 0.0% of portfolio	1,893	Q3 2022 New
SPLK Splunk Inc Technology	$0	$18,000 0.0% of portfolio	243	Q3 2022 New
SPWH Sportsman'S Warehouse Holdings, Inc. Consumer Cyclical	$87.5M	$20,000 0.0% of portfolio	2,462	Q3 2022 New
SPOT Spotify Technology S.A. Communication Services	$88.5B	$14,000 0.0% of portfolio	163	Q3 2022 New
SWTX Spring Works Therapeutics, Inc. Healthcare	$2.27B	$0 0.0% of portfolio	13	Q3 2022 New
CEF Sprott Physical Gold & Silver Trust Financial Services	$0	$4,000 0.0% of portfolio	250	Q3 2022 New
SPT Sprout Social, Inc. Technology	$1.34B	$28,000 0.0% of portfolio	461	Q3 2022 New
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$15.3B	$55,000 0.0% of portfolio	1,976	Q3 2022 New
SPSC Sps Commerce Inc Technology	$6.36B	$62,000 0.0% of portfolio	496	Q3 2022 New
SPXC Spx Corp Industrials	$7.37B	$8,000 0.0% of portfolio	150	Q3 2022 New

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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Wipfli Financial Advisors Llc, Portfolio Holdings