Wny Asset Management, LLC Portfolio Holdings
Wny Asset Management, LLC
- $802 Million
- Q1 2025
Wny Asset Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $802 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $90.3M, Capital Group Divid Value ETF with a value of $76.2M, Capital Group Growth ETF Shs C with a value of $70.1M, Dimensional ETF Tr with a value of $51M, and Dimensional ETF Tr U S Core Eq with a value of $36.1M.
Examining the 13F form we can see an increase of $28.7M in the current position value, from $773M to 802M.
Wny Asset Management, LLC is based out at Williamsville, NY
Below you can find more details about Wny Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 227
- Current Value $802 Million
- Prior Value $773 Million
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks