Wolf Group Capital Advisors Purchases in Q1 2025

Wolf Group Capital Advisors

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
282K
+ 792.46%
$45.72 - $51.73 $12.9M - $14.6M
318K $14.6M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
64K
New
$123.11 - $130.57 $7.88M - $8.36M
64K $8.06M
PAVE
Global X Fds Us Infrastructure

ETFs
168K
New
$37.31 - $43.82 $6.28M - $7.37M
168K $6.35M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
245K
New
$25.05 - $25.16 $6.13M - $6.16M
245K $6.16M
VTV
Vanguard Value ETF

ETFs
24.8K
+ 90.68%
$167.73 - $179.21 $4.16M - $4.45M
52.2K $8.91M
FTGC
First Trust Global Tactical CO

ETFs
137K
+ 52.71%
$23.95 - $25.86 $3.28M - $3.54M
396K $10.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.5K
+ 839.51%
$57.21 - $65.8 $3.8M - $4.37M
74.4K $4.34M
NVDA
Nvidia Corp

Technology
34.5K
+ 1706.93%
$106.98 - $149.43 $3.69M - $5.15M
36.5K $3.96M
VEU
Vanguard Ftse All World Ex Us

ETFs
51.7K
+ 95.74%
$56.51 - $62.98 $2.92M - $3.25M
106K $6.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45.6K
New
$58.01 - $64.46 $2.65M - $2.94M
45.6K $2.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.5K
+ 177.19%
$95.85 - $99.25 $2.25M - $2.33M
36.7K $3.62M
AVGO
Broadcom Inc.

Technology
14K
+ 586.47%
$167.43 - $244.7 $2.34M - $3.42M
16.3K $2.74M
BSX
Boston Scientific Corp

Healthcare
21.3K
New
$89.38 - $106.18 $1.9M - $2.26M
21.3K $2.14M
IWN
Ishares Russell2000 Val ETF

ETFs
14.1K
New
$149.27 - $169.4 $2.11M - $2.4M
14.1K $2.14M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
90.4K
New
$23.29 - $23.38 $2.11M - $2.11M
90.4K $2.11M
JCPB
J P Morgan Exchange Traded Fd

ETFs
42.8K
New
$45.56 - $47.23 $1.95M - $2.02M
42.8K $2.01M
EA
Electronic Arts Inc.

Communication Services
13.5K
New
$116.53 - $146.29 $1.57M - $1.97M
13.5K $1.95M
VONG
Vanguard Russell 1000 Growth E

ETFs
20.2K
+ 387.08%
$92.71 - $107.38 $1.87M - $2.16M
25.4K $2.35M
MCK
Mckesson Corp

Healthcare
2.45K
New
$566.21 - $672.99 $1.39M - $1.65M
2.45K $1.65M
OMC
Omnicom Group Inc.

Communication Services
18.2K
New
$79.43 - $88.34 $1.45M - $1.61M
18.2K $1.51M
XOM
Exxon Mobil Corp

Energy
11.8K
New
$105.44 - $118.93 $1.25M - $1.41M
11.8K $1.41M
HTRB
Hartford Fds Total Return Bd E

ETFs
40.6K
New
$33.03 - $34.09 $1.34M - $1.38M
40.6K $1.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.65K
New
$283.24 - $338.07 $1.32M - $1.57M
4.65K $1.37M
QCOM
Qualcomm Inc

Technology
8.3K
New
$151.94 - $175.86 $1.26M - $1.46M
8.3K $1.27M
PCAR
Paccar Inc

Industrials
13K
New
$96.91 - $112.51 $1.26M - $1.47M
13K $1.27M
LAUR
Laureate Education, Inc.

Consumer Defensive
62K
New
$18.04 - $20.97 $1.12M - $1.3M
62K $1.27M
WM
Waste Management Inc

Industrials
5.46K
New
$200.54 - $233.78 $1.1M - $1.28M
5.46K $1.26M
BRBR
Bellring Brands, Inc.

Consumer Defensive
16.1K
New
$65.4 - $79.39 $1.05M - $1.28M
16.1K $1.2M
META
Meta Platforms, Inc.

Communication Services
2.05K
New
$576.36 - $736.67 $1.18M - $1.51M
2.05K $1.18M
TT
Trane Technologies PLC

Industrials
3.5K
New
$332.0 - $400.86 $1.16M - $1.4M
3.5K $1.18M
SYF
Synchrony Financial

Financial Services
22.2K
New
$51.9 - $70.63 $1.15M - $1.57M
22.2K $1.18M
FIVE
Five Below, Inc

Consumer Cyclical
15.6K
New
$72.25 - $103.2 $1.13M - $1.61M
15.6K $1.17M
EBAY
Ebay Inc

Consumer Cyclical
16.3K
New
$61.61 - $70.93 $1.01M - $1.16M
16.3K $1.11M
OSK
Oshkosh Corp

Industrials
11.4K
New
$89.56 - $116.4 $1.02M - $1.32M
11.4K $1.07M
SCHW
Schwab Charles Corp

Financial Services
13.1K
New
$71.24 - $83.64 $936K - $1.1M
13.1K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
3.38K
New
$222.15 - $428.22 $751K - $1.45M
3.38K $875K
XLV
Select Sector Spdr Fund Health

ETFs
5.2K
New
$137.61 - $149.68 $716K - $778K
5.2K $751K
COIN
Coinbase Global, Inc.

Technology
4.26K
New
$172.23 - $301.3 $734K - $1.28M
4.26K $734K
VBR
Vanguard Small Cap Value ETF

ETFs
3.8K
+ 210.06%
$183.02 - $207.75 $696K - $790K
5.61K $1.04M
EMB
Ishares Tr

ETFs
7.36K
+ 67.29%
$88.64 - $92.03 $652K - $677K
18.3K $1.65M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.99K
+ 105.08%
$89.27 - $92.9 $624K - $650K
13.6K $1.26M
SEE
Sealed Air Corp

Consumer Cyclical
22.7K
New
$28.9 - $35.65 $657K - $810K
22.7K $657K
JPM
Jpmorgan Chase & CO

Financial Services
2.61K
New
$225.19 - $279.95 $588K - $730K
2.61K $639K
MSFT
Microsoft Corp

Technology
2.35K
+ 41.93%
$375.39 - $447.2 $882K - $1.05M
7.96K $2.99M
RDVY
First Trust Rising Dividend Ac

ETFs
11.4K
+ 14.27%
$57.22 - $63.39 $650K - $721K
91K $5.33M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.77K
+ 5.1%
$104.89 - $113.56 $501K - $542K
98.3K $10.5M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
2.99K
+ 0.85%
$32.01 - $34.37 $95.8K - $103K
354K $11.8M
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 8.5%
$142.06 - $167.7 $175K - $207K
15.8K $2.61M
WMT
Walmart Inc.

Consumer Defensive
5.14K
New
$84.5 - $105.05 $434K - $540K
5.14K $451K
Activity Summary
Buys All Purchases 110 New Holdings 80 Increased Positions 30 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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