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
GOOG
Alphabet Inc.

Communication Services
2.71K
New
$156.06 - $207.71 $423K - $563K
2.71K $423K
ABT
Abbott Laboratories

Healthcare
3.05K
New
$111.1 - $140.22 $339K - $428K
3.05K $404K
MMM
3 M CO

Industrials
2.73K
New
$129.7 - $155.12 $353K - $423K
2.73K $400K
ALL
Allstate Corp

Financial Services
1.9K
New
$180.99 - $210.18 $344K - $399K
1.9K $393K
BAC
Bank Of America Corp

Financial Services
9.1K
New
$39.61 - $47.74 $361K - $435K
9.1K $379K
BA
Boeing CO

Industrials
2.17K
New
$148.15 - $186.25 $321K - $403K
2.17K $369K
XLB
Select Sector Spdr Fd Material

ETFs
4.29K
New
$83.19 - $90.99 $357K - $391K
4.29K $365K
CBRE
Cbre Group, Inc.

Real Estate
2.72K
New
$121.79 - $147.13 $332K - $400K
2.72K $355K
CMCSA
Comcast Corp

Communication Services
9.59K
New
$33.19 - $38.23 $318K - $367K
9.59K $353K
NFLX
Netflix Inc

Communication Services
360
New
$828.4 - $1058.6 $298K - $381K
360 $335K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.29K
New
$63.07 - $73.5 $271K - $315K
4.29K $304K
NVO
Novo Nordisk A S

Healthcare
4.17K
New
$69.3 - $90.95 $289K - $379K
4.17K $289K
DE
Deere & CO

Industrials
617
New
$408.57 - $509.27 $252K - $314K
617 $289K
INTC
Intel Corp

Technology
12.5K
New
$19.1 - $27.39 $238K - $342K
12.5K $283K
QQQ
Invesco Qqq Trust, Series 1

ETFs
594
New
$468.34 - $539.52 $278K - $320K
594 $278K
ASML
Asml Holding Nv

Technology
416
New
$662.63 - $776.99 $276K - $323K
416 $275K
VRSK
Verisk Analytics, Inc.

Industrials
923
New
$268.63 - $301.33 $248K - $278K
923 $274K
FAST
Fastenal CO

Industrials
3.53K
New
$71.11 - $79.98 $251K - $282K
3.53K $273K
LEN
Lennar Corp

Consumer Cyclical
2.39K
New
$113.93 - $141.54 $272K - $338K
2.39K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.89K
New
$87.68 - $94.52 $253K - $273K
2.89K $270K
PG
Procter & Gamble CO

Consumer Defensive
1.41K
+ 13.67%
$158.56 - $176.26 $223K - $248K
11.7K $1.99M
SAP
Sap Se

Technology
1K
New
$241.4 - $293.69 $242K - $294K
1K $268K
AMP
Ameriprise Financial Inc

Financial Services
552
New
$472.29 - $575.13 $261K - $317K
552 $267K
AZN
Astrazeneca PLC

Healthcare
3.56K
New
$65.37 - $77.96 $232K - $277K
3.56K $261K
ABBV
Abb Vie Inc.

Healthcare
1.2K
New
$169.2 - $216.66 $203K - $260K
1.2K $251K
EW
Edwards Lifesciences Corp

Healthcare
3.45K
New
$67.95 - $76.19 $234K - $263K
3.45K $250K
XLK
Technology Sector Spdr

ETFs
1.6K
+ 52.62%
$206.38 - $242.18 $330K - $387K
4.63K $955K
ORCL
Oracle Corp

Technology
1.79K
New
$139.81 - $186.47 $251K - $334K
1.79K $250K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.11K
New
$45.22 - $52.17 $231K - $267K
5.11K $245K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.61K
New
$36.63 - $37.45 $242K - $247K
6.61K $243K
PSA
Public Storage

Real Estate
799
New
$288.99 - $313.98 $231K - $251K
799 $239K
CVX
Chevron Corp

Energy
1.38K
New
$146.71 - $167.97 $203K - $232K
1.38K $231K
RSG
Republic Services, Inc.

Industrials
946
New
$200.09 - $242.16 $189K - $229K
946 $229K
INTU
Intuit Inc

Technology
367
New
$555.63 - $630.23 $204K - $231K
367 $225K
CDW
Cdw Corp

Technology
1.4K
New
$160.26 - $206.13 $225K - $289K
1.4K $224K
IWS
Ishares Russell Midcap Value E

ETFs
1.78K
New
$122.59 - $135.24 $219K - $241K
1.78K $224K
HSY
Hershey CO

Consumer Defensive
1.32K
New
$144.74 - $186.36 $190K - $245K
1.32K $224K
NVS
Novartis Ag

Healthcare
2K
New
$97.14 - $115.57 $194K - $231K
2K $222K
HSBC
Hsbc Holdings PLC

Financial Services
3.81K
New
$48.68 - $61.58 $186K - $235K
3.81K $218K
VO
Vanguard Mid Cap ETF

ETFs
839
New
$251.87 - $277.95 $211K - $233K
839 $215K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.24K
New
$64.26 - $85.48 $208K - $277K
3.24K $213K
A
Agilent Technologies, Inc.

Healthcare
1.79K
New
$116.69 - $152.6 $209K - $273K
1.79K $209K
SONY
Sony Group Corp

Technology
8.11K
New
$19.88 - $25.64 $161K - $208K
8.11K $205K
VEEV
Veeva Systems Inc

Healthcare
875
New
$210.58 - $246.8 $184K - $216K
875 $202K
GLD
Spdr Gold Trust

ETFs
405
+ 21.99%
$243.19 - $288.14 $98.5K - $117K
2.25K $647K
SHOP
Shopify Inc.

Technology
2.1K
New
$90.59 - $129.31 $190K - $272K
2.1K $200K
AMZN
Amazon Com Inc

Consumer Cyclical
2.78K
+ 21.77%
$190.26 - $242.06 $529K - $673K
15.6K $2.96M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.89K
+ 16.45%
$108.02 - $120.45 $204K - $227K
13.4K $1.47M
DIS
Walt Disney CO

Communication Services
2.53K
+ 29.49%
$96.87 - $114.0 $245K - $288K
11.1K $1.09M
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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