Wolf Group Capital Advisors Incresed Positions in Q3 2024

Wolf Group Capital Advisors

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNA
Snap On Inc

Industrials
10.9K
+ 1386.24%
$255.35 - $289.77 $2.78M - $3.15M
11.7K $3.38M
LLY
Eli Lilly & CO

Healthcare
2.16K
+ 66.01%
$772.14 - $960.02 $1.67M - $2.08M
5.44K $4.82M
CSCO
Cisco Systems, Inc.

Technology
33.4K
+ 461.91%
$44.74 - $53.22 $1.5M - $1.78M
40.7K $2.16M
UNH
Unitedhealth Group Inc

Healthcare
2.25K
+ 382.79%
$488.01 - $604.18 $1.1M - $1.36M
2.83K $1.66M
QAI
Iq Hedge Multi Strategy Compos

ETFs
36.8K
+ 44.37%
$30.5 - $32.13 $1.12M - $1.18M
120K $3.84M
PH
Parker Hannifin Corp

Industrials
961
+ 22.75%
$501.01 - $635.92 $481K - $611K
5.19K $3.28M
URI
United Rentals, Inc.

Industrials
713
+ 25.21%
$627.41 - $814.1 $447K - $580K
3.54K $2.87M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.65K
+ 10.52%
$194.66 - $225.97 $710K - $824K
38.3K $8.42M
GPI
Group 1 Automotive Inc

Consumer Cyclical
896
+ 12.2%
$280.92 - $391.73 $252K - $351K
8.24K $3.16M
VLUE
Ishares Msci Usa Value Factor

ETFs
3.8K
+ 4.23%
$99.14 - $109.18 $377K - $415K
93.5K $10.2M
ACWI
Ishares Msci Acwi ETF

ETFs
6.14K
+ 34.68%
$107.24 - $119.84 $659K - $736K
23.9K $2.85M
HCA
Hca Healthcare, Inc.

Healthcare
206
+ 2.46%
$315.12 - $406.43 $64.9K - $83.7K
8.59K $3.49M
MA
Mastercard Inc

Financial Services
554
+ 5.89%
$429.6 - $500.99 $238K - $278K
9.96K $4.92M
GILD
Gilead Sciences, Inc.

Healthcare
1.55K
+ 3.76%
$66.59 - $83.99 $103K - $130K
42.8K $3.59M
AXP
American Express CO

Financial Services
1.29K
+ 13.08%
$225.92 - $271.17 $292K - $350K
11.2K $3.03M
BK
Bank Of New York Mellon Corp

Financial Services
4.59K
+ 15.22%
$59.54 - $72.17 $273K - $331K
34.8K $2.5M
DHI
Horton D R Inc

Consumer Cyclical
357
+ 2.92%
$135.21 - $197.06 $48.3K - $70.4K
12.6K $2.4M
ACN
Accenture PLC

Technology
405
+ 4.05%
$295.44 - $355.81 $120K - $144K
10.4K $3.67M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.99K
+ 4.21%
$65.15 - $72.97 $195K - $218K
74.1K $5.41M
JPEM
Jp Morgan Diversified Return

ETFs
8.67K
+ 25.97%
$52.23 - $56.96 $453K - $494K
42.1K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
272
+ 3.76%
$333.64 - $405.2 $90.8K - $110K
7.51K $3.04M
FNDF
Schwab Fundamental Intl Large

ETFs
6.87K
+ 6.65%
$33.67 - $37.71 $231K - $259K
110K $4.12M
CG
Carlyle Group Inc.

Financial Services
8.38K
+ 19.62%
$37.24 - $49.74 $312K - $417K
51.1K $2.2M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.15K
+ 16.01%
$74.21 - $96.5 $159K - $207K
15.6K $1.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.1K
+ 37.41%
$283.28 - $314.39 $312K - $346K
4.04K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
637
+ 9.1%
$175.14 - $206.36 $112K - $131K
7.63K $1.58M
FDS
Factset Research Systems Inc

Financial Services
219
+ 6.48%
$397.04 - $469.48 $87K - $103K
3.6K $1.65M
SYY
Sysco Corp

Consumer Defensive
1.41K
+ 6.69%
$69.16 - $78.98 $97.3K - $111K
22.4K $1.75M
VUG
Vanguard Growth ETF

ETFs
540
+ 25.44%
$341.08 - $391.94 $184K - $212K
2.66K $1.02M
V
Visa Inc.

Financial Services
6
+ 0.03%
$253.74 - $291.56 $1.52K - $1.75K
17.4K $4.77M
EHC
Encompass Health Corp

Healthcare
1.13K
+ 11.54%
$83.97 - $97.17 $95.1K - $110K
10.9K $1.06M
BLK
Black Rock Inc.

Financial Services
85
+ 10.29%
$782.27 - $949.51 $66.5K - $80.7K
911 $865K
CRM
Salesforce, Inc.

Technology
341
+ 4.75%
$238.42 - $276.53 $81.3K - $94.3K
7.52K $2.06M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.18K
+ 33.79%
$46.96 - $52.8 $149K - $168K
12.6K $657K
MGRC
Mcgrath Rentcorp

Industrials
2.03K
+ 14.03%
$98.13 - $115.62 $199K - $235K
16.5K $1.74M
ABC
Amerisourcebergen Corp

Healthcare
1.05K
+ 12.39%
N/A
9.51K $1.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.94K
+ 45.08%
$48.51 - $52.86 $143K - $155K
9.47K $500K
CACI
Caci International Inc

Technology
430
+ 10.8%
$427.76 - $427.76 $184K - $184K
4.41K $1.89M
FISV
Fiserv Inc

Technology
1.36K
+ 11.34%
N/A
13.4K $1.67M
CB
Chubb LTD

Financial Services
24
+ 0.51%
$252.51 - $292.2 $6.06K - $7.01K
4.77K $1.38M
VTWG
Vanguard Russell 2000 Growth E

ETFs
379
+ 8.86%
$186.75 - $211.16 $70.8K - $80K
4.66K $964K
IWP
Ishares Russell Mid Cap Growth

ETFs
776
+ 10.13%
$103.87 - $117.59 $80.6K - $91.2K
8.44K $989K
VBR
Vanguard Small Cap Value ETF

ETFs
549
+ 43.54%
$179.99 - $201.6 $98.8K - $111K
1.81K $363K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.44K
+ 14.31%
$86.23 - $103.97 $124K - $149K
11.5K $1.12M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.48K
+ 44.0%
$69.61 - $79.56 $103K - $118K
4.84K $379K
EMR
Emerson Electric CO

Industrials
1.3K
+ 6.42%
$98.19 - $118.87 $128K - $155K
21.6K $2.36M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
401
+ 3.62%
$101.72 - $112.94 $40.8K - $45.3K
11.5K $1.3M
GLD
Spdr Gold Trust

ETFs
155
+ 9.19%
$215.56 - $246.98 $33.4K - $38.3K
1.84K $447K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.3K
+ 14.62%
$25.49 - $25.49 $58.5K - $58.5K
18K $458K
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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