Wolf Group Capital Advisors New Holdings in Q1 2025

Wolf Group Capital Advisors

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45.6K
New
$58.01 - $64.46 $2.65M - $2.94M
45.6K $2.85M
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
MCK
Mckesson Corp

Healthcare
2.45K
New
$566.21 - $672.99 $1.39M - $1.65M
2.45K $1.65M
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
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
WMT
Walmart Inc.

Consumer Defensive
5.14K
New
$84.5 - $105.05 $434K - $540K
5.14K $451K
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
CRWD
Crowd Strike Holdings, Inc.

Technology
876
New
$308.86 - $455.36 $271K - $399K
876 $308K
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
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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