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
LEN
Lennar Corp

Consumer Cyclical
2.39K
New
$113.93 - $141.54 $272K - $338K
2.39K $273K
FAST
Fastenal CO

Industrials
3.53K
New
$71.11 - $79.98 $251K - $282K
3.53K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.89K
New
$87.68 - $94.52 $253K - $273K
2.89K $270K
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
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
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
SHOP
Shopify Inc.

Technology
2.1K
New
$90.59 - $129.31 $190K - $272K
2.1K $200K
Linde PLC
729
New
N/A
729 $0
Ferguson Enterprises Inc
1.63K
New
N/A
1.63K $0
BRNY
Ea Ser Tr Burney Us Factor Rot
75.2K
New
N/A
75.2K $0
Amplify ETF Tr
6.66K
New
N/A
6.66K $0
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
Track This Portfolio

Track Wolf Group Capital Advisors Portfolio

Follow Wolf Group Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wolf Group Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Wolf Group Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email