Wolf Group Capital Advisors Reduced Holdings in Q3 2024

Wolf Group Capital Advisors

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
-292K
- 89.12%
$42.54 - $47.97 $12.4M - $14M
35.6K $1.69M
NVDA
Nvidia Corp

Technology
-26.6K
- 92.93%
$98.91 - $134.91 $2.63M - $3.59M
2.02K $245K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-53.1K
- 87.02%
$57.32 - $62.65 $3.04M - $3.33M
7.92K $493K
FTGC
First Trust Global Tactical CO

ETFs
-106K
- 29.07%
$22.3 - $24.39 $2.37M - $2.59M
259K $6.15M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-35.4K
- 77.69%
$46.68 - $50.38 $1.65M - $1.78M
10.2K $506K
VEU
Vanguard Ftse All World Ex Us

ETFs
-28.7K
- 34.68%
$56.47 - $63.69 $1.62M - $1.82M
54K $3.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
-14.7K
- 73.8%
$85.48 - $98.39 $1.25M - $1.44M
5.21K $502K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14K
- 51.38%
$96.25 - $101.98 $1.35M - $1.43M
13.2K $1.34M
VTV
Vanguard Value ETF

ETFs
-10.3K
- 27.27%
$159.75 - $174.57 $1.64M - $1.79M
27.4K $4.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.8K
- 40.68%
$105.53 - $118.34 $1.35M - $1.51M
18.6K $2.17M
MSFT
Microsoft Corp

Technology
-1.49K
- 20.99%
$395.15 - $467.56 $588K - $696K
5.61K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.67K
- 11.54%
$161.02 - $200.0 $268K - $333K
12.8K $2.38M
MRK
Merck & Co., Inc.

Healthcare
-1.34K
- 7.36%
$111.15 - $128.97 $149K - $173K
16.8K $1.91M
DIS
Walt Disney CO

Communication Services
-1.56K
- 15.39%
$85.6 - $98.61 $133K - $154K
8.56K $823K
EMB
Ishares Tr

ETFs
-2.43K
- 18.2%
$87.75 - $93.74 $213K - $228K
10.9K $1.02M
JNJ
Johnson & Johnson

Healthcare
-2.14K
- 12.86%
$145.48 - $167.38 $312K - $359K
14.5K $2.35M
PG
Procter & Gamble CO

Consumer Defensive
-962
- 8.55%
$160.76 - $177.82 $155K - $171K
10.3K $1.78M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-9.51K
- 2.64%
$29.79 - $33.25 $283K - $316K
351K $11.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
-807
- 10.82%
$90.01 - $95.32 $72.6K - $76.9K
6.65K $629K
IDNA
Ishares Tr Genomics Immunology

ETFs
-2.86K
- 16.4%
$22.86 - $25.49 $65.4K - $73K
14.6K $359K
DRIV
Global X Fds Global X Autonomo

ETFs
-168
- 0.71%
$20.59 - $25.46 $3.46K - $4.28K
23.5K $552K
JPHY
Jp Morgan High Yield Research

ETFs
-2.54K
- 7.5%
N/A
31.3K $0
RDVY
First Trust Rising Dividend Ac

ETFs
-6.42K
- 7.46%
$53.68 - $59.24 $345K - $380K
79.7K $4.72M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-106
- 1.05%
$9.55 - $11.13 $1.01K - $1.18K
10K $108K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 1.91%
$475.2 - $527.7 $9.5K - $10.6K
1.03K $540K
HERO
Global X Fds Video Games & Esp

ETFs
-404
- 2.2%
$20.55 - $24.34 $8.3K - $9.83K
18K $437K
AAPL
Apple Inc.

Technology
-3.97K
- 8.97%
$207.23 - $234.82 $823K - $933K
40.3K $9.39M
BMY
Bristol Myers Squibb CO

Healthcare
-1.63K
- 6.5%
$39.66 - $51.75 $64.7K - $84.4K
23.5K $1.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-931
- 6.64%
$405.19 - $478.57 $377K - $446K
13.1K $6.02M
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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