Wolff Financial Management LLC Purchases in Q3 2024

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
98K
New
$341.08 - $391.94 $33.4M - $38.4M
98K $37.6M
VEA
Vanguard Ftse Developed Market

ETFs
661K
New
$47.6 - $53.31 $31.5M - $35.2M
661K $34.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
209K
New
$117.9 - $128.2 $24.6M - $26.7M
209K $26.7M
VB
Vanguard Small Cap ETF

ETFs
110K
New
$214.77 - $237.72 $23.7M - $26.2M
110K $26.2M
VO
Vanguard Mid Cap ETF

ETFs
84K
New
$237.84 - $263.83 $20M - $22.2M
84K $22.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
42.9K
New
$218.05 - $243.47 $9.35M - $10.4M
42.9K $10.4M
LLY
Eli Lilly & CO

Healthcare
9.03K
New
$772.14 - $960.02 $6.97M - $8.67M
9.03K $8M
VBK
Vanguard Small Cap Growth ETF

ETFs
20.6K
New
$240.48 - $267.94 $4.95M - $5.52M
20.6K $5.51M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.52K
+ 3.37%
$125.95 - $142.04 $947K - $1.07M
230K $32.7M
LANC
Lancaster Colony Corp

Consumer Defensive
23.1K
New
$167.65 - $198.49 $3.87M - $4.59M
23.1K $4.08M
VBR
Vanguard Small Cap Value ETF

ETFs
16.8K
New
$179.99 - $201.6 $3.02M - $3.38M
16.8K $3.37M
SYK
Stryker Corp

Healthcare
8.98K
New
$315.94 - $371.96 $2.84M - $3.34M
8.98K $3.24M
MSFT
Microsoft Corp

Technology
6.7K
New
$395.15 - $467.56 $2.65M - $3.13M
6.7K $2.88M
K
Kellogg CO

Consumer Defensive
32.5K
New
$56.19 - $80.81 $1.83M - $2.63M
32.5K $2.62M
CAT
Caterpillar Inc

Industrials
5.01K
New
$316.8 - $391.12 $1.59M - $1.96M
5.01K $1.96M
PG
Procter & Gamble CO

Consumer Defensive
10.1K
New
$160.76 - $177.82 $1.63M - $1.8M
10.1K $1.75M
PFE
Pfizer Inc

Healthcare
59.1K
New
$27.7 - $31.39 $1.64M - $1.85M
59.1K $1.71M
VOE
Vanguard Mid Cap Value Index F

ETFs
9.74K
New
$149.02 - $167.67 $1.45M - $1.63M
9.74K $1.63M
QCOM
Qualcomm Inc

Technology
9.21K
New
$156.12 - $209.64 $1.44M - $1.93M
9.21K $1.57M
MCD
Mcdonalds Corp

Consumer Cyclical
5.11K
New
$245.82 - $304.51 $1.26M - $1.56M
5.11K $1.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11K
+ 4.22%
$76.94 - $79.54 $847K - $875K
272K $21.6M
VTV
Vanguard Value ETF

ETFs
8.21K
New
$159.75 - $174.57 $1.31M - $1.43M
8.21K $1.43M
VGSH
Vanguard

ETFs
17.5K
+ 5.95%
$57.74 - $59.13 $1.01M - $1.04M
312K $18.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.7K
New
$75.32 - $84.37 $1.19M - $1.33M
15.7K $1.32M
CVX
Chevron Corp

Energy
8.85K
New
$137.88 - $161.97 $1.22M - $1.43M
8.85K $1.3M
VIG
Vanguard Dividend Appreciation

ETFs
6.42K
New
$182.15 - $182.15 $1.17M - $1.17M
6.42K $1.27M
DVY
Ishares Tr

ETFs
9.06K
New
$119.99 - $135.74 $1.09M - $1.23M
9.06K $1.22M
UPS
United Parcel Service Inc

Industrials
7.53K
New
$123.32 - $147.38 $928K - $1.11M
7.53K $1.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.9K
New
$49.93 - $51.15 $995K - $1.02M
19.9K $1.02M
PEP
Pepsico Inc

Consumer Defensive
5.98K
New
$161.9 - $179.3 $969K - $1.07M
5.98K $1.02M
KO
Coca Cola CO

Consumer Defensive
12.1K
New
$62.69 - $73.01 $758K - $883K
12.1K $869K
LMT
Lockheed Martin Corp

Industrials
1.26K
New
$460.3 - $584.56 $581K - $738K
1.26K $738K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.9K
New
$36.98 - $41.55 $625K - $702K
16.9K $695K
KMB
Kimberly Clark Corp

Consumer Defensive
4.79K
New
$135.05 - $148.35 $646K - $710K
4.79K $681K
USB
Us Bancorp \De\

Financial Services
13.4K
New
$39.04 - $47.23 $521K - $631K
13.4K $611K
CLX
Clorox CO

Consumer Defensive
3.73K
New
$131.73 - $166.97 $491K - $622K
3.73K $607K
PM
Philip Morris International Inc.

Consumer Defensive
4.52K
New
$101.25 - $127.45 $458K - $576K
4.52K $549K
INTC
Intel Corp

Technology
22.4K
New
$18.9 - $34.87 $423K - $781K
22.4K $525K
BMY
Bristol Myers Squibb CO

Healthcare
9.95K
New
$39.66 - $51.75 $395K - $515K
9.95K $515K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4K
New
$111.9 - $124.28 $448K - $497K
4K $494K
TD
Toronto Dominion Bank

Financial Services
7.77K
New
$54.54 - $64.56 $424K - $502K
7.77K $492K
AAPL
Apple Inc.

Technology
234
+ 1.21%
$207.23 - $234.82 $48.5K - $54.9K
19.6K $4.56M
DOW
Dow Inc.

Basic Materials
8.27K
New
$50.15 - $55.41 $415K - $458K
8.27K $452K
EFG
Msci Eafe Growth ETF

ETFs
4.19K
New
$96.84 - $108.77 $405K - $455K
4.19K $451K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.63K
+ 1.57%
$36.02 - $41.68 $58.8K - $68.1K
106K $4.36M
VTI
Vanguard Total Stock Market Et

ETFs
1.41K
New
$255.18 - $283.2 $360K - $399K
1.41K $399K
GIS
General Mills Inc

Consumer Defensive
5.2K
New
$62.5 - $75.15 $325K - $391K
5.2K $384K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.17K
New
$103.87 - $117.59 $329K - $372K
3.17K $371K
NFG
National Fuel Gas CO

Energy
5.68K
New
$54.14 - $61.22 $307K - $348K
5.68K $344K
Activity Summary
Buys All Purchases 74 New Holdings 56 Increased Positions 18 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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