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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
35.4K
New
$8.59 - $9.07 $304K - $321K
35.4K $319K
GD
General Dynamics Corp

Industrials
963
New
$279.51 - $308.09 $269K - $297K
963 $291K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.88K
New
$37.61 - $41.72 $259K - $287K
6.88K $287K
GILD
Gilead Sciences, Inc.

Healthcare
3.16K
New
$66.59 - $83.99 $210K - $265K
3.16K $265K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.36K
New
$76.38 - $78.87 $256K - $265K
3.36K $264K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.93K
New
$73.86 - $84.2 $217K - $247K
2.93K $242K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.3K
New
$92.63 - $105.69 $213K - $243K
2.3K $240K
PSX
Phillips 66

Energy
1.82K
New
$125.0 - $147.17 $227K - $267K
1.82K $239K
WDC
Western Digital Corp

Technology
3.23K
New
$56.25 - $80.24 $182K - $259K
3.23K $221K
JNJ
Johnson & Johnson

Healthcare
1.35K
New
$145.48 - $167.38 $197K - $227K
1.35K $220K
EPD
Enterprise Products Partners L.P.

Energy
7.03K
New
$27.88 - $30.0 $196K - $211K
7.03K $205K
VDC
Vanguard Consumer Staples ETF

ETFs
46
+ 0.56%
$201.77 - $221.32 $9.28K - $10.2K
8.27K $1.81M
VZ
Verizon Communications Inc

Communication Services
8
+ 0.03%
$38.89 - $45.0 $311 - $360
28.3K $1.27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
39
+ 0.34%
$64.57 - $71.76 $2.52K - $2.8K
11.5K $826K
VAW
Vanguard Materials ETF

ETFs
3
+ 0.07%
$189.89 - $213.71 $570 - $641
4.16K $880K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.02%
$45.95 - $54.71 $138 - $164
14.2K $726K
BX
Blackstone Inc.

Financial Services
1
+ 0.05%
$120.77 - $159.66 $121 - $160
2.05K $313K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.08%
$514.43 - $606.85 $2.06K - $2.43K
5.13K $3.01M
GOOGL
Alphabet Inc.

Communication Services
503
+ 24.44%
$148.65 - $191.18 $74.8K - $96.2K
2.56K $425K
QQQ
Invesco Qqq Trust, Series 1

ETFs
41
+ 1.28%
$434.77 - $502.96 $17.8K - $20.6K
3.26K $1.59M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
122
+ 0.79%
$49.07 - $50.44 $5.99K - $6.15K
15.6K $785K
ET
Energy Transfer LP

Energy
22
+ 0.17%
$15.43 - $16.44 $339 - $362
13.1K $210K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$111.15 - $128.97 $111 - $129
12.4K $1.41M
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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