Wolff Financial Management LLC Purchases in Q2 2025

Wolff Financial Management LLC

Stock	Shares change	Price Range	Shares Held
DUK Duke Energy Corp Utilities	15 + 0.31%	$112.46 - $124.05 $1.69K - $1.86K	4.83K $569K
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	44 + 0.38%	$68.13 - $74.77 $3K - $3.29K	11.6K $847K
PFE Pfizer Inc Healthcare	151 + 0.35%	$21.59 - $24.84 $3.26K - $3.75K	43.2K $1.05M
BRK-B Berkshire Hathaway Inc Class B Financial Services	195 + 6.45%	$483.48 - $539.8 $94.3K - $105K	3.22K $1.56M
UPS United Parcel Service Inc Industrials	16 + 0.21%	$91.92 - $110.2 $1.47K - $1.76K	7.55K $763K
PEP Pepsico Inc Consumer Defensive	5 + 0.08%	$128.02 - $151.37 $640 - $757	5.93K $783K
PG Procter & Gamble CO Consumer Defensive	10 + 0.1%	$157.66 - $172.39 $1.58K - $1.72K	10.1K $1.62M
BMY Bristol Myers Squibb CO Healthcare	105 + 1.06%	$44.12 - $59.6 $4.63K - $6.26K	10.1K $465K
AAPL Apple Inc. Technology	209 + 1.07%	$172.42 - $223.89 $36K - $46.8K	19.7K $4.05M

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