Wolff Financial Management LLC Incresed Positions in Q1 2025

Wolff Financial Management LLC

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 1.58%
$47.4 - $52.99 $510K - $570K
690K $35.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.7K
+ 3.83%
$77.7 - $78.94 $834K - $848K
291K $23M
VGSH
Vanguard

ETFs
15.9K
+ 4.75%
$58.07 - $58.69 $920K - $930K
350K $20.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.67K
+ 0.72%
$128.74 - $138.67 $215K - $232K
233K $31.7M
DGRO
Ishares Core Dividend Growth E

ETFs
3.1K
+ 0.61%
$60.46 - $64.42 $187K - $200K
512K $31.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
753
+ 0.37%
$126.11 - $135.06 $95K - $102K
206K $26.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
255
+ 9.22%
$442.66 - $534.52 $113K - $136K
3.02K $1.61M
V
Visa Inc.

Financial Services
550
+ 21.12%
$306.92 - $362.71 $169K - $199K
3.15K $1.11M
CVX
Chevron Corp

Energy
3
+ 0.03%
$146.71 - $167.97 $440 - $504
8.85K $1.48M
K
Kellogg CO

Consumer Defensive
1.26K
+ 3.87%
$81.06 - $82.9 $102K - $104K
33.8K $2.79M
SYK
Stryker Corp

Healthcare
55
+ 0.61%
$355.18 - $399.9 $19.5K - $22K
9.01K $3.35M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.01%
$50.81 - $60.02 $102 - $120
14.2K $854K
AMZN
Amazon Com Inc

Consumer Cyclical
711
+ 48.7%
$190.26 - $242.06 $135K - $172K
2.17K $413K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.04%
$114.1 - $135.66 $228 - $271
5.05K $669K
META
Meta Platforms, Inc.

Communication Services
159
+ 11.49%
$576.36 - $736.67 $91.6K - $117K
1.54K $889K
VDC
Vanguard Consumer Staples ETF

ETFs
34
+ 0.41%
$206.54 - $226.16 $7.02K - $7.69K
8.38K $1.83M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
37
+ 0.32%
$68.32 - $75.06 $2.53K - $2.78K
11.6K $866K
VTV
Vanguard Value ETF

ETFs
45
+ 0.55%
$167.73 - $179.21 $7.55K - $8.06K
8.3K $1.43M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.03%
$158.56 - $176.26 $476 - $529
10.1K $1.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
222
+ 3.16%
$38.89 - $41.6 $8.63K - $9.24K
7.24K $293K
VAW
Vanguard Materials ETF

ETFs
2
+ 0.05%
$185.71 - $202.46 $371 - $405
4.17K $787K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.6%
$76.94 - $78.28 $1.31K - $1.33K
2.84K $222K
VOE
Vanguard Mid Cap Value Index F

ETFs
44
+ 0.46%
$156.61 - $168.02 $6.89K - $7.39K
9.61K $1.54M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40
+ 0.2%
$49.25 - $50.66 $1.97K - $2.03K
19.7K $976K
ET
Energy Transfer LP

Energy
18
+ 0.14%
$17.26 - $21.08 $311 - $379
13.2K $244K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.78%
$271.18 - $303.12 $2.44K - $2.73K
1.16K $318K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
54
+ 1.84%
$77.67 - $90.15 $4.19K - $4.87K
2.99K $234K
BX
Blackstone Inc.

Financial Services
2
+ 0.1%
$136.53 - $186.74 $273 - $373
2.05K $286K
USB
Us Bancorp \De\

Financial Services
5
+ 0.04%
$40.92 - $50.9 $205 - $255
13.4K $564K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.08%
$154.33 - $206.19 $309 - $412
2.57K $397K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$83.01 - $101.02 $83 - $101
12.4K $1.11M
UPS
United Parcel Service Inc

Industrials
6
+ 0.08%
$109.66 - $136.26 $658 - $818
7.54K $829K
MSFT
Microsoft Corp

Technology
1
+ 0.02%
$375.39 - $447.2 $375 - $447
6.38K $2.39M
VO
Vanguard Mid Cap ETF

ETFs
200
+ 0.24%
$251.87 - $277.95 $50.4K - $55.6K
84.5K $21.8M
VGT
Vanguard Information Technolog

ETFs
11
+ 0.19%
$542.38 - $646.34 $5.97K - $7.11K
5.7K $3.09M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$209.68 - $247.1 $210 - $247
19.5K $4.34M
VB
Vanguard Small Cap ETF

ETFs
944
+ 0.85%
$217.89 - $252.64 $206K - $238K
111K $24.7M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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