Wolff Financial Management LLC Incresed Positions in Q4 2024

Wolff Financial Management LLC

  • $360 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
21.7K
+ 6.94%
$58.02 - $58.88 $1.26M - $1.28M
334K $19.4M
VGT
Vanguard Information Technolog

ETFs
556
+ 10.83%
$571.78 - $647.97 $318K - $360K
5.69K $3.54M
VB
Vanguard Small Cap ETF

ETFs
113
+ 0.1%
$233.76 - $261.58 $26.4K - $29.6K
110K $26.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.99K
+ 2.94%
$77.86 - $79.27 $622K - $634K
280K $21.8M
VO
Vanguard Mid Cap ETF

ETFs
259
+ 0.31%
$261.5 - $284.63 $67.7K - $73.7K
84.3K $22.3M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.12%
$161.86 - $196.66 $486 - $590
2.56K $485K
ET
Energy Transfer LP

Energy
20
+ 0.15%
$16.05 - $19.86 $321 - $397
13.1K $257K
LANC
Lancaster Colony Corp

Consumer Defensive
695
+ 3.01%
$172.18 - $200.28 $120K - $139K
23.8K $4.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.81K
+ 339.04%
$25.93 - $105.3 $202K - $822K
10.1K $282K
BX
Blackstone Inc.

Financial Services
2
+ 0.1%
$148.45 - $199.05 $297 - $398
2.05K $353K
USB
Us Bancorp \De\

Financial Services
5
+ 0.04%
$43.98 - $53.66 $220 - $268
13.4K $639K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.02%
$49.06 - $57.74 $147 - $173
14.2K $744K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4
+ 0.14%
$81.6 - $90.89 $326 - $364
2.94K $252K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.13K
+ 7.71%
$38.37 - $42.82 $312K - $348K
114K $4.36M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12
+ 0.41%
N/A
2.92K $271K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
144
+ 2.09%
$38.96 - $43.28 $5.61K - $6.23K
7.02K $276K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
80
+ 1.38%
$34.13 - $37.35 $2.73K - $2.99K
5.87K $200K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
37
+ 0.32%
$69.58 - $74.87 $2.57K - $2.77K
11.5K $808K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$114.45 - $127.21 $343 - $382
5.05K $584K
DVY
Ishares Tr

ETFs
15
+ 0.17%
$129.55 - $143.41 $1.94K - $2.15K
9.07K $1.19M
VTV
Vanguard Value ETF

ETFs
47
+ 0.57%
$168.32 - $181.87 $7.91K - $8.55K
8.26K $1.4M
VDC
Vanguard Consumer Staples ETF

ETFs
70
+ 0.85%
$210.96 - $223.62 $14.8K - $15.7K
8.34K $1.76M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.7K
+ 104.44%
$18.41 - $40.87 $325K - $722K
34.6K $639K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.03%
$161.05 - $179.7 $483 - $539
10.1K $1.7M
UPS
United Parcel Service Inc

Industrials
6
+ 0.08%
$122.65 - $138.35 $736 - $830
7.53K $950K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.12%
$186.91 - $215.32 $935 - $1.08K
4.17K $782K
EFA
Ishares Tr Msci Eafe ETF

ETFs
127
+ 0.81%
$75.1 - $82.99 $9.54K - $10.5K
15.9K $1.2M
VZ
Verizon Communications Inc

Communication Services
8
+ 0.03%
$39.6 - $45.21 $317 - $362
28.3K $1.13M
HDV
Ishares Core High Dividend ETF

ETFs
27
+ 0.08%
$110.82 - $121.28 $2.99K - $3.27K
33.1K $3.72M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.35K
+ 0.59%
$131.66 - $144.0 $178K - $195K
232K $30.6M
VEA
Vanguard Ftse Developed Market

ETFs
18.3K
+ 2.76%
$47.57 - $52.44 $869K - $958K
679K $32.5M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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