Wolff Financial Management LLC Incresed Positions in Q2 2025

Wolff Financial Management LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
45
+ 0.05%
$329.49 - $438.4 $14.8K - $19.7K
94.7K $41.5M
VEA
Vanguard Ftse Developed Market

ETFs
5.83K
+ 0.84%
$45.65 - $57.01 $266K - $332K
696K $39.7M
VB
Vanguard Small Cap ETF

ETFs
2.19K
+ 1.96%
$193.73 - $237.37 $423K - $519K
114K $26.9M
VO
Vanguard Mid Cap ETF

ETFs
1.35K
+ 1.59%
$228.54 - $279.83 $308K - $377K
85.8K $24M
DGRO
Ishares Core Dividend Growth E

ETFs
10K
+ 1.96%
$55.22 - $63.94 $554K - $642K
522K $33.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
392
+ 0.96%
$216.28 - $284.39 $84.8K - $111K
41.2K $11.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.45K
+ 2.15%
$114.78 - $133.31 $510K - $593K
211K $28.1M
MSFT
Microsoft Corp

Technology
104
+ 1.63%
$354.56 - $497.45 $36.9K - $51.7K
6.48K $3.22M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.59K
+ 2.61%
$77.94 - $79.5 $592K - $603K
298K $23.7M
VGSH
Vanguard

ETFs
11.9K
+ 3.39%
$58.32 - $58.95 $692K - $700K
362K $21.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.76K
+ 2.04%
$121.58 - $136.74 $579K - $651K
238K $32.3M
SYK
Stryker Corp

Healthcare
1.11K
+ 12.36%
$337.37 - $395.63 $375K - $440K
10.1K $4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.41K
+ 3.05%
$34.72 - $42.74 $118K - $146K
115K $4.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.03%
$416.06 - $551.64 $416 - $552
3.28K $1.81M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.09%
$210.28 - $289.91 $631 - $870
3.21K $931K
EFA
Ishares Tr Msci Eafe ETF

ETFs
119
+ 0.75%
$72.96 - $90.39 $8.68K - $10.8K
16K $1.43M
CSCO
Cisco Systems, Inc.

Technology
124
+ 1.17%
$53.19 - $69.38 $6.6K - $8.6K
10.7K $745K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
225
+ 0.65%
$17.76 - $22.1 $4K - $4.97K
34.8K $769K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.06%
$116.42 - $147.52 $349 - $443
5.16K $761K
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 1.29%
$167.32 - $223.3 $4.68K - $6.25K
2.2K $482K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.04%
$113.75 - $148.48 $228 - $297
5.05K $738K
GOOGL
Alphabet Inc.

Communication Services
66
+ 2.57%
$144.7 - $178.6 $9.55K - $11.8K
2.63K $464K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.1%
$104.34 - $138.68 $313 - $416
3.12K $432K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.1%
$152.42 - $182.82 $762 - $914
5.19K $949K
QCOM
Qualcomm Inc

Technology
2
+ 0.02%
$124.66 - $159.48 $249 - $319
9.21K $1.47M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
117
+ 1.82%
$73.0 - $85.5 $8.54K - $10K
6.55K $551K
GLD
Spdr Gold Trust

ETFs
50
+ 2.4%
$273.71 - $316.29 $13.7K - $15.8K
2.13K $650K
EFG
Msci Eafe Growth ETF

ETFs
19
+ 0.5%
$89.8 - $112.0 $1.71K - $2.13K
3.82K $427K
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 3.63%
$243.75 - $303.93 $10.2K - $12.8K
1.2K $364K
USB
Us Bancorp \De\

Financial Services
33
+ 0.25%
$36.4 - $45.76 $1.2K - $1.51K
13.4K $606K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
98
+ 1.67%
$32.66 - $40.75 $3.2K - $3.99K
5.96K $241K
VAW
Vanguard Materials ETF

ETFs
2
+ 0.05%
$163.82 - $196.64 $328 - $393
4.17K $813K
BX
Blackstone Inc.

Financial Services
2
+ 0.1%
$120.07 - $151.11 $240 - $302
2.05K $307K
GD
General Dynamics Corp

Industrials
3
+ 0.31%
$247.68 - $291.66 $743 - $875
966 $282K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
105
+ 0.9%
$49.79 - $50.59 $5.23K - $5.31K
11.8K $598K
VDC
Vanguard Consumer Staples ETF

ETFs
33
+ 0.39%
$204.89 - $224.73 $6.76K - $7.42K
8.41K $1.84M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
54
+ 1.9%
$77.74 - $78.78 $4.2K - $4.25K
2.89K $228K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
133
+ 1.12%
$8.43 - $8.77 $1.12K - $1.17K
12K $104K
JNJ
Johnson & Johnson

Healthcare
111
+ 8.2%
$146.36 - $159.82 $16.2K - $17.7K
1.47K $224K
ET
Energy Transfer LP

Energy
21
+ 0.16%
$15.65 - $18.93 $329 - $398
13.2K $239K
KO
Coca Cola CO

Consumer Defensive
62
+ 0.56%
$68.37 - $73.9 $4.24K - $4.58K
11K $781K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
93
+ 0.47%
$48.13 - $49.85 $4.48K - $4.64K
19.8K $969K
TTE
Total Energies Se

Energy
10
+ 0.24%
N/A
4.23K $260K
MO
Altria Group, Inc.

Consumer Defensive
103
+ 0.72%
$55.56 - $60.91 $5.72K - $6.27K
14.3K $840K
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
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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