Wolff Financial Management LLC Incresed Positions in Q3 2024

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.52K
+ 3.37%
$125.95 - $142.04 $947K - $1.07M
230K $32.7M
DGRO
Ishares Core Dividend Growth E

ETFs
17.3K
+ 3.51%
$57.47 - $62.76 $994K - $1.09M
510K $32M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11K
+ 4.22%
$76.94 - $79.54 $847K - $875K
272K $21.6M
VGSH
Vanguard

ETFs
17.5K
+ 5.95%
$57.74 - $59.13 $1.01M - $1.04M
312K $18.4M
AAPL
Apple Inc.

Technology
234
+ 1.21%
$207.23 - $234.82 $48.5K - $54.9K
19.6K $4.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.63K
+ 1.57%
$36.02 - $41.68 $58.8K - $68.1K
106K $4.36M
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
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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