Wolff Financial Management LLC Sells in Q4 2024

Wolff Financial Management LLC

  • $360 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-224
- 2.48%
$727.2 - $932.06 $163K - $209K
8.81K $6.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.47K
- 0.29%
$60.73 - $64.94 $89.3K - $95.5K
509K $31.2M
PFE
Pfizer Inc

Healthcare
-14K
- 23.72%
$24.8 - $30.19 $347K - $423K
45.1K $1.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.89K
- 1.38%
$126.68 - $134.74 $366K - $389K
206K $26.2M
MSFT
Microsoft Corp

Technology
-326
- 4.86%
$406.35 - $454.46 $132K - $148K
6.38K $2.69M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3.67K
- 23.61%
$49.58 - $50.28 $182K - $185K
11.9K $591K
KO
Coca Cola CO

Consumer Defensive
-1.11K
- 9.17%
$61.74 - $71.71 $68.5K - $79.5K
11K $684K
CAT
Caterpillar Inc

Industrials
-12
- 0.24%
$360.37 - $416.88 $4.32K - $5K
5K $1.82M
PEP
Pepsico Inc

Consumer Defensive
-28
- 0.47%
$151.29 - $176.1 $4.24K - $4.93K
5.96K $906K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-501
- 8.77%
$176.42 - $186.91 $88.4K - $93.6K
5.21K $928K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-493
- 6.91%
$70.1 - $76.53 $34.6K - $37.7K
6.64K $470K
EFG
Msci Eafe Growth ETF

ETFs
-320
- 7.65%
$96.83 - $106.88 $31K - $34.2K
3.87K $374K
VTI
Vanguard Total Stock Market Et

ETFs
-262
- 18.59%
$280.04 - $302.45 $73.4K - $79.2K
1.15K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
-115
- 0.69%
$197.36 - $217.3 $22.7K - $25K
16.7K $3.3M
VIG
Vanguard Dividend Appreciation

ETFs
-207
- 3.22%
N/A
6.21K $1.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-535
- 15.94%
$77.02 - $78.58 $41.2K - $42K
2.82K $218K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-297
- 1.49%
$49.79 - $51.14 $14.8K - $15.2K
19.6K $984K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.86K
- 4.34%
$241.48 - $274.89 $449K - $512K
41K $10.4M
CVX
Chevron Corp

Energy
-4
- 0.05%
$141.15 - $162.53 $565 - $650
8.85K $1.28M
SYK
Stryker Corp

Healthcare
-27
- 0.3%
$345.14 - $392.15 $9.32K - $10.6K
8.95K $3.22M
GLD
Spdr Gold Trust

ETFs
-30
- 1.42%
$236.59 - $257.5 $7.1K - $7.73K
2.08K $504K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.22%
$554.08 - $632.68 $1.66K - $1.9K
1.38K $810K
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.41%
$180.88 - $232.93 $1.09K - $1.4K
1.46K $320K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.55K
- 1.37%
$38.88 - $44.07 $60.3K - $68.4K
111K $4.59M
VBK
Vanguard Small Cap Growth ETF

ETFs
-54
- 0.26%
$264.18 - $304.19 $14.3K - $16.4K
20.5K $5.75M
AAPL
Apple Inc.

Technology
-64
- 0.33%
$221.69 - $259.02 $14.2K - $16.6K
19.5K $4.89M
VUG
Vanguard Growth ETF

ETFs
-2.72K
- 2.77%
$378.79 - $428.11 $1.03M - $1.16M
95.3K $39.1M
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
Track This Portfolio

Track Wolff Financial Management LLC Portfolio

Follow Wolff Financial Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wolff Financial Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wolff Financial Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email