Wolff Financial Management LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $360 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $39.1M, Vanguard Ftse Developed Market with a value of $32.5M, Ishares Core Dividend Growth E with a value of $31.2M, Spdr Series Tr Spdr S&P Divide with a value of $30.6M, and Vanguard Small Cap ETF with a value of $26.5M.
Examining the 13F form we can see an decrease of $7.75M in the current position value, from $368M to 360M.
Below you can find more details about Wolff Financial Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$360 Million
ETFs: $306 Million
Healthcare: $13.7 Million
Consumer Defensive: $13.1 Million
Technology: $10.2 Million
Financial Services: $4.86 Million
Industrials: $4.22 Million
Energy: $2.54 Million
Communication Services: $2.43 Million
Other: $3.49 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
