Wolff Financial Management LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $368 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.6M, Vanguard Ftse Developed Market with a value of $34.9M, Spdr Series Tr Spdr S&P Divide with a value of $32.7M, Ishares Core Dividend Growth E with a value of $32M, and Vanguard Whitehall Fds (Vangua with a value of $26.7M.
Examining the 13F form we can see an increase of $233M in the current position value, from $135M to 368M.
Below you can find more details about Wolff Financial Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$368 Million
ETFs: $310 Million
Healthcare: $15.9 Million
Consumer Defensive: $13.5 Million
Technology: $10.7 Million
Financial Services: $5.07 Million
Industrials: $4.63 Million
Energy: $2.57 Million
Communication Services: $2.49 Million
Other: $3.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
