Wolff Financial Management LLC Portfolio Holdings
Wolff Financial Management LLC
- $343 Million
- Q1 2024
Wolff Financial Management LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $343 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $36M, Vanguard Ftse Developed Market with a value of $31.8M, Spdr Series Tr Spdr S&P Divide with a value of $28.8M, Ishares Core Dividend Growth E with a value of $28.3M, and Vanguard Small Cap ETF with a value of $24.9M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $324M to 343M.
Below you can find more details about Wolff Financial Management LLC portfolio as well as his latest detailed transactions.