Wolff Financial Management LLC Portfolio Holdings
Wolff Financial Management LLC
- $135 Million
- Q2 2024
Wolff Financial Management LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $135 Million distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $28.4M, Spdr Series Tr Spdr S&P Divide with a value of $28.3M, Vanguard Sht Term Corp Bd ETF with a value of $20.2M, Vanguard with a value of $17.1M, and Invesco Exchange Traded Fd Tr with a value of $4.36M.
Examining the 13F form we can see an decrease of $208M in the current position value, from $343M to 135M.
Below you can find more details about Wolff Financial Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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