Wolff Financial Management LLC Portfolio Holdings

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$319,000 0.09% of portfolio
35,400
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $368 Million
  • Prior Value $135 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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