Wolff Wiese Magana LLC Incresed Positions in Q4 2024

Wolff Wiese Magana LLC

  • $146 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
17.3K
+ 197.93%
$99.85 - $100.22 $1.73M - $1.73M
26K $2.6M
TSLA
Tesla, Inc.

Consumer Cyclical
987
+ 31.48%
$213.65 - $479.86 $211K - $474K
4.12K $1.66M
V
Visa Inc.

Financial Services
123
+ 0.97%
$273.87 - $320.91 $33.7K - $39.5K
12.8K $4.03M
WMT
Walmart Inc.

Consumer Defensive
170
+ 0.51%
$79.1 - $95.7 $13.4K - $16.3K
33.2K $3M
AXP
American Express CO

Financial Services
270
+ 2.8%
$267.35 - $305.57 $72.2K - $82.5K
9.93K $2.95M
SCHW
Schwab Charles Corp

Financial Services
4.24K
+ 6830.65%
$63.31 - $82.85 $268K - $351K
4.3K $318K
EME
Emcor Group, Inc.

Industrials
667
+ 3510.53%
$427.96 - $526.95 $285K - $351K
686 $311K
MRK
Merck & Co., Inc.

Healthcare
4.63K
+ 40.84%
$96.31 - $114.76 $446K - $532K
16K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
523
+ 31.81%
$521.84 - $558.82 $273K - $292K
2.17K $1.17M
CSCO
Cisco Systems, Inc.

Technology
339
+ 0.79%
$52.45 - $60.02 $17.8K - $20.3K
43.2K $2.56M
NVO
Novo Nordisk A S

Healthcare
3.04K
+ 25350.0%
$85.0 - $120.04 $259K - $365K
3.05K $262K
HBAN
Huntington Bancshares Inc

Financial Services
2.07K
+ 1.44%
$14.18 - $18.2 $29.4K - $37.7K
146K $2.37M
SMR
Nuscale Power Corp

Industrials
12.5K
+ 125230.0%
$11.69 - $30.21 $146K - $378K
12.5K $224K
UBER
Uber Technologies, Inc

Technology
2.68K
+ 1730.32%
$59.93 - $86.34 $161K - $232K
2.84K $171K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 0.71%
$275.15 - $388.2 $4.4K - $6.21K
2.26K $771K
AXON
Axon Enterprise, Inc.

Industrials
33
+ 5.57%
$399.22 - $689.78 $13.2K - $22.8K
625 $371K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.76K
+ 13.23%
$61.68 - $67.87 $108K - $119K
15.1K $938K
META
Meta Platforms, Inc.

Communication Services
99
+ 3.79%
$554.08 - $632.68 $54.9K - $62.6K
2.71K $1.6M
IEFA
Ishares Tr

ETFs
2.26K
+ 28.37%
$70.06 - $77.43 $158K - $175K
10.2K $717K
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 4.13%
$481.22 - $538.17 $41.4K - $46.3K
2.17K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 2.63%
$567.81 - $607.81 $44.3K - $47.4K
3.04K $1.78M
IEMG
Ishares Inc

ETFs
1.36K
+ 41.2%
N/A
4.65K $249K
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 4.28%
$471.27 - $550.62 $23.1K - $27K
1.19K $623K
BSX
Boston Scientific Corp

Healthcare
175
+ 5.94%
$83.62 - $91.5 $14.6K - $16K
3.12K $278K
BAC
Bank Of America Corp

Financial Services
20
+ 0.3%
$39.22 - $47.77 $784 - $955
6.77K $297K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.4K
+ 0.95%
N/A
149K $2.82M
PLTR
Palantir Technologies Inc.

Technology
265
+ 230.43%
$36.46 - $82.38 $9.66K - $21.8K
380 $28K
CCL
Carnival Corp

Consumer Cyclical
800
+ 625.0%
$17.34 - $26.8 $13.9K - $21.4K
928 $23K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
601
+ 33.65%
$29.73 - $30.81 $17.9K - $18.5K
2.39K $72K
EAT
Brinker International, Inc

Consumer Cyclical
100
+ 100.0%
$78.76 - $137.19 $7.88K - $13.7K
200 $26K
ABT
Abbott Laboratories

Healthcare
294
+ 1.79%
$111.93 - $119.39 $32.9K - $35.1K
16.8K $1.9M
PANW
Palo Alto Networks Inc

Technology
235
+ 141.57%
$181.96 - $405.9 $42.8K - $95.4K
401 $72K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
192
+ 1.26%
N/A
15.4K $1.32M
HON
Honeywell International Inc

Industrials
10
+ 1.51%
$202.84 - $236.0 $2.03K - $2.36K
673 $152K
AJG
Arthur J. Gallagher & Co.

Financial Services
39
+ 780.0%
$278.49 - $315.16 $10.9K - $12.3K
44 $12K
TRGP
Targa Resources Corp.

Energy
58
+ 1160.0%
$150.58 - $207.69 $8.73K - $12K
63 $11K
SPGI
S&P Global Inc.

Financial Services
37
+ 8.26%
$480.36 - $529.17 $17.8K - $19.6K
485 $241K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
41
+ 410.0%
$173.13 - $258.09 $7.1K - $10.6K
51 $11K
PWR
Quanta Services, Inc.

Industrials
30
+ 76.92%
$296.05 - $346.6 $8.88K - $10.4K
69 $21K
VV
Vanguard Large Cap ETF

ETFs
33
+ 110.0%
$260.27 - $280.65 $8.59K - $9.26K
63 $16K
COP
Conocophillips

Energy
127
+ 19.13%
$95.12 - $114.72 $12.1K - $14.6K
791 $78K
ADI
Analog Devices Inc

Technology
44
+ 258.82%
$206.35 - $236.48 $9.08K - $10.4K
61 $12K
SYK
Stryker Corp

Healthcare
27
+ 3.42%
$345.14 - $392.15 $9.32K - $10.6K
817 $294K
IWP
Ishares Russell Mid Cap Growth

ETFs
10
+ 1.78%
$116.4 - $138.52 $1.16K - $1.39K
572 $72K
TFC
Truist Financial Corp

Financial Services
155
+ 387.5%
$41.51 - $48.1 $6.43K - $7.46K
195 $8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.67K
+ 300.22%
$25.93 - $105.3 $69.3K - $281K
3.56K $99K
DVYE
Ishares Emerging Markets Divid

ETFs
357
+ 32.57%
$25.42 - $29.74 $9.07K - $10.6K
1.45K $37K
ORCL
Oracle Corp

Technology
70
+ 4.92%
$165.41 - $192.43 $11.6K - $13.5K
1.49K $248K
STRL
Sterling Construction CO Inc

Industrials
15
+ 9.68%
$142.94 - $199.03 $2.14K - $2.99K
170 $28K
Activity Summary
Buys All Purchases 195 New Holdings 48 Increased Positions 147 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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