Wsfs Capital Management, LLC Purchases in Q2 2025

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
21
+ 0.13%
$179.73 - $253.23 $3.77K - $5.32K
15.6K $3.95M
PLTR
Palantir Technologies Inc.

Technology
2.06K
+ 24.13%
$74.01 - $144.25 $152K - $297K
10.6K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
6.94K
+ 30.07%
$102.31 - $105.8 $710K - $734K
30K $3.14M
BA
Boeing CO

Industrials
2.87K
+ 115.65%
$136.59 - $217.51 $392K - $624K
5.35K $1.12M
FAST
Fastenal CO

Industrials
64.6K
+ 113.7%
$40.65 - $83.16 $2.63M - $5.38M
122K $5.1M
SYY
Sysco Corp

Consumer Defensive
7.59K
+ 8.58%
$68.0 - $75.91 $516K - $576K
96K $7.27M
MDT
Medtronic PLC

Healthcare
11.2K
+ 8.62%
$80.68 - $88.86 $904K - $995K
141K $12.3M
COST
Costco Wholesale Corp

Consumer Defensive
413
+ 10.54%
$908.13 - $1056.85 $375K - $436K
4.33K $4.29M
PH
Parker Hannifin Corp

Industrials
47
+ 0.79%
$517.23 - $700.54 $24.3K - $32.9K
5.98K $4.17M
ABT
Abbott Laboratories

Healthcare
1.48K
+ 1.34%
$123.95 - $138.08 $183K - $204K
111K $15.2M
TT
Trane Technologies PLC

Industrials
974
+ 77.73%
$315.21 - $437.41 $307K - $426K
2.23K $974K
VZ
Verizon Communications Inc

Communication Services
20.1K
+ 12.29%
$41.67 - $45.62 $837K - $916K
184K $7.94M
KIM
Kimco Realty Corp

Real Estate
28K
+ 9.78%
$18.7 - $21.69 $524K - $607K
314K $6.61M
AMD
Advanced Micro Devices Inc

Technology
1.67K
+ 23.28%
$78.21 - $143.81 $131K - $240K
8.84K $1.25M
PWR
Quanta Services, Inc.

Industrials
1.34K
New
$239.47 - $381.26 $321K - $511K
1.34K $506K
FE
Firstenergy Corp

Utilities
12.7K
+ 6.26%
$38.31 - $43.17 $487K - $549K
216K $8.69M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
829
New
$468.22 - $566.51 $388K - $470K
829 $469K
GE
General Electric CO

Industrials
516
+ 8.85%
$166.81 - $257.39 $86.1K - $133K
6.34K $1.63M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.14K
New
$45.98 - $56.15 $374K - $457K
8.14K $457K
PDP
Invesco Exchange Traded Fd Tr

ETFs
4.05K
New
$89.44 - $108.59 $362K - $440K
4.05K $439K
V
Visa Inc.

Financial Services
900
+ 3.69%
$308.27 - $373.31 $277K - $336K
25.3K $8.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.78K
+ 6.2%
$77.94 - $79.5 $372K - $380K
81.8K $6.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.52K
+ 13.78%
$79.56 - $82.92 $360K - $375K
37.3K $3.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.19K
New
$49.57 - $50.27 $406K - $412K
8.19K $411K
PGR
Progressive Corp

Financial Services
1.52K
New
$255.27 - $288.74 $389K - $440K
1.52K $406K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.8K
+ 7.04%
$96.84 - $99.46 $368K - $377K
57.7K $5.73M
FSLR
First Solar, Inc.

Technology
1.12K
+ 23.07%
$120.38 - $192.98 $135K - $216K
5.97K $988K
ACGL
Arch Capital Group Ltd.

Financial Services
4.07K
New
$84.99 - $96.82 $346K - $394K
4.07K $370K
SBUX
Starbucks Corp

Consumer Cyclical
5.19K
+ 32.01%
$79.69 - $99.41 $413K - $516K
21.4K $1.96M
VGSH
Vanguard

ETFs
6.25K
+ 82.91%
$58.32 - $58.95 $365K - $369K
13.8K $810K
CMS
Cms Energy Corp

Utilities
5.15K
New
$68.57 - $75.51 $353K - $389K
5.15K $356K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.17K
New
$179.95 - $278.88 $211K - $327K
1.17K $327K
T
At&T Inc.

Communication Services
3.88K
+ 1.2%
$26.33 - $28.94 $102K - $112K
327K $9.47M
EMR
Emerson Electric CO

Industrials
561
+ 5.31%
$94.15 - $133.33 $52.8K - $74.8K
11.1K $1.48M
ECL
Ecolab Inc.

Basic Materials
857
+ 15.19%
$225.65 - $270.95 $193K - $232K
6.5K $1.75M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.6K
+ 6.85%
$32.56 - $35.71 $638K - $699K
306K $10.1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
844
New
$283.31 - $388.96 $239K - $328K
844 $316K
SHOP
Shopify Inc.

Technology
540
+ 4.29%
$76.89 - $115.35 $41.5K - $62.3K
13.1K $1.51M
EVRG
Evergy, Inc.

Utilities
4.39K
+ 3.47%
$64.06 - $69.64 $281K - $305K
131K $9.01M
ICLR
Icon PLC

Healthcare
2.05K
New
$126.62 - $168.7 $260K - $347K
2.05K $298K
ISRG
Intuitive Surgical Inc

Healthcare
381
+ 20.63%
$451.58 - $565.94 $172K - $216K
2.23K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
2.33K
+ 21.29%
$73.31 - $91.62 $171K - $213K
13.3K $1.21M
PANW
Palo Alto Networks Inc

Technology
1.1K
+ 67.88%
$152.44 - $204.64 $168K - $225K
2.72K $557K
INTU
Intuit Inc

Technology
122
+ 11.46%
$544.07 - $787.63 $66.4K - $96.1K
1.19K $934K
SNA
Snap On Inc

Industrials
1.63K
+ 18.24%
$292.36 - $342.2 $477K - $558K
10.6K $3.29M
CEG
Constellation Energy Corp

Utilities
858
New
$170.96 - $322.76 $147K - $277K
858 $276K
STE
Steris PLC

Healthcare
1.06K
+ 85.77%
$208.55 - $252.55 $221K - $268K
2.3K $552K
MLM
Martin Marietta Materials Inc

Basic Materials
84
+ 2.64%
$452.51 - $568.19 $38K - $47.7K
3.26K $1.79M
DFIV
Dimensional ETF Tr

ETFs
6.21K
New
$34.67 - $43.21 $215K - $268K
6.21K $265K
Activity Summary
Buys All Purchases 262 New Holdings 44 Increased Positions 218 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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