Wsfs Capital Management, LLC Purchases in Q3 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
932
+ 14.99%
$221.47 - $242.41 $206K - $226K
7.15K $1.72M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
13.2K
New
$17.62 - $21.88 $232K - $289K
13.2K $262K
ABBV
Abb Vie Inc.

Healthcare
436
+ 6.8%
$163.84 - $199.33 $71.4K - $86.9K
6.85K $1.35M
ADP
Automatic Data Processing Inc

Industrials
417
+ 12.73%
$233.44 - $279.45 $97.3K - $117K
3.69K $1.02M
RPRX
Royalty Pharma PLC

Healthcare
8.5K
New
$25.63 - $29.27 $218K - $249K
8.5K $240K
MO
Altria Group, Inc.

Consumer Defensive
234
+ 0.57%
$45.95 - $54.71 $10.8K - $12.8K
41.4K $2.11M
CEG
Constellation Energy Corp

Utilities
877
New
$167.08 - $262.86 $147K - $231K
877 $228K
GILD
Gilead Sciences, Inc.

Healthcare
2.7K
New
$66.59 - $83.99 $180K - $227K
2.7K $226K
CTSH
Cognizant Technology Solutions Corp

Technology
2.88K
New
$66.89 - $77.87 $192K - $224K
2.88K $221K
SONY
Sony Group Corp

Technology
2.29K
New
$81.61 - $98.65 $187K - $226K
2.29K $220K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
6.56K
New
$27.19 - $32.45 $178K - $213K
6.56K $210K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.08K
New
$175.05 - $196.39 $188K - $211K
1.08K $210K
DAL
Delta Air Lines, Inc.

Industrials
4.14K
New
$37.32 - $51.8 $155K - $214K
4.14K $210K
FHI
Federated Hermes, Inc.

Financial Services
5.7K
New
$32.18 - $37.3 $183K - $213K
5.7K $209K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2.75K
New
$54.78 - $76.51 $151K - $210K
2.75K $208K
MET
Metlife Inc

Financial Services
2.52K
New
$67.96 - $82.48 $171K - $208K
2.52K $207K
IDV
Ishares Tr

ETFs
6.84K
New
$27.62 - $30.64 $189K - $209K
6.84K $206K
STE
Steris PLC

Healthcare
840
New
$213.51 - $247.14 $179K - $208K
840 $203K
XLV
Select Sector Spdr Fund Health

ETFs
592
+ 4.42%
$143.3 - $157.24 $84.8K - $93.1K
14K $2.15M
MS
Morgan Stanley

Financial Services
1.93K
New
$92.07 - $106.96 $177K - $206K
1.93K $200K
MMS
Maximus, Inc.

Industrials
2.15K
New
$84.08 - $93.17 $181K - $201K
2.15K $200K
PAYC
Paycom Software, Inc.

Technology
961
+ 63.73%
$140.16 - $173.86 $135K - $167K
2.47K $411K
AVGO
Broadcom Inc.

Technology
5.53K
+ 1043.21%
$136.27 - $1745.86 $753K - $9.65M
6.06K $1.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
534
+ 2.08%
$75.32 - $84.37 $40.2K - $45.1K
26.2K $2.19M
CACI
Caci International Inc

Technology
419
New
$427.76 - $427.76 $179K - $179K
419 $179K
ETN
Eaton Corp PLC

Industrials
200
+ 3.25%
$272.52 - $333.02 $54.5K - $66.6K
6.35K $2.1M
IEF
Ishares Barclays

ETFs
378
+ 1.35%
$92.67 - $99.14 $35K - $37.5K
28.4K $2.78M
XLU
Utilities Sector Spdr

ETFs
1.4K
+ 36.37%
$67.67 - $80.78 $94.4K - $113K
5.23K $422K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.69K
+ 9.73%
$30.27 - $34.42 $81.3K - $92.4K
30.3K $1.03M
SO
Southern CO

Utilities
204
+ 2.11%
$77.0 - $90.52 $15.7K - $18.5K
9.89K $891K
CB
Chubb LTD

Financial Services
25
+ 0.64%
$252.51 - $292.2 $6.31K - $7.31K
3.91K $1.13M
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 26.87%
$66.91 - $81.4 $70.1K - $85.2K
4.94K $399K
AMGN
Amgen Inc

Healthcare
26
+ 0.2%
$309.38 - $337.38 $8.04K - $8.77K
12.7K $4.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.19K
+ 31.4%
$75.88 - $83.21 $90.6K - $99.4K
5K $415K
SCHX
Schwab Strategic Tr Us Large C

ETFs
89
+ 0.32%
$61.11 - $67.85 $5.44K - $6.04K
28.1K $1.91M
XLF
Financial Sector Spdr

ETFs
234
+ 1.03%
$40.84 - $45.74 $9.56K - $10.7K
23K $1.04M
HPQ
Hp Inc

Technology
82
+ 0.07%
$32.02 - $38.11 $2.63K - $3.13K
118K $4.23M
PFFA
Etfis Ser Tr I

ETFs
3.57K
+ 30.86%
$20.94 - $22.98 $74.7K - $82K
15.1K $345K
ADBE
Adobe Inc.

Technology
650
+ 10.24%
$508.13 - $586.55 $330K - $381K
7K $3.62M
ADI
Analog Devices Inc

Technology
88
+ 0.23%
$200.56 - $243.33 $17.6K - $21.4K
38.1K $8.77M
FFIV
F5, Inc.

Technology
90
+ 6.92%
$170.44 - $223.6 $15.3K - $20.1K
1.39K $306K
FIW
First Trust Water ETF

ETFs
330
+ 7.13%
$98.0 - $109.33 $32.3K - $36.1K
4.96K $541K
AMD
Advanced Micro Devices Inc

Technology
378
+ 5.83%
$128.67 - $183.96 $48.6K - $69.5K
6.86K $1.13M
VGSH
Vanguard

ETFs
1.13K
+ 18.36%
$57.74 - $59.13 $65K - $66.5K
7.25K $428K
NSC
Norfolk Southern Corp

Industrials
10
+ 0.48%
$213.75 - $259.69 $2.14K - $2.6K
2.08K $516K
GBF
Ishares Tr

ETFs
242
+ 2.21%
$101.73 - $107.63 $24.6K - $26K
11.2K $1.2M
CLX
Clorox CO

Consumer Defensive
15
+ 0.6%
$131.73 - $166.97 $1.98K - $2.5K
2.53K $411K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
71
+ 8.94%
$523.84 - $572.02 $37.2K - $40.6K
865 $492K
JEPI
J P Morgan Exchange Traded Fd

ETFs
246
+ 1.33%
$54.98 - $59.51 $13.5K - $14.6K
18.8K $1.12M
Activity Summary
Buys All Purchases 136 New Holdings 24 Increased Positions 112 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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