Wsfs Capital Management, LLC Purchases in Q4 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
16.6K
+ 264.66%
$44.89 - $51.34 $744K - $850K
22.8K $1.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
43.4K
+ 7689.73%
$17.93 - $18.8 $779K - $817K
44K $801K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.1K
+ 44.49%
$51.54 - $52.55 $779K - $795K
49.1K $2.54M
SHOP
Shopify Inc.

Technology
7.27K
+ 124.24%
$78.14 - $119.49 $568K - $869K
13.1K $1.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
4.16K
+ 288.35%
$176.4 - $231.84 $733K - $964K
5.6K $987K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
+ 12.73%
$481.22 - $538.17 $661K - $739K
12.2K $6.22M
SO
Southern CO

Utilities
8.38K
+ 630.62%
$81.5 - $94.15 $683K - $789K
9.71K $799K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
28.1K
+ 784.87%
$23.01 - $26.06 $646K - $731K
31.6K $731K
MUB
Ishares National Muni Bond ETF

ETFs
5.98K
+ 50.35%
$105.78 - $108.7 $632K - $650K
17.9K $1.9M
CRM
Salesforce, Inc.

Technology
1.84K
+ 33.05%
$270.87 - $367.87 $498K - $677K
7.4K $2.48M
QDF
Flexshares Quality Dividend In

ETFs
8.26K
+ 62.92%
$70.4 - $73.87 $582K - $610K
21.4K $1.51M
CHK
Chesapeake Energy Corp

Energy
6.29K
+ 87.87%
$81.46 - $87.57 $512K - $551K
13.4K $1.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.83K
+ 698.36%
$65.67 - $69.79 $449K - $477K
7.81K $523K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.3K
+ 54.75%
$107.98 - $143.92 $356K - $475K
9.33K $1.25M
MCHP
Microchip Technology Inc

Technology
7.49K
+ 114.91%
$55.51 - $79.05 $416K - $592K
14K $803K
NUE
Nucor Corp

Basic Materials
3.67K
+ 66.01%
$115.78 - $167.74 $425K - $616K
9.24K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.43K
+ 75.83%
$57.53 - $60.83 $427K - $452K
17.2K $990K
WRB
Berkley W R Corp

Financial Services
6.88K
+ 236.38%
$56.48 - $64.94 $389K - $447K
9.79K $573K
EFV
Msci Eafe Value ETF

ETFs
7.59K
+ 4170.88%
$51.78 - $57.15 $393K - $434K
7.77K $407K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 1735.83%
$25.79 - $80.4 $382K - $1.19M
15.7K $408K
DVA
Davita Inc.

Healthcare
2.16K
+ 161.19%
$139.81 - $167.96 $302K - $363K
3.5K $523K
PPG
Ppg Industries Inc

Basic Materials
2.69K
+ 65.48%
$119.09 - $131.37 $320K - $353K
6.79K $811K
CC
Chemours CO

Basic Materials
17.9K
+ 649.96%
$16.82 - $21.94 $301K - $393K
20.7K $349K
CMCSA
Comcast Corp

Communication Services
8.04K
+ 329.83%
$37.39 - $45.14 $301K - $363K
10.5K $393K
NVS
Novartis Ag

Healthcare
3.01K
+ 30.5%
$96.78 - $117.18 $291K - $353K
12.9K $1.25M
INTU
Intuit Inc

Technology
455
+ 52.06%
$602.01 - $706.25 $274K - $321K
1.33K $835K
MAR
Marriott International Inc

Consumer Cyclical
976
+ 50.44%
$246.06 - $292.59 $240K - $286K
2.91K $811K
STT
State Street Corp

Financial Services
2.71K
+ 68.22%
$85.96 - $100.78 $233K - $273K
6.67K $654K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.01K
+ 94.06%
$81.68 - $82.93 $246K - $250K
6.21K $509K
CSGP
Costar Group, Inc.

Real Estate
3.37K
+ 153.81%
$69.7 - $81.97 $235K - $276K
5.57K $398K
CSIQ
Canadian Solar Inc.

Technology
21.4K
+ 4360.29%
$10.76 - $17.47 $230K - $374K
21.9K $243K
SCCO
Southern Copper Corp

Basic Materials
2.56K
+ 122.93%
$91.13 - $117.95 $234K - $302K
4.65K $423K
CARR
Carrier Global Corp

Industrials
3.37K
+ 205.17%
$66.69 - $82.65 $225K - $279K
5.02K $342K
DHI
Horton D R Inc

Consumer Cyclical
1.6K
+ 144.85%
$137.24 - $194.56 $220K - $312K
2.71K $378K
IQDF
Flexshares International Quali

ETFs
9.4K
+ 130.17%
$23.12 - $26.48 $217K - $249K
16.6K $386K
SWKS
Skyworks Solutions, Inc.

Technology
2.42K
+ 50.48%
$83.18 - $99.15 $201K - $240K
7.22K $640K
BAX
Baxter International Inc

Healthcare
7.17K
+ 221.68%
$28.63 - $37.84 $205K - $271K
10.4K $303K
XLP
Consumer Staples Sector Spdr

ETFs
2.73K
+ 29.63%
N/A
11.9K $906K
GILD
Gilead Sciences, Inc.

Healthcare
2.07K
+ 339.08%
$83.95 - $97.9 $173K - $202K
2.67K $246K
UL
Unilever PLC

Consumer Defensive
3.26K
+ 128.7%
$56.7 - $64.64 $185K - $211K
5.79K $328K
CNI
Canadian National Railway CO

Industrials
1.54K
+ 355.3%
$100.62 - $117.12 $155K - $181K
1.98K $200K
IWS
Ishares Russell Midcap Value E

ETFs
1.18K
+ 86.94%
$128.08 - $140.32 $151K - $165K
2.53K $327K
ACWI
Ishares Msci Acwi ETF

ETFs
1.28K
+ 124.03%
$117.05 - $123.03 $149K - $157K
2.3K $270K
IDV
Ishares Tr

ETFs
5.06K
+ 93.13%
$27.03 - $29.92 $137K - $151K
10.5K $287K
PLTR
Palantir Technologies Inc.

Technology
1.82K
+ 23.68%
$36.46 - $82.38 $66.3K - $150K
9.5K $718K
OMC
Omnicom Group Inc.

Communication Services
1.5K
+ 42.86%
$85.82 - $105.47 $129K - $158K
5K $430K
KMX
Carmax Inc

Consumer Cyclical
1.53K
+ 81.33%
$71.11 - $87.2 $108K - $133K
3.4K $277K
ADP
Automatic Data Processing Inc

Industrials
295
+ 8.74%
$280.08 - $307.97 $82.6K - $90.9K
3.67K $1.07M
PFE
Pfizer Inc

Healthcare
2.31K
+ 3.31%
$24.8 - $30.19 $57.4K - $69.8K
72.1K $1.91M
Activity Summary
Buys All Purchases 160 New Holdings 1 Increased Positions 159 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 2
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