Wsfs Capital Management, LLC Purchases in Q1 2025

Wsfs Capital Management, LLC

  • $1.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
L
Loews Corp

Financial Services
14
+ 0.43%
$81.13 - $91.91 $1.14K - $1.29K
3.25K $298K
EFX
Equifax Inc

Industrials
156
+ 11.41%
$235.63 - $278.34 $36.8K - $43.4K
1.52K $370K
UYG
Proshares Ultra Financials

ETFs
6
+ 0.12%
$80.83 - $98.72 $485 - $592
4.96K $441K
AMPG
Ampli Tech Group, Inc.

Technology
10.8K
New
$1.46 - $4.95 $15.7K - $53.3K
10.8K $16K
SCCO
Southern Copper Corp

Basic Materials
44
+ 0.95%
$85.92 - $101.48 $3.78K - $4.47K
4.69K $438K
CNOB
Connect One Bancorp, Inc.

Financial Services
14
+ 0.15%
$21.51 - $27.55 $301 - $386
9.11K $221K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
44
+ 0.71%
$81.83 - $82.73 $3.6K - $3.64K
6.25K $517K
Blackrock Inc
272
+ 2.59%
N/A
10.8K $0
Vanguard Mun Bd Fds
3K
New
N/A
3K $0
Amentum Holdings Inc
2.9K
+ 4.87%
N/A
62.4K $0
Bitwise Bitcoin ETF Tr
6.12K
New
N/A
6.12K $0
Jacobs Solutions Inc
69
+ 0.11%
N/A
60.9K $0
MS
Morgan Stanley

Financial Services
143
+ 7.63%
$111.68 - $141.08 $16K - $20.2K
2.02K $235K
Ge Vernova Inc
3
+ 0.21%
N/A
1.46K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
12
+ 0.16%
N/A
7.65K $310K
Fidelity Wise Origin Bitcoin
19.7K
New
N/A
19.7K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
63
+ 0.81%
$65.27 - $71.18 $4.11K - $4.48K
7.87K $522K
NYF
Ishares New York Muni Bond ETF

ETFs
38
+ 0.48%
$52.33 - $53.92 $1.99K - $2.05K
8.01K $421K
MET
Metlife Inc

Financial Services
17
+ 0.67%
$77.7 - $87.0 $1.32K - $1.48K
2.55K $204K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
+ 0.1%
$157.71 - $180.77 $315 - $362
2.1K $337K
PH
Parker Hannifin Corp

Industrials
241
+ 4.24%
$591.65 - $707.05 $143K - $170K
5.93K $3.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
41
+ 0.24%
$78.0 - $84.37 $3.2K - $3.46K
17.4K $1.39M
HAL
Halliburton CO

Energy
73
+ 0.79%
$24.15 - $29.9 $1.76K - $2.18K
9.27K $235K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.24%
$318.51 - $391.75 $637 - $784
821 $267K
PYPL
Pay Pal Holdings, Inc.

Financial Services
155
+ 4.51%
$65.15 - $91.81 $10.1K - $14.2K
3.59K $234K
CRL
Charles River Laboratories International, Inc.

Healthcare
5
+ 0.28%
$150.52 - $190.14 $753 - $951
1.81K $273K
PPG
Ppg Industries Inc

Basic Materials
57
+ 0.84%
$107.44 - $124.29 $6.12K - $7.08K
6.85K $749K
NOW
Service Now, Inc.

Technology
412
+ 27.56%
$783.83 - $1170.39 $323K - $482K
1.91K $1.52M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
197
+ 0.45%
$16.57 - $18.85 $3.26K - $3.71K
44.2K $735K
AMAT
Applied Materials Inc

Technology
877
+ 5.27%
$145.06 - $195.51 $127K - $171K
17.5K $2.54M
CRM
Salesforce, Inc.

Technology
233
+ 3.15%
$268.36 - $359.95 $62.5K - $83.9K
7.64K $2.05M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.01%
$369.1 - $427.61 $369 - $428
12.1K $4.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
333
+ 0.39%
$81.62 - $96.63 $27.2K - $32.2K
84.8K $7.06M
GPN
Global Payments Inc

Industrials
307
+ 0.64%
$92.18 - $113.03 $28.3K - $34.7K
48.3K $4.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 0.68%
$168.16 - $186.21 $190K - $211K
166K $28.4M
DHR
Danaher Corp

Healthcare
1.64K
+ 2.24%
$201.62 - $250.59 $331K - $411K
75K $15.4M
MRK
Merck & Co., Inc.

Healthcare
523
+ 0.22%
$83.01 - $101.02 $43.4K - $52.8K
243K $21.8M
Activity Summary
Buys All Purchases 138 New Holdings 31 Increased Positions 107 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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