Wsfs Capital Management, LLC Incresed Positions in Q4 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
147K
+ 1201.81%
$570.51 - $610.59 $83.9M - $89.8M
159K $93.8M
MSFT
Microsoft Corp

Technology
94.1K
+ 105.51%
$406.35 - $454.46 $38.2M - $42.8M
183K $77.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
159K
+ 185.06%
$216.72 - $244.71 $34.5M - $39M
245K $57.7M
ORCL
Oracle Corp

Technology
223K
+ 3509.53%
$165.41 - $192.43 $37M - $43M
230K $38.3M
GOOGL
Alphabet Inc.

Communication Services
186K
+ 639.89%
$161.86 - $196.66 $30.1M - $36.5M
215K $40.7M
JPM
Jpmorgan Chase & CO

Financial Services
137K
+ 2686.81%
$205.18 - $250.29 $28.1M - $34.3M
142K $34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60.3K
+ 807.77%
$442.29 - $483.08 $26.7M - $29.1M
67.7K $30.7M
AAPL
Apple Inc.

Technology
93.7K
+ 25.37%
$221.69 - $259.02 $20.8M - $24.3M
463K $116M
AMZN
Amazon Com Inc

Consumer Cyclical
105K
+ 319.51%
$180.88 - $232.93 $19.1M - $24.6M
138K $30.4M
CSCO
Cisco Systems, Inc.

Technology
365K
+ 1069.46%
$52.45 - $60.02 $19.2M - $21.9M
400K $23.7M
MRK
Merck & Co., Inc.

Healthcare
203K
+ 518.89%
$96.31 - $114.76 $19.6M - $23.3M
243K $24.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
107K
+ 182.65%
$176.42 - $186.91 $18.8M - $20M
165K $29.4M
RTX
Raytheon Technologies Corp

Industrials
141K
+ 3193.7%
$114.45 - $127.21 $16.1M - $17.9M
145K $16.8M
JNJ
Johnson & Johnson

Healthcare
111K
+ 616.24%
$143.34 - $165.86 $15.9M - $18.4M
129K $18.7M
JCI
Johnson Controls International PLC

Industrials
195K
+ 1036.69%
$74.23 - $86.6 $14.5M - $16.9M
214K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
39.2K
+ 293.57%
$385.02 - $431.37 $15.1M - $16.9M
52.6K $20.5M
NVDA
Nvidia Corp

Technology
112K
+ 1086.88%
$117.0 - $148.88 $13.1M - $16.7M
123K $16.5M
GOOG
Alphabet Inc.

Communication Services
76.8K
+ 1823.71%
$163.08 - $198.16 $12.5M - $15.2M
81K $15.4M
COP
Conocophillips

Energy
137K
+ 3998.4%
$95.12 - $114.72 $13.1M - $15.8M
141K $14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
236K
+ 363.85%
$56.06 - $61.35 $13.2M - $14.5M
301K $17M
TJX
Tjx Companies Inc

Consumer Cyclical
107K
+ 752.44%
$112.15 - $127.2 $12M - $13.6M
121K $14.6M
IWX
Ishares Tr Russell 200 Value E

ETFs
157K
+ 1524.88%
$78.25 - $85.17 $12.3M - $13.4M
168K $13.3M
DHR
Danaher Corp

Healthcare
50.5K
+ 221.51%
$226.16 - $274.52 $11.4M - $13.9M
73.3K $16.8M
IBM
International Business Machines Corp

Technology
51K
+ 258.02%
$204.9 - $238.04 $10.5M - $12.1M
70.8K $15.6M
ABT
Abbott Laboratories

Healthcare
93.5K
+ 1062.07%
$111.93 - $119.39 $10.5M - $11.2M
102K $11.6M
XOM
Exxon Mobil Corp

Energy
91.1K
+ 280.19%
$105.51 - $125.37 $9.61M - $11.4M
124K $13.3M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
301K
+ 3325.74%
$31.24 - $37.15 $9.4M - $11.2M
310K $9.95M
PG
Procter & Gamble CO

Consumer Defensive
57.1K
+ 164.77%
$161.05 - $179.7 $9.2M - $10.3M
91.8K $15.4M
SSNC
Ss&C Technologies Holdings Inc

Technology
124K
+ 1919.7%
$69.93 - $77.36 $8.65M - $9.57M
130K $9.86M
MDT
Medtronic PLC

Healthcare
116K
+ 822.83%
$79.61 - $92.24 $9.21M - $10.7M
130K $10.4M
CVX
Chevron Corp

Energy
62.4K
+ 318.45%
$141.15 - $162.53 $8.81M - $10.1M
82K $11.9M
META
Meta Platforms, Inc.

Communication Services
15K
+ 128.15%
$554.08 - $632.68 $8.34M - $9.52M
26.8K $15.8M
GPC
Genuine Parts CO

Consumer Cyclical
72.3K
+ 1084.17%
$113.11 - $143.63 $8.18M - $10.4M
79K $9.22M
KHC
Kraft Heinz CO

Consumer Defensive
254K
+ 2070.59%
$30.1 - $36.02 $7.64M - $9.14M
266K $8.17M
FE
Firstenergy Corp

Utilities
188K
+ 1893.0%
$39.14 - $44.52 $7.36M - $8.37M
198K $7.88M
CME
Cme Group Inc.

Financial Services
32.2K
+ 393.05%
$221.17 - $246.02 $7.12M - $7.92M
40.4K $9.38M
PSX
Phillips 66

Energy
64.8K
+ 502.43%
$110.35 - $138.93 $7.15M - $9M
77.7K $8.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
76.2K
+ 2059.08%
$96.64 - $101.23 $7.36M - $7.71M
79.9K $7.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
122K
+ 321.75%
$59.25 - $72.99 $7.2M - $8.87M
159K $9.52M
GVI
Ishares Tr

ETFs
66.8K
+ 1482.33%
$103.89 - $107.05 $6.94M - $7.15M
71.3K $7.43M
TFC
Truist Financial Corp

Financial Services
145K
+ 171.67%
$41.51 - $48.1 $6.02M - $6.97M
229K $9.95M
EVRG
Evergy, Inc.

Utilities
99.3K
+ 349.97%
$59.06 - $65.0 $5.87M - $6.46M
128K $7.86M
MA
Mastercard Inc

Financial Services
11.5K
+ 512.75%
$491.3 - $536.15 $5.65M - $6.17M
13.7K $7.24M
PEP
Pepsico Inc

Consumer Defensive
35.8K
+ 123.58%
$151.29 - $176.1 $5.42M - $6.31M
64.8K $9.85M
SYY
Sysco Corp

Consumer Defensive
71.1K
+ 389.19%
$73.63 - $81.77 $5.23M - $5.81M
89.3K $6.83M
KLAC
Kla Corp

Technology
8.41K
+ 114.57%
$614.46 - $829.55 $5.16M - $6.97M
15.7K $9.92M
DD
Du Pont De Nemours, Inc.

Basic Materials
65K
+ 610.0%
$75.95 - $88.05 $4.94M - $5.72M
75.7K $5.77M
KIM
Kimco Realty Corp

Real Estate
196K
+ 2579.29%
$22.75 - $25.78 $4.45M - $5.05M
203K $4.76M
BR
Broadridge Financial Solutions, Inc.

Technology
20.2K
+ 962.52%
$209.64 - $236.44 $4.24M - $4.78M
22.3K $5.04M
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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