Wsfs Capital Management, LLC Incresed Positions in Q1 2025

Wsfs Capital Management, LLC

  • $1.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPRX
Royalty Pharma PLC

Healthcare
281K
+ 3084.32%
$25.75 - $33.86 $7.23M - $9.5M
290K $9.02M
BDX
Becton Dickinson & CO

Healthcare
31.3K
+ 349.77%
$222.79 - $249.08 $6.97M - $7.79M
40.2K $9.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.8K
+ 4.62%
$71.17 - $73.66 $3.69M - $3.82M
1.17M $86.2M
EEM
Ishares Msci Emerging Markets

ETFs
111K
+ 1971.76%
$40.81 - $45.34 $4.55M - $5.05M
117K $5.11M
VEA
Vanguard Ftse Developed Market

ETFs
36.6K
+ 5.47%
$47.4 - $52.99 $1.73M - $1.94M
705K $35.8M
CME
Cme Group Inc.

Financial Services
7.24K
+ 17.93%
$225.82 - $266.54 $1.63M - $1.93M
47.6K $12.6M
ABT
Abbott Laboratories

Healthcare
7.68K
+ 7.51%
$111.1 - $140.22 $853K - $1.08M
110K $14.6M
IBM
International Business Machines Corp

Technology
1.96K
+ 2.77%
$217.4 - $264.74 $426K - $518K
72.8K $18.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
22.7K
+ 13.57%
$78.54 - $84.86 $1.79M - $1.93M
190K $15.6M
T
At&T Inc.

Communication Services
13.1K
+ 4.21%
$21.56 - $28.28 $282K - $370K
323K $9.15M
CVX
Chevron Corp

Energy
560
+ 0.68%
$146.71 - $167.97 $82.2K - $94.1K
82.5K $13.8M
MCD
Mcdonalds Corp

Consumer Cyclical
2.16K
+ 4.72%
$279.74 - $321.29 $605K - $695K
48K $15M
VZ
Verizon Communications Inc

Communication Services
17.9K
+ 12.27%
$37.81 - $46.49 $675K - $830K
163K $7.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.29K
+ 1.44%
$56.12 - $68.15 $128K - $156K
162K $11M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
18.5K
+ 19.21%
$59.28 - $66.1 $1.1M - $1.22M
115K $7.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.73K
+ 17.71%
$98.98 - $113.18 $864K - $988K
58K $6.57M
AVGO
Broadcom Inc.

Technology
10.6K
+ 160.88%
$167.43 - $244.7 $1.78M - $2.6M
17.2K $2.88M
KIM
Kimco Realty Corp

Real Estate
83K
+ 40.81%
$20.15 - $23.42 $1.67M - $1.94M
286K $6.08M
MDT
Medtronic PLC

Healthcare
149
+ 0.11%
$79.84 - $94.5 $11.9K - $14.1K
130K $11.7M
IAU
Ishares Gold Trust

ETFs
17.3K
+ 148.95%
$49.74 - $58.96 $859K - $1.02M
28.9K $1.7M
D
Dominion Energy, Inc

Utilities
16.7K
+ 23.38%
$52.85 - $57.43 $881K - $957K
88K $4.93M
SSNC
Ss&C Technologies Holdings Inc

Technology
796
+ 0.61%
$74.75 - $89.13 $59.5K - $70.9K
131K $10.9M
NTR
Nutrien Ltd.

Basic Materials
6.39K
+ 7.57%
$45.28 - $53.84 $289K - $344K
90.7K $4.51M
GLD
Spdr Gold Trust

ETFs
1.72K
+ 40.72%
$243.19 - $288.14 $418K - $495K
5.94K $1.71M
SBUX
Starbucks Corp

Consumer Cyclical
4.87K
+ 42.94%
$91.75 - $115.81 $447K - $564K
16.2K $1.59M
MUB
Ishares National Muni Bond ETF

ETFs
5.23K
+ 29.32%
$104.71 - $107.69 $548K - $564K
23.1K $2.43M
BR
Broadridge Financial Solutions, Inc.

Technology
622
+ 2.79%
$221.46 - $244.83 $138K - $152K
22.9K $5.56M
QCOM
Qualcomm Inc

Technology
3.13K
+ 148.08%
$151.94 - $175.86 $475K - $550K
5.24K $805K
XLF
Financial Sector Spdr

ETFs
8.85K
+ 38.79%
$47.32 - $52.19 $419K - $462K
31.7K $1.58M
IEMG
Ishares Inc

ETFs
8.07K
+ 18.67%
N/A
51.3K $2.75M
ABBV
Abb Vie Inc.

Healthcare
729
+ 10.19%
$169.2 - $216.66 $123K - $158K
7.88K $1.65M
BK
Bank Of New York Mellon Corp

Financial Services
3.74K
+ 51.96%
$75.42 - $88.95 $282K - $333K
10.9K $917K
FAST
Fastenal CO

Industrials
393
+ 0.7%
$71.11 - $79.98 $27.9K - $31.4K
56.9K $4.41M
FE
Firstenergy Corp

Utilities
5.19K
+ 2.62%
$37.95 - $43.5 $197K - $226K
203K $8.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.52K
+ 5.01%
$237.72 - $276.98 $1.08M - $1.25M
94.8K $23.2M
ETN
Eaton Corp PLC

Industrials
1.33K
+ 99.33%
$271.83 - $371.23 $362K - $494K
2.67K $726K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.77K
+ 10.83%
$42.5 - $46.71 $203K - $223K
48.8K $2.21M
IEFA
Ishares Tr

ETFs
929
+ 2.64%
$69.57 - $78.65 $64.6K - $73.1K
36.1K $2.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
+ 4.16%
$74.85 - $84.89 $76.6K - $86.9K
25.6K $2.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.21K
+ 13.04%
$57.44 - $59.4 $184K - $191K
27.8K $1.65M
MMM
3 M CO

Industrials
10
+ 0.08%
$129.7 - $155.12 $1.3K - $1.55K
11.9K $1.75M
GE
General Electric CO

Industrials
7
+ 0.12%
$168.59 - $212.13 $1.18K - $1.48K
5.83K $1.17M
TMUS
T Mobile Us, Inc.

Communication Services
464
+ 42.26%
$211.3 - $272.83 $98K - $127K
1.56K $416K
DGRO
Ishares Core Dividend Growth E

ETFs
2.52K
+ 7.61%
$60.46 - $64.42 $153K - $163K
35.7K $2.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.76K
+ 10.55%
$49.25 - $50.66 $185K - $190K
39.3K $1.95M
DE
Deere & CO

Industrials
261
+ 29.06%
$408.57 - $509.27 $107K - $133K
1.16K $543K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.2K
+ 4.07%
$53.6 - $58.97 $656K - $721K
313K $17.1M
EOG
Eog Resources Inc

Energy
785
+ 8.62%
$120.54 - $138.05 $94.6K - $108K
9.89K $1.27M
CBOE
Cboe Global Markets, Inc.

Financial Services
463
+ 39.64%
$190.84 - $226.29 $88.4K - $105K
1.63K $369K
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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