Wsfs Capital Management, LLC Incresed Positions in Q2 2025

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
2.06K
+ 24.13%
$74.01 - $144.25 $152K - $297K
10.6K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
6.94K
+ 30.07%
$102.31 - $105.8 $710K - $734K
30K $3.14M
BA
Boeing CO

Industrials
2.87K
+ 115.65%
$136.59 - $217.51 $392K - $624K
5.35K $1.12M
FAST
Fastenal CO

Industrials
64.6K
+ 113.7%
$40.65 - $83.16 $2.63M - $5.38M
122K $5.1M
SYY
Sysco Corp

Consumer Defensive
7.59K
+ 8.58%
$68.0 - $75.91 $516K - $576K
96K $7.27M
MDT
Medtronic PLC

Healthcare
11.2K
+ 8.62%
$80.68 - $88.86 $904K - $995K
141K $12.3M
COST
Costco Wholesale Corp

Consumer Defensive
413
+ 10.54%
$908.13 - $1056.85 $375K - $436K
4.33K $4.29M
PH
Parker Hannifin Corp

Industrials
47
+ 0.79%
$517.23 - $700.54 $24.3K - $32.9K
5.98K $4.17M
ABT
Abbott Laboratories

Healthcare
1.48K
+ 1.34%
$123.95 - $138.08 $183K - $204K
111K $15.2M
WMT
Walmart Inc.

Consumer Defensive
5.07K
+ 85.02%
$81.79 - $99.98 $415K - $507K
11K $1.08M
VZ
Verizon Communications Inc

Communication Services
20.1K
+ 12.29%
$41.67 - $45.62 $837K - $916K
184K $7.94M
KIM
Kimco Realty Corp

Real Estate
28K
+ 9.78%
$18.7 - $21.69 $524K - $607K
314K $6.61M
AMD
Advanced Micro Devices Inc

Technology
1.67K
+ 23.28%
$78.21 - $143.81 $131K - $240K
8.84K $1.25M
FE
Firstenergy Corp

Utilities
12.7K
+ 6.26%
$38.31 - $43.17 $487K - $549K
216K $8.69M
GE
General Electric CO

Industrials
516
+ 8.85%
$166.81 - $257.39 $86.1K - $133K
6.34K $1.63M
V
Visa Inc.

Financial Services
900
+ 3.69%
$308.27 - $373.31 $277K - $336K
25.3K $8.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.78K
+ 6.2%
$77.94 - $79.5 $372K - $380K
81.8K $6.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.52K
+ 13.78%
$79.56 - $82.92 $360K - $375K
37.3K $3.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.8K
+ 7.04%
$96.84 - $99.46 $368K - $377K
57.7K $5.73M
FSLR
First Solar, Inc.

Technology
1.12K
+ 23.07%
$120.38 - $192.98 $135K - $216K
5.97K $988K
SBUX
Starbucks Corp

Consumer Cyclical
5.19K
+ 32.01%
$79.69 - $99.41 $413K - $516K
21.4K $1.96M
VGSH
Vanguard

ETFs
6.25K
+ 82.91%
$58.32 - $58.95 $365K - $369K
13.8K $810K
EMR
Emerson Electric CO

Industrials
561
+ 5.31%
$94.15 - $133.33 $52.8K - $74.8K
11.1K $1.48M
T
At&T Inc.

Communication Services
3.88K
+ 1.2%
$26.33 - $28.94 $102K - $112K
327K $9.47M
ECL
Ecolab Inc.

Basic Materials
857
+ 15.19%
$225.65 - $270.95 $193K - $232K
6.5K $1.75M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.6K
+ 6.85%
$32.56 - $35.71 $638K - $699K
306K $10.1M
SHOP
Shopify Inc.

Technology
540
+ 4.29%
$76.89 - $115.35 $41.5K - $62.3K
13.1K $1.51M
EVRG
Evergy, Inc.

Utilities
4.39K
+ 3.47%
$64.06 - $69.64 $281K - $305K
131K $9.01M
ISRG
Intuitive Surgical Inc

Healthcare
381
+ 20.63%
$451.58 - $565.94 $172K - $216K
2.23K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
2.33K
+ 21.29%
$73.31 - $91.62 $171K - $213K
13.3K $1.21M
INTU
Intuit Inc

Technology
122
+ 11.46%
$544.07 - $787.63 $66.4K - $96.1K
1.19K $934K
PANW
Palo Alto Networks Inc

Technology
1.1K
+ 67.88%
$152.44 - $204.64 $168K - $225K
2.72K $557K
SNA
Snap On Inc

Industrials
1.63K
+ 18.24%
$292.36 - $342.2 $477K - $558K
10.6K $3.29M
STE
Steris PLC

Healthcare
1.06K
+ 85.77%
$208.55 - $252.55 $221K - $268K
2.3K $552K
MLM
Martin Marietta Materials Inc

Basic Materials
84
+ 2.64%
$452.51 - $568.19 $38K - $47.7K
3.26K $1.79M
KEYS
Keysight Technologies, Inc.

Technology
45
+ 0.25%
$127.02 - $165.4 $5.72K - $7.44K
17.9K $2.93M
TRGP
Targa Resources Corp.

Energy
1.69K
+ 108.33%
$157.32 - $205.72 $266K - $348K
3.25K $565K
HD
Home Depot, Inc.

Consumer Cyclical
670
+ 1.5%
$335.24 - $380.78 $225K - $255K
45.3K $16.6M
ETN
Eaton Corp PLC

Industrials
68
+ 2.55%
$246.52 - $356.99 $16.8K - $24.3K
2.74K $977K
IEMG
Ishares Inc

ETFs
4.61K
+ 9.0%
N/A
55.9K $3M
BX
Blackstone Inc.

Financial Services
770
+ 6.13%
$120.07 - $151.11 $92.5K - $116K
13.3K $1.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
775
+ 5.72%
$166.82 - $194.23 $129K - $151K
14.3K $2.78M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.01K
+ 79.46%
$36.25 - $42.28 $182K - $212K
11.3K $478K
WRB
Berkley W R Corp

Financial Services
2.64K
+ 27.77%
$64.28 - $75.17 $170K - $199K
12.2K $893K
SCHX
Schwab Strategic Tr Us Large C

ETFs
453
+ 0.55%
$19.6 - $24.44 $8.88K - $11.1K
82.4K $2.01M
DUK
Duke Energy Corp

Utilities
1.78K
+ 92.58%
$112.46 - $124.05 $201K - $221K
3.71K $437K
SMIN
Ishares Msci India Small Cap I

ETFs
1.53K
+ 16.73%
$64.64 - $77.18 $99.2K - $118K
10.7K $825K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.8K
+ 101.41%
$68.13 - $74.77 $191K - $209K
5.56K $405K
MA
Mastercard Inc

Financial Services
87
+ 0.8%
$479.92 - $590.74 $41.8K - $51.4K
10.9K $6.14M
Activity Summary
Buys All Purchases 262 New Holdings 44 Increased Positions 218 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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