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
CACI
Caci International Inc

Technology
313
+ 39.32%
N/A
1.11K $474K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.05K
+ 16.4%
$85.29 - $92.57 $89.6K - $97.2K
7.45K $678K
VTV
Vanguard Value ETF

ETFs
126
+ 0.49%
$167.73 - $179.21 $21.1K - $22.6K
25.9K $4.47M
AMD
Advanced Micro Devices Inc

Technology
1.99K
+ 38.35%
$96.63 - $129.55 $192K - $258K
7.17K $736K
MCO
Moodys Corp

Financial Services
242
+ 49.29%
$437.8 - $527.48 $106K - $128K
733 $341K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.32K
+ 3.43%
$30.35 - $33.16 $40.1K - $43.8K
39.8K $1.27M
TFC
Truist Financial Corp

Financial Services
14.3K
+ 6.25%
$39.48 - $48.15 $566K - $691K
244K $10M
PNC
Pnc Financial Services Group, Inc.

Financial Services
624
+ 28.45%
$168.84 - $202.89 $105K - $127K
2.82K $495K
SCHW
Schwab Charles Corp

Financial Services
576
+ 11.99%
$71.24 - $83.64 $41K - $48.2K
5.38K $421K
ADP
Automatic Data Processing Inc

Industrials
50
+ 1.36%
$286.85 - $318.64 $14.3K - $15.9K
3.72K $1.14M
NSC
Norfolk Southern Corp

Industrials
221
+ 8.02%
$227.69 - $259.76 $50.3K - $57.4K
2.98K $705K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 1.05%
$89.14 - $117.41 $2.5K - $3.29K
2.7K $302K
CI
Cigna Corp

Healthcare
21
+ 2.4%
$274.49 - $329.0 $5.76K - $6.91K
895 $294K
WFC
Wells Fargo & Company

Financial Services
598
+ 15.52%
$66.78 - $81.42 $39.9K - $48.7K
4.45K $319K
IDV
Ishares Tr

ETFs
254
+ 2.42%
$27.0 - $31.7 $6.86K - $8.05K
10.7K $333K
RSP
Invesco S&P 500 Equal Weight E

ETFs
568
+ 2.07%
$169.43 - $182.84 $96.2K - $104K
28K $4.85M
BMY
Bristol Myers Squibb CO

Healthcare
64
+ 0.84%
$53.9 - $63.11 $3.45K - $4.04K
7.65K $466K
PRU
Prudential Financial Inc

Financial Services
686
+ 11.38%
$105.04 - $122.33 $72.1K - $83.9K
6.71K $749K
KMB
Kimberly Clark Corp

Consumer Defensive
57
+ 2.99%
$124.46 - $147.4 $7.09K - $8.4K
1.96K $279K
VLO
Valero Energy Corp

Energy
10
+ 0.34%
$121.76 - $142.99 $1.22K - $1.43K
2.91K $384K
NDSN
Nordson Corp

Industrials
170
+ 16.65%
$200.12 - $224.07 $34K - $38.1K
1.19K $240K
AMP
Ameriprise Financial Inc

Financial Services
106
+ 20.31%
$472.29 - $575.13 $50.1K - $61K
628 $304K
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
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
Ge Vernova Inc
3
+ 0.21%
N/A
1.46K $0
Jacobs Solutions Inc
69
+ 0.11%
N/A
60.9K $0
Amentum Holdings Inc
2.9K
+ 4.87%
N/A
62.4K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
12
+ 0.16%
N/A
7.65K $310K
Blackrock Inc
272
+ 2.59%
N/A
10.8K $0
CTSH
Cognizant Technology Solutions Corp

Technology
14
+ 0.49%
$75.32 - $90.7 $1.05K - $1.27K
2.89K $221K
MS
Morgan Stanley

Financial Services
143
+ 7.63%
$111.68 - $141.08 $16K - $20.2K
2.02K $235K
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
HAL
Halliburton CO

Energy
73
+ 0.79%
$24.15 - $29.9 $1.76K - $2.18K
9.27K $235K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
41
+ 0.24%
$78.0 - $84.37 $3.2K - $3.46K
17.4K $1.39M
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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
197
+ 0.45%
$16.57 - $18.85 $3.26K - $3.71K
44.2K $735K
NOW
Service Now, Inc.

Technology
412
+ 27.56%
$783.83 - $1170.39 $323K - $482K
1.91K $1.52M
AMAT
Applied Materials Inc

Technology
877
+ 5.27%
$145.06 - $195.51 $127K - $171K
17.5K $2.54M
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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