Wsfs Capital Management, LLC Reduced Holdings in Q2 2025

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-29.5K
- 7.32%
$172.42 - $223.89 $5.08M - $6.59M
373K $76.5M
UNH
Unitedhealth Group Inc

Healthcare
-1.46K
- 4.83%
$274.35 - $599.47 $401K - $875K
28.8K $8.98M
BDX
Becton Dickinson & CO

Healthcare
-6.19K
- 15.39%
$165.15 - $226.42 $1.02M - $1.4M
34K $5.86M
VGT
Vanguard Information Technolog

ETFs
-6.17K
- 66.23%
$470.37 - $663.28 $2.9M - $4.09M
3.15K $2.09M
MRK
Merck & Co., Inc.

Healthcare
-2.98K
- 1.23%
$73.47 - $87.12 $219K - $260K
240K $19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.51K
- 24.07%
$456.74 - $568.03 $2.97M - $3.7M
20.5K $11.7M
COP
Conocophillips

Energy
-348
- 0.28%
$82.66 - $106.1 $28.8K - $36.9K
123K $11.1M
JNJ
Johnson & Johnson

Healthcare
-1.18K
- 1.03%
$146.36 - $159.82 $172K - $188K
114K $17.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25.8K
- 8.25%
$47.46 - $55.3 $1.22M - $1.43M
287K $15.8M
IBM
International Business Machines Corp

Technology
-15.3K
- 21.09%
$221.03 - $294.78 $3.39M - $4.52M
57.4K $16.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-238
- 0.5%
$285.55 - $321.23 $68K - $76.5K
47.8K $14M
GPN
Global Payments Inc

Industrials
-2.16K
- 4.46%
$67.47 - $99.6 $146K - $215K
46.2K $3.7M
PEP
Pepsico Inc

Consumer Defensive
-13
- 0.02%
$128.02 - $151.37 $1.66K - $1.97K
53K $6.99M
PG
Procter & Gamble CO

Consumer Defensive
-192
- 0.24%
$157.66 - $172.39 $30.3K - $33.1K
78.3K $12.5M
GVI
Ishares Tr

ETFs
-8.82K
- 14.21%
$104.82 - $106.79 $925K - $942K
53.3K $5.69M
AMGN
Amgen Inc

Healthcare
-1.62K
- 13.95%
$262.28 - $309.85 $425K - $502K
9.99K $2.79M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.35K
- 49.74%
$176.34 - $218.59 $591K - $733K
3.39K $736K
STZ
Constellation Brands, Inc.

Consumer Defensive
-296
- 1.15%
$160.0 - $195.62 $47.4K - $57.9K
25.5K $4.15M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.93K
- 2.66%
$55.13 - $75.25 $107K - $146K
70.8K $4.86M
XLP
Consumer Staples Sector Spdr

ETFs
-7.33K
- 65.93%
N/A
3.79K $287K
DGRO
Ishares Core Dividend Growth E

ETFs
-8.52K
- 23.87%
$55.22 - $63.94 $470K - $545K
27.2K $1.74M
IEF
Ishares Barclays

ETFs
-4.09K
- 14.62%
$93.15 - $96.56 $381K - $395K
23.9K $2.29M
XLF
Financial Sector Spdr

ETFs
-8.56K
- 27.02%
$43.92 - $52.37 $376K - $448K
23.1K $1.21M
UNP
Union Pacific Corp

Industrials
-1.36K
- 15.69%
$208.27 - $238.46 $282K - $323K
7.28K $1.67M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.31K
- 16.87%
$51.68 - $52.76 $326K - $333K
31.1K $1.64M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.81K
- 16.91%
$116.93 - $119.39 $328K - $335K
13.8K $1.64M
ELV
Elevance Health, Inc.

Healthcare
-633
- 47.27%
$372.27 - $452.69 $236K - $287K
706 $274K
AZN
Astrazeneca PLC

Healthcare
-1.22K
- 2.15%
$64.87 - $75.0 $78.8K - $91.1K
55.2K $3.86M
VTV
Vanguard Value ETF

ETFs
-2.17K
- 8.38%
$153.67 - $176.74 $333K - $384K
23.7K $4.19M
NEE
Nextera Energy Inc

Utilities
-3.12K
- 8.75%
$64.11 - $75.0 $200K - $234K
32.5K $2.26M
GBF
Ishares Tr

ETFs
-2.59K
- 29.2%
$101.99 - $104.66 $264K - $271K
6.28K $655K
XLI
Industrial Sector Spdr

ETFs
-2.21K
- 47.79%
$116.42 - $147.52 $258K - $327K
2.42K $356K
BMY
Bristol Myers Squibb CO

Healthcare
-2.97K
- 38.79%
$44.12 - $59.6 $131K - $177K
4.69K $216K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.31K
- 13.31%
$90.56 - $109.49 $299K - $362K
21.5K $2.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-258
- 3.87%
$212.1 - $244.27 $54.7K - $63K
6.41K $1.4M
ABBV
Abb Vie Inc.

Healthcare
-176
- 2.23%
$170.16 - $206.27 $29.9K - $36.3K
7.71K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.73K
- 12.07%
$51.16 - $62.02 $344K - $417K
49K $3.04M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.89K
- 10.94%
$50.1 - $51.02 $195K - $198K
31.7K $1.62M
HON
Honeywell International Inc

Industrials
-2.38K
- 13.84%
$182.86 - $232.88 $435K - $554K
14.8K $3.45M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-10.7K
- 26.85%
$28.98 - $37.18 $310K - $398K
29.1K $1.08M
MO
Altria Group, Inc.

Consumer Defensive
-2.3K
- 6.2%
$55.56 - $60.91 $128K - $140K
34.9K $2.04M
RSG
Republic Services, Inc.

Industrials
-797
- 21.31%
$227.2 - $258.07 $181K - $206K
2.94K $725K
EOG
Eog Resources Inc

Energy
-763
- 7.71%
$104.61 - $129.97 $79.8K - $99.2K
9.13K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
-896
- 1.45%
N/A
60.8K $11.1M
EPD
Enterprise Products Partners L.P.

Energy
-1.35K
- 3.48%
$28.95 - $34.22 $39.1K - $46.2K
37.5K $1.16M
CPB
Campbell Soup CO

Consumer Defensive
-1.31K
- 10.44%
$30.65 - $39.9 $40.3K - $52.4K
11.3K $345K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.25K
- 0.77%
$63.54 - $68.5 $79.1K - $85.3K
160K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
-893
- 18.18%
$228.54 - $279.83 $204K - $250K
4.02K $1.12M
INTC
Intel Corp

Technology
-5.12K
- 5.49%
$18.13 - $22.69 $92.9K - $116K
88.2K $1.98M
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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