Wsfs Capital Management, LLC Sells in Q1 2025

Wsfs Capital Management, LLC

  • $1.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-60.8K
- 13.13%
$209.68 - $247.1 $12.7M - $15M
402K $89.4M
ORCL
Oracle Corp

Technology
-110K
- 47.93%
$139.81 - $186.47 $15.4M - $20.5M
120K $16.7M
GOOGL
Alphabet Inc.

Communication Services
-31K
- 14.43%
$154.33 - $206.19 $4.78M - $6.39M
184K $28.4M
NVDA
Nvidia Corp

Technology
-82K
- 66.85%
$106.98 - $149.43 $8.77M - $12.3M
40.7K $4.41M
IWY
Ishares Tr Russell 200 Growth

ETFs
-28.2K
- 11.48%
$210.19 - $243.33 $5.92M - $6.85M
217K $45.8M
MSFT
Microsoft Corp

Technology
-9.15K
- 4.99%
$375.39 - $447.2 $3.43M - $4.09M
174K $65.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-17.3K
- 12.52%
$190.26 - $242.06 $3.3M - $4.2M
121K $23M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.7K
- 2.32%
$554.06 - $615.85 $2.05M - $2.28M
156K $87.4M
GOOG
Alphabet Inc.

Communication Services
-16.9K
- 20.8%
$156.06 - $207.71 $2.63M - $3.5M
64.2K $10M
META
Meta Platforms, Inc.

Communication Services
-7.22K
- 26.94%
$576.36 - $736.67 $4.16M - $5.32M
19.6K $11.3M
HD
Home Depot, Inc.

Consumer Cyclical
-7.99K
- 15.18%
$347.25 - $424.87 $2.77M - $3.39M
44.6K $16.4M
JCI
Johnson Controls International PLC

Industrials
-53.3K
- 24.87%
$76.12 - $90.6 $4.06M - $4.83M
161K $12.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-13.8K
- 34.8%
$161.05 - $222.93 $2.22M - $3.07M
25.8K $4.74M
COST
Costco Wholesale Corp

Consumer Defensive
-4.01K
- 50.6%
$890.62 - $1076.86 $3.57M - $4.32M
3.92K $3.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-27.8K
- 22.99%
$112.81 - $126.16 $3.13M - $3.5M
93K $11.3M
VV
Vanguard Large Cap ETF

ETFs
-11.2K
- 87.61%
$253.32 - $282.66 $2.84M - $3.17M
1.59K $407K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-584
- 61.41%
$4295.4 - $5141.88 $2.51M - $3M
367 $1.69M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.52K
- 17.02%
$360.07 - $417.26 $1.63M - $1.89M
22.1K $7.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.14K
- 12.36%
$551.42 - $612.93 $1.73M - $1.93M
22.3K $12.5M
SYK
Stryker Corp

Healthcare
-6.81K
- 68.27%
$355.18 - $399.9 $2.42M - $2.72M
3.16K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-25.9K
- 32.48%
$95.85 - $99.25 $2.49M - $2.58M
53.9K $5.34M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.86K
- 25.86%
$222.15 - $428.22 $636K - $1.23M
8.2K $2.13M
MLM
Martin Marietta Materials Inc

Basic Materials
-4.03K
- 55.92%
$460.39 - $552.64 $1.86M - $2.23M
3.18K $1.52M
SHW
Sherwin Williams CO

Basic Materials
-6.12K
- 56.27%
$330.16 - $365.55 $2.02M - $2.24M
4.75K $1.66M
LOW
Lowes Companies Inc

Consumer Cyclical
-7.32K
- 31.58%
$222.66 - $268.42 $1.63M - $1.97M
15.9K $3.7M
PG
Procter & Gamble CO

Consumer Defensive
-13.2K
- 14.41%
$158.56 - $176.26 $2.1M - $2.33M
78.5K $13.4M
ACN
Accenture PLC

Technology
-1.84K
- 5.17%
$300.91 - $398.25 $554K - $733K
33.8K $10.5M
UNP
Union Pacific Corp

Industrials
-8.92K
- 50.81%
$225.21 - $254.42 $2.01M - $2.27M
8.63K $2.04M
JPM
Jpmorgan Chase & CO

Financial Services
-11.1K
- 7.81%
$225.19 - $279.95 $2.5M - $3.1M
131K $32.1M
PEP
Pepsico Inc

Consumer Defensive
-11.8K
- 18.25%
$142.64 - $156.42 $1.69M - $1.85M
53K $7.94M
BAC
Bank Of America Corp

Financial Services
-42.5K
- 72.67%
$39.61 - $47.74 $1.68M - $2.03M
16K $666K
SNA
Snap On Inc

Industrials
-5.53K
- 38.22%
$324.09 - $358.62 $1.79M - $1.98M
8.95K $3.01M
ADBE
Adobe Inc.

Technology
-3.55K
- 51.89%
$377.84 - $464.11 $1.34M - $1.65M
3.29K $1.26M
CL
Colgate Palmolive CO

Consumer Defensive
-17.8K
- 86.95%
$85.68 - $97.5 $1.52M - $1.73M
2.67K $249K
VO
Vanguard Mid Cap ETF

ETFs
-5.95K
- 54.79%
$251.87 - $277.95 $1.5M - $1.65M
4.91K $1.27M
ECL
Ecolab Inc.

Basic Materials
-7.26K
- 56.26%
$229.72 - $269.82 $1.67M - $1.96M
5.64K $1.43M
MA
Mastercard Inc

Financial Services
-2.91K
- 21.14%
$504.67 - $576.31 $1.47M - $1.67M
10.8K $5.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.79K
- 26.13%
$102.49 - $119.96 $901K - $1.05M
24.9K $2.6M
UNH
Unitedhealth Group Inc

Healthcare
-3.59K
- 10.62%
$461.52 - $548.18 $1.66M - $1.97M
30.2K $15.8M
ZTS
Zoetis Inc.

Healthcare
-7.86K
- 37.61%
$156.48 - $175.67 $1.23M - $1.38M
13K $2.15M
IWM
Ishares Russell 2000 ETF

ETFs
-4.8K
- 38.02%
$198.1 - $229.79 $951K - $1.1M
7.83K $1.56M
DIS
Walt Disney CO

Communication Services
-8.79K
- 31.43%
$96.87 - $114.0 $852K - $1M
19.2K $1.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.92K
- 19.06%
$497.6 - $606.74 $954K - $1.16M
8.15K $4.05M
V
Visa Inc.

Financial Services
-6.25K
- 20.4%
$306.92 - $362.71 $1.92M - $2.27M
24.4K $8.54M
ITW
Illinois Tool Works Inc

Industrials
-4.42K
- 75.57%
$244.9 - $274.48 $1.08M - $1.21M
1.43K $354K
QLD
Proshares Ultra Qqq

ETFs
-2.05K
- 4.34%
$88.88 - $119.12 $183K - $245K
45.3K $4.02M
COP
Conocophillips

Energy
-17.3K
- 12.25%
$88.6 - $105.85 $1.53M - $1.83M
124K $13M
HPE
Hewlett Packard Enterprise CO

Technology
-8.32K
- 6.11%
$14.77 - $24.42 $123K - $203K
128K $1.97M
XLK
Technology Sector Spdr

ETFs
-2.14K
- 12.05%
$206.38 - $242.18 $441K - $518K
15.6K $3.22M
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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