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
KLAC
Kla Corp

Technology
-2.47K
- 15.68%
$636.62 - $777.63 $1.57M - $1.92M
13.3K $9.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-784
- 6.45%
$468.34 - $539.52 $367K - $423K
11.4K $5.33M
GVI
Ishares Tr

ETFs
-9.21K
- 12.92%
$103.49 - $106.02 $953K - $976K
62.1K $6.58M
HPQ
Hp Inc

Technology
-8.65K
- 7.34%
$27.69 - $34.72 $240K - $300K
109K $3.02M
KMI
Kinder Morgan, Inc.

Energy
-28.9K
- 70.54%
$26.1 - $31.22 $756K - $904K
12.1K $344K
HON
Honeywell International Inc

Industrials
-2.36K
- 12.1%
$202.75 - $226.52 $479K - $535K
17.2K $3.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.83K
- 13.67%
$57.21 - $65.8 $505K - $581K
55.7K $3.25M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.2K
- 75.0%
$161.13 - $209.29 $677K - $879K
1.4K $231K
A
Agilent Technologies, Inc.

Healthcare
-1.37K
- 4.02%
$116.69 - $152.6 $159K - $208K
32.6K $3.82M
MCK
Mckesson Corp

Healthcare
-1.41K
- 65.7%
$566.21 - $672.99 $798K - $949K
736 $495K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.57K
- 7.04%
$126.11 - $135.06 $828K - $887K
86.7K $11.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.64K
- 4.9%
$92.45 - $106.69 $244K - $282K
51.3K $4.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-57
- 0.21%
$507.05 - $563.67 $28.9K - $32.1K
27K $13.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3.01K
- 22.8%
$123.3 - $154.95 $371K - $467K
10.2K $1.3M
INTC
Intel Corp

Technology
-46.2K
- 33.12%
$19.1 - $27.39 $883K - $1.27M
93.4K $2.12M
NKE
Nike, Inc.

Consumer Cyclical
-3.72K
- 10.43%
$63.29 - $81.72 $235K - $304K
31.9K $2.03M
NDAQ
Nasdaq, Inc.

Financial Services
-8.41K
- 54.07%
$72.17 - $83.76 $607K - $704K
7.14K $541K
GS
Goldman Sachs Group Inc

Financial Services
-862
- 13.77%
$524.81 - $672.19 $452K - $579K
5.4K $2.95M
EMR
Emerson Electric CO

Industrials
-3.86K
- 26.73%
$108.64 - $131.17 $419K - $506K
10.6K $1.16M
ADI
Analog Devices Inc

Technology
-1.03K
- 2.66%
$201.56 - $243.82 $207K - $250K
37.6K $7.58M
VB
Vanguard Small Cap ETF

ETFs
-2.17K
- 40.19%
$217.89 - $252.64 $472K - $547K
3.23K $715K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-11.7K
- 23.81%
$51.52 - $52.37 $603K - $612K
37.4K $1.96M
XLI
Industrial Sector Spdr

ETFs
-4.27K
- 47.98%
$128.78 - $141.67 $550K - $605K
4.63K $607K
NVO
Novo Nordisk A S

Healthcare
-4.8K
- 57.04%
$69.3 - $90.95 $333K - $436K
3.61K $250K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-8.95K
- 20.11%
$50.87 - $51.09 $455K - $457K
35.5K $1.81M
CTVA
Corteva, Inc.

Basic Materials
-10.7K
- 27.62%
$55.94 - $66.15 $601K - $711K
28.2K $1.77M
SWKS
Skyworks Solutions, Inc.

Technology
-3.81K
- 52.71%
$64.12 - $93.96 $244K - $358K
3.41K $220K
SUB
Ishares Short Term National Mu

ETFs
-3.98K
- 23.16%
$105.3 - $106.24 $419K - $422K
13.2K $1.39M
CHD
Church & Dwight CO Inc

Consumer Defensive
-5.35K
- 14.81%
$101.42 - $113.2 $542K - $606K
30.8K $3.39M
VOX
Vanguard Communication Service

ETFs
-2.41K
- 62.23%
$147.73 - $169.24 $355K - $407K
1.46K $216K
VTI
Vanguard Total Stock Market Et

ETFs
-595
- 4.09%
$271.18 - $303.12 $161K - $180K
14K $3.84M
KO
Coca Cola CO

Consumer Defensive
-17.2K
- 18.51%
$60.81 - $72.32 $1.04M - $1.24M
75.6K $5.41M
EPD
Enterprise Products Partners L.P.

Energy
-14.9K
- 27.67%
$31.75 - $34.14 $472K - $508K
38.9K $1.33M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.9K
- 3.83%
$72.7 - $84.32 $211K - $244K
72.8K $5.43M
USB
Us Bancorp \De\

Financial Services
-4.69K
- 20.87%
$40.92 - $50.9 $192K - $239K
17.8K $751K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.55K
- 10.62%
$76.94 - $78.28 $350K - $356K
38.3K $3M
MCHP
Microchip Technology Inc

Technology
-3.78K
- 27.0%
$48.41 - $64.3 $183K - $243K
10.2K $494K
KEYS
Keysight Technologies, Inc.

Technology
-568
- 3.09%
$148.16 - $185.11 $84.2K - $105K
17.8K $2.67M
GWW
W.W. Grainger, Inc.

Industrials
-215
- 21.81%
$953.54 - $1132.42 $205K - $243K
771 $761K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-537
- 1.33%
$117.4 - $131.02 $63K - $70.4K
39.8K $4.76M
XLY
Select Sector Spdr Consumer Di

ETFs
-418
- 5.84%
$192.6 - $233.2 $80.5K - $97.5K
6.74K $1.33M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.38K
- 11.18%
$185.78 - $198.58 $256K - $274K
10.9K $2.09M
HSY
Hershey CO

Consumer Defensive
-1.54K
- 24.57%
$144.74 - $186.36 $223K - $288K
4.74K $810K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.53K
- 13.24%
$114.57 - $118.14 $290K - $299K
16.6K $1.96M
ELV
Elevance Health, Inc.

Healthcare
-904
- 40.3%
$365.9 - $436.25 $331K - $394K
1.34K $582K
FSLR
First Solar, Inc.

Technology
-21
- 0.43%
$126.34 - $197.73 $2.65K - $4.15K
4.85K $613K
NEE
Nextera Energy Inc

Utilities
-2.92K
- 7.57%
$66.96 - $76.16 $196K - $222K
35.6K $2.53M
CAT
Caterpillar Inc

Industrials
-511
- 26.41%
$326.75 - $407.63 $167K - $208K
1.42K $469K
XOM
Exxon Mobil Corp

Energy
-13.8K
- 11.12%
$105.44 - $118.93 $1.45M - $1.64M
110K $13.1M
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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