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
VBR
Vanguard Small Cap Value ETF

ETFs
-986
- 31.11%
$183.02 - $207.75 $180K - $205K
2.18K $406K
KHC
Kraft Heinz CO

Consumer Defensive
-4.71K
- 1.77%
$28.51 - $32.22 $134K - $152K
261K $7.95M
UPS
United Parcel Service Inc

Industrials
-1.25K
- 24.85%
$109.66 - $136.26 $137K - $170K
3.77K $414K
CC
Chemours CO

Basic Materials
-10K
- 48.45%
$13.41 - $19.99 $134K - $200K
10.7K $144K
BA
Boeing CO

Industrials
-1.06K
- 29.92%
$148.15 - $186.25 $157K - $197K
2.48K $422K
SHOP
Shopify Inc.

Technology
-543
- 4.14%
$90.59 - $129.31 $49.2K - $70.2K
12.6K $1.2M
SYY
Sysco Corp

Consumer Defensive
-871
- 0.98%
$70.0 - $77.13 $61K - $67.2K
88.4K $6.64M
C
Citigroup Inc

Financial Services
-2.79K
- 24.61%
$67.23 - $84.63 $188K - $236K
8.56K $607K
GBF
Ishares Tr

ETFs
-1.99K
- 18.29%
$101.08 - $104.63 $201K - $208K
8.87K $923K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-6.69K
- 26.0%
$30.72 - $33.22 $206K - $222K
19K $623K
INTU
Intuit Inc

Technology
-264
- 19.86%
$555.63 - $630.23 $147K - $166K
1.07K $653K
IWN
Ishares Russell2000 Val ETF

ETFs
-403
- 4.58%
$149.27 - $169.4 $60.2K - $68.3K
8.4K $1.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-153
- 1.85%
$302.31 - $337.54 $46.3K - $51.6K
8.13K $2.49M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.86K
- 29.06%
$71.24 - $84.73 $204K - $242K
6.98K $574K
ISRG
Intuitive Surgical Inc

Healthcare
-238
- 11.41%
$476.63 - $610.45 $113K - $145K
1.85K $914K
AXP
American Express CO

Financial Services
-7
- 0.11%
$255.39 - $325.87 $1.79K - $2.28K
6.16K $1.66M
SCI
Service Corp International

Consumer Cyclical
-2.16K
- 23.42%
$75.99 - $84.16 $164K - $182K
7.08K $567K
PFE
Pfizer Inc

Healthcare
-3.25K
- 4.5%
$25.01 - $27.13 $81.2K - $88.1K
68.9K $1.75M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-23.7K
- 7.64%
$30.38 - $34.94 $719K - $827K
286K $9.79M
ABNB
Airbnb, Inc.

Consumer Cyclical
-617
- 8.79%
$119.38 - $161.42 $73.7K - $99.6K
6.4K $764K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.92K
- 3.65%
$77.7 - $78.94 $227K - $231K
77K $6.08M
WDAY
Workday, Inc.

Technology
-313
- 9.5%
$233.53 - $277.82 $73.1K - $87K
2.98K $696K
CPB
Campbell Soup CO

Consumer Defensive
-3.02K
- 19.36%
$37.29 - $42.04 $113K - $127K
12.6K $502K
XLV
Select Sector Spdr Fund Health

ETFs
-1.81K
- 13.16%
$137.61 - $149.68 $249K - $271K
12K $1.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.54K
- 3.01%
$21.75 - $24.28 $55.3K - $61.7K
81.9K $1.81M
LMT
Lockheed Martin Corp

Industrials
-131
- 6.15%
$423.19 - $506.29 $55.4K - $66.3K
2K $893K
MSCI
Msci Inc.

Financial Services
-137
- 8.33%
$541.46 - $628.34 $74.2K - $86.1K
1.51K $852K
NFLX
Netflix Inc

Communication Services
-234
- 11.29%
$828.4 - $1058.6 $194K - $248K
1.84K $1.71M
DVY
Ishares Tr

ETFs
-1.04K
- 36.66%
$128.58 - $138.1 $133K - $143K
1.79K $240K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-83
- 5.75%
$314.47 - $431.35 $26.1K - $35.8K
1.36K $498K
DOW
Dow Inc.

Basic Materials
-96
- 0.42%
$34.36 - $41.92 $3.3K - $4.02K
22.7K $791K
APD
Air Products & Chemicals, Inc.

Basic Materials
-473
- 12.82%
$283.24 - $338.07 $134K - $160K
3.22K $948K
MMS
Maximus, Inc.

Industrials
-1.31K
- 26.47%
$64.34 - $79.68 $84.2K - $104K
3.64K $248K
STE
Steris PLC

Healthcare
-688
- 35.74%
$202.46 - $232.74 $139K - $160K
1.24K $280K
STT
State Street Corp

Financial Services
-593
- 8.89%
$84.47 - $102.23 $50.1K - $60.6K
6.08K $544K
EFG
Msci Eafe Growth ETF

ETFs
-1.15K
- 17.25%
$96.1 - $106.37 $110K - $122K
5.5K $550K
CZFS
Citizens Financial Services Inc

Financial Services
-995
- 15.27%
$55.78 - $65.06 $55.5K - $64.7K
5.52K $320K
IT
Gartner Inc

Technology
-74
- 8.67%
$418.25 - $548.38 $31K - $40.6K
780 $327K
SMIN
Ishares Msci India Small Cap I

ETFs
-1
- 0.01%
$61.54 - $77.16 $61.5 - $77.2
9.17K $624K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-6.1K
- 29.81%
$13.05 - $13.97 $79.6K - $85.2K
14.4K $195K
VIG
Vanguard Dividend Appreciation

ETFs
-376
- 0.61%
N/A
61.7K $11.2M
LLY
Eli Lilly & CO

Healthcare
-448
- 7.96%
$725.72 - $929.72 $325K - $417K
5.18K $4.28M
XLP
Consumer Staples Sector Spdr

ETFs
-814
- 6.83%
N/A
11.1K $844K
PEG
Public Service Enterprise Group Inc

Utilities
-16
- 0.06%
$78.2 - $90.39 $1.25K - $1.45K
25.4K $2.09M
WM
Waste Management Inc

Industrials
-432
- 29.98%
$200.54 - $233.78 $86.6K - $101K
1.01K $233K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.39K
- 0.71%
$50.39 - $50.66 $171K - $172K
473K $24M
PAYX
Paychex Inc

Industrials
-541
- 21.25%
$136.06 - $154.52 $73.6K - $83.6K
2.01K $309K
RSG
Republic Services, Inc.

Industrials
-991
- 20.95%
$200.09 - $242.16 $198K - $240K
3.74K $905K
TXN
Texas Instruments Inc

Technology
-218
- 2.22%
N/A
9.61K $1.87M
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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