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
CLX
Clorox CO

Consumer Defensive
-4
- 0.15%
$141.76 - $162.89 $567 - $652
2.71K $398K
XLU
Utilities Sector Spdr

ETFs
-752
- 14.38%
$74.7 - $80.27 $56.2K - $60.4K
4.48K $353K
GLW
Corning Inc

Technology
-224
- 1.32%
$44.91 - $54.25 $10.1K - $12.2K
16.7K $764K
ITA
Ishares Tr

ETFs
-908
- 7.0%
$144.84 - $159.5 $132K - $145K
12.1K $1.85M
ABC
Amerisourcebergen Corp

Healthcare
-193
- 3.88%
N/A
4.79K $886K
IEF
Ishares Barclays

ETFs
-1.21K
- 4.16%
$91.17 - $95.39 $111K - $116K
28K $2.67M
FIW
First Trust Water ETF

ETFs
-234
- 4.73%
$99.48 - $106.74 $23.3K - $25K
4.71K $474K
KEY
Keycorp

Financial Services
-743
- 5.5%
$15.15 - $18.3 $11.3K - $13.6K
12.8K $203K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-260
- 1.51%
$56.17 - $59.71 $14.6K - $15.5K
17K $968K
VGSH
Vanguard

ETFs
-434
- 5.44%
$58.07 - $58.69 $25.2K - $25.5K
7.54K $442K
PAVE
Global X Fds Us Infrastructure

ETFs
-52
- 0.77%
$37.31 - $43.82 $1.94K - $2.28K
6.68K $251K
SLB
Schlumberger Limited

Energy
-2.79K
- 9.71%
$38.4 - $43.74 $107K - $122K
25.9K $1.08M
BRC
Brady Corp

Industrials
-40
- 1.39%
$68.85 - $75.89 $2.75K - $3.04K
2.84K $200K
PAYC
Paycom Software, Inc.

Technology
-201
- 8.25%
$199.42 - $225.82 $40.1K - $45.4K
2.24K $488K
PHK
Pimco High Income Fund

Financial Services
-1.94K
- 11.24%
$4.85 - $4.98 $9.38K - $9.64K
15.3K $74K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.47K
- 2.52%
$27.01 - $28.54 $66.7K - $70.5K
95.6K $2.67M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-772
- 5.08%
$16.06 - $16.99 $12.4K - $13.1K
14.4K $240K
K
Kellogg CO

Consumer Defensive
-270
- 2.24%
$81.06 - $82.9 $21.9K - $22.4K
11.8K $970K
AWK
American Water Works Company, Inc.

Utilities
-485
- 16.19%
$121.01 - $149.31 $58.7K - $72.4K
2.51K $370K
VAW
Vanguard Materials ETF

ETFs
-17
- 1.03%
$185.71 - $202.46 $3.16K - $3.44K
1.63K $307K
Veralto Corp
-1.79K
- 7.12%
N/A
23.3K $0
Lam Research Corp
-1.96K
- 14.71%
N/A
11.4K $0
Labcorp Holdings Inc
-15
- 0.72%
N/A
2.06K $0
Linde PLC
-2.95K
- 81.52%
N/A
668 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.32K
- 4.29%
N/A
29.6K $0
PLTR
Palantir Technologies Inc.

Technology
-982
- 10.34%
$64.98 - $124.62 $63.8K - $122K
8.52K $719K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-335
- 3.81%
$58.01 - $64.46 $19.4K - $21.6K
8.45K $524K
CSGP
Costar Group, Inc.

Real Estate
-437
- 7.85%
$69.29 - $80.37 $30.3K - $35.1K
5.13K $406K
F
Ford Motor CO

Consumer Cyclical
-963
- 0.72%
$9.12 - $10.43 $8.78K - $10K
133K $1.33M
UL
Unilever PLC

Consumer Defensive
-83
- 1.43%
$54.72 - $60.29 $4.54K - $5K
5.71K $340K
VDC
Vanguard Consumer Staples ETF

ETFs
-2
- 0.1%
$206.54 - $226.16 $413 - $452
1.92K $419K
MMSI
Merit Medical Systems Inc

Healthcare
-24
- 1.14%
$95.64 - $110.29 $2.3K - $2.65K
2.08K $219K
SPGI
S&P Global Inc.

Financial Services
-2
- 0.12%
$478.26 - $543.77 $957 - $1.09K
1.7K $861K
IBN
Icici Bank LTD

Financial Services
-24
- 0.24%
$27.55 - $31.67 $661 - $760
10.1K $316K
AZO
Autozone Inc

Consumer Cyclical
-25
- 13.74%
$3193.96 - $3828.11 $79.8K - $95.7K
157 $598K
DRI
Darden Restaurants Inc

Consumer Cyclical
-11
- 0.76%
$180.02 - $208.56 $1.98K - $2.29K
1.43K $297K
VCIT
Vanguard Intermediate Term Cor

ETFs
-193
- 0.59%
$79.17 - $82.04 $15.3K - $15.8K
32.8K $2.68M
ED
Consolidated Edison Inc

Utilities
-147
- 6.47%
$88.0 - $110.59 $12.9K - $16.3K
2.13K $235K
CCI
Crown Castle International Corp

Real Estate
-688
- 7.94%
$84.33 - $106.39 $58K - $73.2K
7.98K $831K
IDXX
Idexx Laboratories Inc

Healthcare
-12
- 0.12%
$406.29 - $469.04 $4.88K - $5.63K
10.2K $4.28M
MO
Altria Group, Inc.

Consumer Defensive
-4.27K
- 10.31%
$50.81 - $60.02 $217K - $256K
37.2K $2.23M
CB
Chubb LTD

Financial Services
-100
- 2.47%
$257.71 - $301.99 $25.8K - $30.2K
3.95K $1.19M
SO
Southern CO

Utilities
-170
- 1.75%
$80.96 - $92.96 $13.8K - $15.8K
9.54K $877K
WRB
Berkley W R Corp

Financial Services
-278
- 2.84%
$56.7 - $71.27 $15.8K - $19.8K
9.51K $677K
NVS
Novartis Ag

Healthcare
-398
- 3.09%
$97.14 - $115.57 $38.7K - $46K
12.5K $1.39M
CSCO
Cisco Systems, Inc.

Technology
-13.6K
- 3.41%
$58.74 - $64.87 $801K - $884K
386K $23.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-182
- 2.66%
$208.48 - $244.03 $37.9K - $44.4K
6.67K $1.63M
GPC
Genuine Parts CO

Consumer Cyclical
-119
- 0.15%
$115.91 - $129.02 $13.8K - $15.4K
78.9K $9.39M
VPU
Vanguard Utilities ETF

ETFs
-186
- 0.55%
$161.24 - $173.33 $30K - $32.2K
33.5K $5.73M
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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