Wsfs Capital Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.83 Billion distributed in 404 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $88M, Microsoft Corp with a value of $80.2M, Vanguard Bd Index Fd Inc Total with a value of $73.1M, and Ishares Tr Russell 200 Growth with a value of $51.1M.
Examining the 13F form we can see an increase of $37.3M in the current position value, from $1.79B to 1.83B.
Wsfs Capital Management, LLC is based out at Philadelphia, PA
Below you can find more details about Wsfs Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.83 Billion
ETFs: $628 Million
Technology: $363 Million
Healthcare: $176 Million
Financial Services: $137 Million
Consumer Cyclical: $119 Million
Consumer Defensive: $112 Million
Industrials: $91.6 Million
Communication Services: $81 Million
Other: $126 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
