Wsfs Capital Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.83 Billion distributed in 412 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Ishares Core S&P 500 ETF with a value of $93.8M, Vanguard Bd Index Fd Inc Total with a value of $80.7M, Microsoft Corp with a value of $77.3M, and Ishares Tr Russell 200 Growth with a value of $57.7M.
Examining the 13F form we can see an decrease of $5.89B in the current position value, from $7.72B 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: $648 Million
Technology: $378 Million
Healthcare: $152 Million
Financial Services: $133 Million
Consumer Cyclical: $120 Million
Consumer Defensive: $98.5 Million
Communication Services: $91.1 Million
Industrials: $88.2 Million
Other: $120 Million
Stock Holdings Table Market Cap. of $200 Billions or more
