Wsfs Capital Management, LLC Portfolio Holdings
Wsfs Capital Management, LLC
- $1.83 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 404
- Current Value $1.83 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 24 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks