Wsfs Capital Management, LLC Portfolio Holdings
Wsfs Capital Management, LLC
- $1.79 Billion
- Q2 2024
Wsfs Capital Management, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.7M, Microsoft Corp with a value of $85M, Ishares Core S&P 500 ETF with a value of $83.3M, Vanguard Bd Index Fd Inc Total with a value of $66.7M, and Vertex, Inc. with a value of $57.5M.
Examining the 13F form we can see an decrease of $20.4M in the current position value, from $1.82B to 1.79B.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 387
- Current Value $1.79 Billion
- Prior Value $1.82 Billion
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 13 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks