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WFA of San Diego

Latest statistics and disclosures from WFA of San Diego's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VTI, LECO, BND, BRK.B, and represent 28.98% of WFA of San Diego's stock portfolio.
Added to shares of these 10 stocks: VTI, BND, COST, VGLT, SCHI, SRE, SCHB, VCIT, VEU, NVDA.
Started 70 new stock positions in HPE, AIQ, MAR, RAL, DX, TBLU, NCA, CG, OKLO, BWXT.
Reduced shares in these 10 stocks: BSJP, SPLV, Inv Bulletshs 2024 Etf etf/closed end-, PRF, SPTM, SPDW, PHDG, BAC, JPST, HD.
Sold out of its positions in QMOM, Amplify Etf Tr, MFIC, AZN, ACB, Barnes, BlackRock, BX, BYD, CPST.
WFA of San Diego was a net buyer of stock by $20M.
WFA of San Diego has $136M in assets under management (AUM), dropping by 14.55%.
Central Index Key (CIK): 0001821407

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Portfolio Holdings for WFA of San Diego

WFA of San Diego holds 427 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	8.6	$12M		57k	205.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	8.1	$11M	+26%	36k	303.93	View chart
Lincoln Elec Hldgs Stock (LECO)	6.1	$8.3M		40k	207.32	View chart
Vanguard Total Bond Market Etf Etf (BND)	3.3	$4.4M	+72%	60k	73.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.9	$3.9M		8.0k	485.74	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.6	$3.5M	+9%	33k	109.20	View chart
Amazon Stock (AMZN)	2.3	$3.1M	+32%	14k	219.39	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	2.2	$3.0M	-15%	41k	72.82	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	2.2	$2.9M	-12%	70k	42.27	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	2.0	$2.7M	+21%	58k	46.34	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	1.9	$2.6M	+15%	31k	85.21	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.8	$2.5M	+40%	12k	204.66	View chart
Qualcomm Stock (QCOM)	1.7	$2.4M	+15%	15k	159.26	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	1.7	$2.3M	-5%	34k	65.52	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	1.6	$2.2M	+133%	97k	22.76	View chart
Costco Whsl Corp Stock (COST)	1.6	$2.1M	+406%	2.2k	989.80	View chart
Nvidia Corporation Stock (NVDA)	1.5	$2.1M	+61%	13k	157.99	View chart
Microsoft Corp Stock (MSFT)	1.5	$2.1M	+11%	4.2k	497.41	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.5	$2.0M	+38%	33k	62.02	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.3	$1.8M	+138%	77k	23.83	View chart
Invesco S&p 500 Downside Hedged Etf Etf (PHDG)	1.3	$1.8M	-10%	50k	35.29	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	1.3	$1.7M		34k	50.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$1.5M	-9%	8.8k	176.23	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.0	$1.4M	+143%	21k	67.22	View chart
Federated Hermes Short Duration High Yield Etf Etf (FHYS)	1.0	$1.4M	-6%	59k	23.22	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	1.0	$1.3M	+1525%	24k	56.12	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$1.3M	+9%	12k	107.80	View chart
Sempra Stock (SRE)	0.9	$1.3M	+673%	17k	75.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.9	$1.2M	+75%	25k	49.46	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.8	$1.1M	+59%	29k	39.49	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.8	$1.1M	+737%	13k	82.92	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$1.1M	-11%	1.5k	738.09	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.7	$992k	+160%	35k	28.05	View chart
Ishares Bb Rated Corporate Bond Etf Etf (HYBB)	0.7	$936k	+322%	20k	47.00	View chart
Caterpillar Stock (CAT)	0.7	$917k		2.4k	388.21	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$913k	-22%	23k	40.49	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$895k	+139%	16k	57.01	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$810k		7.4k	109.28	View chart
Bank New York Mellon Corp Stock (BK)	0.6	$796k	-9%	8.7k	91.11	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.6	$749k	+48%	9.4k	79.50	View chart
Southern Stock (SO)	0.5	$722k	+1646%	7.9k	91.83	View chart
International Business Machs Stock (IBM)	0.5	$720k	+4%	2.4k	294.78	View chart
Novo-nordisk A S Adr (NVO)	0.5	$711k		10k	69.02	View chart
Amgen Stock (AMGN)	0.5	$680k	+8%	2.4k	279.21	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.5	$675k		12k	57.42	View chart
Eli Lilly & Co Stock (LLY)	0.5	$674k	+15%	865.00	779.53	View chart
Tesla Stock (TSLA)	0.5	$650k	+20%	2.0k	317.66	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$648k	+49%	1.5k	438.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$641k	+48%	3.5k	181.74	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$631k	+137%	24k	26.50	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$627k	+42%	6.7k	93.87	View chart
Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.4	$577k	-19%	18k	32.66	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.4	$569k	-11%	12k	49.03	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$514k	-12%	904.00	568.03	View chart
Realty Income Corp Reit (O)	0.3	$467k	-13%	8.1k	57.61	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$464k	-8%	8.2k	56.85	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$456k	-28%	9.0k	50.68	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$441k	+5%	3.3k	135.73	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.3	$441k	-2%	4.8k	92.62	View chart
Adobe Stock (ADBE)	0.3	$435k	-2%	1.1k	386.88	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$420k	+59%	3.2k	132.81	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	0.3	$415k	+13%	16k	26.37	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$403k	-4%	3.7k	110.04	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$402k	-12%	728.00	551.56	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.3	$399k	-7%	340.00	1174.13	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$372k		662.00	561.94	View chart
Applied Matls Stock (AMAT)	0.3	$360k	-14%	2.0k	183.07	View chart
Boeing Stock (BA)	0.3	$355k	+26%	1.7k	209.57	View chart
Chevron Corp Stock (CVX)	0.3	$348k	+11%	2.4k	143.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$344k	-12%	1.9k	177.39	View chart
Johnson & Johnson Stock (JNJ)	0.3	$344k	-20%	2.2k	152.73	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$335k	+64%	13k	26.68	View chart
Abbvie Stock (ABBV)	0.2	$333k	-21%	1.8k	185.62	View chart
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)	0.2	$321k	+674%	16k	20.43	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.2	$319k	-13%	5.3k	59.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$304k	+14%	1.1k	289.91	View chart
Public Svc Enterprise Grp Stock (PEG)	0.2	$295k	NEW	3.5k	84.18	View chart
Ge Aerospace Stock (GE)	0.2	$285k	-10%	1.1k	257.39	View chart
At&t Stock (T)	0.2	$272k	+62%	9.4k	28.94	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.2	$260k	+2%	3.2k	81.66	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$253k	-33%	1.9k	135.04	View chart
Amer States Wtr Stock (AWR)	0.2	$251k	-20%	3.3k	76.66	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.2	$242k	-56%	3.2k	74.89	View chart
Quest Diagnostics Stock (DGX)	0.2	$238k	NEW	1.3k	179.63	View chart
Rtx Corporation Stock (RTX)	0.2	$234k		1.6k	146.02	View chart
Leuthold Select Industries Etf Etf (LST)	0.2	$232k	NEW	6.3k	36.76	View chart
Procter And Gamble Stock (PG)	0.2	$232k	-27%	1.5k	159.33	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$227k	-24%	4.2k	54.38	View chart
Verizon Communications Stock (VZ)	0.2	$224k	+57%	5.2k	43.27	View chart
Ishares Gold Trust Etf (IAU)	0.2	$223k	+2283%	3.6k	62.36	View chart
Bio Rad Labs Inc Cl A Stock (BIO)	0.2	$222k	-9%	920.00	241.32	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.2	$222k	-28%	5.2k	42.55	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$221k	+168%	478.00	463.14	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$208k	+39%	2.1k	99.20	View chart
Merck & Co Stock (MRK)	0.1	$195k	+3%	2.5k	79.16	View chart
Coca Cola Stock (KO)	0.1	$182k	-11%	2.6k	70.75	View chart
Ge Vernova Stock (GEV)	0.1	$179k	+15%	339.00	529.15	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$173k	-39%	3.1k	55.10	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$166k		1.8k	93.17	View chart
Bank America Corp Stock (BAC)	0.1	$165k	-53%	3.5k	47.32	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$164k	+52%	726.00	226.49	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$163k	-29%	5.4k	30.14	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$160k	-12%	2.4k	67.44	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$158k	+8%	1.7k	91.24	View chart
Aflac Stock (AFL)	0.1	$158k		1.5k	105.46	View chart
Spdr Gold Shares Etf (GLD)	0.1	$157k	+157%	515.00	304.83	View chart
Intel Corp Stock (INTC)	0.1	$155k	+23%	6.9k	22.40	View chart
Cadence Design System Stock (CDNS)	0.1	$154k		500.00	308.15	View chart
Unitedhealth Group Stock (UNH)	0.1	$152k	+5%	486.00	311.97	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$148k	+89%	1.8k	84.81	View chart
Home Depot Stock (HD)	0.1	$145k	-55%	395.00	366.64	View chart
Lowes Cos Stock (LOW)	0.1	$142k	-24%	641.00	221.87	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$142k	+2%	1.8k	77.31	View chart
Citigroup Stock (C)	0.1	$140k	+3180%	1.6k	85.12	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$139k	+7%	5.5k	25.17	View chart
Leidos Holdings Stock (LDOS)	0.1	$138k		872.00	157.76	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$137k	+94%	6.2k	22.10	View chart
Allstate Corp Stock (ALL)	0.1	$134k		666.00	201.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$133k		200.00	663.28	View chart
WD 40 Stock (WDFC)	0.1	$131k	+187%	574.00	228.01	View chart
Mcdonalds Corp Stock (MCD)	0.1	$128k	+2482%	439.00	292.42	View chart
Duke Energy Corp Stock (DUK)	0.1	$128k		1.1k	117.95	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$127k		1.2k	104.48	View chart
Intercontinental Exchange Stock (ICE)	0.1	$125k		681.00	183.47	View chart
Automatic Data Processing Stock (ADP)	0.1	$125k		405.00	308.40	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.1	$118k	+26%	4.7k	25.03	View chart
Wells Fargo Stock (WFC)	0.1	$117k		1.5k	80.12	View chart
Visa Inc Com Cl A Stock (V)	0.1	$115k		325.00	355.05	View chart
Emerson Elec Stock (EMR)	0.1	$113k		850.00	133.33	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$110k	-14%	4.6k	23.80	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$107k	NEW	900.00	118.93	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$103k		775.00	133.31	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$102k		410.00	248.34	View chart
Broadcom Stock (AVGO)	0.1	$101k	+632%	366.00	276.02	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$100k	+836%	2.8k	35.69	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.1	$99k	NEW	4.4k	22.71	View chart
The Cigna Group Stock (CI)	0.1	$99k	-28%	300.00	330.58	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	0.1	$99k	-93%	4.3k	23.07	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$97k	-3%	1.2k	84.06	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.1	$96k	-28%	1.0k	95.01	View chart
Nextera Energy Stock (NEE)	0.1	$96k		1.4k	69.42	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$96k	-5%	873.00	109.64	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$95k		894.00	106.34	View chart
Valero Energy Corp Stock (VLO)	0.1	$95k	+39%	704.00	134.42	View chart
American Express Stock (AXP)	0.1	$92k		288.00	318.98	View chart
Disney Walt Stock (DIS)	0.1	$92k	+30%	740.00	124.01	View chart
Kla Corp Stock (KLAC)	0.1	$90k		100.00	895.74	View chart
Annaly Capital Management Reit (NLY)	0.1	$89k	+265%	4.8k	18.82	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$88k		466.00	188.64	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$87k	+454%	366.00	238.70	View chart
Cvs Health Corp Stock (CVS)	0.1	$86k	-51%	1.3k	68.98	View chart
Conocophillips Stock (COP)	0.1	$86k	+26%	955.00	89.74	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.1	$84k	-15%	2.6k	31.76	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$83k	+164%	3.6k	23.24	View chart
Texas Instrs Stock (TXN)	0.1	$83k		400.00	207.62	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$83k	+9%	2.7k	30.68	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$82k	-3%	2.6k	31.54	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$81k	NEW	500.00	162.68	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$81k		2.0k	40.65	View chart
Deere & Co Stock (DE)	0.1	$81k	+38%	159.00	508.49	View chart
Dte Energy Stock (DTE)	0.1	$80k	NEW	603.00	132.52	View chart
Us Bancorp Del Stock (USB)	0.1	$80k		1.8k	45.25	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.1	$78k	-16%	1.0k	78.03	View chart
Western Alliance Bancorp Stock (WAL)	0.1	$78k		1.0k	77.98	View chart
Veralto Corp Stock (VLTO)	0.1	$76k		750.00	100.95	View chart
Pepsico Stock (PEP)	0.1	$76k	-36%	572.00	131.92	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.1	$74k	-3%	1.5k	48.62	View chart
Ventas Reit (VTR)	0.1	$73k	-21%	1.2k	63.15	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$73k	NEW	4.0k	18.13	View chart
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$69k	+4581%	1.5k	44.67	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$69k		1.0k	65.50	View chart
Ishares Us Transportation Etf Etf (IYT)	0.1	$69k	NEW	1.0k	68.54	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$64k	+3%	3.4k	18.97	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$64k		1.3k	47.67	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$64k		1.3k	48.09	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.0	$64k	+6%	1.0k	63.40	View chart
Ford Mtr Stock (F)	0.0	$63k	+114%	5.8k	10.85	View chart
General Mtrs Stock (GM)	0.0	$62k		1.3k	49.21	View chart
3M Stock (MMM)	0.0	$61k	-13%	400.00	152.24	View chart
Agilent Technologies Stock (A)	0.0	$61k		514.00	118.01	View chart
Cisco Sys Stock (CSCO)	0.0	$60k	-5%	866.00	69.38	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$60k	-39%	200.00	298.89	View chart
Motorola Solutions Stock (MSI)	0.0	$59k	+337%	140.00	420.46	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$58k	-13%	1.4k	42.74	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$58k		6.7k	8.75	View chart
Ameren Corp Stock (AEE)	0.0	$58k	-20%	601.00	96.02	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.0	$58k	NEW	590.00	97.61	View chart
Union Pac Corp Stock (UNP)	0.0	$58k		250.00	230.08	View chart
Leuthold Core Exchange Traded Fund Etf (LCR)	0.0	$57k	NEW	1.6k	36.17	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$56k		498.00	112.61	View chart
Fiserv Stock (FI)	0.0	$55k	-55%	320.00	172.41	View chart
Hercules Capital Cef (HTGC)	0.0	$55k	NEW	3.0k	18.28	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$53k	-27%	2.1k	25.60	View chart
Phillips 66 Stock (PSX)	0.0	$52k	+37%	438.00	119.30	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$52k	NEW	1.0k	51.51	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$52k	-3%	500.00	102.91	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.0	$51k		762.00	67.27	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.0	$51k	NEW	2.3k	22.05	View chart
Kroger Stock (KR)	0.0	$50k		700.00	71.73	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$50k	-6%	81.00	617.85	View chart
Schwab Ariel Opportunities Etf Etf (SAEF)	0.0	$49k		1.9k	25.78	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$49k		1.1k	46.29	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.0	$49k	+10%	1.0k	48.65	View chart
Arm Holdings Adr (ARM)	0.0	$49k	NEW	300.00	161.74	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$48k	-21%	535.00	89.39	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$47k	+88%	1.1k	43.14	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$47k	-16%	338.00	138.68	View chart
Firstenergy Corp Stock (FE)	0.0	$46k	NEW	1.2k	40.26	View chart
BP Adr (BP)	0.0	$46k	+152%	1.5k	29.93	View chart
Atmos Energy Corp Stock (ATO)	0.0	$46k	NEW	300.00	154.11	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$46k	-8%	192.00	240.32	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$46k	-13%	519.00	88.25	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$46k	-30%	400.00	114.27	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.0	$45k	-9%	2.3k	19.54	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$44k	+300%	800.00	54.40	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$43k		729.00	59.45	View chart
Blackrock Stock (BLK)	0.0	$43k	NEW	41.00	1049.24	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	0.0	$42k	+2029%	1.8k	23.33	View chart
Gladstone Capital Corp Cef (GLAD)	0.0	$42k	NEW	1.6k	26.97	View chart
Ishares Currency Hedged Msci Eurozone Etf Etf (HEZU)	0.0	$41k		1.0k	41.03	View chart
Philip Morris Intl Stock (PM)	0.0	$41k	-43%	225.00	182.13	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$41k	NEW	1.2k	33.58	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$40k	-11%	416.00	95.77	View chart
Pfizer Stock (PFE)	0.0	$40k	-27%	1.6k	24.24	View chart
Altria Group Stock (MO)	0.0	$39k		665.00	58.65	View chart
Corning Stock (GLW)	0.0	$39k	-40%	732.00	52.59	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.0	$38k	-55%	952.00	39.82	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$37k		4.0k	9.19	View chart
Tortoise Global Water Fund Etf (TBLU)	0.0	$36k	NEW	686.00	52.91	View chart
Ameriprise Finl Stock (AMP)	0.0	$36k		68.00	533.74	View chart
Ares Capital Corp Cef (ARCC)	0.0	$36k	+1000%	1.7k	21.96	View chart
Proshares Short S&p500 Etf (SH)	0.0	$36k	NEW	910.00	39.68	View chart
Eaton Corp Stock (ETN)	0.0	$36k	-33%	100.00	356.99	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.0	$36k	+1256%	1.3k	26.74	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$34k	+685%	550.00	61.21	View chart
Eaton Vance Sr Income Tr Sh Ben Int Cef (EVF)	0.0	$33k	+398%	5.9k	5.69	View chart
Invesco Kbw High Dividend Yield Financial Etf Etf (KBWD)	0.0	$33k	-48%	2.4k	13.87	View chart
Marathon Pete Corp Stock (MPC)	0.0	$33k		200.00	166.11	View chart
Dt Midstream Stock (DTM)	0.0	$33k	NEW	301.00	109.91	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$33k		791.00	41.50	View chart
Capital One Finl Corp Stock (COF)	0.0	$32k	+10%	152.00	212.76	View chart
Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP)	0.0	$32k	+21%	259.00	122.83	View chart
Biogen Stock (BIIB)	0.0	$32k	-23%	253.00	125.59	View chart
Bwx Technologies Stock (BWXT)	0.0	$29k	NEW	200.00	144.06	View chart
Morgan Stanley Stock (MS)	0.0	$28k		200.00	140.86	View chart
Bank Montreal Que Stock (BMO)	0.0	$28k		250.00	110.63	View chart
Csx Corp Stock (CSX)	0.0	$28k		846.00	32.64	View chart
Danaher Corporation Stock (DHR)	0.0	$27k		134.00	197.54	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$26k	NEW	600.00	43.69	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.0	$26k	NEW	2.5k	10.35	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$26k	NEW	465.00	55.74	View chart
Resmed Stock (RMD)	0.0	$26k		100.00	258.00	View chart
Carlyle Group Stock (CG)	0.0	$26k	NEW	500.00	51.40	View chart
Ishares U.s. Telecommunications Etf Etf (IYZ)	0.0	$25k	NEW	850.00	29.78	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$25k	NEW	300.00	83.00	View chart
Target Corp Stock (TGT)	0.0	$25k		250.00	98.65	View chart
Agf U.s. Market Neutral Anti-beta Fund Etf (BTAL)	0.0	$24k	-40%	1.3k	17.70	View chart
Amplify High Income Etf Etf (YYY)	0.0	$23k		2.0k	11.71	View chart
Entergy Corp Stock (ETR)	0.0	$23k	+300%	276.00	83.12	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$23k		577.00	39.17	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$22k	NEW	400.00	55.99	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$22k	-28%	61.00	366.16	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.0	$22k	NEW	1.0k	21.50	View chart
Walmart Stock (WMT)	0.0	$22k	+37%	222.00	97.78	View chart
Arbor Realty Trust Reit (ABR)	0.0	$21k		2.0k	10.70	View chart
Jpmorgan Realty Income Etf Etf (JPRE)	0.0	$21k		443.00	47.64	View chart
Fortive Corp Stock (FTV)	0.0	$21k	NEW	400.00	52.13	View chart
Piedmont Realty Trust Inc Com Cl A Reit (PDM)	0.0	$21k		2.8k	7.29	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$21k		1.5k	13.74	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$21k	NEW	300.00	68.37	View chart
Arista Networks Stock (ANET)	0.0	$21k	NEW	200.00	102.31	View chart
Labcorp Holdings Stock (LH)	0.0	$20k	+18%	77.00	262.51	View chart
Starbucks Corp Stock (SBUX)	0.0	$20k	-33%	218.00	91.63	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$20k	NEW	50.00	396.54	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$20k	+18%	39.00	499.97	View chart
Federated Hermes Inc Cl B Stock (FHI)	0.0	$19k		435.00	44.32	View chart
Illumina Stock (ILMN)	0.0	$19k		200.00	95.41	View chart
Simon Ppty Group Reit (SPG)	0.0	$19k		118.00	160.76	View chart
Advanced Energy Inds Stock (AEIS)	0.0	$19k		140.00	132.50	View chart
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)	0.0	$18k	NEW	183.00	97.31	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$18k		157.00	112.00	View chart
Healthpeak Properties Reit (DOC)	0.0	$18k	+30%	1.0k	17.51	View chart
Yieldmax Universe Fund Of Option Income Etfs Etf (YMAX)	0.0	$17k	+115%	1.2k	13.76	View chart
Gilead Sciences Stock (GILD)	0.0	$17k		150.00	110.87	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.0	$16k		165.00	99.12	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$16k	NEW	300.00	53.29	View chart
Humana Stock (HUM)	0.0	$16k		65.00	244.48	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$16k		155.00	100.94	View chart
Occidental Pete Corp Stock (OXY)	0.0	$15k		363.00	42.01	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$15k		190.00	78.70	View chart
Regions Financial Corp Stock (RF)	0.0	$14k	NEW	600.00	23.52	View chart
Edison Intl Stock (EIX)	0.0	$14k		270.00	51.60	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$14k		74.00	186.42	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$14k		520.00	26.06	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$14k	+177%	1.2k	11.46	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$13k		85.00	157.76	View chart
Dow Stock (DOW)	0.0	$13k	+880%	500.00	26.48	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.0	$13k	NEW	500.00	26.30	View chart
Nuveen California Muni Vlu Fd Com Stk Cef (NCA)	0.0	$13k	NEW	1.5k	8.68	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$13k	+20%	451.00	28.53	View chart
Barings Bdc Cef (BBDC)	0.0	$13k	NEW	1.4k	9.14	View chart
HP Stock (HPQ)	0.0	$13k	NEW	516.00	24.46	View chart
American Elec Pwr Stock (AEP)	0.0	$13k		120.00	103.76	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$12k	-13%	52.00	236.98	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$12k	-25%	300.00	41.00	View chart
Carrier Global Corporation Stock (CARR)	0.0	$12k	NEW	167.00	73.19	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$12k		215.00	55.76	View chart
Quaker Houghton Stock (KWR)	0.0	$12k		104.00	111.94	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$11k		245.00	46.23	View chart
Constellation Energy Corp Stock (CEG)	0.0	$11k	NEW	35.00	322.77	View chart
Dtf Tax-free Income 2028 Term Cef (DTF)	0.0	$11k		1.0k	11.19	View chart
Public Storage Oper Reit (PSA)	0.0	$11k		38.00	293.42	View chart
Spdr Bridgewater All Weather Etf Etf (ALLW)	0.0	$11k	NEW	425.00	26.07	View chart
Barrick Mng Corp Stock (B)	0.0	$11k	NEW	530.00	20.82	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$11k		50.00	215.80	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$11k	NEW	1.0k	10.73	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$11k	NEW	39.00	273.21	View chart
Ncr Voyix Corporation Stock (VYX)	0.0	$11k	+20%	902.00	11.73	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$11k	NEW	516.00	20.45	View chart
Medtronic Stock (MDT)	0.0	$11k		120.00	87.17	View chart
Ishares Ibonds Oct 2025 Term Tips Etf Etf (IBIB)	0.0	$10k		400.00	25.57	View chart
Whirlpool Corp Stock (WHR)	0.0	$10k		100.00	101.42	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Cef (GGN)	0.0	$10k	NEW	2.3k	4.39	View chart
Teradata Corp Del Stock (TDC)	0.0	$10k	+50%	452.00	22.31	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$10k		500.00	20.07	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$10k	NEW	99.00	100.54	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$9.9k		77.00	128.92	View chart
Halliburton Stock (HAL)	0.0	$9.2k	NEW	450.00	20.38	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$9.1k		100.00	91.21	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$9.0k		750.00	12.06	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$8.8k	-10%	180.00	48.86	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$8.7k	-57%	137.00	63.48	View chart
Dynex Cap Reit (DX)	0.0	$8.6k	NEW	700.00	12.22	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$8.5k		84.00	100.69	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$8.2k		90.00	91.10	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$8.1k		60.00	134.38	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$7.8k	-12%	72.00	108.43	View chart
American Wtr Wks Stock (AWK)	0.0	$7.8k		56.00	139.11	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$7.5k	+92%	150.00	50.21	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$7.2k		200.00	35.86	View chart
Ralliant Corp Stock (RAL)	0.0	$7.0k	NEW	133.00	52.98	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$7.0k		100.00	69.91	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$6.9k		30.00	228.83	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$6.8k		50.00	136.32	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$6.8k		200.00	33.80	View chart
Ishares Short Duration High Yield Muni Active Etf Etf (SHYM)	0.0	$6.7k	NEW	300.00	22.31	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	0.0	$6.6k		195.00	33.98	View chart
Packaging Corp Amer Stock (PKG)	0.0	$6.6k		35.00	188.46	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.0	$6.5k		300.00	21.81	View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB)	0.0	$6.3k	NEW	131.00	48.21	View chart
Abbott Labs Stock (ABT)	0.0	$6.3k		46.00	136.00	View chart
Tapestry Stock (TPR)	0.0	$6.2k		71.00	87.82	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$6.2k		34.00	182.82	View chart
Advanced Micro Devices Stock (AMD)	0.0	$5.8k	-76%	41.00	141.90	View chart
Hershey Stock (HSY)	0.0	$5.8k	-95%	35.00	165.94	View chart
Netflix Stock (NFLX)	0.0	$5.4k		4.00	1339.25	View chart
Proshares Short Qqq Etf (PSQ)	0.0	$5.2k	+520%	155.00	33.66	View chart
Abercrombie & Fitch Co Cl A Stock (ANF)	0.0	$5.1k	NEW	61.00	82.85	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$5.0k	NEW	450.00	11.17	View chart
Micron Technology Stock (MU)	0.0	$4.9k	NEW	40.00	123.25	View chart
Cervomed Stock (CRVO)	0.0	$4.6k	NEW	725.00	6.29	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$4.4k		52.00	84.83	View chart
Interpublic Group Cos Stock (IPG)	0.0	$4.3k	NEW	174.00	24.48	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$4.2k	+200%	171.00	24.54	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$4.1k		123.00	33.01	View chart
Enbridge Stock (ENB)	0.0	$4.0k	-58%	88.00	45.32	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$4.0k		32.00	123.59	View chart
Proshares Ultra Msci Eafe Etf (EFO)	0.0	$3.9k		70.00	56.41	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$3.9k		68.00	57.78	View chart
Abrdn Life Sciences Investors Sh Ben Int Cef (HQL)	0.0	$3.8k		300.00	12.81	View chart
Tcw Strategic Income Cef (TSI)	0.0	$3.7k		750.00	4.88	View chart
Nyli Cbre Gbl Infr Megtrnds Tr Cef (MEGI)	0.0	$3.6k	-28%	250.00	14.21	View chart
L3harris Technologies Stock (LHX)	0.0	$3.5k	-50%	14.00	250.86	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$3.5k	-80%	136.00	25.73	View chart
Pacer Wealthshield Etf Etf (PWS)	0.0	$3.4k		113.00	30.33	View chart
Proshares Ultra Msci Emerging Markets Etf (EET)	0.0	$3.4k		53.00	64.08	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$3.3k	-42%	33.00	100.70	View chart
Salesforce Stock (CRM)	0.0	$3.3k	-29%	12.00	272.67	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$3.2k		200.00	15.86	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$2.9k		150.00	19.43	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$2.8k		100.00	28.12	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$2.8k		8.00	350.50	View chart
Nrg Energy Stock (NRG)	0.0	$2.7k		17.00	160.59	View chart
Oreilly Automotive Stock (ORLY)	0.0	$2.7k	+1400%	30.00	90.13	View chart
Fedex Corp Stock (FDX)	0.0	$2.5k		11.00	227.27	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$2.5k	-48%	85.00	29.40	View chart
Calamos Russell 2000 Structured Alt Protection Etf - October Etf (CPRO)	0.0	$2.5k	NEW	100.00	24.95	View chart
Cohen & Steers Quality Income Cef (RQI)	0.0	$2.5k		200.00	12.45	View chart
Calamos S&p 500 Structured Alt Protection Etf - December Etf (CPSD)	0.0	$2.5k	NEW	100.00	24.81	View chart
Walgreens Boots Alliance Stock	0.0	$2.3k	-42%	200.00	11.48	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$2.3k	-94%	76.00	30.18	View chart
Pacer Trendpilot Us Bond Etf Etf (PTBD)	0.0	$2.2k		110.00	19.75	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.2k	-5%	17.00	126.53	View chart
Invesco International Developed Dynamic Multifactor Etf Etf (IMFL)	0.0	$2.0k		73.00	27.68	View chart
Invesco Russell 2000 Dynamic Multifactor Etf Etf (OMFS)	0.0	$2.0k		50.00	40.10	View chart
Chord Energy Corporation Stock (CHRD)	0.0	$1.9k		20.00	96.85	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$1.8k		20.00	87.55	View chart
Pimco Corporate & Incm Strg Cef (PCN)	0.0	$1.7k	NEW	135.00	12.69	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$1.7k	-40%	15.00	113.40	View chart
Cleanspark Stock (CLSK)	0.0	$1.7k		150.00	11.03	View chart
Palo Alto Networks Stock (PANW)	0.0	$1.6k	+100%	8.00	204.62	View chart
Mohawk Inds Stock (MHK)	0.0	$1.6k		15.00	104.87	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$1.5k		100.00	15.04	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$1.4k	-48%	15.00	91.73	View chart
Invesco Solar Etf Etf (TAN)	0.0	$1.4k		40.00	34.25	View chart
First Trust Global Wind Energy Etf Etf (FAN)	0.0	$1.4k		75.00	18.15	View chart
Newell Brands Stock (NWL)	0.0	$1.4k		250.00	5.40	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$1.3k		11.00	122.64	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$1.3k	NEW	24.00	56.04	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$1.2k		20.00	61.55	View chart
Paramount Global Class B Stock (PARA)	0.0	$1.1k		87.00	12.90	View chart
News Corp New Cl A Stock (NWSA)	0.0	$1.1k	NEW	36.00	29.72	View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$1.0k	-96%	6.00	174.67	View chart
Diamondback Energy Stock (FANG)	0.0	$962.000200		7.00	137.43	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$890.000000		2.00	445.00	View chart
Genasys Stock (GNSS)	0.0	$865.000000		500.00	1.73	View chart
Organon & Co Stock (OGN)	0.0	$793.997800	+95%	82.00	9.68	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$786.999000		38.00	20.71	View chart
Cleveland-cliffs Stock (CLF)	0.0	$760.000000		100.00	7.60	View chart
Medical Pptys Trust Reit (MPW)	0.0	$560.001000		130.00	4.31	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$478.000000	NEW	10.00	47.80	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$444.000000		6.00	74.00	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$280.000000		7.00	40.00	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$216.999900	NEW	3.00	72.33	View chart
Graniteshares 2x Short Tsla Daily Etf Etf (TSDD)	0.0	$114.000000	NEW	5.00	22.80	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$59.000400	-81%	12.00	4.92	View chart
Geron Corp Stock (GERN)	0.0	$56.000000		40.00	1.40	View chart

Past Filings by WFA of San Diego

SEC 13F filings are viewable for WFA of San Diego going back to 2020

WFA of San Diego 2025 Q2 filed Aug. 15, 2025
WFA of San Diego 2024 Q3 filed Nov. 13, 2024
WFA of San Diego 2023 Q3 filed Nov. 2, 2023
WFA of San Diego 2023 Q2 filed Aug. 10, 2023
WFA of San Diego 2023 Q1 filed April 17, 2023
WFA of San Diego 2022 Q4 filed Jan. 31, 2023
WFA of San Diego 2022 Q3 filed Oct. 18, 2022
WFA of San Diego 2022 Q2 filed July 28, 2022
WFA of San Diego 2022 Q1 filed April 25, 2022
WFA of San Diego 2021 Q4 filed Feb. 7, 2022
WFA of San Diego 2021 Q3 filed Oct. 25, 2021
WFA of San Diego 2021 Q2 filed Aug. 11, 2021
WFA of San Diego 2021 Q1 filed May 14, 2021
WFA of San Diego 2020 Q4 filed Feb. 11, 2021
WFA of San Diego 2020 Q3 filed Nov. 6, 2020
WFA of San Diego 2020 Q2 amended filed Aug. 27, 2020

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