Wolff Wiese Magana
Latest statistics and disclosures from Wolff Wiese Magana's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, VNQ, IJR, and represent 16.85% of Wolff Wiese Magana's stock portfolio.
- Added to shares of these 10 stocks: IJR, AVGO, GJUL, FJUL, GBIL, VNQ, SPY, VRT, WY, DVY.
- Started 245 new stock positions in BIO, IMCR, PENN, SF, BCO, GKOS, IWS, NDSN, CGNX, LII.
- Reduced shares in these 10 stocks: FOCT, NVDA, CRWD, XNOV, PDBC, ABNB, GOOGL, ABT, NOW, MSFT.
- Sold out of its positions in FAX, ALLY, YYY, BUD, ADM, BLBD, BCC, BKNG, GIB, CG.
- Wolff Wiese Magana was a net buyer of stock by $15M.
- Wolff Wiese Magana has $146M in assets under management (AUM), dropping by 16.19%.
- Central Index Key (CIK): 0001832097
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Portfolio Holdings for Wolff Wiese Magana
Wolff Wiese Magana holds 987 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Wolff Wiese Magana has 987 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wolff Wiese Magana Sept. 30, 2024 positions
- Download the Wolff Wiese Magana September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.6 | $6.7M | -10% | 55k | 121.44 |
|
| Microsoft Corporation (MSFT) | 3.5 | $5.1M | -2% | 12k | 430.29 |
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| Apple (AAPL) | 3.1 | $4.6M | 20k | 233.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.0 | $4.4M | +17% | 45k | 97.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $3.9M | +617% | 34k | 116.96 |
|
| Visa Com Cl A (V) | 2.4 | $3.5M | 13k | 274.94 |
|
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| Peak (DOC) | 2.3 | $3.4M | 147k | 22.87 |
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| Abbvie (ABBV) | 2.2 | $3.2M | +4% | 16k | 197.48 |
|
| Ishares Tr Select Divid Etf (DVY) | 2.2 | $3.2M | +12% | 24k | 135.07 |
|
| Amgen (AMGN) | 2.1 | $3.1M | +7% | 9.6k | 322.21 |
|
| Broadcom (AVGO) | 2.1 | $3.1M | +1011% | 18k | 172.50 |
|
| Qualcomm (QCOM) | 1.9 | $2.8M | 16k | 170.05 |
|
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| Wal-Mart Stores (WMT) | 1.8 | $2.7M | 33k | 80.75 |
|
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| American Express Company (AXP) | 1.8 | $2.6M | 9.7k | 271.20 |
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| Raytheon Technologies Corp (RTX) | 1.8 | $2.6M | 21k | 121.16 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $2.6M | 12k | 210.86 |
|
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| Morgan Stanley Com New (MS) | 1.7 | $2.5M | 24k | 104.24 |
|
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| Cisco Systems (CSCO) | 1.6 | $2.3M | +2% | 43k | 53.22 |
|
| Amazon (AMZN) | 1.5 | $2.2M | 12k | 186.33 |
|
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| Pepsi (PEP) | 1.5 | $2.2M | +2% | 13k | 170.05 |
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| Huntington Bancshares Incorporated (HBAN) | 1.4 | $2.1M | +2% | 144k | 14.70 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.4 | $2.1M | 83k | 25.13 |
|
|
| Lockheed Martin Corporation (LMT) | 1.4 | $2.1M | 3.5k | 584.59 |
|
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| Home Depot (HD) | 1.4 | $2.0M | 5.0k | 405.18 |
|
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| Coca-Cola Company (KO) | 1.3 | $1.9M | 26k | 71.86 |
|
|
| Duke Energy Corp Com New (DUK) | 1.3 | $1.9M | 16k | 115.30 |
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| Abbott Laboratories (ABT) | 1.3 | $1.9M | -8% | 17k | 114.01 |
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| Kenvue (KVUE) | 1.2 | $1.8M | 77k | 23.13 |
|
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| Union Pacific Corporation (UNP) | 1.2 | $1.7M | +2% | 6.9k | 246.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.7M | +39% | 3.0k | 573.70 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $1.5M | +2% | 1.7k | 885.95 |
|
| Medtronic SHS (MDT) | 1.1 | $1.5M | 17k | 90.03 |
|
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| Marvell Technology (MRVL) | 1.0 | $1.5M | +5% | 21k | 72.12 |
|
| Meta Platforms Cl A (META) | 1.0 | $1.5M | +20% | 2.6k | 572.53 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $1.5M | -3% | 15k | 96.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.4M | -13% | 8.5k | 165.85 |
|
| Procter & Gamble Company (PG) | 0.9 | $1.3M | 7.7k | 173.20 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $1.3M | +55% | 13k | 99.49 |
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| Merck & Co (MRK) | 0.9 | $1.3M | +3% | 11k | 113.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.2M | 9.8k | 125.62 |
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| McDonald's Corporation (MCD) | 0.8 | $1.2M | 4.0k | 304.49 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.2M | +2% | 7.0k | 164.08 |
|
| Kimberly-Clark Corporation (KMB) | 0.8 | $1.1M | 8.1k | 142.27 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $1.1M | +3% | 26k | 41.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.7 | $1.1M | +797% | 22k | 48.11 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.7 | $1.1M | NEW | 30k | 36.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.0M | +10% | 2.1k | 488.15 |
|
| salesforce (CRM) | 0.6 | $886k | 3.2k | 273.71 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $877k | NEW | 8.7k | 100.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $867k | +52% | 1.6k | 527.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $829k | +44% | 13k | 62.32 |
|
| Tesla Motors (TSLA) | 0.6 | $820k | +59% | 3.1k | 261.63 |
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| United Rentals (URI) | 0.5 | $756k | +2% | 934.00 | 809.73 |
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| Pure Storage Cl A (PSTG) | 0.5 | $735k | -2% | 15k | 50.24 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.5 | $690k | 7.6k | 90.80 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $630k | 11k | 57.62 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $628k | -44% | 2.2k | 280.47 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $621k | +30% | 8.0k | 78.05 |
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| Johnson & Johnson (JNJ) | 0.4 | $606k | 3.7k | 162.08 |
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| Servicenow (NOW) | 0.4 | $602k | -21% | 673.00 | 894.39 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $598k | +3% | 1.2k | 517.78 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $563k | +2% | 1.1k | 491.27 |
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| Synopsys (SNPS) | 0.4 | $561k | +2% | 1.1k | 506.39 |
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| Halozyme Therapeutics (HALO) | 0.3 | $497k | 8.7k | 57.24 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $440k | 16k | 28.41 |
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| Costco Wholesale Corporation (COST) | 0.3 | $437k | -2% | 493.00 | 886.27 |
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| Portillos Com Cl A (PTLO) | 0.3 | $434k | +2% | 32k | 13.47 |
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| Cyberark Software SHS (CYBR) | 0.3 | $427k | 1.5k | 291.61 |
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| Fabrinet SHS (FN) | 0.3 | $417k | +2% | 1.8k | 236.44 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $403k | NEW | 12k | 33.86 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $395k | 5.4k | 72.63 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $393k | +127% | 4.7k | 83.63 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $379k | 4.3k | 87.80 |
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| Kla Corp Com New (KLAC) | 0.2 | $344k | -4% | 444.00 | 774.41 |
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| Arista Networks (ANET) | 0.2 | $324k | +1862% | 844.00 | 383.82 |
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| Intuit (INTU) | 0.2 | $314k | 506.00 | 621.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $311k | 1.9k | 167.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $306k | +30% | 3.0k | 101.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $296k | +7% | 1.3k | 220.89 |
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| Stryker Corporation (SYK) | 0.2 | $285k | +4288% | 790.00 | 361.26 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $270k | +7% | 3.2k | 84.54 |
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| Chevron Corporation (CVX) | 0.2 | $268k | +2% | 1.8k | 147.27 |
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| Bank of America Corporation (BAC) | 0.2 | $268k | +2% | 6.8k | 39.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $261k | 1.3k | 198.06 |
|
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| UnitedHealth (UNH) | 0.2 | $254k | +16% | 435.00 | 584.68 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $252k | -3% | 2.3k | 108.63 |
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| Boston Scientific Corporation (BSX) | 0.2 | $247k | +7262% | 2.9k | 83.80 |
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| Oracle Corporation (ORCL) | 0.2 | $242k | +8% | 1.4k | 170.43 |
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| Shopify Cl A (SHOP) | 0.2 | $238k | +5% | 3.0k | 80.14 |
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| Axon Enterprise (AXON) | 0.2 | $237k | NEW | 592.00 | 399.60 |
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| Lam Research Corporation (LRCX) | 0.2 | $232k | 285.00 | 814.69 |
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| S&p Global (SPGI) | 0.2 | $231k | +5500% | 448.00 | 516.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $230k | +213% | 612.00 | 375.38 |
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| Waste Management (WM) | 0.2 | $228k | 1.1k | 207.60 |
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| Netflix (NFLX) | 0.1 | $215k | 303.00 | 709.27 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $210k | +25% | 2.3k | 91.93 |
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| Hubspot (HUBS) | 0.1 | $210k | +19% | 395.00 | 531.60 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $209k | NEW | 8.2k | 25.39 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $209k | -4% | 4.6k | 45.32 |
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| Applied Materials (AMAT) | 0.1 | $204k | -3% | 1.0k | 202.05 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $189k | +74% | 3.3k | 57.40 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $189k | +57% | 1.6k | 119.61 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $188k | +2% | 321.00 | 586.52 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $186k | +3% | 376.00 | 494.09 |
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| Micron Technology (MU) | 0.1 | $184k | +62% | 1.8k | 103.71 |
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| Workday Cl A (WDAY) | 0.1 | $180k | -5% | 736.00 | 244.41 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $176k | -2% | 3.5k | 50.15 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $166k | +10% | 1.4k | 117.22 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $163k | +3000% | 3.1k | 52.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $161k | +5% | 664.00 | 243.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $159k | +8% | 561.00 | 282.92 |
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| L3harris Technologies (LHX) | 0.1 | $152k | +16% | 640.00 | 238.02 |
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| Abercrombie & Fitch Cl A (ANF) | 0.1 | $150k | +6% | 1.1k | 139.90 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $146k | 2.5k | 59.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $145k | 252.00 | 576.82 |
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| Goldman Sachs (GS) | 0.1 | $145k | 292.00 | 495.11 |
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| Iqvia Holdings (IQV) | 0.1 | $143k | 605.00 | 236.97 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $141k | 6.9k | 20.46 |
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| Honeywell International (HON) | 0.1 | $137k | +30% | 663.00 | 206.71 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $136k | -64% | 1.1k | 126.81 |
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| Snowflake Cl A (SNOW) | 0.1 | $133k | +7% | 1.2k | 114.86 |
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| Xcel Energy (XEL) | 0.1 | $133k | 2.0k | 65.30 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $131k | 1.4k | 91.31 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.1 | $130k | 3.2k | 40.43 |
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| Nasdaq Omx (NDAQ) | 0.1 | $129k | 1.8k | 73.01 |
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| Doordash Cl A (DASH) | 0.1 | $126k | 881.00 | 142.73 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $122k | 8.8k | 13.76 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $119k | 1.1k | 106.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $118k | +2% | 355.00 | 331.44 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $114k | -2% | 1.2k | 98.80 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $114k | +10% | 599.00 | 189.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $111k | +96% | 1.2k | 95.75 |
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| Dex (DXCM) | 0.1 | $110k | 1.6k | 67.04 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $110k | 287.00 | 383.93 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $105k | +93% | 1.6k | 67.70 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $103k | +4% | 709.00 | 145.60 |
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| International Business Machines (IBM) | 0.1 | $103k | +109% | 466.00 | 221.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $101k | +631% | 578.00 | 174.57 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $101k | 935.00 | 107.65 |
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| Intel Corporation (INTC) | 0.1 | $100k | +105% | 4.3k | 23.46 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.1 | $98k | 4.2k | 23.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $97k | 541.00 | 179.16 |
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| Pfizer (PFE) | 0.1 | $97k | +108% | 3.3k | 28.94 |
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| Cadence Design Systems (CDNS) | 0.1 | $95k | +2% | 352.00 | 271.03 |
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| CVS Caremark Corporation (CVS) | 0.1 | $95k | +6% | 1.5k | 62.88 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $93k | -21% | 890.00 | 104.16 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $89k | -4% | 2.3k | 39.20 |
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| Evolent Health Cl A (EVH) | 0.1 | $87k | 3.1k | 28.28 |
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| Sofi Technologies (SOFI) | 0.1 | $84k | 11k | 7.86 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $83k | 2.8k | 30.23 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $82k | 505.00 | 162.91 |
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| Insulet Corporation (PODD) | 0.1 | $81k | +13% | 348.00 | 232.75 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $80k | 521.00 | 153.13 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $79k | 150.00 | 528.07 |
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| ResMed (RMD) | 0.1 | $77k | 316.00 | 244.18 |
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| At&t (T) | 0.1 | $76k | +3% | 3.5k | 22.00 |
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| Caterpillar (CAT) | 0.1 | $75k | 191.00 | 391.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $74k | +50% | 394.00 | 188.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $73k | +254% | 156.00 | 465.08 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $72k | 5.0k | 14.41 |
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| Nike CL B (NKE) | 0.0 | $72k | 815.00 | 88.40 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $71k | +70% | 1.4k | 50.50 |
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| ConocoPhillips (COP) | 0.0 | $70k | +8% | 664.00 | 105.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $68k | +15% | 1.3k | 52.81 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $66k | +157% | 562.00 | 117.29 |
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| Enterprise Products Partners (EPD) | 0.0 | $66k | 2.3k | 29.11 |
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| Walt Disney Company (DIS) | 0.0 | $65k | +58% | 677.00 | 96.18 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $62k | +17% | 664.00 | 93.58 |
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| Realty Income (O) | 0.0 | $62k | -4% | 970.00 | 63.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $60k | 468.00 | 128.31 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $60k | 1.5k | 40.00 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $60k | +63% | 975.00 | 61.11 |
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| Jasper Therapeutics Com New (JSPR) | 0.0 | $59k | NEW | 3.1k | 18.81 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $58k | 470.00 | 123.62 |
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| Philip Morris International (PM) | 0.0 | $58k | 478.00 | 121.40 |
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| Wp Carey (WPC) | 0.0 | $57k | +65% | 918.00 | 62.33 |
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| Lowe's Companies (LOW) | 0.0 | $57k | +32% | 210.00 | 270.85 |
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| Palo Alto Networks (PANW) | 0.0 | $57k | +3% | 166.00 | 341.80 |
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| Boeing Company (BA) | 0.0 | $56k | 365.00 | 152.04 |
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| United Parcel Service CL B (UPS) | 0.0 | $55k | +8% | 403.00 | 136.34 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $55k | 1.0k | 54.85 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $54k | +55% | 614.00 | 88.18 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $53k | 1.8k | 29.89 |
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| General Mills (GIS) | 0.0 | $53k | 713.00 | 73.85 |
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| Starbucks Corporation (SBUX) | 0.0 | $53k | 540.00 | 97.41 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $52k | +11% | 620.00 | 83.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $52k | +93% | 112.00 | 460.27 |
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| Oge Energy Corp (OGE) | 0.0 | $51k | 1.2k | 41.01 |
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| Goosehead Ins Com Cl A (GSHD) | 0.0 | $51k | 568.00 | 89.30 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $50k | 2.9k | 17.35 |
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| Emerson Electric (EMR) | 0.0 | $49k | 452.00 | 109.37 |
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| Microchip Technology (MCHP) | 0.0 | $49k | +55% | 613.00 | 80.29 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $48k | -7% | 3.0k | 16.05 |
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| Allison Transmission Hldngs I (ALSN) | 0.0 | $48k | 500.00 | 96.07 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $48k | 1.1k | 41.95 |
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| Crown Castle Intl (CCI) | 0.0 | $47k | -18% | 395.00 | 118.63 |
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| Kraneshares Trust Msci Emg Ex Ch (KEMX) | 0.0 | $47k | 1.5k | 31.21 |
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| Fiserv (FI) | 0.0 | $45k | +904% | 251.00 | 179.65 |
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| Bristol Myers Squibb (BMY) | 0.0 | $45k | -4% | 860.00 | 51.74 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $44k | 370.00 | 119.70 |
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| Verizon Communications (VZ) | 0.0 | $44k | +10% | 985.00 | 44.91 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $43k | -21% | 207.00 | 206.57 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $42k | +214% | 849.00 | 49.92 |
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| Consolidated Edison (ED) | 0.0 | $42k | 402.00 | 104.13 |
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| Coupang Cl A (CPNG) | 0.0 | $41k | +330% | 1.7k | 24.55 |
|
| Autodesk (ADSK) | 0.0 | $41k | +3625% | 149.00 | 275.48 |
|
| Altria (MO) | 0.0 | $41k | 797.00 | 51.03 |
|
|
| D.R. Horton (DHI) | 0.0 | $40k | +1306% | 211.00 | 190.77 |
|
| EQT Corporation (EQT) | 0.0 | $40k | +9% | 1.1k | 36.64 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $40k | 330.00 | 120.37 |
|
|
| Docusign (DOCU) | 0.0 | $39k | +13% | 624.00 | 62.09 |
|
| Te Connectivity Ord Shs | 0.0 | $39k | NEW | 255.00 | 150.99 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $38k | +3% | 154.00 | 248.60 |
|
| Celestica (CLS) | 0.0 | $38k | +6% | 745.00 | 51.12 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $38k | NEW | 241.00 | 158.02 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $38k | 563.00 | 67.51 |
|
|
| Ford Motor Company (F) | 0.0 | $38k | 3.6k | 10.56 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $38k | 233.00 | 161.83 |
|
|
| Travelers Companies (TRV) | 0.0 | $38k | +39% | 160.00 | 234.12 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $37k | NEW | 415.00 | 89.83 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $37k | +977% | 474.00 | 77.61 |
|
| Churchill Downs (CHDN) | 0.0 | $37k | 270.00 | 135.21 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $37k | 708.00 | 51.54 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $37k | +2830% | 293.00 | 124.48 |
|
| Aptiv SHS (APTV) | 0.0 | $36k | +44% | 505.00 | 72.01 |
|
| Illinois Tool Works (ITW) | 0.0 | $36k | 136.00 | 262.07 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $35k | 119.00 | 297.54 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $35k | -4% | 270.00 | 130.55 |
|
| Hp (HPQ) | 0.0 | $35k | +115% | 968.00 | 35.87 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $35k | 653.00 | 52.86 |
|
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $34k | 608.00 | 56.63 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $34k | NEW | 158.00 | 217.87 |
|
| Target Corporation (TGT) | 0.0 | $34k | +156% | 218.00 | 155.51 |
|
| Moog Cl A (MOG.A) | 0.0 | $34k | NEW | 167.00 | 202.02 |
|
| Stanley Black & Decker (SWK) | 0.0 | $33k | 300.00 | 110.13 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $33k | 414.00 | 79.36 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $33k | 517.00 | 63.38 |
|
|
| Darden Restaurants (DRI) | 0.0 | $32k | +1690% | 197.00 | 164.31 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $32k | +3400% | 35.00 | 924.51 |
|
| Rent-A-Center (UPBD) | 0.0 | $32k | 1.0k | 31.99 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $32k | NEW | 162.00 | 196.98 |
|
| Eastman Chemical Company (EMN) | 0.0 | $32k | +238% | 284.00 | 111.95 |
|
| UFP Technologies (UFPT) | 0.0 | $32k | 100.00 | 316.70 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $32k | +84% | 1.1k | 28.71 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $31k | +15% | 1.2k | 26.13 |
|
| Stag Industrial (STAG) | 0.0 | $31k | 787.00 | 39.09 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $31k | NEW | 178.00 | 171.51 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $30k | NEW | 1.4k | 21.89 |
|
| TJX Companies (TJX) | 0.0 | $30k | +36% | 253.00 | 117.54 |
|
| Archrock (AROC) | 0.0 | $30k | NEW | 1.5k | 20.24 |
|
Past Filings by Wolff Wiese Magana
SEC 13F filings are viewable for Wolff Wiese Magana going back to 2020
- Wolff Wiese Magana 2024 Q3 filed Oct. 16, 2024
- Wolff Wiese Magana 2024 Q2 filed July 12, 2024
- Wolff Wiese Magana 2024 Q1 filed April 18, 2024
- Wolff Wiese Magana 2023 Q4 filed Jan. 16, 2024
- Wolff Wiese Magana 2023 Q3 filed Oct. 31, 2023
- Wolff Wiese Magana 2023 Q2 filed Aug. 1, 2023
- Wolff Wiese Magana 2023 Q1 filed April 18, 2023
- Wolff Wiese Magana 2022 Q4 filed Feb. 9, 2023
- Wolff Wiese Magana 2022 Q3 filed Oct. 26, 2022
- Wolff Wiese Magana 2022 Q2 filed July 15, 2022
- Wolff Wiese Magana 2022 Q1 filed May 9, 2022
- Wolff Wiese Magana 2021 Q4 filed Jan. 18, 2022
- Wolff Wiese Magana 2021 Q3 restated filed Nov. 1, 2021
- Wolff Wiese Magana 2021 Q3 filed Oct. 15, 2021
- Wolff Wiese Magana 2021 Q2 filed July 15, 2021
- Wolff Wiese Magana 2021 Q1 filed April 15, 2021