Wolff Wiese Magana
Latest statistics and disclosures from Wolff Wiese Magana's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AVGO, IJR, V, and represent 15.82% of Wolff Wiese Magana's stock portfolio.
- Added to shares of these 10 stocks: BUFR, BUFZ, PCMM, HON, UBER, XLF, GLD, SLV, PDBC, VOO.
- Started 61 new stock positions in QQQM, AGZ, LYG, JEPQ, ASTS, DB, HSBC, BMNR, GPN, CDE.
- Reduced shares in these 10 stocks: FJUL, GJUL, UPS, LLY, ISRG, DOC, CRM, XLE, TSLA, EFA.
- Sold out of its positions in ANSS, AR, ACLX, AXSM, BMI, BRBR, BILL, BPMC, AI, CTRA.
- Wolff Wiese Magana was a net buyer of stock by $4.3M.
- Wolff Wiese Magana has $177M in assets under management (AUM), dropping by 9.31%.
- Central Index Key (CIK): 0001832097
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Portfolio Holdings for Wolff Wiese Magana
Wolff Wiese Magana holds 959 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Wolff Wiese Magana has 959 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wolff Wiese Magana Sept. 30, 2025 positions
- Download the Wolff Wiese Magana September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $8.0M | 43k | 186.58 |
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| Microsoft Corporation (MSFT) | 3.6 | $6.4M | +2% | 12k | 517.94 |
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| Broadcom (AVGO) | 2.9 | $5.1M | 16k | 329.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $4.3M | 36k | 118.83 |
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| Visa Com Cl A (V) | 2.3 | $4.1M | 12k | 341.39 |
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| Abbvie (ABBV) | 2.3 | $4.1M | 18k | 231.54 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 2.3 | $4.0M | 44k | 91.42 |
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| Apple (AAPL) | 2.2 | $3.8M | 15k | 254.63 |
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| Amazon (AMZN) | 1.9 | $3.3M | 15k | 219.57 |
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| American Express Company (AXP) | 1.8 | $3.2M | 9.8k | 332.18 |
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| Ishares Tr Select Divid Etf (DVY) | 1.8 | $3.2M | 23k | 142.10 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $3.2M | 10k | 315.43 |
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| Peak (DOC) | 1.7 | $3.1M | -14% | 160k | 19.15 |
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| Raytheon Technologies Corp (RTX) | 1.7 | $3.0M | 18k | 167.33 |
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| Oracle Corporation (ORCL) | 1.7 | $3.0M | 11k | 281.25 |
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| Cisco Systems (CSCO) | 1.6 | $2.9M | 42k | 68.42 |
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| Amgen (AMGN) | 1.6 | $2.9M | 10k | 282.19 |
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| Huntington Bancshares Incorporated (HBAN) | 1.4 | $2.6M | 148k | 17.27 |
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| Pepsi (PEP) | 1.4 | $2.5M | 18k | 140.44 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.5M | 24k | 103.06 |
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| Qualcomm (QCOM) | 1.4 | $2.4M | 15k | 166.36 |
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| Morgan Stanley Com New (MS) | 1.4 | $2.4M | 15k | 158.96 |
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| Abbott Laboratories (ABT) | 1.3 | $2.4M | 18k | 133.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $2.2M | +16% | 3.6k | 612.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $2.1M | +3% | 3.1k | 666.27 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $2.1M | 17k | 123.75 |
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| Home Depot (HD) | 1.2 | $2.1M | 5.1k | 405.20 |
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| Meta Platforms Cl A (META) | 1.2 | $2.1M | +6% | 2.8k | 734.43 |
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| Union Pacific Corporation (UNP) | 1.1 | $2.0M | +4% | 8.5k | 236.38 |
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| Medtronic SHS (MDT) | 1.1 | $1.9M | 21k | 95.24 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.8M | -27% | 2.4k | 763.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.8M | +10% | 7.6k | 243.10 |
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| Coca-Cola Company (KO) | 1.0 | $1.8M | 26k | 66.32 |
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| Charles Schwab Corporation (SCHW) | 1.0 | $1.7M | +4% | 18k | 95.47 |
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| Merck & Co (MRK) | 0.9 | $1.6M | 19k | 83.93 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $1.5M | 16k | 99.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.4M | +5% | 2.3k | 600.47 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.4M | -2% | 9.6k | 145.65 |
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| McDonald's Corporation (MCD) | 0.8 | $1.4M | -2% | 4.5k | 303.90 |
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| Tesla Motors (TSLA) | 0.8 | $1.4M | -19% | 3.1k | 444.72 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $1.4M | +1407% | 41k | 33.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $1.3M | +14% | 15k | 87.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.3M | +9% | 20k | 65.26 |
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| Kenvue (KVUE) | 0.7 | $1.3M | 79k | 16.23 |
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| United Rentals (URI) | 0.7 | $1.3M | 1.3k | 954.66 |
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| Procter & Gamble Company (PG) | 0.7 | $1.3M | 8.1k | 153.65 |
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| Uber Technologies (UBER) | 0.7 | $1.2M | +309% | 12k | 97.97 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.2M | +7% | 1.3k | 925.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.2M | +223% | 3.3k | 355.47 |
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| McKesson Corporation (MCK) | 0.7 | $1.2M | 1.5k | 772.54 |
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| Servicenow (NOW) | 0.7 | $1.2M | +2% | 1.3k | 920.28 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.6 | $1.1M | NEW | 43k | 25.90 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $1.1M | -6% | 11k | 100.23 |
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| Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.1M | +345% | 21k | 53.87 |
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| Honeywell International (HON) | 0.6 | $1.1M | +676% | 5.2k | 210.50 |
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| Quanta Services (PWR) | 0.6 | $1.1M | +34% | 2.6k | 414.42 |
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| Ge Aerospace Com New (GE) | 0.6 | $1.0M | 3.4k | 300.82 |
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| Netflix (NFLX) | 0.6 | $1.0M | 839.00 | 1198.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $995k | 2.0k | 490.38 |
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| Palo Alto Networks (PANW) | 0.6 | $988k | +3% | 4.9k | 203.62 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.5 | $971k | NEW | 19k | 50.57 |
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| Waste Management (WM) | 0.5 | $954k | +7% | 4.3k | 220.83 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.5 | $884k | 24k | 36.81 |
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| Constellation Energy (CEG) | 0.5 | $854k | 2.6k | 329.07 |
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| Applied Materials (AMAT) | 0.5 | $827k | 4.0k | 204.74 |
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| Boston Scientific Corporation (BSX) | 0.4 | $723k | 7.4k | 97.63 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.4 | $662k | -3% | 7.1k | 93.65 |
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| Axon Enterprise (AXON) | 0.4 | $660k | +5% | 920.00 | 717.64 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $655k | -2% | 3.6k | 183.75 |
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| Arista Networks Com Shs (ANET) | 0.4 | $650k | +2% | 4.5k | 145.71 |
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| International Business Machines (IBM) | 0.4 | $638k | 2.3k | 282.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $589k | +28% | 2.4k | 243.55 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $580k | +2% | 1.9k | 309.75 |
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| Blackrock (BLK) | 0.3 | $573k | +72% | 491.00 | 1165.93 |
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| Marvell Technology (MRVL) | 0.3 | $564k | -16% | 6.7k | 84.08 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $508k | +16% | 7.7k | 65.92 |
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| Doordash Cl A (DASH) | 0.3 | $500k | +113% | 1.8k | 271.99 |
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| Oklo Com Cl A (OKLO) | 0.3 | $487k | +4% | 4.4k | 111.63 |
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| Stryker Corporation (SYK) | 0.3 | $470k | +2% | 1.3k | 369.67 |
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| S&p Global (SPGI) | 0.3 | $454k | 932.00 | 486.71 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.3 | $453k | 13k | 36.00 |
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| Kla Corp Com New (KLAC) | 0.3 | $452k | 419.00 | 1078.60 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $449k | 5.4k | 82.58 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $422k | NEW | 10k | 42.37 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $416k | -42% | 4.5k | 93.37 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $409k | -32% | 1.3k | 323.59 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $387k | 2.6k | 148.61 |
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| Bank of America Corporation (BAC) | 0.2 | $366k | +3% | 7.1k | 51.59 |
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| Intuit (INTU) | 0.2 | $364k | +2% | 533.00 | 682.91 |
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| Micron Technology (MU) | 0.2 | $360k | +15% | 2.2k | 167.32 |
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| Reddit Cl A (RDDT) | 0.2 | $356k | 1.5k | 229.99 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $339k | 1.4k | 241.96 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $332k | +1606% | 25k | 13.43 |
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| Advanced Micro Devices (AMD) | 0.2 | $311k | +90% | 1.9k | 161.79 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.2 | $306k | 8.2k | 37.19 |
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| salesforce (CRM) | 0.2 | $297k | -55% | 1.3k | 237.01 |
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| Chevron Corporation (CVX) | 0.2 | $295k | 1.9k | 155.29 |
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| Dex (DXCM) | 0.2 | $291k | +153% | 4.3k | 67.29 |
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| Analog Devices (ADI) | 0.2 | $289k | +3% | 1.2k | 245.70 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $288k | 1.3k | 215.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $287k | 612.00 | 468.41 |
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| Nike CL B (NKE) | 0.2 | $282k | +369% | 4.0k | 69.73 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $274k | 10k | 27.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $274k | +2% | 2.7k | 100.25 |
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| Goldman Sachs (GS) | 0.1 | $257k | 323.00 | 796.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $256k | +9% | 343.00 | 746.63 |
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| Cameco Corporation (CCJ) | 0.1 | $252k | 3.0k | 83.86 |
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| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $249k | +3% | 11k | 22.93 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $231k | -25% | 744.00 | 310.07 |
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| RadNet (RDNT) | 0.1 | $223k | 2.9k | 76.21 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $220k | -43% | 1.6k | 133.88 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $219k | 2.3k | 95.89 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $217k | +2% | 381.00 | 569.22 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $215k | -8% | 2.0k | 106.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $191k | 581.00 | 328.29 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $189k | 1.6k | 119.51 |
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| L3harris Technologies (LHX) | 0.1 | $189k | 617.00 | 305.48 |
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| Sofi Technologies (SOFI) | 0.1 | $174k | 6.6k | 26.42 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $170k | 6.9k | 24.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $168k | 251.00 | 669.30 |
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| Nasdaq Omx (NDAQ) | 0.1 | $156k | 1.8k | 88.45 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $156k | 1.4k | 112.77 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $155k | +10% | 1.3k | 120.72 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $151k | +3% | 2.9k | 52.22 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $151k | -4% | 2.3k | 64.38 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $151k | +324% | 3.8k | 39.18 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $150k | +5% | 3.0k | 50.63 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $142k | 3.3k | 42.35 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.1 | $140k | 3.2k | 43.50 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $137k | +19% | 734.00 | 186.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $137k | 285.00 | 479.61 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $136k | 1.4k | 95.14 |
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| Emcor (EME) | 0.1 | $131k | 202.00 | 649.54 |
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| Caterpillar (CAT) | 0.1 | $128k | +14% | 269.00 | 477.15 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $124k | -2% | 1.4k | 88.96 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $123k | +2% | 1.6k | 76.72 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $122k | NEW | 1.6k | 78.48 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $120k | 671.00 | 178.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $119k | 583.00 | 203.59 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $119k | 844.00 | 140.38 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $115k | +186% | 3.7k | 31.51 |
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| Iqvia Holdings (IQV) | 0.1 | $115k | 605.00 | 189.94 |
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| Intel Corporation (INTC) | 0.1 | $115k | +24% | 3.4k | 33.55 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $114k | 3.6k | 31.91 |
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| Snowflake Com Shs (SNOW) | 0.1 | $113k | -5% | 499.00 | 225.55 |
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| Targa Res Corp (TRGP) | 0.1 | $112k | +38% | 669.00 | 167.54 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $112k | 1.1k | 100.20 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $108k | 562.00 | 192.74 |
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| UnitedHealth (UNH) | 0.1 | $108k | -2% | 312.00 | 345.30 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $108k | 945.00 | 113.88 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.1 | $107k | 4.2k | 25.11 |
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| Cadence Design Systems (CDNS) | 0.1 | $105k | -7% | 299.00 | 351.26 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $104k | +111% | 2.4k | 43.41 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $104k | -4% | 857.00 | 121.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $103k | 541.00 | 189.70 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $102k | 168.00 | 609.32 |
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| Eaton Corp SHS (ETN) | 0.1 | $101k | 270.00 | 374.25 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $101k | 2.8k | 36.55 |
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| Lumentum Hldgs (LITE) | 0.1 | $100k | +35% | 612.00 | 162.71 |
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| Xcel Energy (XEL) | 0.1 | $98k | -40% | 1.2k | 80.63 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $97k | -5% | 672.00 | 144.37 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $95k | NEW | 1.8k | 51.93 |
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| Enterprise Products Partners (EPD) | 0.1 | $93k | +30% | 3.0k | 31.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $91k | +9% | 604.00 | 150.86 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $89k | 486.00 | 182.42 |
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| ResMed (RMD) | 0.0 | $87k | 319.00 | 273.59 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $85k | +433% | 176.00 | 485.02 |
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| Altria (MO) | 0.0 | $84k | 1.3k | 66.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $84k | +11% | 301.00 | 279.29 |
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| At&t (T) | 0.0 | $81k | -3% | 2.9k | 28.24 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $80k | -30% | 772.00 | 103.43 |
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| Pfizer (PFE) | 0.0 | $80k | -9% | 3.1k | 25.48 |
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| Insulet Corporation (PODD) | 0.0 | $80k | 258.00 | 308.73 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $80k | -2% | 558.00 | 142.41 |
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| ConocoPhillips (COP) | 0.0 | $78k | -8% | 827.00 | 94.59 |
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| Philip Morris International (PM) | 0.0 | $78k | -53% | 480.00 | 162.20 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $78k | 2.0k | 38.03 |
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| Celestica (CLS) | 0.0 | $78k | -13% | 315.00 | 246.38 |
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| Realty Income (O) | 0.0 | $77k | 1.3k | 60.80 |
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| Newsmax Com Shs Class B (NMAX) | 0.0 | $75k | 6.1k | 12.40 |
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| Johnson & Johnson (JNJ) | 0.0 | $75k | +10% | 405.00 | 185.61 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $75k | +23% | 2.9k | 25.85 |
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| Immunitybio (IBRX) | 0.0 | $74k | 30k | 2.46 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $74k | 431.00 | 170.85 |
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| Ssr Mining (SSRM) | 0.0 | $73k | NEW | 3.0k | 24.41 |
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| Verizon Communications (VZ) | 0.0 | $72k | -3% | 1.6k | 43.95 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $69k | -6% | 195.00 | 352.75 |
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| Boeing Company (BA) | 0.0 | $68k | 315.00 | 215.83 |
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| Sterling Construction Company (STRL) | 0.0 | $68k | +192% | 199.00 | 339.68 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $68k | +34% | 3.9k | 17.16 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $67k | 991.00 | 67.51 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $67k | 1.1k | 59.92 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $66k | +49% | 1.0k | 65.00 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $65k | 723.00 | 89.77 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $64k | NEW | 8.6k | 7.44 |
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| Lightbridge Corporation (LTBR) | 0.0 | $64k | 3.0k | 21.21 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $63k | 5.0k | 12.66 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $63k | 664.00 | 95.19 |
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| EQT Corporation (EQT) | 0.0 | $61k | 1.1k | 54.43 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $61k | 470.00 | 129.72 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $60k | -33% | 5.9k | 10.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $60k | 119.00 | 502.75 |
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| Oge Energy Corp (OGE) | 0.0 | $60k | 1.3k | 46.26 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $60k | 3.1k | 19.29 |
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| Travelers Companies (TRV) | 0.0 | $59k | 212.00 | 279.22 |
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| Emerson Electric (EMR) | 0.0 | $58k | 439.00 | 131.18 |
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| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $57k | +1527% | 2.0k | 28.56 |
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| Starbucks Corporation (SBUX) | 0.0 | $55k | +12% | 654.00 | 84.63 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $54k | +28% | 806.00 | 67.07 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $53k | 382.00 | 138.52 |
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| Ge Vernova (GEV) | 0.0 | $53k | 86.00 | 614.94 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $52k | -91% | 117.00 | 447.23 |
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| Walt Disney Company (DIS) | 0.0 | $52k | 455.00 | 114.38 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $52k | 472.00 | 109.95 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $51k | 370.00 | 137.80 |
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| Broadstone Net Lease (BNL) | 0.0 | $51k | 2.8k | 17.87 |
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| CVS Caremark Corporation (CVS) | 0.0 | $49k | 651.00 | 75.39 |
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| Xti Aerospace Com New (XTIA) | 0.0 | $48k | 33k | 1.47 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $48k | +586% | 103.00 | 463.75 |
|
| Commscope Hldg (COMM) | 0.0 | $46k | NEW | 3.0k | 15.48 |
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| Corning Incorporated (GLW) | 0.0 | $45k | +120% | 550.00 | 82.03 |
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| Woodward Governor Company (WWD) | 0.0 | $45k | 178.00 | 252.71 |
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| Centerspace (CSR) | 0.0 | $44k | 748.00 | 58.90 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $44k | +9% | 1.1k | 39.22 |
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| Wp Carey (WPC) | 0.0 | $44k | 648.00 | 67.58 |
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| Lowe's Companies (LOW) | 0.0 | $43k | 172.00 | 251.31 |
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| Goosehead Ins Com Cl A (GSHD) | 0.0 | $42k | 565.00 | 74.42 |
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| Digital Realty Trust (DLR) | 0.0 | $42k | 242.00 | 172.88 |
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| Capital One Financial (COF) | 0.0 | $42k | +41% | 195.00 | 212.58 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $41k | 867.00 | 47.25 |
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| United Parcel Service CL B (UPS) | 0.0 | $40k | -96% | 479.00 | 83.53 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $40k | -15% | 80.00 | 499.21 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $40k | NEW | 724.00 | 54.76 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $40k | -77% | 1.0k | 39.19 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $39k | 608.00 | 64.60 |
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| MetLife (MET) | 0.0 | $39k | 474.00 | 82.37 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $39k | NEW | 54.00 | 718.56 |
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| Archrock (AROC) | 0.0 | $39k | 1.5k | 26.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $38k | 398.00 | 96.57 |
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| Illinois Tool Works (ITW) | 0.0 | $38k | +16% | 146.00 | 260.76 |
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| Ares Capital Corporation (ARCC) | 0.0 | $38k | +2% | 1.9k | 20.41 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $38k | +79% | 956.00 | 39.62 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $37k | +18% | 1.3k | 27.78 |
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| GATX Corporation (GATX) | 0.0 | $37k | 212.00 | 174.80 |
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| Toast Cl A (TOST) | 0.0 | $37k | NEW | 1.0k | 36.51 |
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| Dutch Bros Cl A (BROS) | 0.0 | $35k | 676.00 | 52.34 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $35k | 832.00 | 42.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $35k | 89.00 | 391.64 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $35k | +16% | 696.00 | 50.06 |
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| Pure Storage Cl A (PSTG) | 0.0 | $35k | -21% | 413.00 | 83.81 |
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Past Filings by Wolff Wiese Magana
SEC 13F filings are viewable for Wolff Wiese Magana going back to 2020
- Wolff Wiese Magana 2025 Q3 filed Oct. 28, 2025
- Wolff Wiese Magana 2025 Q2 filed July 17, 2025
- Wolff Wiese Magana 2025 Q1 filed April 22, 2025
- Wolff Wiese Magana 2024 Q4 filed Jan. 14, 2025
- 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