Wolff Wiese Magana
Latest statistics and disclosures from Wolff Wiese Magana's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, NVDA, AAPL, MSFT, IJR, and represent 16.55% of Wolff Wiese Magana's stock portfolio.
- Added to shares of these 10 stocks: CRWD, VOO, EFA, AIRR, IEFA, XOM, DDFL, VGT, IJH, IJR.
- Started 53 new stock positions in ROP, CBOX, TSCO, FTK, ACYN, CHTR, SPYM, ELE, ECO, DBC.
- Reduced shares in these 10 stocks: MOAT, VNQ, GBIL, NOW, , ATI, MU, GEV, AMGN, HWM.
- Sold out of its positions in AEVA, American Bitcoin Corp Class A, APP, AVB, BWXT, BSY, BZAI, CSGP, EXP, EA.
- Wolff Wiese Magana was a net buyer of stock by $4.2M.
- Wolff Wiese Magana has $218M in assets under management (AUM), dropping by 0.29%.
- Central Index Key (CIK): 0001832097
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Portfolio Holdings for Wolff Wiese Magana
Wolff Wiese Magana holds 1038 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Wolff Wiese Magana has 1038 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wolff Wiese Magana Sept. 30, 2026 positions
- Download the Wolff Wiese Magana September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 3.9 | $8.5M | 8.0k | 1065.12 |
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| NVIDIA Corporation (NVDA) | 3.8 | $8.3M | 36k | 228.38 |
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| Apple (AAPL) | 3.3 | $7.2M | 22k | 333.01 |
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| Microsoft Corporation (MSFT) | 2.9 | $6.4M | +2% | 13k | 512.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $5.6M | +3% | 41k | 136.04 |
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| Cisco Systems (CSCO) | 2.4 | $5.3M | 50k | 107.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $5.0M | +13% | 7.1k | 700.85 |
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| Broadcom (AVGO) | 2.2 | $4.8M | +2% | 14k | 351.19 |
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| Abbvie (ABBV) | 2.2 | $4.8M | 18k | 261.59 |
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| Visa Com Cl A (V) | 2.1 | $4.6M | 13k | 359.34 |
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| Amgen (AMGN) | 2.1 | $4.5M | -2% | 11k | 421.52 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $4.1M | 12k | 330.82 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $3.9M | -7% | 43k | 89.63 |
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| Peak (DOC) | 1.6 | $3.5M | 175k | 19.97 |
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| Amazon (AMZN) | 1.6 | $3.4M | 14k | 249.15 |
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| Ishares Tr Select Divid Etf (DVY) | 1.5 | $3.4M | 22k | 152.07 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $3.2M | 17k | 185.65 |
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| Advanced Micro Devices (AMD) | 1.4 | $3.1M | +3% | 5.1k | 611.76 |
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| Qualcomm (QCOM) | 1.4 | $3.0M | 16k | 184.04 |
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| Morgan Stanley Com New (MS) | 1.3 | $2.9M | 16k | 188.09 |
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| Eli Lilly & Co. (LLY) | 1.3 | $2.8M | -2% | 2.4k | 1157.26 |
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| Coca-Cola Company (KO) | 1.3 | $2.8M | 32k | 86.08 |
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| Merck & Co (MRK) | 1.2 | $2.6M | 18k | 145.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $2.6M | +9% | 27k | 96.88 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 1.1 | $2.5M | +4% | 88k | 28.54 |
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| Meta Platforms Cl A (META) | 1.1 | $2.4M | +3% | 3.3k | 725.11 |
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| Huntington Bancshares Incorporated (HBAN) | 1.1 | $2.4M | 155k | 15.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.4M | 6.9k | 344.08 |
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| Union Pacific Corporation (UNP) | 1.1 | $2.4M | 8.7k | 272.14 |
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| Wal-Mart Stores (WMT) | 1.1 | $2.4M | 23k | 103.92 |
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| Pepsi (PEP) | 1.1 | $2.3M | 18k | 126.72 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $2.2M | +9% | 31k | 71.95 |
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| Charles Schwab Corporation (SCHW) | 1.0 | $2.2M | 23k | 97.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.2M | +4% | 5.8k | 380.84 |
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| Palo Alto Networks (PANW) | 1.0 | $2.2M | 5.5k | 397.31 |
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| Duke Energy Corp Com New (DUK) | 1.0 | $2.1M | 19k | 114.01 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.0 | $2.1M | 56k | 37.47 |
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| Applied Materials (AMAT) | 0.9 | $2.0M | 4.0k | 511.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $2.0M | +290% | 7.7k | 264.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $2.0M | +2% | 2.6k | 762.58 |
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| Abbott Laboratories (ABT) | 0.9 | $2.0M | 20k | 98.83 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $1.9M | 13k | 148.30 |
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| Home Depot (HD) | 0.8 | $1.8M | 6.5k | 284.48 |
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| International Business Machines (IBM) | 0.8 | $1.8M | +6% | 8.3k | 219.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.7M | 2.3k | 739.68 |
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| M&T Bank Corporation (MTB) | 0.7 | $1.6M | 7.4k | 217.60 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.6M | 9.6k | 166.28 |
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| Marvell Technology (MRVL) | 0.7 | $1.6M | 5.9k | 264.21 |
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| Kla Corp Com New (KLAC) | 0.7 | $1.5M | +2% | 7.9k | 194.93 |
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| Quanta Services (PWR) | 0.7 | $1.5M | 2.4k | 642.51 |
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| McKesson Corporation (MCK) | 0.6 | $1.3M | 1.5k | 853.85 |
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| Procter & Gamble Company (PG) | 0.6 | $1.3M | +4% | 8.8k | 145.28 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.3M | 1.4k | 910.19 |
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| Corning Incorporated (GLW) | 0.6 | $1.2M | 8.0k | 153.76 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $1.2M | -21% | 12k | 100.11 |
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| United Rentals (URI) | 0.5 | $1.2M | 1.2k | 1000.78 |
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| McDonald's Corporation (MCD) | 0.5 | $1.2M | +3% | 5.0k | 230.93 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.1M | +10% | 14k | 81.16 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.1M | 5.4k | 203.59 |
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| Ge Aerospace Com New (GE) | 0.5 | $1.1M | 3.5k | 312.27 |
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| Snowflake Com Shs (SNOW) | 0.5 | $1.1M | 3.2k | 339.56 |
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| Tesla Motors (TSLA) | 0.5 | $1.0M | 2.9k | 354.81 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $1.0M | 3.7k | 280.08 |
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| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.5 | $1.0M | +8% | 89k | 11.45 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $966k | +2% | 24k | 39.56 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $946k | 18k | 53.40 |
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| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.4 | $886k | 18k | 50.03 |
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| Waste Management (WM) | 0.4 | $857k | 4.2k | 203.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $797k | +80% | 7.7k | 103.89 |
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| Verizon Communications (VZ) | 0.3 | $682k | 15k | 45.87 |
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| Constellation Energy (CEG) | 0.3 | $675k | 2.7k | 254.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $675k | 2.0k | 340.74 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $640k | -60% | 6.0k | 105.71 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $626k | 6.7k | 93.85 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $521k | +199% | 5.0k | 103.25 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $517k | 5.4k | 94.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $510k | +59% | 4.1k | 125.67 |
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| Analog Devices (ADI) | 0.2 | $506k | +6% | 1.3k | 396.71 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $494k | 1.5k | 328.51 |
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| Cameco Corporation (CCJ) | 0.2 | $449k | 5.2k | 86.67 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $441k | 6.9k | 63.89 |
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| Bank of America Corporation (BAC) | 0.2 | $435k | +14% | 8.0k | 54.43 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $428k | +58% | 1.5k | 289.66 |
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| Intel Corporation (INTC) | 0.2 | $428k | 3.6k | 120.23 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $398k | 2.6k | 152.67 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $390k | -3% | 20k | 19.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $384k | +2% | 1.4k | 277.89 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $383k | 7.0k | 54.51 |
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| Immunitybio (IBRX) | 0.2 | $357k | 38k | 9.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $354k | +15% | 1.5k | 233.31 |
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| Chevron Corporation (CVX) | 0.2 | $349k | -12% | 1.7k | 204.21 |
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| Easterly Govt Pptys Com Shs (DEA) | 0.2 | $347k | +11% | 15k | 23.20 |
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| Lumentum Hldgs (LITE) | 0.2 | $344k | 354.00 | 971.26 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $341k | 11k | 32.53 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $336k | +7% | 1.7k | 194.79 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.2 | $329k | 8.2k | 39.90 |
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| Stryker Corporation (SYK) | 0.2 | $329k | -13% | 1.2k | 275.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $326k | 1.7k | 187.05 |
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| American Express Company (AXP) | 0.1 | $313k | -3% | 1.0k | 304.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $304k | 2.4k | 125.26 |
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| Servicenow (NOW) | 0.1 | $300k | -43% | 2.2k | 134.01 |
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| Goldman Sachs Etf Tr Dyna Cal Mun Etf (GCAL) | 0.1 | $288k | 5.9k | 48.50 |
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| salesforce (CRM) | 0.1 | $284k | 1.2k | 229.60 |
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| Blackrock (BLK) | 0.1 | $276k | +5% | 261.00 | 1058.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $256k | 2.7k | 94.54 |
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| Goldman Sachs (GS) | 0.1 | $256k | -20% | 284.00 | 900.36 |
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| Uber Technologies (UBER) | 0.1 | $256k | 3.7k | 68.51 |
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| Dutch Bros Cl A (BROS) | 0.1 | $253k | +5% | 6.6k | 38.56 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $251k | 2.3k | 109.61 |
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| Netflix (NFLX) | 0.1 | $243k | 3.5k | 69.58 |
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| Reddit Cl A (RDDT) | 0.1 | $240k | 1.7k | 142.44 |
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| RadNet (RDNT) | 0.1 | $226k | 3.3k | 68.94 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $210k | NEW | 1.3k | 162.75 |
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| Innovator Etfs Trust Equity Dual Dirt (DDFL) | 0.1 | $203k | NEW | 9.4k | 21.64 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $203k | 512.00 | 395.42 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $197k | -2% | 525.00 | 374.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $192k | 251.00 | 765.85 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $192k | 1.9k | 101.10 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $189k | +10% | 2.1k | 90.12 |
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| Doordash Cl A (DASH) | 0.1 | $188k | +15% | 1.0k | 183.55 |
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| Zoom Communications Cl A (ZM) | 0.1 | $182k | 2.0k | 90.77 |
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| Boston Scientific Corporation (BSX) | 0.1 | $182k | -10% | 4.2k | 43.65 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $179k | 1.6k | 113.44 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $174k | 315.00 | 552.07 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $174k | +2% | 804.00 | 216.08 |
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| Johnson & Johnson (JNJ) | 0.1 | $173k | +38% | 652.00 | 264.79 |
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| Realty Income (O) | 0.1 | $172k | +45% | 3.2k | 54.31 |
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| Caterpillar (CAT) | 0.1 | $171k | -3% | 211.00 | 810.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $171k | +41% | 343.00 | 497.95 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $168k | 1.1k | 157.68 |
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| Oracle Corporation (ORCL) | 0.1 | $164k | -3% | 1.2k | 137.27 |
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| Nasdaq Omx (NDAQ) | 0.1 | $163k | 1.8k | 92.01 |
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| Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP) | 0.1 | $162k | 6.9k | 23.54 |
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| Iqvia Holdings (IQV) | 0.1 | $161k | 600.00 | 268.85 |
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| Lumen Technologies (LUMN) | 0.1 | $161k | 29k | 5.60 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $158k | 891.00 | 177.11 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $152k | 946.00 | 160.65 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $151k | -11% | 1.1k | 142.26 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $150k | -5% | 2.2k | 68.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $145k | 583.00 | 247.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $143k | +80% | 2.0k | 70.61 |
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| Eaton Corp SHS (ETN) | 0.1 | $143k | +16% | 332.00 | 429.71 |
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| First Tr Exchng Traded Fd Vi Ft Ladde Max Etf (BUFH) | 0.1 | $142k | NEW | 6.6k | 21.69 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $141k | 585.00 | 241.31 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $140k | 1.6k | 90.06 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $139k | 1.4k | 97.44 |
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| Roundhill Etf Trust Memory Etf | 0.1 | $139k | -4% | 2.3k | 60.36 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $139k | 1.4k | 97.24 |
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| L3harris Technologies (LHX) | 0.1 | $138k | -6% | 584.00 | 236.88 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $138k | 1.6k | 84.42 |
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| Intuit (INTU) | 0.1 | $137k | -2% | 496.00 | 275.71 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $136k | -3% | 2.8k | 48.71 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $136k | +36% | 2.3k | 57.97 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $131k | +3% | 3.2k | 40.58 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $130k | +110% | 6.1k | 21.42 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $130k | +5% | 284.00 | 456.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $129k | 3.6k | 35.93 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.1 | $128k | +112% | 6.2k | 20.65 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $126k | +103% | 2.2k | 56.21 |
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| Wisdomtree Tr Arti Int Inn Fd (WTAI) | 0.1 | $124k | 2.8k | 43.69 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $123k | 2.5k | 49.11 |
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| Caci Intl Cl A (CACI) | 0.1 | $121k | 199.00 | 609.11 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $121k | NEW | 1.2k | 100.68 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $118k | 831.00 | 141.84 |
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| UnitedHealth (UNH) | 0.1 | $114k | 310.00 | 367.08 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $112k | 935.00 | 119.83 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $112k | 2.7k | 42.19 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $109k | 1.0k | 108.29 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $108k | -9% | 714.00 | 150.86 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.0 | $107k | 2.8k | 38.36 |
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| Pfizer (PFE) | 0.0 | $107k | -2% | 3.8k | 28.52 |
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| Enterprise Products Partners (EPD) | 0.0 | $107k | 3.0k | 35.61 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.0 | $106k | 4.2k | 25.00 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ) | 0.0 | $105k | 2.6k | 40.52 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $104k | 5.0k | 20.87 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $102k | +3% | 110.00 | 922.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $100k | -11% | 481.00 | 208.02 |
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| Calamos Etf Tr Autoc Growt Etf (CAGE) | 0.0 | $99k | +52% | 3.5k | 28.62 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $98k | +40% | 1.4k | 70.00 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $97k | 975.00 | 99.08 |
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| Arko Pete Corp Cl A Com (APC) | 0.0 | $96k | NEW | 6.4k | 14.86 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $95k | +60% | 1.5k | 61.26 |
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| Sofi Technologies (SOFI) | 0.0 | $94k | 6.0k | 15.72 |
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| Philip Morris International (PM) | 0.0 | $92k | 480.00 | 190.85 |
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| Oklo Com Cl A (OKLO) | 0.0 | $92k | 2.5k | 37.02 |
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| Toast Cl A (TOST) | 0.0 | $88k | 3.0k | 28.99 |
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| Calamos Etf Tr Nasdaq Autocalll (CAIQ) | 0.0 | $85k | +95% | 3.3k | 26.19 |
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| Vici Pptys (VICI) | 0.0 | $85k | +87% | 3.7k | 22.97 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $85k | 4.3k | 19.77 |
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| Cloudflare Cl A Com (NET) | 0.0 | $85k | 245.00 | 347.28 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.0 | $84k | +91% | 3.2k | 26.62 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $83k | 594.00 | 139.49 |
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| Ge Vernova (GEV) | 0.0 | $83k | -56% | 87.00 | 950.55 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $81k | 168.00 | 483.48 |
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| Altria (MO) | 0.0 | $81k | 1.2k | 67.33 |
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| At&t (T) | 0.0 | $80k | 3.3k | 24.40 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $79k | +14% | 1.0k | 78.26 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $79k | -11% | 2.0k | 38.65 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $76k | +9% | 1.1k | 66.79 |
|
| Broadstone Net Lease (BNL) | 0.0 | $76k | +13% | 4.1k | 18.50 |
|
| First Tr Exchange-traded Vest Laddered (ACYN) | 0.0 | $76k | NEW | 3.7k | 20.86 |
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 0.0 | $76k | +3750% | 2.5k | 30.84 |
|
| Valero Energy Corporation (VLO) | 0.0 | $75k | +45% | 193.00 | 387.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $73k | 529.00 | 137.68 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $73k | +56% | 139.00 | 522.81 |
|
| Twilio Cl A (TWLO) | 0.0 | $71k | 243.00 | 292.46 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $70k | +43% | 138.00 | 508.55 |
|
| SLB Com Stk (SLB) | 0.0 | $70k | 1.4k | 48.72 |
|
|
| Emerson Electric (EMR) | 0.0 | $69k | 445.00 | 155.10 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $68k | 322.00 | 210.53 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $68k | +313% | 401.00 | 168.56 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $66k | 1.8k | 36.95 |
|
|
| Kenvue (KVUE) | 0.0 | $66k | 3.7k | 17.66 |
|
|
| Armada Hoffler Pptys (AHRT) | 0.0 | $65k | +129% | 11k | 6.10 |
|
| Listed Fds Tr Alphadroid Defn (EZRO) | 0.0 | $63k | NEW | 2.5k | 25.30 |
|
| Cenovus Energy (CVE) | 0.0 | $62k | 2.0k | 31.08 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $61k | -8% | 571.00 | 107.54 |
|
| Boeing Company (BA) | 0.0 | $61k | +2% | 330.00 | 186.05 |
|
| Travelers Companies (TRV) | 0.0 | $61k | -4% | 170.00 | 356.51 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $61k | 440.00 | 137.71 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $61k | 666.00 | 90.84 |
|
|
| Honeywell International (HON) | 0.0 | $60k | 286.00 | 210.94 |
|
|
| Walt Disney Company (DIS) | 0.0 | $60k | -16% | 568.00 | 104.83 |
|
| Woodward Governor Company (WWD) | 0.0 | $59k | 178.00 | 328.60 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $58k | 370.00 | 157.85 |
|
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $58k | 5.0k | 11.61 |
|
|
| Williams Companies (WMB) | 0.0 | $57k | 843.00 | 67.97 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $56k | 378.00 | 148.65 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $56k | 651.00 | 85.69 |
|
|
| Phillips 66 (PSX) | 0.0 | $55k | 214.00 | 255.31 |
|
|
| Medtronic SHS (MDT) | 0.0 | $55k | -2% | 633.00 | 86.29 |
|
| EQT Corporation (EQT) | 0.0 | $55k | 1.1k | 48.56 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $54k | 30.00 | 1811.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $54k | 478.00 | 112.09 |
|
|
| Wp Carey (WPC) | 0.0 | $53k | -13% | 821.00 | 64.63 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.0 | $53k | +23% | 2.2k | 24.36 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $52k | +34% | 2.7k | 19.10 |
|
| Spdr Index Shs Fds St Str Sp N Am (NANR) | 0.0 | $51k | 608.00 | 83.77 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $51k | 100.00 | 509.25 |
|
|
| Ormat Technologies (ORA) | 0.0 | $50k | 550.00 | 91.49 |
|
|
| Calamos Etf Tr Tax Awa Coll Etf (CBOX) | 0.0 | $50k | NEW | 493.00 | 101.78 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG) | 0.0 | $50k | NEW | 1.5k | 33.76 |
|
| ConocoPhillips (COP) | 0.0 | $50k | -17% | 398.00 | 125.15 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $49k | NEW | 973.00 | 50.67 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $48k | +22% | 119.00 | 406.63 |
|
| Oge Energy Corp (OGE) | 0.0 | $47k | 1.0k | 45.44 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $47k | 723.00 | 64.59 |
|
|
| Everpure Cl A (P) | 0.0 | $46k | 354.00 | 130.78 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $46k | 840.00 | 54.90 |
|
|
| MetLife (MET) | 0.0 | $45k | 474.00 | 94.16 |
|
Past Filings by Wolff Wiese Magana
SEC 13F filings are viewable for Wolff Wiese Magana going back to 2020
- Wolff Wiese Magana 2026 Q3 filed Oct. 15, 2026
- Wolff Wiese Magana 2026 Q2 filed July 13, 2026
- Wolff Wiese Magana 2026 Q1 filed April 13, 2026
- Wolff Wiese Magana 2025 Q4 filed Jan. 14, 2026
- 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