Wolff Wiese Magana
Latest statistics and disclosures from Wolff Wiese Magana's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, IJR, MSFT, AVGO, AAPL, and represent 13.74% of Wolff Wiese Magana's stock portfolio.
- Added to shares of these 10 stocks: CB, GLD, BUFZ, AMD, VEEV, GBIL, DOC, VOO, KLAC, JPM.
- Started 90 new stock positions in FXL, BXMT, PCAR, KBWB, AMJB, FDN, NVTS, TIGO, JSML, ERIE.
- Reduced shares in these 10 stocks: ORCL, MU, AVGO, AXON, UBER, NFLX, AJG, NOW, NVDA, SPGI.
- Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, A, ARE, APP, AstraZeneca, AXON, BAX, BF.B, AXIA.PC, Ceridian Hcm Hldg.
- Wolff Wiese Magana was a net buyer of stock by $5.2M.
- Wolff Wiese Magana has $181M in assets under management (AUM), dropping by -0.76%.
- Central Index Key (CIK): 0001832097
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Portfolio Holdings for Wolff Wiese Magana
Wolff Wiese Magana holds 983 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Wolff Wiese Magana has 983 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wolff Wiese Magana March 31, 2026 positions
- Download the Wolff Wiese Magana March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.8 | $6.9M | -5% | 40k | 174.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $4.9M | +5% | 40k | 124.31 |
|
| Microsoft Corporation (MSFT) | 2.6 | $4.6M | 13k | 370.18 |
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| Broadcom (AVGO) | 2.3 | $4.2M | -12% | 14k | 309.52 |
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| Apple (AAPL) | 2.3 | $4.2M | +9% | 17k | 253.79 |
|
| Abbvie (ABBV) | 2.3 | $4.1M | +5% | 19k | 217.49 |
|
| Visa Com Cl A (V) | 2.2 | $4.0M | 13k | 302.24 |
|
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| Amgen (AMGN) | 2.2 | $3.9M | +8% | 11k | 351.85 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.1 | $3.9M | -4% | 44k | 88.70 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $3.6M | +17% | 12k | 294.16 |
|
| Raytheon Technologies Corp (RTX) | 1.9 | $3.5M | 18k | 192.90 |
|
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| Cisco Systems (CSCO) | 1.9 | $3.4M | 44k | 77.59 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 1.8 | $3.4M | -2% | 22k | 151.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $3.3M | +21% | 5.5k | 597.54 |
|
| Wal-Mart Stores (WMT) | 1.7 | $3.0M | 24k | 124.28 |
|
|
| American Express Company (AXP) | 1.7 | $3.0M | 10k | 302.48 |
|
|
| Peak (DOC) | 1.6 | $2.9M | +26% | 177k | 16.43 |
|
| Amazon (AMZN) | 1.6 | $2.9M | -5% | 14k | 208.27 |
|
| Pepsi (PEP) | 1.6 | $2.9M | +3% | 19k | 155.29 |
|
| Micron Technology (MU) | 1.5 | $2.8M | -30% | 8.3k | 337.84 |
|
| Morgan Stanley Com New (MS) | 1.4 | $2.6M | +2% | 16k | 164.57 |
|
| Huntington Bancshares Incorporated (HBAN) | 1.4 | $2.4M | +3% | 156k | 15.65 |
|
| Coca-Cola Company (KO) | 1.3 | $2.4M | 32k | 76.05 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $2.4M | +71% | 5.7k | 430.29 |
|
| Duke Energy Corp Com New (DUK) | 1.3 | $2.4M | 18k | 130.94 |
|
|
| Eli Lilly & Co. (LLY) | 1.3 | $2.4M | +5% | 2.6k | 919.86 |
|
| Merck & Co (MRK) | 1.3 | $2.3M | +3% | 19k | 120.29 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 1.2 | $2.2M | +74% | 84k | 26.27 |
|
| Home Depot (HD) | 1.2 | $2.1M | 6.5k | 328.90 |
|
|
| Union Pacific Corporation (UNP) | 1.2 | $2.1M | 8.7k | 242.63 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.1M | -3% | 7.4k | 287.56 |
|
| Charles Schwab Corporation (SCHW) | 1.2 | $2.1M | 23k | 93.98 |
|
|
| Abbott Laboratories (ABT) | 1.2 | $2.1M | 20k | 102.67 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $2.0M | 3.5k | 572.11 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.0M | +15% | 22k | 90.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.0 | $1.9M | +30% | 56k | 33.77 |
|
| Medtronic SHS (MDT) | 1.0 | $1.9M | +3% | 21k | 86.65 |
|
| Qualcomm (QCOM) | 1.0 | $1.8M | 14k | 128.78 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.8M | +12% | 27k | 67.53 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $1.7M | -18% | 2.6k | 650.38 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $1.6M | +62% | 16k | 100.19 |
|
| McDonald's Corporation (MCD) | 0.8 | $1.5M | 4.8k | 310.77 |
|
|
| Chubb (CB) | 0.8 | $1.5M | +90480% | 4.5k | 325.93 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $1.4M | -6% | 15k | 96.70 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.4M | +38% | 1.4k | 996.31 |
|
| Applied Materials (AMAT) | 0.8 | $1.4M | +3% | 4.1k | 341.79 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.4M | 9.6k | 142.43 |
|
|
| McKesson Corporation (MCK) | 0.7 | $1.3M | 1.6k | 865.38 |
|
|
| Quanta Services (PWR) | 0.7 | $1.3M | -10% | 2.4k | 549.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.3M | -5% | 2.2k | 577.29 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.2M | +2% | 8.4k | 144.43 |
|
| Kla Corp Com New (KLAC) | 0.6 | $1.2M | +97% | 791.00 | 1472.41 |
|
| Advanced Micro Devices (AMD) | 0.6 | $1.1M | +231% | 5.6k | 203.43 |
|
| Tesla Motors (TSLA) | 0.6 | $1.1M | 3.0k | 371.75 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $1.1M | 24k | 44.62 |
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| Ge Aerospace Com New (GE) | 0.5 | $986k | 3.5k | 283.79 |
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| Waste Management (WM) | 0.5 | $951k | 4.1k | 229.79 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $925k | -6% | 19k | 49.37 |
|
| Palo Alto Networks (PANW) | 0.5 | $896k | 5.6k | 160.32 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.5 | $887k | -2% | 18k | 49.17 |
|
| United Rentals (URI) | 0.5 | $855k | -14% | 1.2k | 728.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $805k | 2.1k | 390.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $802k | +20% | 12k | 69.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $739k | -2% | 7.6k | 97.13 |
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| Constellation Energy (CEG) | 0.4 | $730k | 2.6k | 279.25 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $701k | 3.6k | 194.17 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $684k | 2.4k | 286.86 |
|
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| Marvell Technology (MRVL) | 0.4 | $677k | 6.8k | 99.05 |
|
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| Arista Networks Com Shs (ANET) | 0.4 | $675k | 5.5k | 122.78 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.4 | $646k | 7.0k | 92.76 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $633k | +114% | 5.3k | 118.62 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $629k | NEW | 3.6k | 175.66 |
|
| Cameco Corporation (CCJ) | 0.3 | $563k | +76% | 5.2k | 108.61 |
|
| International Business Machines (IBM) | 0.3 | $547k | 2.3k | 242.39 |
|
|
| Snowflake Com Shs (SNOW) | 0.3 | $494k | +496% | 3.3k | 150.82 |
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| Chevron Corporation (CVX) | 0.3 | $489k | +27% | 2.4k | 206.89 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $478k | -30% | 7.0k | 68.14 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $471k | 5.4k | 86.64 |
|
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| Stryker Corporation (SYK) | 0.2 | $448k | 1.4k | 328.59 |
|
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $397k | +1479% | 23k | 17.32 |
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| Analog Devices (ADI) | 0.2 | $384k | 1.2k | 318.14 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.2 | $371k | 8.2k | 45.05 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $364k | +20% | 1.7k | 213.66 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $346k | 1.4k | 248.00 |
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| Bank of America Corporation (BAC) | 0.2 | $339k | 7.0k | 48.75 |
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| Netflix (NFLX) | 0.2 | $337k | -59% | 3.5k | 96.15 |
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| Lumentum Hldgs (LITE) | 0.2 | $320k | -24% | 455.00 | 702.76 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $318k | +4% | 10k | 30.68 |
|
| Servicenow (NOW) | 0.2 | $301k | -57% | 2.9k | 104.55 |
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| Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL) | 0.2 | $299k | 5.9k | 50.66 |
|
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| Boston Scientific Corporation (BSX) | 0.2 | $287k | -35% | 4.6k | 62.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $284k | 1.3k | 215.06 |
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| Easterly Govt Pptys Com Shs (DEA) | 0.2 | $282k | +16% | 13k | 21.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $271k | 2.7k | 99.27 |
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| Uber Technologies (UBER) | 0.1 | $263k | -67% | 3.7k | 71.93 |
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| Boeing Company (BA) | 0.1 | $260k | +410% | 1.3k | 199.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $258k | 606.00 | 426.40 |
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| Goldman Sachs (GS) | 0.1 | $250k | -2% | 296.00 | 845.99 |
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| salesforce (CRM) | 0.1 | $244k | 1.3k | 186.68 |
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| Blackrock (BLK) | 0.1 | $244k | -58% | 254.00 | 961.71 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $243k | +233% | 1.7k | 146.28 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $232k | +6% | 1.4k | 169.66 |
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| Immunitybio (IBRX) | 0.1 | $232k | 30k | 7.67 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $230k | 2.3k | 100.62 |
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| Intuit (INTU) | 0.1 | $226k | 523.00 | 432.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $222k | 318.00 | 697.72 |
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| Reddit Cl A (RDDT) | 0.1 | $217k | +4% | 1.6k | 134.65 |
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| Dutch Bros Cl A (BROS) | 0.1 | $216k | +487% | 4.3k | 50.66 |
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| L3harris Technologies (LHX) | 0.1 | $214k | 621.00 | 344.88 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $205k | 1.9k | 106.15 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $187k | 1.6k | 118.60 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $183k | +39% | 1.6k | 110.78 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $182k | 364.00 | 500.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $173k | -2% | 538.00 | 320.62 |
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| Caterpillar (CAT) | 0.1 | $169k | +3% | 239.00 | 708.46 |
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| Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP) | 0.1 | $167k | NEW | 6.8k | 24.63 |
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| RadNet (RDNT) | 0.1 | $167k | +4% | 3.0k | 55.89 |
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| Ge Vernova (GEV) | 0.1 | $167k | +51% | 191.00 | 873.01 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $165k | 6.9k | 23.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $164k | 251.00 | 653.21 |
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| Oracle Corporation (ORCL) | 0.1 | $158k | -90% | 1.1k | 147.10 |
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| Intel Corporation (INTC) | 0.1 | $158k | 3.6k | 44.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $150k | -8% | 765.00 | 196.20 |
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| Nasdaq Omx (NDAQ) | 0.1 | $150k | 1.8k | 84.89 |
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| Emcor (EME) | 0.1 | $149k | 202.00 | 738.31 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $149k | 2.3k | 64.36 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $149k | 2.9k | 51.23 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $146k | -2% | 582.00 | 250.58 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $140k | +17% | 4.1k | 34.02 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $139k | 1.1k | 127.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $136k | -4% | 1.2k | 113.11 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $133k | 1.4k | 92.74 |
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| Honeywell International (HON) | 0.1 | $130k | 573.00 | 226.03 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $128k | 1.6k | 78.41 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $125k | -8% | 512.00 | 244.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $125k | 583.00 | 213.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $125k | 285.00 | 436.79 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $124k | 2.4k | 50.81 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $124k | 1.4k | 87.84 |
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| Doordash Cl A (DASH) | 0.1 | $123k | -53% | 819.00 | 150.15 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $123k | +5% | 970.00 | 126.28 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $118k | 1.6k | 76.30 |
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| Oklo Com Cl A (OKLO) | 0.1 | $117k | +4% | 2.4k | 49.59 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $116k | 170.00 | 682.24 |
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| Enterprise Products Partners (EPD) | 0.1 | $113k | 3.0k | 37.83 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $113k | 2.7k | 42.56 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $110k | 831.00 | 131.74 |
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| Caci Intl Cl A (CACI) | 0.1 | $108k | NEW | 199.00 | 543.87 |
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| Sofi Technologies (SOFI) | 0.1 | $105k | 6.6k | 15.88 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $104k | 935.00 | 111.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $104k | 541.00 | 191.92 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $104k | 3.6k | 29.13 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $104k | 5.0k | 20.75 |
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| Iqvia Holdings (IQV) | 0.1 | $103k | 605.00 | 170.54 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $103k | 594.00 | 173.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $102k | +7% | 286.00 | 357.67 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.1 | $102k | 3.3k | 31.19 |
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| Dex (DXCM) | 0.1 | $101k | 1.6k | 62.80 |
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| Johnson & Johnson (JNJ) | 0.1 | $100k | +7% | 408.00 | 244.17 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.1 | $99k | 4.2k | 23.36 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $98k | -30% | 580.00 | 168.85 |
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| Xcel Energy (XEL) | 0.1 | $97k | 1.2k | 79.46 |
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| Realty Income (O) | 0.1 | $96k | +23% | 1.6k | 61.19 |
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| At&t (T) | 0.1 | $93k | +11% | 3.2k | 28.99 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $92k | +2000% | 630.00 | 145.46 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $91k | +8% | 268.00 | 337.95 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $90k | +11% | 2.3k | 39.42 |
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| Verizon Communications (VZ) | 0.0 | $88k | +7% | 1.8k | 50.19 |
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| Cheniere Energy Com New (LNG) | 0.0 | $85k | NEW | 300.00 | 283.76 |
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| Pfizer (PFE) | 0.0 | $84k | 3.0k | 28.08 |
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| UnitedHealth (UNH) | 0.0 | $81k | +2% | 301.00 | 270.59 |
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| Toast Cl A (TOST) | 0.0 | $80k | +200% | 3.0k | 26.51 |
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| Philip Morris International (PM) | 0.0 | $79k | 480.00 | 165.36 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $79k | 3.1k | 25.62 |
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| Altria (MO) | 0.0 | $78k | 1.2k | 65.98 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $78k | 991.00 | 78.66 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $78k | 621.00 | 125.46 |
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| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $77k | +14% | 2.7k | 28.23 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $76k | +121% | 347.00 | 218.75 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $75k | 3.9k | 19.30 |
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| ResMed (RMD) | 0.0 | $72k | 320.00 | 224.78 |
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| EQT Corporation (EQT) | 0.0 | $71k | 1.1k | 63.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $71k | 1.1k | 64.08 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $68k | -5% | 529.00 | 128.12 |
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| Broadstone Net Lease (BNL) | 0.0 | $67k | +28% | 3.7k | 18.27 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $65k | +206% | 49.00 | 1320.84 |
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| ConocoPhillips (COP) | 0.0 | $64k | -39% | 488.00 | 132.00 |
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| Kenvue (KVUE) | 0.0 | $64k | -11% | 3.7k | 17.24 |
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| Woodward Governor Company (WWD) | 0.0 | $64k | 178.00 | 357.92 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $62k | 664.00 | 93.93 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $62k | +19% | 541.00 | 114.99 |
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| Ormat Technologies (ORA) | 0.0 | $62k | +83% | 550.00 | 111.92 |
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| Williams Companies (WMB) | 0.0 | $61k | +90% | 843.00 | 72.78 |
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| Corning Incorporated (GLW) | 0.0 | $61k | 450.00 | 135.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $61k | +6% | 127.00 | 479.20 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $59k | +4% | 1.0k | 58.78 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $58k | 440.00 | 132.50 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $58k | +19% | 854.00 | 68.25 |
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| Wp Carey (WPC) | 0.0 | $57k | +28% | 836.00 | 67.96 |
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| Emerson Electric (EMR) | 0.0 | $57k | -6% | 431.00 | 131.02 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $55k | 1.8k | 29.99 |
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| Mirion Technologies Com Cl A (MIR) | 0.0 | $54k | +115% | 2.9k | 18.59 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $53k | +269% | 961.00 | 55.52 |
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| Insulet Corporation (PODD) | 0.0 | $53k | 253.00 | 209.84 |
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| Cenovus Energy (CVE) | 0.0 | $53k | NEW | 2.0k | 26.53 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $53k | 3.1k | 17.12 |
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| Travelers Companies (TRV) | 0.0 | $52k | -16% | 178.00 | 291.69 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.0 | $51k | +143% | 2.4k | 21.04 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $51k | 840.00 | 61.05 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $51k | 370.00 | 138.32 |
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| Spdr Index Shs Fds State Street Spd (NANR) | 0.0 | $51k | 608.00 | 84.00 |
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| Archrock (AROC) | 0.0 | $51k | 1.5k | 34.80 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $51k | +6% | 84.00 | 604.39 |
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| Cloudflare Cl A Com (NET) | 0.0 | $51k | +444% | 245.00 | 206.34 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $50k | -16% | 765.00 | 65.00 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $50k | 378.00 | 130.95 |
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| Oge Energy Corp (OGE) | 0.0 | $49k | 1.0k | 47.96 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.0 | $48k | +48% | 2.2k | 21.69 |
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| Dow (DOW) | 0.0 | $47k | +366% | 1.1k | 41.64 |
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| CVS Caremark Corporation (CVS) | 0.0 | $47k | 651.00 | 71.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $47k | +273% | 822.00 | 56.79 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $47k | 101.00 | 460.99 |
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| Nike CL B (NKE) | 0.0 | $47k | -67% | 880.00 | 52.82 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $45k | -6% | 455.00 | 98.38 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $44k | NEW | 5.0k | 8.77 |
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| Walt Disney Company (DIS) | 0.0 | $44k | 452.00 | 96.39 |
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| Lowe's Companies (LOW) | 0.0 | $44k | 184.00 | 236.28 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $43k | 8.6k | 5.04 |
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| CF Industries Holdings (CF) | 0.0 | $43k | 332.00 | 129.84 |
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| Centerspace (CSR) | 0.0 | $43k | 748.00 | 57.45 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $43k | NEW | 284.00 | 151.28 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $42k | +121% | 91.00 | 463.20 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $42k | 792.00 | 52.85 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $42k | -48% | 106.00 | 391.76 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $41k | 1.0k | 40.79 |
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| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.0 | $40k | NEW | 2.1k | 19.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $40k | 89.00 | 446.55 |
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| Bristol Myers Squibb (BMY) | 0.0 | $40k | 654.00 | 60.67 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $39k | 832.00 | 47.16 |
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| Phillips 66 (PSX) | 0.0 | $39k | 214.00 | 182.18 |
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| Ford Motor Company (F) | 0.0 | $39k | +17% | 3.4k | 11.54 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $39k | 806.00 | 48.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $39k | 399.00 | 97.23 |
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| Kinder Morgan (KMI) | 0.0 | $38k | 1.1k | 33.53 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $38k | 723.00 | 52.76 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $38k | 1.4k | 26.71 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $38k | +107% | 659.00 | 57.07 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $38k | NEW | 500.00 | 74.94 |
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| Starbucks Corporation (SBUX) | 0.0 | $37k | -8% | 415.00 | 89.56 |
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| Sterling Construction Company (STRL) | 0.0 | $37k | +32% | 90.00 | 407.28 |
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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 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
- Wolff Wiese Magana 2022 Q3 filed Oct. 26, 2022
- Wolff Wiese Magana 2022 Q2 filed July 15, 2022