Wulff, Hansen & Co. as of Sept. 30, 2024
Portfolio Holdings for Wulff, Hansen & Co.
Wulff, Hansen & Co. holds 96 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Blackstone Group Inc Com Cl A (BX) | 7.7 | $8.6M | 56k | 153.13 | |
Vanguard World Fds Inf Tech Etf (VGT) | 4.9 | $5.4M | 9.2k | 586.52 | |
Microsoft Corporation (MSFT) | 4.2 | $4.7M | 11k | 430.30 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $4.0M | 24k | 165.85 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 3.6 | $4.0M | 9.1k | 434.30 | |
Amazon | 3.4 | $3.8M | 20k | 186.33 | |
Procter & Gamble Company (PG) | 3.3 | $3.7M | 21k | 173.20 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $2.7M | 13k | 210.86 | |
Raytheon Technologies Corp (RTX) | 2.4 | $2.6M | 22k | 121.16 | |
Apple (AAPL) | 2.3 | $2.5M | 11k | 233.00 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $2.2M | 4.7k | 460.26 | |
Merck & Co (MRK) | 1.9 | $2.1M | 19k | 113.56 | |
CSX Corporation (CSX) | 1.9 | $2.1M | 60k | 34.53 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 1.8 | $2.0M | 58k | 35.04 | |
Costco Wholesale Corporation (COST) | 1.8 | $2.0M | 2.2k | 886.52 | |
Bank of America Corporation (BAC) | 1.7 | $1.9M | 48k | 39.68 | |
General Electric Com New (GE) | 1.7 | $1.9M | 10k | 188.58 | |
Visa Com Cl A (V) | 1.7 | $1.9M | 6.8k | 274.95 | |
Mondelez Intl Cl A (MDLZ) | 1.6 | $1.8M | 24k | 73.67 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.6 | $1.8M | 34k | 53.15 | |
Johnson & Johnson (JNJ) | 1.5 | $1.7M | 10k | 162.06 | |
Home Depot (HD) | 1.5 | $1.6M | 4.1k | 405.20 | |
Genuine Parts Company (GPC) | 1.4 | $1.6M | 11k | 139.68 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.4 | $1.5M | 7.5k | 200.37 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $1.5M | 17k | 84.53 | |
American Water Works (AWK) | 1.3 | $1.4M | 9.9k | 146.24 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $1.4M | 17k | 79.42 | |
Lockheed Martin Corporation (LMT) | 1.2 | $1.3M | 2.3k | 584.56 | |
Freeport-mcmoran CL B (FCX) | 1.1 | $1.3M | 25k | 49.92 | |
Philip Morris International (PM) | 1.1 | $1.2M | 10k | 121.40 | |
Ishares Tr Ishs 1-5yr Unvs (IGSB) | 1.0 | $1.1M | 22k | 52.66 | |
California Water Service (CWT) | 1.0 | $1.1M | 21k | 54.22 | |
Wal-Mart Stores (WMT) | 1.0 | $1.1M | 13k | 80.75 | |
Chevron Corporation (CVX) | 1.0 | $1.1M | 7.2k | 147.27 | |
Canadian Pacific Kansas City (CP) | 1.0 | $1.1M | 12k | 85.54 | |
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.9 | $1.0M | 41k | 25.01 | |
General Mills (GIS) | 0.9 | $1.0M | 14k | 73.85 | |
Exxon Mobil Corporation (XOM) | 0.9 | $941k | 8.0k | 117.22 | |
Willdan (WLDN) | 0.8 | $919k | 23k | 40.95 | |
Duke Energy Corp Com New (DUK) | 0.8 | $885k | 7.7k | 115.30 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $820k | 18k | 45.51 | |
Waste Management (WM) | 0.7 | $811k | 3.9k | 207.60 | |
Digital Realty Trust (DLR) | 0.7 | $803k | 5.0k | 161.83 | |
Campbell Soup Company (CPB) | 0.7 | $793k | 16k | 48.92 | |
Motorola Solutions Com New (MSI) | 0.7 | $761k | 2.4k | 323.49 | |
NVIDIA Corporation (NVDA) | 0.7 | $760k | 6.3k | 121.44 | |
Boeing Company (BA) | 0.7 | $731k | 4.8k | 152.04 | |
Eli Lilly & Co. (LLY) | 0.6 | $696k | 785.00 | 885.94 | |
Intel Corporation (INTC) | 0.6 | $681k | 29k | 23.46 | |
Southern Company (SO) | 0.6 | $664k | 7.4k | 90.18 | |
Haverty Furniture Companies (HVT) | 0.6 | $661k | 24k | 27.47 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $661k | 4.6k | 142.28 | |
Abbvie (ABBV) | 0.5 | $547k | 2.8k | 197.48 | |
Clorox Company (CLX) | 0.5 | $525k | 3.2k | 162.91 | |
Eaton Corp SHS (ETN) | 0.5 | $505k | 1.5k | 331.44 | |
Palantir Technologies Cl A (PLTR) | 0.5 | $505k | 14k | 37.20 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $496k | 5.7k | 87.80 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $484k | 980.00 | 493.80 | |
Verizon Communications (VZ) | 0.4 | $479k | 11k | 44.91 | |
Essex Property Trust (ESS) | 0.4 | $462k | 1.6k | 295.42 | |
Ge Vernova (GEV) | 0.4 | $459k | 1.8k | 254.98 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $458k | 14k | 33.23 | |
Warrior Met Coal (HCC) | 0.4 | $442k | 6.9k | 63.90 | |
Nike CL B (NKE) | 0.4 | $432k | 4.9k | 88.40 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $421k | 3.1k | 135.44 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $389k | 1.6k | 237.21 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $374k | 18k | 21.12 | |
Honeywell International (HON) | 0.3 | $374k | 1.8k | 206.71 | |
Dutch Shell Spon Adr B | 0.3 | $353k | 5.4k | 65.95 | |
American Electric Power Company (AEP) | 0.3 | $351k | 3.4k | 102.60 | |
Novartis Sponsored Adr (NVS) | 0.3 | $350k | 3.0k | 115.02 | |
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.3 | $347k | 16k | 21.30 | |
Colgate-Palmolive Company (CL) | 0.3 | $344k | 3.3k | 103.81 | |
Broadcom (AVGO) | 0.3 | $343k | 2.0k | 172.50 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $341k | 8.2k | 41.77 | |
Spdr Ser Tr Aerospace Def (XAR) | 0.3 | $340k | 2.3k | 149.64 | |
Hp (HPQ) | 0.3 | $326k | 9.1k | 35.87 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.3 | $324k | 6.9k | 47.29 | |
Moody's Corporation (MCO) | 0.3 | $316k | 665.00 | 474.59 | |
Mp Materials Corp Com Cl A (MP) | 0.3 | $314k | 18k | 17.65 | |
Vanguard World Fds Industrial Etf | 0.3 | $310k | 1.2k | 260.07 | |
Pfizer (PFE) | 0.3 | $296k | 10k | 28.94 | |
International Business Machines (IBM) | 0.3 | $293k | 1.3k | 221.08 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $288k | 2.8k | 103.90 | |
Meta Platforms Cl A (META) | 0.3 | $282k | 493.00 | 572.44 | |
Walt Disney Company (DIS) | 0.2 | $276k | 2.9k | 96.19 | |
salesforce (CRM) | 0.2 | $274k | 1.0k | 273.71 | |
Tesla Motors (TSLA) | 0.2 | $270k | 1.0k | 261.63 | |
Hewlett Packard Enterprise (HPE) | 0.2 | $259k | 13k | 20.46 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $251k | 2.4k | 104.18 | |
3M Company (MMM) | 0.2 | $224k | 1.6k | 136.70 | |
At&t (T) | 0.2 | $216k | 9.8k | 22.00 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $208k | 1.5k | 139.36 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $205k | 4.5k | 45.32 | |
Global Business Travel Group Com Cl A (GBTG) | 0.1 | $165k | 22k | 7.69 | |
Redwood Trust (RWT) | 0.1 | $153k | 20k | 7.73 |