Wells Financial Advisors Inc Portfolio Holdings

Wells Financial Advisors Inc

  • $148 Million
  • Q2 2024

Wells Financial Advisors Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $15.8M, Ishares Msci Usa Quality Facto with a value of $11.7M, Spdr Portfolio S&P 500 Value E with a value of $10.7M, Vanguard with a value of $9.48M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.34M.

Examining the 13F form we can see an increase of $5.08M in the current position value, from $143M to 148M.

Below you can find more details about Wells Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $147 Million
Communication Services: $85,000
Technology: $75,000
Consumer Cyclical: $54,000
Financial Services: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132M
$0 0.0% of portfolio
24
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $148 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email