Wfa Asset Management Corp Incresed Positions in Q1 2025

Wfa Asset Management Corp

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
153K
+ 140.66%
N/A
262K $20B
RSP
Invesco S&P 500 Equal Weight E

ETFs
58.6K
+ 113.91%
$169.43 - $182.84 $9.94M - $10.7M
110K $18.7B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
95.7K
+ 43.49%
$40.15 - $47.73 $3.84M - $4.57M
316K $13.5B
VFH
Vanguard Financial ETF

ETFs
26.8K
+ 52.53%
$114.07 - $127.34 $3.06M - $3.41M
77.8K $7.97B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15.4K
+ 26.19%
$107.24 - $116.37 $1.65M - $1.79M
74.2K $7.81B
SPYG
Spdr Portfolio

ETFs
61.1K
+ 27.61%
$80.05 - $92.39 $4.89M - $5.64M
282K $20.6B
IGRO
Ishares Tr International Divid

ETFs
9.16K
+ 162.48%
$66.91 - $73.87 $613K - $676K
14.8K $996M
DVY
Ishares Tr

ETFs
4.71K
+ 1587.21%
$128.58 - $138.1 $606K - $651K
5.01K $617M
SDG
Ishares Trust Ishares Msci Glo

ETFs
6.4K
+ 756.03%
$69.64 - $76.33 $445K - $488K
7.24K $570M
NMFC
New Mountain Finance Corp

Financial Services
36.1K
+ 820.75%
$10.89 - $12.02 $393K - $434K
40.5K $513M
GE
General Electric CO

Industrials
938
+ 105.75%
$168.59 - $212.13 $158K - $199K
1.83K $320M
WEC
Wec Energy Group, Inc.

Utilities
2.27K
+ 80.89%
$92.12 - $108.98 $209K - $247K
5.07K $416M
CRM
Salesforce, Inc.

Technology
344
+ 614.29%
$268.36 - $359.95 $92.3K - $124K
400 $120M
CVS
Cvs Health Corp

Healthcare
627
+ 47.39%
$44.22 - $68.64 $27.7K - $43K
1.95K $156M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
741
+ 21.94%
$123.11 - $130.57 $91.2K - $96.8K
4.12K $511M
VHT
Vanguard Health Care ETF

ETFs
270
+ 32.41%
$254.06 - $273.83 $68.6K - $73.9K
1.1K $298M
MSFT
Microsoft Corp

Technology
192
+ 23.3%
$375.39 - $447.2 $72.1K - $85.9K
1.02K $427M
MPC
Marathon Petroleum Corp

Energy
159
+ 21.2%
$134.72 - $159.03 $21.4K - $25.3K
909 $183M
PEP
Pepsico Inc

Consumer Defensive
202
+ 11.62%
$142.64 - $156.42 $28.8K - $31.6K
1.94K $340M
XOM
Exxon Mobil Corp

Energy
465
+ 20.96%
$105.44 - $118.93 $49K - $55.3K
2.68K $312M
MAN
Manpower Group Inc.

Industrials
776
+ 129.33%
$53.77 - $62.66 $41.7K - $48.6K
1.38K $107M
INTC
Intel Corp

Technology
277
+ 11.59%
$19.1 - $27.39 $5.29K - $7.59K
2.67K $118M
HD
Home Depot, Inc.

Consumer Cyclical
190
+ 15.78%
$347.25 - $424.87 $66K - $80.7K
1.39K $535M
C
Citigroup Inc

Financial Services
5.08K
+ 14.03%
$67.23 - $84.63 $341K - $429K
41.2K $2.61B
XEL
Xcel Energy Inc

Utilities
925
+ 449.03%
$63.37 - $72.1 $58.6K - $66.7K
1.13K $60.8M
GOOG
Alphabet Inc.

Communication Services
576
+ 51.38%
$156.06 - $207.71 $89.9K - $120K
1.7K $258M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 41.71%
$461.52 - $548.18 $36K - $42.8K
265 $131M
XLE
Energy Sector Spdr

ETFs
140
+ 19.23%
$85.7 - $93.96 $12K - $13.2K
868 $81.9M
PFG
Principal Financial Group Inc

Financial Services
167
+ 32.3%
$76.34 - $89.04 $12.7K - $14.9K
684 $59.1M
Canopy Growth Corp
135
+ 6.37%
N/A
2.25K $19.4M
TT
Trane Technologies PLC

Industrials
50
+ 208.33%
$332.0 - $400.86 $16.6K - $20K
74 $22.2M
CSX
Csx Corp

Industrials
97
+ 4.83%
$29.11 - $33.67 $2.82K - $3.27K
2.11K $78M
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 19.49%
$551.42 - $612.93 $29.2K - $32.5K
325 $170M
EXAS
Exact Sciences Corp

Healthcare
100
+ 44.44%
$43.04 - $58.51 $4.3K - $5.85K
325 $22.4M
VDC
Vanguard Consumer Staples ETF

ETFs
54
+ 18.18%
$206.54 - $226.16 $11.2K - $12.2K
351 $71.6M
DIS
Walt Disney CO

Communication Services
59
+ 55.14%
$96.87 - $114.0 $5.72K - $6.73K
166 $20.4M
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 5.56%
$279.74 - $321.29 $15.9K - $18.3K
1.08K $305M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
307
+ 3411.11%
$18.17 - $22.43 $5.58K - $6.89K
316 $7.86M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
83
+ 488.24%
$90.0 - $96.32 $7.47K - $7.99K
100 $9.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
61
+ 26.52%
$56.12 - $68.15 $3.42K - $4.16K
291 $20.4M
RF
Regions Financial Corp

Financial Services
300
+ 100.0%
$20.84 - $24.77 $6.25K - $7.43K
600 $12.6M
ABT
Abbott Laboratories

Healthcare
32
+ 2.17%
$111.1 - $140.22 $3.56K - $4.49K
1.51K $171M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28
+ 77.78%
$168.16 - $186.21 $4.71K - $5.21K
64 $10.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 5.06%
$57.21 - $65.8 $4.12K - $4.74K
1.5K $90.9M
USB
Us Bancorp \De\

Financial Services
63
+ 9.08%
$40.92 - $50.9 $2.58K - $3.21K
757 $33.8M
VTRS
Viatris Inc

Healthcare
37
+ 74.0%
$8.68 - $12.42 $321 - $460
87 $1.04M
CSCO
Cisco Systems, Inc.

Technology
252
+ 12.78%
$58.74 - $64.87 $14.8K - $16.3K
2.22K $111M
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 40.91%
$222.15 - $428.22 $6K - $11.6K
93 $16.3M
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 14.29%
$225.19 - $279.95 $34.2K - $42.6K
1.22K $244M
Activity Summary
Buys All Purchases 100 New Holdings 43 Increased Positions 57 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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