Wfa Asset Management Corp Incresed Positions in Q4 2024

Wfa Asset Management Corp

  • $185 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
123K
+ 10.21%
N/A
1.33M $17.4B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
20.4K
+ 14.09%
$40.97 - $42.66 $837K - $872K
165K $6.85B
BA
Boeing CO

Industrials
3.6K
+ 3428.57%
$138.14 - $180.72 $497K - $651K
3.71K $656M
QQQ
Invesco Qqq Trust, Series 1

ETFs
812
+ 11.44%
$481.22 - $538.17 $391K - $437K
7.91K $4.04B
C
Citigroup Inc

Financial Services
4.61K
+ 14.6%
$61.31 - $72.5 $282K - $334K
36.2K $2.55B
WFC
Wells Fargo & Company

Financial Services
5.42K
+ 892.11%
$54.98 - $77.35 $298K - $420K
6.03K $424M
T
At&T Inc.

Communication Services
9.92K
+ 6.79%
$21.22 - $23.88 $210K - $237K
156K $3.55B
MO
Altria Group, Inc.

Consumer Defensive
3.42K
+ 11.96%
$49.06 - $57.74 $168K - $198K
32K $1.67B
XLK
Technology Sector Spdr

ETFs
537
+ 196.7%
$220.26 - $241.44 $118K - $130K
810 $188M
PPA
Invesco Exchange Traded Fd Tr

ETFs
882
+ 351.39%
$113.79 - $124.5 $100K - $110K
1.13K $130M
V
Visa Inc.

Financial Services
4
+ 0.19%
$273.87 - $320.91 $1.1K - $1.28K
2.1K $664M
IOO
Ishares Tr Global 100 ETF

ETFs
758
+ 35.4%
$97.46 - $103.45 $73.9K - $78.4K
2.9K $292M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.17K
+ 15.43%
$15.05 - $16.03 $62.8K - $66.9K
31.2K $476M
ET
Energy Transfer LP

Energy
59
+ 0.44%
$16.05 - $19.86 $947 - $1.17K
13.6K $266M
PFE
Pfizer Inc

Healthcare
1.5K
+ 778.76%
$24.8 - $30.19 $37.3K - $45.4K
1.7K $45M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.57%
$205.18 - $250.29 $1.23K - $1.5K
1.06K $255M
HON
Honeywell International Inc

Industrials
8
+ 0.52%
$202.84 - $236.0 $1.62K - $1.89K
1.54K $347M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.08%
$161.86 - $196.66 $162 - $197
1.28K $243M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
73
+ 1.34%
$45.25 - $53.68 $3.3K - $3.92K
5.54K $275M
VDE
Vanguard Energy ETF

ETFs
230
+ 23.19%
$116.67 - $136.78 $26.8K - $31.5K
1.22K $148M
EPD
Enterprise Products Partners L.P.

Energy
143
+ 1.51%
$28.66 - $34.43 $4.1K - $4.92K
9.61K $301M
AXP
American Express CO

Financial Services
63
+ 38.89%
$267.35 - $305.57 $16.8K - $19.3K
225 $66.9M
FDX
Fedex Corp

Industrials
12
+ 0.5%
$260.5 - $305.15 $3.13K - $3.66K
2.44K $685M
FLNG
Flex Lng Ltd.

Energy
1.07K
+ 106.8%
$21.13 - $26.93 $22.6K - $28.8K
2.07K $47.4M
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.47%
$225.97 - $266.66 $2.49K - $2.93K
2.35K $566M
SO
Southern CO

Utilities
197
+ 84.91%
$81.5 - $94.15 $16.1K - $18.5K
429 $35.3M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.32%
$181.07 - $225.92 $181 - $226
317 $68.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
44
+ 0.75%
$76.21 - $82.24 $3.35K - $3.62K
5.88K $458M
GM
General Motors CO

Consumer Cyclical
2
+ 0.17%
$44.82 - $60.2 $89.6 - $120
1.17K $62.2M
DTM
Dt Midstream, Inc.

Energy
2
+ 0.86%
$78.85 - $108.56 $158 - $217
234 $23.3M
XLF
Financial Sector Spdr

ETFs
4
+ 0.4%
$44.89 - $51.34 $180 - $205
1.01K $48.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.59%
$178.39 - $215.0 $357 - $430
343 $66.2M
KR
Kroger CO

Consumer Defensive
3
+ 0.55%
$55.21 - $63.3 $166 - $190
553 $33.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
89
+ 2.15%
$34.25 - $37.94 $3.05K - $3.38K
4.22K $153M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.95%
$83.95 - $97.9 $168 - $196
213 $19.7M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
473
+ 20.03%
$12.1 - $13.76 $5.72K - $6.51K
2.84K $34.3M
RSF
River North Specialty Finance Corp

ETFs
85
+ 2.75%
$15.14 - $15.55 $1.29K - $1.32K
3.18K $49M
HPE
Hewlett Packard Enterprise CO

Technology
6
+ 0.47%
$19.31 - $23.95 $116 - $144
1.29K $27.6M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
5
+ 0.39%
$51.94 - $55.55 $260 - $278
1.3K $69.2M
RPM
Rpm International Inc

Basic Materials
1
+ 0.33%
$120.09 - $140.26 $120 - $140
303 $37.3M
PM
Philip Morris International Inc.

Consumer Defensive
26
+ 1.09%
$118.38 - $133.06 $3.08K - $3.46K
2.42K $291M
XEL
Xcel Energy Inc

Utilities
1
+ 0.49%
$62.16 - $72.92 $62.2 - $72.9
206 $13.9M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 0.41%
$62.09 - $82.32 $62.1 - $82.3
245 $16.3M
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.63%
$28.52 - $31.3 $28.5 - $31.3
160 $4.82M
AEE
Ameren Corp

Utilities
1
+ 0.93%
$85.81 - $94.98 $85.8 - $95
108 $9.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.86%
$126.68 - $134.74 $633 - $674
586 $74.7M
SONY
Sony Group Corp

Technology
32
+ 400.0%
$17.53 - $96.8 $561 - $3.1K
40 $847K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.88%
N/A
461 $90.2M
KSS
Kohls Corp

Consumer Cyclical
5
+ 3.36%
$13.86 - $20.95 $69.3 - $105
154 $2.16M
Activity Summary
Buys All Purchases 120 New Holdings 31 Increased Positions 89 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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