Wolf Group Capital Advisors Incresed Positions in Q1 2025

Wolf Group Capital Advisors

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
282K
+ 792.46%
$45.72 - $51.73 $12.9M - $14.6M
318K $14.6M
VTV
Vanguard Value ETF

ETFs
24.8K
+ 90.68%
$167.73 - $179.21 $4.16M - $4.45M
52.2K $8.91M
FTGC
First Trust Global Tactical CO

ETFs
137K
+ 52.71%
$23.95 - $25.86 $3.28M - $3.54M
396K $10.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.5K
+ 839.51%
$57.21 - $65.8 $3.8M - $4.37M
74.4K $4.34M
NVDA
Nvidia Corp

Technology
34.5K
+ 1706.93%
$106.98 - $149.43 $3.69M - $5.15M
36.5K $3.96M
VEU
Vanguard Ftse All World Ex Us

ETFs
51.7K
+ 95.74%
$56.51 - $62.98 $2.92M - $3.25M
106K $6.44M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
46.7K
+ 459.67%
$47.45 - $51.96 $2.22M - $2.43M
56.9K $2.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.5K
+ 177.19%
$95.85 - $99.25 $2.25M - $2.33M
36.7K $3.62M
AVGO
Broadcom Inc.

Technology
14K
+ 586.47%
$167.43 - $244.7 $2.34M - $3.42M
16.3K $2.74M
VONG
Vanguard Russell 1000 Growth E

ETFs
20.2K
+ 387.08%
$92.71 - $107.38 $1.87M - $2.16M
25.4K $2.35M
EMB
Ishares Tr

ETFs
7.36K
+ 67.29%
$88.64 - $92.03 $652K - $677K
18.3K $1.65M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.99K
+ 105.08%
$89.27 - $92.9 $624K - $650K
13.6K $1.26M
MSFT
Microsoft Corp

Technology
2.35K
+ 41.93%
$375.39 - $447.2 $882K - $1.05M
7.96K $2.99M
RDVY
First Trust Rising Dividend Ac

ETFs
11.4K
+ 14.27%
$57.22 - $63.39 $650K - $721K
91K $5.33M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.77K
+ 5.1%
$104.89 - $113.56 $501K - $542K
98.3K $10.5M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
2.99K
+ 0.85%
$32.01 - $34.37 $95.8K - $103K
354K $11.8M
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 8.5%
$142.06 - $167.7 $175K - $207K
15.8K $2.61M
PG
Procter & Gamble CO

Consumer Defensive
1.41K
+ 13.67%
$158.56 - $176.26 $223K - $248K
11.7K $1.99M
XLK
Technology Sector Spdr

ETFs
1.6K
+ 52.62%
$206.38 - $242.18 $330K - $387K
4.63K $955K
GLD
Spdr Gold Trust

ETFs
405
+ 21.99%
$243.19 - $288.14 $98.5K - $117K
2.25K $647K
AMZN
Amazon Com Inc

Consumer Cyclical
2.78K
+ 21.77%
$190.26 - $242.06 $529K - $673K
15.6K $2.96M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.89K
+ 16.45%
$108.02 - $120.45 $204K - $227K
13.4K $1.47M
DIS
Walt Disney CO

Communication Services
2.53K
+ 29.49%
$96.87 - $114.0 $245K - $288K
11.1K $1.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
319
+ 31.12%
$507.05 - $563.67 $162K - $180K
1.34K $690K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.92K
+ 15.68%
$102.49 - $119.96 $299K - $350K
21.5K $2.25M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
168
+ 1.68%
$9.49 - $14.83 $1.59K - $2.49K
10.2K $138K
IDNA
Ishares Tr Genomics Immunology

ETFs
2.52K
+ 17.23%
$20.49 - $23.63 $51.5K - $59.4K
17.1K $350K
JPHY
Jp Morgan High Yield Research

ETFs
8.87K
+ 28.31%
N/A
40.2K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
547
+ 6.48%
$114.9 - $139.6 $62.9K - $76.4K
8.99K $1.06M
Activity Summary
Buys All Purchases 110 New Holdings 80 Increased Positions 30 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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