Wolf Group Capital Advisors New Holdings in Q2 2024

Wolf Group Capital Advisors

  • $248 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ONEV
Spdr Russell 1000 Low Volatili

ETFs
64.4K
New
$116.59 - $123.4 $7.51M - $7.95M
64.4K $7.61M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
101K
New
$23.85 - $23.98 $2.42M - $2.43M
101K $2.43M
EA
Electronic Arts Inc.

Communication Services
13.1K
New
$125.24 - $141.23 $1.64M - $1.85M
13.1K $1.83M
BSX
Boston Scientific Corp

Healthcare
22K
New
$67.33 - $77.71 $1.48M - $1.71M
22K $1.69M
OMC
Omnicom Group Inc.

Communication Services
18.7K
New
$88.41 - $97.66 $1.65M - $1.83M
18.7K $1.68M
IWN
Ishares Russell2000 Val ETF

ETFs
10.9K
New
$146.03 - $158.93 $1.59M - $1.74M
10.9K $1.66M
PCAR
Paccar Inc

Industrials
14K
New
$102.94 - $123.1 $1.44M - $1.72M
14K $1.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.07K
New
$227.76 - $285.31 $1.15M - $1.45M
5.07K $1.31M
OSK
Oshkosh Corp

Industrials
11.4K
New
$105.39 - $127.15 $1.2M - $1.45M
11.4K $1.23M
SEE
Sealed Air Corp

Consumer Cyclical
32.3K
New
$31.13 - $40.06 $1.01M - $1.3M
32.3K $1.12M
SCHW
Schwab Charles Corp

Financial Services
13.9K
New
$70.03 - $78.9 $972K - $1.1M
13.9K $1.02M
META
Meta Platforms, Inc.

Communication Services
1.9K
New
$430.17 - $527.34 $816K - $1M
1.9K $956K
QCOM
Qualcomm Inc

Technology
4.36K
New
$157.63 - $227.09 $687K - $990K
4.36K $868K
EBAY
Ebay Inc

Consumer Cyclical
15.9K
New
$49.38 - $54.55 $784K - $866K
15.9K $853K
HTRB
Hartford Fds Total Return Bd E

ETFs
24.2K
New
$32.72 - $33.9 $790K - $819K
24.2K $809K
TSLA
Tesla, Inc.

Consumer Cyclical
2.92K
New
$142.05 - $197.88 $414K - $577K
2.92K $577K
BA
Boeing CO

Industrials
2.16K
New
$164.33 - $191.42 $355K - $414K
2.16K $393K
GOOG
Alphabet Inc.

Communication Services
1.88K
New
$151.94 - $186.86 $285K - $351K
1.88K $344K
ASML
Asml Holding Nv

Technology
332
New
$852.84 - $1068.86 $283K - $355K
332 $339K
JPM
Jpmorgan Chase & CO

Financial Services
1.66K
New
$180.08 - $204.79 $300K - $341K
1.66K $336K
NVO
Novo Nordisk A S

Healthcare
2.17K
New
$122.71 - $146.91 $266K - $318K
2.17K $309K
QQQ
Invesco Qqq Trust, Series 1

ETFs
594
New
$414.65 - $485.21 $246K - $288K
594 $284K
ALL
Allstate Corp

Financial Services
1.59K
New
$157.07 - $175.41 $249K - $278K
1.59K $253K
WMT
Walmart Inc.

Consumer Defensive
3.62K
New
$58.85 - $68.9 $213K - $249K
3.62K $244K
DE
Deere & CO

Industrials
612
New
$364.98 - $414.02 $223K - $253K
612 $228K
XOM
Exxon Mobil Corp

Energy
1.9K
New
$108.36 - $122.2 $205K - $232K
1.9K $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.59K
New
$79.92 - $84.63 $207K - $219K
2.59K $217K
ORCL
Oracle Corp

Technology
1.52K
New
$113.75 - $144.64 $173K - $220K
1.52K $215K
BAC
Bank Of America Corp

Financial Services
5.37K
New
$34.68 - $40.02 $186K - $215K
5.37K $213K
CMCSA
Comcast Corp

Communication Services
5.42K
New
$36.9 - $42.28 $200K - $229K
5.42K $212K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.17K
New
$64.45 - $70.67 $204K - $224K
3.17K $211K
PFE
Pfizer Inc

Healthcare
7.54K
New
$25.26 - $29.6 $190K - $223K
7.54K $210K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.44K
New
$24.69 - $24.86 $208K - $210K
8.44K $209K
CRWD
Crowd Strike Holdings, Inc.

Technology
544
New
$282.64 - $390.43 $154K - $212K
544 $208K
ABT
Abbott Laboratories

Healthcare
1.99K
New
$100.73 - $112.44 $200K - $223K
1.99K $206K
BRNY
Ea Ser Tr Burney Us Factor Rot
72.1K
New
N/A
72.1K $0
Amplify ETF Tr
10.1K
New
N/A
10.1K $0
Global X Fds
5.8K
New
N/A
5.8K $0
Activity Summary
Buys All Purchases 69 New Holdings 39 Increased Positions 30 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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