Wolf Group Capital Advisors has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Currency Hedged Msc with a value of $11.6M, Ishares Msci Usa Value Factor with a value of $10.2M, Apple Inc. with a value of $9.39M, Ishares Tr Russell 200 Growth with a value of $8.42M, and Vanguard Sht Trm Inflt Prot Fd with a value of $7.02M.
Examining the 13F form we can see an decrease of $14M in the current position value, from $248M to 234M.
Below you can find more details about Wolf Group Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $113 Million
Financial Services: $31.1 Million
Technology: $26.7 Million
Healthcare: $21.9 Million
Consumer Cyclical: $13.8 Million
Industrials: $13.6 Million
Consumer Defensive: $7.28 Million
Communication Services: $6.41 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
