Wolf Group Capital Advisors has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 Million distributed in 102 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 $11.3M, Apple Inc. with a value of $10.1M, Ishares Msci Usa Value Factor with a value of $9.88M, Ishares Tr Russell 200 Growth with a value of $9.01M, and Vanguard Sht Trm Inflt Prot Fd with a value of $6.9M.
Examining the 13F form we can see an decrease of $2.98M in the current position value, from $234M to 231M.
Below you can find more details about Wolf Group Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$231 Million
ETFs: $108 Million
Financial Services: $32.4 Million
Technology: $28.2 Million
Healthcare: $20 Million
Industrials: $14.3 Million
Consumer Cyclical: $13.6 Million
Consumer Defensive: $7.29 Million
Communication Services: $7.17 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
