Wolff Financial Management LLC Sells in Q3 2025

Wolff Financial Management LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-979
- 9.67%
$368.57 - $403.53 $361K - $395K
9.14K $3.38M
LLY
Eli Lilly & CO

Healthcare
-207
- 2.46%
$625.65 - $812.69 $130K - $168K
8.2K $6.25M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.09K
- 12.95%
$212.64 - $225.25 $232K - $245K
7.32K $1.56M
VZ
Verizon Communications Inc

Communication Services
-3.24K
- 12.16%
$40.84 - $45.06 $132K - $146K
23.4K $1.03M
K
Kellogg CO

Consumer Defensive
-2.28K
- 7.26%
$76.96 - $82.02 $176K - $187K
29.2K $2.39M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-889
- 30.47%
N/A
2.03K $174K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.03%
$150.47 - $161.22 $451 - $484
10.1K $1.56M
CSCO
Cisco Systems, Inc.

Technology
-24
- 0.22%
$66.2 - $71.79 $1.59K - $1.72K
10.7K $732K
BMY
Bristol Myers Squibb CO

Healthcare
-5
- 0.05%
$43.31 - $48.98 $217 - $245
10.1K $453K
EFG
Msci Eafe Growth ETF

ETFs
-81
- 2.12%
$106.99 - $114.46 $8.67K - $9.27K
3.74K $425K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5
- 0.08%
$81.76 - $86.36 $409 - $432
6.55K $555K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-628
- 3.93%
$87.29 - $93.61 $54.8K - $58.8K
15.3K $1.43M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1
- 0.01%
$41.43 - $44.2 $41.4 - $44.2
9.23K $407K
WMT
Walmart Inc.

Consumer Defensive
-25
- 1.12%
$94.4 - $104.27 $2.36K - $2.61K
2.2K $226K
VOE
Vanguard Mid Cap Value Index F

ETFs
-492
- 5.14%
$164.63 - $174.58 $81K - $85.9K
9.09K $1.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-168
- 1.96%
$28.92 - $32.19 $4.86K - $5.41K
8.39K $267K
DUK
Duke Energy Corp

Utilities
-15
- 0.31%
$116.31 - $125.93 $1.74K - $1.89K
4.81K $595K
TTE
Total Energies Se

Energy
-10
- 0.24%
N/A
4.22K $289K
LMT
Lockheed Martin Corp

Industrials
-3
- 0.3%
$410.74 - $499.21 $1.23K - $1.5K
983 $490K
TFC
Truist Financial Corp

Financial Services
-26
- 0.21%
$42.83 - $47.07 $1.11K - $1.22K
12.6K $574K
XLI
Industrial Sector Spdr

ETFs
-3
- 0.06%
$147.94 - $154.99 $444 - $465
5.16K $795K
VAW
Vanguard Materials ETF

ETFs
-21
- 0.5%
$193.21 - $210.15 $4.06K - $4.41K
4.15K $849K
USB
Us Bancorp \De\

Financial Services
-22
- 0.16%
$43.94 - $50.41 $967 - $1.11K
13.4K $646K
JNJ
Johnson & Johnson

Healthcare
-11
- 0.75%
$155.17 - $185.42 $1.71K - $2.04K
1.45K $269K
GD
General Dynamics Corp

Industrials
-3
- 0.31%
$293.92 - $341.0 $882 - $1.02K
963 $328K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.02%
$133.81 - $152.16 $134 - $152
5.93K $832K
MRK
Merck & Co., Inc.

Healthcare
-14
- 0.13%
$77.6 - $87.37 $1.09K - $1.22K
11.1K $930K
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.34%
$291.67 - $316.99 $4.96K - $5.39K
4.95K $1.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-27
- 0.52%
$182.33 - $194.5 $4.92K - $5.25K
5.17K $1M
QCOM
Qualcomm Inc

Technology
-2
- 0.02%
$145.84 - $173.55 $292 - $347
9.21K $1.53M
AEP
American Electric Power CO Inc

Utilities
-12
- 0.15%
$103.26 - $115.0 $1.24K - $1.38K
7.94K $893K
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.09%
$282.78 - $316.06 $848 - $948
3.21K $1.01M
CVX
Chevron Corp

Energy
-2
- 0.03%
$145.57 - $161.83 $291 - $324
7.89K $1.23M
RTX
Raytheon Technologies Corp

Industrials
-66
- 1.31%
$144.19 - $167.33 $9.52K - $11K
4.99K $834K
VOT
Vanguard Mid Cap Growth Index

ETFs
-791
- 1.92%
$282.75 - $294.19 $224K - $233K
40.4K $11.9M
HDV
Ishares Core High Dividend ETF

ETFs
-124
- 0.39%
$118.16 - $123.66 $14.7K - $15.3K
32.1K $3.93M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-533
- 0.49%
$45.41 - $48.26 $24.2K - $25.7K
109K $5.18M
VBK
Vanguard Small Cap Growth ETF

ETFs
-62
- 0.31%
$276.51 - $305.12 $17.1K - $18.9K
20.2K $6.01M
AAPL
Apple Inc.

Technology
-2.16K
- 10.96%
$202.38 - $256.87 $438K - $555K
17.6K $4.47M
VGT
Vanguard Information Technolog

ETFs
-8
- 0.14%
$656.44 - $753.15 $5.25K - $6.03K
5.7K $4.25M
VEA
Vanguard Ftse Developed Market

ETFs
-2.82K
- 0.41%
$56.02 - $60.3 $158K - $170K
693K $41.5M
VUG
Vanguard Growth ETF

ETFs
-3.67K
- 3.88%
$433.97 - $484.08 $1.59M - $1.78M
91K $43.7M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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