Wolff Wiese Magana LLC Incresed Positions in Q4 2024

Wolff Wiese Magana LLC

  • $146 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJR
Invesco Indx Tr

ETFs
256
+ 191.04%
$22.37 - $22.7 $5.73K - $5.81K
390 $8K
VB
Vanguard Small Cap ETF

ETFs
21
+ 190.91%
$233.76 - $261.58 $4.91K - $5.49K
32 $7K
RBLX
Roblox Corp

Communication Services
1
+ 0.26%
$39.86 - $61.45 $39.9 - $61.5
380 $21K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
133
+ 95.68%
$36.54 - $37.53 $4.86K - $4.99K
272 $10K
VICI
Vici Properties Inc.

Real Estate
203
+ 87.12%
$28.27 - $33.19 $5.74K - $6.74K
436 $12K
WM
Waste Management Inc

Industrials
57
+ 5.18%
$201.79 - $228.46 $11.5K - $13K
1.16K $233K
XEL
Xcel Energy Inc

Utilities
4
+ 0.2%
$62.16 - $72.92 $249 - $292
2.04K $137K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.71%
$280.04 - $302.45 $1.12K - $1.21K
565 $163K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7
+ 4.9%
$110.69 - $154.48 $775 - $1.08K
150 $19K
CSQ
Calamos Strategic Total Return Fund

Financial Services
190
+ 6.55%
$17.14 - $18.44 $3.26K - $3.5K
3.09K $54K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
+ 3.03%
$193.7 - $235.05 $387 - $470
68 $15K
IWS
Ishares Russell Midcap Value E

ETFs
13
+ 86.67%
$128.08 - $140.32 $1.67K - $1.82K
28 $3K
LEN
Lennar Corp

Consumer Cyclical
79
+ 50.97%
$136.2 - $188.96 $10.8K - $14.9K
234 $31K
EW
Edwards Lifesciences Corp

Healthcare
20
+ 40.0%
$64.54 - $75.92 $1.29K - $1.52K
70 $5K
ESTC
Elastic N.V.

Technology
13
+ 52.0%
$75.01 - $116.22 $975 - $1.51K
38 $3K
PPA
Invesco Exchange Traded Fd Tr

ETFs
15
+ 25.0%
$113.79 - $124.5 $1.71K - $1.87K
75 $8K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47
+ 783.33%
$49.87 - $52.46 $2.34K - $2.47K
53 $2K
NRZ
New Residential Investment Corp.

Real Estate
39
+ 2.37%
N/A
1.69K $12K
JBL
Jabil Inc

Technology
5
+ 100.0%
$118.97 - $147.77 $595 - $739
10 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17
+ 121.43%
$44.04 - $49.49 $749 - $841
31 $1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 20.0%
$101.77 - $113.02 $509 - $565
30 $3K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.46%
N/A
1.32K $240K
OGE
Oge Energy Corp.

Utilities
13
+ 1.05%
$39.65 - $44.08 $515 - $573
1.26K $51K
XLK
Technology Sector Spdr

ETFs
4
+ 9.76%
$220.26 - $241.44 $881 - $966
45 $10K
OKTA
Okta, Inc.

Technology
9
+ 10.84%
$71.81 - $86.11 $646 - $775
92 $7K
CRPT
First Tr ETF Fd Viii Skybridge
1
+ 0.4%
$11.77 - $22.57 $11.8 - $22.6
248 $4K
EOG
Eog Resources Inc

Energy
10
+ 28.57%
$118.22 - $136.54 $1.18K - $1.37K
45 $5K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
328
+ 200.0%
$22.01 - $66.82 $7.22K - $21.9K
492 $11K
MO
Altria Group, Inc.

Consumer Defensive
6
+ 0.75%
$49.06 - $57.74 $294 - $346
803 $41K
CDW
Cdw Corp

Technology
5
+ 33.33%
$171.49 - $225.64 $857 - $1.13K
20 $3K
Celestica Inc
355
+ 47.65%
N/A
1.1K $0
CAKE
Cheesecake Factory Inc

Consumer Cyclical
2
+ 100.0%
$38.7 - $51.36 $77.4 - $103
4 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15
+ 15.0%
$9.71 - $15.34 $146 - $230
115 $1K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
84
+ 64.62%
$22.84 - $36.05 $1.92K - $3.03K
214 $4K
ETR
Entergy Corp

Utilities
5
+ 100.0%
$73.19 - $156.4 $366 - $782
10 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.21%
$126.68 - $134.74 $127 - $135
469 $59K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
145
+ 100.0%
$18.41 - $40.87 $2.67K - $5.93K
290 $5K
BDX
Becton Dickinson & CO

Healthcare
2
+ 100.0%
$220.02 - $243.75 $440 - $488
4 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6
+ 1.43%
$49.79 - $51.14 $299 - $307
427 $21K
VTV
Vanguard Value ETF

ETFs
14
+ 2.42%
$168.32 - $181.87 $2.36K - $2.55K
592 $100K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20
+ 200.0%
$25.79 - $80.4 $516 - $1.61K
30 $0
SONY
Sony Group Corp

Technology
4
+ 400.0%
$17.53 - $96.8 $70.1 - $387
5 $0
Kenvue Inc
1.51K
+ 1.97%
N/A
78.5K $0
Vaneck Bitcoin ETF
66
+ 6600.0%
N/A
67 $0
UDR
Udr, Inc.

Real Estate
2
+ 1.09%
$41.3 - $46.33 $82.6 - $92.7
185 $8K
TWLO
Twilio Inc

Communication Services
1
+ 12.5%
$63.73 - $114.96 $63.7 - $115
9 $0
Ge Vernova Inc
92
+ 90.2%
N/A
194 $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
33
+ 2.79%
$24.94 - $26.14 $823 - $863
1.21K $30K
KHC
Kraft Heinz CO

Consumer Defensive
15
+ 10.95%
$30.1 - $36.02 $452 - $540
152 $4K
Activity Summary
Buys All Purchases 195 New Holdings 48 Increased Positions 147 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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