Wsfs Capital Management, LLC Purchases in Q4 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
18.2K
+ 362.13%
$244.52 - $284.07 $4.44M - $5.16M
23.2K $5.72M
XLE
Energy Sector Spdr

ETFs
50.8K
+ 115.35%
$83.32 - $97.27 $4.23M - $4.94M
94.8K $8.12M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
34K
+ 542.65%
$121.89 - $135.52 $4.15M - $4.61M
40.3K $5.03M
PM
Philip Morris International Inc.

Consumer Defensive
32.1K
+ 2398.13%
$118.38 - $133.06 $3.8M - $4.28M
33.5K $4.03M
IDXX
Idexx Laboratories Inc

Healthcare
9.12K
+ 830.15%
$406.92 - $495.42 $3.71M - $4.52M
10.2K $4.22M
A
Agilent Technologies, Inc.

Healthcare
27.3K
+ 411.17%
$125.69 - $146.56 $3.44M - $4.01M
34K $4.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57.6K
+ 820.32%
$61.68 - $67.87 $3.55M - $3.91M
64.6K $4.02M
D
Dominion Energy, Inc

Utilities
64.6K
+ 962.73%
$52.63 - $60.92 $3.4M - $3.94M
71.3K $3.84M
FAST
Fastenal CO

Industrials
47.6K
+ 533.93%
$69.99 - $84.35 $3.33M - $4.01M
56.5K $4.06M
NTR
Nutrien Ltd.

Basic Materials
75K
+ 804.32%
$44.04 - $50.78 $3.3M - $3.81M
84.3K $3.77M
DIS
Walt Disney CO

Communication Services
26.3K
+ 1548.73%
$92.39 - $117.6 $2.43M - $3.09M
28K $3.12M
HPE
Hewlett Packard Enterprise CO

Technology
134K
+ 6971.74%
$19.31 - $23.95 $2.59M - $3.21M
136K $2.91M
AZN
Astrazeneca PLC

Healthcare
41.8K
+ 265.75%
$63.2 - $79.58 $2.64M - $3.33M
57.6K $3.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.8K
+ 240.49%
$113.92 - $127.38 $2.71M - $3.03M
33.6K $3.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
96.5K
+ 6236.43%
$26.93 - $84.95 $2.6M - $8.2M
98.1K $2.68M
KEYS
Keysight Technologies, Inc.

Technology
15.5K
+ 538.88%
$149.01 - $172.53 $2.31M - $2.68M
18.4K $2.95M
BAC
Bank Of America Corp

Financial Services
56.3K
+ 2642.33%
$39.22 - $47.77 $2.21M - $2.69M
58.4K $2.57M
GPN
Global Payments Inc

Industrials
20.7K
+ 75.88%
$97.57 - $119.38 $2.02M - $2.47M
48K $5.38M
ACN
Accenture PLC

Technology
6.41K
+ 21.92%
$343.9 - $376.86 $2.2M - $2.41M
35.6K $12.5M
IEMG
Ishares Inc

ETFs
41.8K
+ 2894.66%
N/A
43.2K $2.32M
INTC
Intel Corp

Technology
105K
+ 300.17%
$19.07 - $26.23 $2M - $2.75M
140K $2.8M
HON
Honeywell International Inc

Industrials
9.12K
+ 87.63%
$202.84 - $236.0 $1.85M - $2.15M
19.5K $4.41M
IEFA
Ishares Tr

ETFs
27.4K
+ 353.86%
$70.06 - $77.43 $1.92M - $2.12M
35.2K $2.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
81.8K
+ 3059.2%
$22.4 - $68.28 $1.83M - $5.59M
84.5K $1.96M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
32.4K
+ 522.08%
$45.26 - $61.17 $1.47M - $1.98M
38.6K $2.22M
ROST
Ross Stores, Inc.

Consumer Cyclical
11.8K
+ 850.22%
$138.59 - $156.61 $1.64M - $1.85M
13.2K $2M
MO
Altria Group, Inc.

Consumer Defensive
33.7K
+ 433.17%
$49.06 - $57.74 $1.65M - $1.94M
41.4K $2.17M
PEG
Public Service Enterprise Group Inc

Utilities
19.5K
+ 334.96%
$81.87 - $94.51 $1.6M - $1.85M
25.4K $2.14M
CL
Colgate Palmolive CO

Consumer Defensive
17.9K
+ 702.55%
$90.22 - $102.31 $1.61M - $1.83M
20.4K $1.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
20.9K
+ 567.06%
$75.1 - $82.99 $1.57M - $1.74M
24.6K $1.86M
CTAS
Cintas Corp

Industrials
7.83K
+ 136.77%
$182.7 - $226.47 $1.43M - $1.77M
13.6K $2.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.3K
+ 179.75%
$115.08 - $119.55 $1.42M - $1.47M
19.1K $2.21M
GTLS
Chart Industries Inc

Industrials
7.38K
+ 722.72%
$119.65 - $202.35 $883K - $1.49M
8.4K $1.6M
XLY
Select Sector Spdr Consumer Di

ETFs
6.17K
+ 625.86%
$194.8 - $239.43 $1.2M - $1.48M
7.16K $1.61M
BX
Blackstone Inc.

Financial Services
7.62K
+ 154.06%
$148.45 - $199.05 $1.13M - $1.52M
12.6K $2.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.5K
+ 30.06%
$94.43 - $105.47 $1.18M - $1.31M
53.9K $5.47M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.68K
+ 486.22%
$209.89 - $233.24 $1.19M - $1.32M
6.85K $1.45M
HPQ
Hp Inc

Technology
36.3K
+ 44.49%
$32.46 - $39.3 $1.18M - $1.43M
118K $3.84M
ITW
Illinois Tool Works Inc

Industrials
4.66K
+ 389.46%
$253.56 - $278.5 $1.18M - $1.3M
5.85K $1.48M
MLM
Martin Marietta Materials Inc

Basic Materials
2.23K
+ 44.74%
$516.5 - $619.58 $1.15M - $1.38M
7.21K $3.72M
CWEN
Clearway Energy, Inc.

Utilities
42.5K
+ 305.76%
$25.71 - $30.74 $1.09M - $1.31M
56.4K $1.47M
NEE
Nextera Energy Inc

Utilities
15.4K
+ 66.43%
$69.77 - $85.43 $1.07M - $1.31M
38.6K $2.76M
DGRO
Ishares Core Dividend Growth E

ETFs
17.6K
+ 113.21%
$60.73 - $64.94 $1.07M - $1.14M
33.2K $2.03M
SLQT
Select Quote, Inc.

Financial Services
273K
+ 555.5%
$1.84 - $3.83 $503K - $1.05M
323K $1.2M
NDAQ
Nasdaq, Inc.

Financial Services
12.7K
+ 441.01%
$70.87 - $83.05 $899K - $1.05M
15.6K $1.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
30.7K
+ 393.37%
$30.93 - $33.94 $950K - $1.04M
38.5K $1.19M
KMI
Kinder Morgan, Inc.

Energy
34.4K
+ 521.61%
$22.59 - $28.54 $778K - $983K
41K $1.12M
T
At&T Inc.

Communication Services
40.9K
+ 15.18%
$21.22 - $23.88 $868K - $977K
310K $7.07M
ALC
Alcon Inc

Healthcare
11K
+ 194.0%
$83.87 - $99.15 $919K - $1.09M
16.6K $1.41M
Activity Summary
Buys All Purchases 160 New Holdings 1 Increased Positions 159 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 2
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