Wsfs Capital Management, LLC Incresed Positions in Q3 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
592
+ 4.42%
$143.3 - $157.24 $84.8K - $93.1K
14K $2.15M
PAYC
Paycom Software, Inc.

Technology
961
+ 63.73%
$140.16 - $173.86 $135K - $167K
2.47K $411K
AVGO
Broadcom Inc.

Technology
5.53K
+ 1043.21%
$136.27 - $1745.86 $753K - $9.65M
6.06K $1.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
534
+ 2.08%
$75.32 - $84.37 $40.2K - $45.1K
26.2K $2.19M
ETN
Eaton Corp PLC

Industrials
200
+ 3.25%
$272.52 - $333.02 $54.5K - $66.6K
6.35K $2.1M
IEF
Ishares Barclays

ETFs
378
+ 1.35%
$92.67 - $99.14 $35K - $37.5K
28.4K $2.78M
XLU
Utilities Sector Spdr

ETFs
1.4K
+ 36.37%
$67.67 - $80.78 $94.4K - $113K
5.23K $422K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.69K
+ 9.73%
$30.27 - $34.42 $81.3K - $92.4K
30.3K $1.03M
SO
Southern CO

Utilities
204
+ 2.11%
$77.0 - $90.52 $15.7K - $18.5K
9.89K $891K
CB
Chubb LTD

Financial Services
25
+ 0.64%
$252.51 - $292.2 $6.31K - $7.31K
3.91K $1.13M
AMGN
Amgen Inc

Healthcare
26
+ 0.2%
$309.38 - $337.38 $8.04K - $8.77K
12.7K $4.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.19K
+ 31.4%
$75.88 - $83.21 $90.6K - $99.4K
5K $415K
SCHX
Schwab Strategic Tr Us Large C

ETFs
89
+ 0.32%
$61.11 - $67.85 $5.44K - $6.04K
28.1K $1.91M
XLF
Financial Sector Spdr

ETFs
234
+ 1.03%
$40.84 - $45.74 $9.56K - $10.7K
23K $1.04M
HPQ
Hp Inc

Technology
82
+ 0.07%
$32.02 - $38.11 $2.63K - $3.13K
118K $4.23M
PFFA
Etfis Ser Tr I

ETFs
3.57K
+ 30.86%
$20.94 - $22.98 $74.7K - $82K
15.1K $345K
ADBE
Adobe Inc.

Technology
650
+ 10.24%
$508.13 - $586.55 $330K - $381K
7K $3.62M
ADI
Analog Devices Inc

Technology
88
+ 0.23%
$200.56 - $243.33 $17.6K - $21.4K
38.1K $8.77M
FFIV
F5, Inc.

Technology
90
+ 6.92%
$170.44 - $223.6 $15.3K - $20.1K
1.39K $306K
FIW
First Trust Water ETF

ETFs
330
+ 7.13%
$98.0 - $109.33 $32.3K - $36.1K
4.96K $541K
AMD
Advanced Micro Devices Inc

Technology
378
+ 5.83%
$128.67 - $183.96 $48.6K - $69.5K
6.86K $1.13M
NSC
Norfolk Southern Corp

Industrials
10
+ 0.48%
$213.75 - $259.69 $2.14K - $2.6K
2.08K $516K
VGSH
Vanguard

ETFs
1.13K
+ 18.36%
$57.74 - $59.13 $65K - $66.5K
7.25K $428K
GBF
Ishares Tr

ETFs
242
+ 2.21%
$101.73 - $107.63 $24.6K - $26K
11.2K $1.2M
CLX
Clorox CO

Consumer Defensive
15
+ 0.6%
$131.73 - $166.97 $1.98K - $2.5K
2.53K $411K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
71
+ 8.94%
$523.84 - $572.02 $37.2K - $40.6K
865 $492K
JEPI
J P Morgan Exchange Traded Fd

ETFs
246
+ 1.33%
$54.98 - $59.51 $13.5K - $14.6K
18.8K $1.12M
EFV
Msci Eafe Value ETF

ETFs
353
+ 3.9%
$51.72 - $57.96 $18.3K - $20.5K
9.41K $541K
CNOB
Connect One Bancorp, Inc.

Financial Services
14
+ 0.15%
$18.2 - $26.25 $255 - $368
9.08K $227K
DE
Deere & CO

Industrials
25
+ 2.8%
$344.84 - $418.0 $8.62K - $10.5K
919 $383K
EPD
Enterprise Products Partners L.P.

Energy
1.39K
+ 2.65%
$27.88 - $30.0 $38.6K - $41.6K
53.7K $1.56M
TGT
Target Corp

Consumer Defensive
28
+ 0.52%
$133.47 - $159.25 $3.74K - $4.46K
5.43K $846K
KEY
Keycorp

Financial Services
7
+ 0.04%
$13.95 - $17.34 $97.6 - $121
16.8K $281K
AMAT
Applied Materials Inc

Technology
2.13K
+ 18.7%
$174.88 - $254.97 $372K - $543K
13.5K $2.73M
SCCO
Southern Copper Corp

Basic Materials
25
+ 0.54%
$94.1 - $120.43 $2.35K - $3.01K
4.62K $534K
CMCSA
Comcast Corp

Communication Services
33
+ 0.26%
$37.33 - $41.78 $1.23K - $1.38K
12.9K $539K
MAR
Marriott International Inc

Consumer Cyclical
50
+ 1.75%
$211.35 - $255.11 $10.6K - $12.8K
2.91K $723K
CI
Cigna Corp

Healthcare
37
+ 3.23%
$319.12 - $367.1 $11.8K - $13.6K
1.18K $409K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.74%
$391.53 - $469.81 $3.52K - $4.23K
526 $247K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
69
+ 0.44%
$16.15 - $18.27 $1.11K - $1.26K
15.7K $280K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
39
+ 2.65%
$320.55 - $412.94 $12.5K - $16.1K
1.51K $589K
WM
Waste Management Inc

Industrials
110
+ 7.63%
$196.96 - $223.45 $21.7K - $24.6K
1.55K $321K
MLM
Martin Marietta Materials Inc

Basic Materials
70
+ 0.97%
$502.48 - $593.35 $35.2K - $41.5K
7.28K $3.92M
IBN
Icici Bank LTD

Financial Services
11
+ 0.11%
$27.58 - $31.38 $303 - $345
10.1K $300K
NYF
Ishares New York Muni Bond ETF

ETFs
36
+ 0.46%
$53.13 - $54.36 $1.91K - $1.96K
7.9K $428K
C
Citigroup Inc

Financial Services
199
+ 1.75%
$56.11 - $67.61 $11.2K - $13.5K
11.5K $722K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
115
+ 0.18%
$50.63 - $51.11 $5.82K - $5.88K
63.5K $3.24M
TXN
Texas Instruments Inc

Technology
4
+ 0.04%
$194.6 - $194.6 $778 - $778
9.7K $1.89M
Jacobs Solutions Inc
539
+ 0.89%
N/A
61K $0
Activity Summary
Buys All Purchases 136 New Holdings 24 Increased Positions 112 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wsfs Capital Management, LLC Portfolio

Follow Wsfs Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wsfs Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wsfs Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email