WULFF, HANSEN & CO. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WH WULFF, HANSEN & CO. | Institutional Filer | ▲ 33.26% | $130.5M | 109 |
Current Portfolio Holdings
Showing all 109 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | — | 69K | $8.3M | 6.35% |
| 2 | GOOGL | Alphabet Inc. | Communication Services | 20K | $7.1M | 5.46% |
| 3 | BX | Blackstone Inc. | Financial Services | 55K | $6.5M | 4.97% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 20K | $4.8M | 3.65% |
| 5 | AAPL | Apple Inc. | Technology | 15K | $4.4M | 3.35% |
| 6 | RTX | RTX Corporation | Industrials | 21K | $4.0M | 3.10% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.9M | 3.01% |
| 8 | MSFT | Microsoft Corporation | Technology | 10K | $3.8M | 2.88% |
| 9 | GE | GE Aerospace | Industrials | 9K | $3.5M | 2.67% |
| 10 | PG | The Procter & Gamble Company | Consumer Defensive | 19K | $2.8M | 2.12% |
| 11 | CSX | CSX Corporation | Industrials | 56K | $2.7M | 2.04% |
| 12 | BAC | Bank of America Corporation | Financial Services | 44K | $2.5M | 1.93% |
| 13 | BN | Brookfield Corporation | Financial Services | 58K | $2.5M | 1.91% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 5K | $2.3M | 1.76% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 9K | $2.3M | 1.76% |
Showing 1 to 15 of 109 holdings