WS
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Wall Street Financial Group, Inc.13F | |
| Wall Street Financial Group, Inc. | |
| Last update 2025-04-25 | 41 Stocks (4 new) |
| Value $97.00 Mil | Turnover 6 % |
Wall Street Financial Group, I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGT | Vanguard Information Technology ETF | 29,285 | 15,883.4 | +20.84% | 16.460 | +2.84% | 0.020 | +39.75% | +10.66% | 85,681.8 | ||
QQQM | Invesco NASDAQ 100 ETF | 52,251 | 10,085.5 | -1.98% | 10.450 | -0.22% | 0.020 | +30.36% | +10.68% | 55,365.9 | ||
IVV | iShares Core S&P 500 ETF | 15,376 | 8,639.7 | -11.24% | 8.950 | -1.12% | 0.000 | +22.72% | +7.98% | 636,566.3 | ||
VFH | Vanguard Financials ETF | 69,966 | 8,358.8 | -0.79% | 8.660 | -0.06% | 0.060 | +17.75% | +9.33% | 11,952.3 | ||
VHT | Vanguard Health Care ETF | 24,191 | 6,404.2 | -11.67% | 6.640 | -0.79% | 0.040 | +0.89% | -3.92% | 14,956.8 | ||
VCR | Vanguard Consumer Discretionary ETF | 17,972 | 5,850.1 | +0.36% | 6.060 | +0.02% | 0.090 | +25.12% | -0.53% | 5,837.6 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 57,282 | 5,524.8 | -1.29% | 5.730 | -0.07% | 0.030 | +22.33% | +11.76% | 23,970.1 | ||
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 26,380 | 4,963.9 | -5.59% | 5.140 | -0.33% | 0.040 | +51.24% | +15.00% | 14,014.6 | ||
XLI | Industrial Select Sector SPDR | 36,251 | 4,751.4 | -1.88% | 4.920 | -0.09% | 0.020 | +23.37% | +15.04% | 22,422.1 | ||
IYK | iShares U.S. Consumer Staples ETF | 45,262 | 3,239.4 | -3.69% | 3.360 | -0.11% | 0.220 | -0.03% | +8.18% | 1,401.7 |
Wall Street Financial Group, Inc.'s Historical Top Holdings Breakdowns
Wall Street Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +2.84% | 542.38 ($602.71) 646.34 | $686.49 | 13.90% | Add 20.84% | 29,285 | 5,051 | |
IXC | iShares Global Energy ETF | 2025-03-31 | Sold Out Sold Out | -1.30% | 38.48 ($40.14) 42.16 | $39.45 | -1.72% | Sold Out | 0 | -34,785 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.12% | 554.06 ($590.51) 615.85 | $631.73 | 6.98% | Reduce -11.24% | 15,376 | -1,948 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | Reduce Reduce | -0.79% | 254.06 ($266.4) 273.83 | $241.95 | -9.18% | Reduce -11.67% | 24,191 | -3,195 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.78% | 725.72 ($832.09) 929.72 | $762.18 | -8.40% | Reduce -36.92% | 1,758 | -1,029 | |
VPU | Vanguard Utilities ETF | 2025-03-31 | Add Add | +0.67% | 161.24 ($168.92) 173.33 | $181.59 | 7.50% | Add 42.99% | 12,607 | 3,790 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.47% | 64.98 ($87.82) 124.62 | $151.79 | 72.84% | Reduce -31.45% | 13,796 | -6,330 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.42% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | Add 59.21% | 4,937 | 1,836 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Reduce Reduce | -0.33% | 188.17 ($213.52) 235.81 | $246.95 | 15.66% | Reduce -5.59% | 26,380 | -1,562 | |
APA | APA Corp | 2025-03-31 | Sold Out Sold Out | -0.24% | 18.54 ($21.97) 25.45 | $18.60 | -15.34% | Sold Out | 0 | -10,565 |
Wall Street Financial Group, Inc. Total Holding History ($B)
Wall Street Financial Group, Inc.'s Asset Allocation
Wall Street Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wall Street Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Wall Street Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wall Street Financial Group, Inc.'s Holdings Heat Map
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Wall Street Financial Group, Inc.'s Holdings Bubble Chart
Wall Street Financial Group, Inc. News
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