WH
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WULFF, HANSEN & CO.13F | |
| WULFF, HANSEN & CO. | |
| Last update 2025-05-14 | 98 Stocks (7 new) |
| Value $110.00 Mil | Turnover 8 % |
WULFF, HANSEN & CO. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX | Blackstone Inc | 54,343 | 7,596.1 | -0.97% | 6.930 | -0.09% | 0.010 | +33.22% | +1.61% | 131,913.0 | Asset Management | |
VGT | Vanguard Information Technology ETF | 8,972 | 4,866.2 | -0.77% | 4.440 | -0.04% | 0.010 | +35.83% | +10.57% | 87,563.4 | ||
AMZN | Amazon.com Inc | 21,730 | 4,134.4 | +4.22% | 3.770 | +0.15% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 25,995 | 4,019.9 | -0.44% | 3.670 | -0.02% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media | |
MSFT | Microsoft Corp | 10,136 | 3,804.9 | -12.54% | 3.470 | -0.58% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
AAPL | Apple Inc | 15,994 | 3,552.7 | +49.66% | 3.240 | +1.08% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
PG | Procter & Gamble Co | 20,719 | 3,530.9 | -0.96% | 3.220 | -0.03% | 0.000 | -8.23% | -6.03% | 364,857.6 | Consumer Packaged Goods | |
COST | Costco Wholesale Corp | 3,529 | 3,337.7 | +54.78% | 3.040 | +1.08% | 0.000 | -3.96% | +4.36% | 423,037.2 | Retail - Defensive | |
JPM | JPMorgan Chase & Co | 12,581 | 3,086.1 | -2.02% | 2.810 | -0.06% | 0.000 | +25.58% | +22.90% | 797,130.5 | Banks | |
RTX | RTX Corp | 21,633 | 2,865.5 | -1.17% | 2.610 | -0.03% | 0.000 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense |
WULFF, HANSEN & CO.'s Historical Top Holdings Breakdowns
WULFF, HANSEN & CO.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.08% | 209.68 ($231.67) 247.1 | $210.02 | -9.35% | Add 49.66% | 15,994 | 5,307 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +1.08% | 890.62 ($974.97) 1076.86 | $953.91 | -2.16% | Add 54.78% | 3,529 | 1,249 | |
CAT | Caterpillar Inc | 2025-03-31 | New Buy New Buy | +0.65% | 326.75 ($356.21) 407.63 | $418.07 | 17.37% | New holding | 2,145 | 2,145 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +0.64% | 468.34 ($508.07) 539.52 | $561.80 | 10.58% | New holding | 1,495 | 1,495 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.58% | 375.39 ($407.71) 447.2 | $511.70 | 25.51% | Reduce -12.54% | 10,136 | -1,453 | |
LIN | Linde PLC | 2025-03-31 | New Buy New Buy | +0.51% | 412.91 ($450.21) 468.77 | $461.29 | 2.46% | New holding | 1,192 | 1,192 | |
DHR | Danaher Corp | 2025-03-31 | New Buy New Buy | +0.43% | 201.62 ($218.33) 250.59 | $194.79 | -10.78% | New holding | 2,291 | 2,291 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.39% | 106.98 ($126.74) 149.43 | $173.00 | 36.50% | Add 62.67% | 10,175 | 3,920 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.39% | 268.36 ($311.03) 359.95 | $259.88 | -16.45% | Add 152.66% | 2,615 | 1,580 | |
DE | Deere & Co | 2025-03-31 | New Buy New Buy | +0.37% | 408.57 ($467.8) 509.27 | $499.14 | 6.70% | New holding | 870 | 870 |
WULFF, HANSEN & CO. Total Holding History ($B)
WULFF, HANSEN & CO.'s Asset Allocation
WULFF, HANSEN & CO. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WULFF, HANSEN & CO.'s Hypothetical Growth since 2025-03-31
WULFF, HANSEN & CO.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WULFF, HANSEN & CO.'s Holdings Heat Map
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WULFF, HANSEN & CO.'s Holdings Bubble Chart
WULFF, HANSEN & CO. News
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