Wolff Financial Management LLC holdings history

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128 is the total number of securities Wolff Financial Management LLC has owned. The longest Wolff Financial Management LLC has owned a single stock is 19 quarters.

Wolff Financial Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SDY SPDR SER TR1098.17%11.08%21.56%Q4 2018Q3 202319
RPG INVESCO EXCHANGE TRADE...1091.73%8.21%20.16%Q4 2018Q3 202319
HDV ISHARES TR1091.18%5.41%10.98%Q4 2018Q3 202319
VCSH VANGUARD SCOTTSDALE FDS1091.28%5.00%16.13%Q4 2018Q3 202319
EFAV ISHARES TR1090.41%4.30%9.02%Q4 2018Q3 202319
SLQD ISHARES TR1090.39%2.43%6.51%Q4 2018Q3 202319
VDC VANGUARD WORLD FDS1090.51%1.90%4.85%Q4 2018Q3 202319
VGT VANGUARD WORLD FDS1090.76%1.34%2.77%Q4 2018Q3 202319
SPLV INVESCO EXCH TRADED FD...1090.24%0.68%1.25%Q4 2018Q3 202319
MRK MERCK & CO. INC1090.36%0.61%1.24%Q4 2018Q3 202319
VZ VERIZON COMMUNICATIONS...1090.26%0.55%1.12%Q4 2018Q3 202319
VAW VANGUARD WORLD FDS1090.24%0.44%0.87%Q4 2018Q3 202319
MO ALTRIA GROUP INC1090.20%0.39%0.70%Q4 2018Q3 202319
CSCO CISCO SYS INC1090.19%0.32%0.51%Q4 2018Q3 202319
SPY SPDR S&P 500 ETF TR1090.21%0.31%0.57%Q4 2018Q3 202319
V VISA INC1090.20%0.30%0.54%Q4 2018Q3 202319
GLD SPDR GOLD TRUST1090.12%0.29%0.59%Q4 2018Q3 202319
XLI SELECT SECTOR SPDR TR1090.18%0.26%0.48%Q4 2018Q3 202319
PFG PRINCIPAL FINL GROUP INC1090.18%0.25%0.52%Q4 2018Q3 202319
VB VANGUARD INDEX FDS1012.95%4.25%6.63%Q4 2018Q3 202317
VO VANGUARD INDEX FDS1012.70%4.23%6.43%Q4 2018Q3 202317
VYM VANGUARD WHITEHALL FDS...1010.76%3.56%7.01%Q4 2018Q3 202317
VBK VANGUARD INDEX FDS1011.67%3.42%4.28%Q4 2018Q3 202317
VBR VANGUARD INDEX FDS1011.09%3.34%4.47%Q4 2018Q3 202317
VOT VANGUARD INDEX FDS1012.28%3.25%4.45%Q4 2018Q3 202317
VOE VANGUARD INDEX FDS1010.49%2.18%3.06%Q4 2018Q3 202317
LANC LANCASTER COLONY CORP1011.26%1.72%2.93%Q4 2018Q3 202317
K KELLOGG CO1010.72%1.72%3.47%Q4 2018Q3 202317
LLY LILLY ELI & CO1011.17%1.62%2.72%Q4 2018Q3 202317
DVY ISHARES TR1010.43%1.37%2.36%Q4 2018Q3 202317
EFA ISHARES TR1010.44%1.24%1.58%Q4 2018Q3 202317
SYK STRYKER CORPORATION1010.67%1.11%1.36%Q4 2018Q3 202317
AAPL APPLE INC1010.67%1.04%1.36%Q4 2018Q3 202317
PFE PFIZER INC1010.60%0.94%1.27%Q4 2018Q3 202317
VIG VANGUARD SPECIALIZED F...1010.46%0.71%0.97%Q4 2018Q3 202317
MSFT MICROSOFT CORP1010.54%0.70%0.87%Q4 2018Q3 202317
PG PROCTER & GAMBLE CO1010.50%0.67%0.88%Q4 2018Q3 202317
VTEB VANGUARD MUN BD FDS1010.32%0.63%0.95%Q4 2018Q3 202317
MCD MCDONALDS CORP1010.47%0.62%0.85%Q4 2018Q3 202317
EFG ISHARES TR1010.19%0.61%0.82%Q4 2018Q3 202317
NUV NUVEEN MUN VALUE FD INC1010.10%0.59%0.90%Q4 2018Q3 202317
QCOM QUALCOMM INC1010.35%0.50%0.77%Q4 2018Q3 202317
CAT CATERPILLAR INC DEL1010.40%0.49%0.65%Q4 2018Q3 202317
VTI VANGUARD INDEX FDS1010.25%0.46%0.55%Q4 2018Q3 202317
PEP PEPSICO INC1010.33%0.45%0.57%Q4 2018Q3 202317
BRKB BERKSHIRE HATHAWAY INC...1010.25%0.40%0.66%Q4 2018Q3 202317
KO COCA COLA CO1010.24%0.40%0.61%Q4 2018Q3 202317
AEP AMERICAN ELEC PWR INC1010.23%0.40%0.54%Q4 2018Q3 202317
CVX CHEVRON CORP NEW1010.26%0.39%0.59%Q4 2018Q3 202317
INTC INTEL CORP1010.22%0.39%0.56%Q4 2018Q3 202317
KMB KIMBERLY-CLARK CORP1010.20%0.36%0.53%Q4 2018Q3 202317
CLX CLOROX CO DEL1010.17%0.35%0.57%Q4 2018Q3 202317
IJK ISHARES TR1010.07%0.29%0.44%Q4 2018Q3 202317
BMY BRISTOL-MYERS SQUIBB CO1010.19%0.28%0.40%Q4 2018Q3 202317
BSV VANGUARD BD INDEX FDS1010.08%0.26%0.41%Q4 2018Q3 202317
SCHF SCHWAB STRATEGIC TR1010.16%0.25%0.35%Q4 2018Q3 202317
TD TORONTO DOMINION BK ONT1010.16%0.23%0.33%Q4 2018Q3 202317
PM PHILIP MORRIS INTL INC1010.14%0.22%0.36%Q4 2018Q3 202317
HAS HASBRO INC1010.08%0.21%0.39%Q4 2018Q3 202317
MMM 3M CO1070.11%0.21%0.39%Q4 2018Q1 202317
GIS GENERAL MLS INC1010.11%0.18%0.22%Q4 2018Q3 202317
LMT LOCKHEED MARTIN CORP910.17%0.23%0.28%Q1 2019Q3 202316
DUK DUKE ENERGY CORP NEW970.14%0.22%0.41%Q3 2019Q3 202316
JPM JPMORGAN CHASE & CO970.15%0.22%0.46%Q3 2019Q3 202316
FLOT ISHARES TR960.07%0.39%0.72%Q4 2019Q3 202315
AMGN AMGEN INC810.13%0.16%0.19%Q2 2019Q3 202315
IEFA ISHARES TR1050.10%0.16%0.27%Q4 2018Q3 202215
ET ENERGY TRANSFER LP950.04%0.06%0.13%Q1 2020Q3 202314
SPDW SPDR INDEX SHS FDS720.09%0.37%0.72%Q4 2018Q2 202213
ISTB ISHARES TR850.16%0.23%0.40%Q2 2019Q3 202213
RTX UNITED TECHNOLOGIES CORP850.14%0.22%0.47%Q1 2020Q3 202313
QQQ INVESCO QQQ TR840.33%0.51%1.07%Q2 2020Q3 202312
UPS UNITED PARCEL SERVICE INC610.29%0.41%0.54%Q1 2020Q3 202312
DIS DISNEY WALT CO660.08%0.17%0.29%Q4 2019Q1 202312
TTE TOTAL S A530.08%0.17%0.39%Q4 2018Q3 202312
DGRO ISHARES TR920.17%5.01%19.90%Q4 2020Q3 202311
QUAL ISHARES TR920.34%0.90%2.20%Q4 2020Q3 202311
T AT&T INC1010.54%0.86%1.07%Q4 2018Q3 202111
DOW DOW INC610.14%0.17%0.24%Q2 2020Q3 202311
IJJ ISHARES TR610.14%0.16%0.19%Q2 2020Q3 202311
IP INTL PAPER CO530.10%0.15%0.21%Q4 2018Q2 202211
GILD GILEAD SCIENCES INC610.08%0.13%0.18%Q2 2019Q3 202311
FB META PLATFORMS INC910.50%1.39%4.70%Q1 2021Q3 202310
IQLT ISHARES TR910.26%1.18%2.73%Q1 2021Q3 202310
XOM EXXON MOBIL CORP710.11%0.24%0.36%Q4 2018Q3 202110
MOAT VANECK VECTORS ETF TR910.10%0.14%0.28%Q1 2021Q3 202310
EPD ENTERPRISE PRODS PARTN...510.08%0.12%0.18%Q1 2019Q3 202310
JNJ JOHNSON & JOHNSON610.07%0.10%0.12%Q3 2020Q3 202310
VUG VANGUARD INDEX FDS610.13%3.29%9.85%Q4 2020Q3 20239
SPEM SPDR INDEX SHS FDS990.16%0.66%2.51%Q3 2021Q3 20239
NUM NUVEEN MICH QUALITY MU...990.32%0.37%0.41%Q4 2018Q4 20209
VONG VANGUARD SCOTTSDALE FDS990.14%0.22%0.43%Q3 2021Q3 20239
BIV VANGUARD BD INDEX FDS540.13%0.18%0.23%Q1 2020Q3 20229
ISCF ISHARES TR880.15%0.24%0.36%Q3 2021Q2 20238
AMAT APPLIED MATLS INC610.09%0.10%0.12%Q1 2021Q3 20238
IWP ISHARES TR610.14%0.41%0.70%Q4 2021Q3 20237
VTV VANGUARD INDEX FDS610.25%0.33%0.38%Q4 2021Q3 20237
NEA NUVEEN AMT FREE QLTY M...610.07%0.20%0.29%Q1 2021Q1 20237
NFG NATIONAL FUEL GAS CO610.10%0.14%0.17%Q4 2021Q3 20237
GLW CORNING INC610.07%0.09%0.10%Q4 2021Q3 20237
GD GENERAL DYNAMICS CORP610.08%0.09%0.10%Q4 2021Q3 20237
AMZN AMAZON COM INC310.07%0.16%0.20%Q3 2020Q3 20236
UTX UNITED TECHNOLOGIES CORP550.24%0.25%0.26%Q4 2018Q4 20195
RDSA ROYAL DUTCH SHELL PLC550.15%0.24%0.38%Q4 2018Q4 20195
GM GENERAL MTRS CO550.21%0.23%0.26%Q4 2018Q4 20195
DON WISDOMTREE TR550.16%0.23%0.27%Q4 2018Q4 20195
EEMV ISHARES INC410.10%0.12%0.14%Q1 2021Q3 20225
VGSH VANGUARD SCOTTSDALE FDS443.79%6.32%12.20%Q4 2022Q3 20234
USB US BANCORP DEL310.15%0.16%0.17%Q3 2022Q3 20234
WDC WESTERN DIGITAL CORP.210.08%0.12%0.15%Q4 2019Q4 20214
BX BLACKSTONE INC310.07%0.11%0.18%Q3 2021Q3 20234
VWO VANGUARD INTL EQUITY I...310.09%0.09%0.10%Q1 2021Q2 20224
SCHD SCHWAB STRATEGIC TR440.08%0.09%0.10%Q2 2022Q1 20234
VEA VANGUARD TAX-MANAGED FDS216.35%7.71%8.73%Q4 2022Q3 20233
GSK GLAXOSMITHKLINE PLC330.29%0.32%0.35%Q4 2018Q2 20193
CAH CARDINAL HEALTH INC330.18%0.20%0.22%Q4 2018Q2 20193
HSBC HSBC HLDGS PLC330.17%0.18%0.21%Q4 2018Q2 20193
PSX PHILLIPS 66210.07%0.13%0.16%Q3 2019Q3 20233
COST COSTCO WHSL CORP NEW210.07%0.08%0.09%Q4 2021Q1 20233
DWDP DOWDUPONT INC220.18%0.20%0.21%Q4 2018Q1 20192
BUD ANHEUSER BUSCH INBEV S...220.17%0.17%0.18%Q1 2019Q2 20192
ICVT ISHARES TR110.12%0.17%0.22%Q1 2021Q3 20212
MDLZ MONDELEZ INTL INC110.07%0.07%0.07%Q1 2023Q3 20232
KHC KRAFT HEINZ CO110.25%0.25%0.25%Q4 2018Q4 20181
ISCG ISHARES TR110.13%0.13%0.13%Q3 2022Q3 20221
RIVIAN AUTOMOTIVE INC110.12%0.12%0.12%Q4 2021Q4 20211
SCHG SCHWAB STRATEGIC TR110.08%0.08%0.08%Q1 2023Q1 20231
VHT VANGUARD WORLD FDS110.08%0.08%0.08%Q4 2021Q4 20211
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The securities at the top of the list , including SPDR SER TR, INVESCO EXCHANGE TRADED FD T, and ISHARES TR, are the highest-conviction holdings of Wolff Financial Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wolff Financial Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wolff Financial Management LLC owns currently or has owned in the past.