WOLFF WIESE MAGANA LLC
Top Portfolio Positions
727 positions ·
$139,700,374 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
39,742 | $6,931,004 | 4.96% | |
| MSFT |
Microsoft Corp
Technology
|
12,493 | $4,624,533 | 3.31% | |
| AVGO |
Broadcom Inc.
Technology
|
13,666 | $4,229,763 | 3.03% | |
| AAPL |
Apple Inc.
Technology
|
16,530 | $4,195,148 | 3.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
18,992 | $4,130,570 | 2.96% | |
| V |
Visa Inc.
Financial Services
|
13,176 | $3,982,314 | 2.85% | |
| AMGN |
Amgen Inc
Healthcare
|
11,092 | $3,902,720 | 2.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,385 | $3,643,171 | 2.61% | |
| RTX |
RTX Corp
Industrials
|
18,013 | $3,474,707 | 2.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
43,640 | $3,386,027 | 2.42% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CTO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,807 | 260 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,786 | 260 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,238 | 260 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,487 | 260 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,020 | 260 | Shares | Sole | 2025-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||