WOLFF WIESE MAGANA LLC
Top Portfolio Positions
726 positions ·
$139,639,516 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in MAT
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $79 | 4 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $67 | 4 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $78 | 4 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $77 | 4 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $70 | 4 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $38 | 2 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $32 | 2 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $39 | 2 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $37 | 2 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $44 | 2 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $39 | 2 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $36 | 2 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $35 | 2 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37 | 2 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $156 | 7 | Shares | Sole | 2022-07-15 | |
| No quarters match your search. | ||||||