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Wall Street Financial Group, Inc. Top Holdings and 13F Report (2025)

About Wall Street Financial Group, Inc.

Investment Activity

  • Wall Street Financial Group, Inc. has $96.50 million in total holdings as of March 31, 2025.
  • Wall Street Financial Group, Inc. owns shares of 41 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 5.96% of the portfolio was purchased this quarter.
  • About 6.69% of the portfolio was sold this quarter.
  • This quarter, Wall Street Financial Group, Inc. has purchased 39 new stocks and bought additional shares in 18 stocks.
  • Wall Street Financial Group, Inc. sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

084670702 - Berkshire Hathaway
$223,684 Holding
02079K305 - Alphabet
$223,156 Holding
64110L106 - Netflix
$210,778 Holding
922908629 - Vanguard Mid-Cap ETF
$204,051 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
5,051 shares (about $2.74M)
Vanguard Utilities ETF
3,790 shares (about $647.38K)
Apple
1,836 shares (about $407.83K)
Berkshire Hathaway
420 shares (about $223.68K)
Alphabet
1,443 shares (about $223.16K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,948 shares (about $1.09M)
Eli Lilly and Company
1,029 shares (about $849.86K)
Vanguard Health Care ETF
3,195 shares (about $845.82K)
PALANTIR TECHNOLOGIES INC
6,330 shares (about $534.25K)
iShares Semiconductor ETF
1,562 shares (about $293.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWall Street Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$15,883,430$2,739,532 20.8%29,28516.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$10,085,499$203,636 -2.0%52,25110.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,639,692$1,094,571 -11.2%15,3769.0%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$8,358,800$66,783 -0.8%69,9668.7%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$6,404,175$845,824 -11.7%24,1916.6%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$5,850,068$21,158 0.4%17,9726.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$5,524,810$71,951 -1.3%57,2825.7%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$4,963,880$293,919 -5.6%26,3805.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$4,751,445$91,094 -1.9%36,2514.9%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$3,239,380$124,030 -3.7%45,2623.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,200,251$44,187 -2.0%10,6562.3%ETF
MORGAN STANLEY ETF TRUST
$2,191,247$165,407 8.2%43,2802.3%EATON VANCE TOTA
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$2,153,435$647,380 43.0%12,6072.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,782,024$161,815 10.0%16,4421.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,451,950$849,862 -36.9%1,7581.5%Medical
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$1,299,809$152,807 -10.5%17,1231.3%Manufacturing
PALANTIR TECHNOLOGIES INC
$1,164,382$534,252 -31.5%13,7961.2%CL A
Apple Inc. stock logo
AAPL
Apple
$1,096,667$407,835 59.2%4,9371.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$917,190$199,356 27.8%2,4431.0%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$852,406$38,003 4.7%9,9140.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$777,951$21,665 -2.7%7,8640.8%Finance
PIMCO ETF TR
$745,650$212,396 -22.2%8,0640.8%ACTIVE BD ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$565,690$173,151 44.1%2,9730.6%Retail/Wholesale
The Progressive Co. stock logo
PGR
Progressive
$511,943$53,487 -9.5%1,8090.5%Finance
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$492,252$3,271 0.7%12,6410.5%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$486,702$43,280 -8.2%1,8780.5%Auto/Tires/Trucks
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$433,018$83,803 -16.2%1,9790.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$415,556$79,538 23.7%7210.4%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$336,107$88,956 -20.9%3,5970.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$318,728$42,560 15.4%3370.3%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$306,062$77,018 33.6%1,8280.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$293,637$19,125 7.0%1,2590.3%Retail/Wholesale
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$280,259$53,776 23.7%3,1530.3%ETF
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$234,624$4,341 1.9%13,9990.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$230,127$58,430 34.0%1,4730.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$223,684$223,684 New Holding4200.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$223,156$223,156 New Holding1,4430.2%Computer and Technology
Wahed FTSE USA Shariah ETF stock logo
HLAL
Wahed FTSE USA Shariah ETF
$212,871$10,109 -4.5%4,3590.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$210,778$210,778 New Holding2260.2%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$204,051$204,051 New Holding7890.2%ETF
SPSK
SP Funds Dow Jones Global Sukuk ETF
$184,005$2,253 1.2%10,2110.2%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$0$1,328,091 -100.0%00.0%ETF
APA Co. stock logo
APA
APA
$0$243,946 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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