Top 50 Wolff Wiese Magana Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.82% | 39.7K | $6.9M | -5.50%(-2.31K) | $13.54(+1567.85%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.71% | 39.6K | $4.9M | +5.58%(+2.09K) | $112.10(+20.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 12.5K | $4.6M | +1.88%(+231) | $245.17(+65.28%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.33% | 13.7K | $4.2M | -12.29%(-1.92K) | $96.54(+331.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.31% | 16.5K | $4.2M | +9.57%(+1.44K) | $136.85(+118.40%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.28% | 19.0K | $4.1M | +5.60%(+1.01K) | $117.34(+77.68%) | 2026-03-31 | |
| V | VISA INC | 2.2% | 13.2K | $4.0M | +0.93%(+121) | $228.07(+40.44%) | 2026-03-31 | |
| AMGN | AMGEN INC | 2.15% | 11.1K | $3.9M | +8.08%(+829) | $260.09(+29.36%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.13% | 43.6K | $3.9M | -4.33%(-1.98K) | $84.14(+13.97%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.01% | 12.4K | $3.6M | +17.96%(+1.89K) | $155.70(+92.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.27% | +61.25% |
| Top 20 Holdings Unweighted | +17.91% | +63.92% |
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