HoldingsChannel.com
Wolff Financial Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SDY) 153,871 +4,138 $16,552
     SDY153,871+4,138$16,552
ISHARES TR (HDV) 152,310 +3,285 $14,937
     HDV152,310+3,285$14,937
INVESCO EXCHANGE TRADED FD T (RPG) 102,768 +5,584 $13,029
     RPG102,768+5,584$13,029
ISHARES TR (EFAV) 116,756 +6,384 $8,703
     EFAV116,756+6,384$8,703
VANGUARD INDEX FDS (VO) 33,504 +1,670 $5,970
     VO33,504+1,670$5,970
VANGUARD INDEX FDS (VB) 34,561 +1,274 $5,725
     VB34,561+1,274$5,725
VANGUARD INDEX FDS (VBR) 41,470 +169 $5,684
     VBR41,470+169$5,684
VANGUARD INDEX FDS (VBK) 28,432 +321 $5,649
     VBK28,432+321$5,649
VANGUARD INDEX FDS (VOE) 38,715 +4,793 $4,615
     VOE38,715+4,793$4,615
VANGUARD WORLD FDS (VDC) 25,016 -1,029 $4,033
     VDC25,016-1,029$4,033
VANGUARD INDEX FDS (VOT) 24,653 +626 $3,914
     VOT24,653+626$3,914
ISHARES TR (SLQD) 66,508 +19,002 $3,395
     SLQD66,508+19,002$3,395
KELLOGG CO 49,004 -3,684 $3,389
     K49,004-3,684$3,389
VANGUARD SCOTTSDALE FDS (VCSH) 40,340 +7,229 $3,269
     VCSH40,340+7,229$3,269
ISHARES TR (DVY) 27,733 +379 $2,930
     DVY27,733+379$2,930
LANCASTER COLONY CORP 17,539 +527 $2,808
     LANC17,539+527$2,808
ISHARES TR (EFA) 32,650 +2,480 $2,267
     EFA32,650+2,480$2,267
LILLY ELI & CO 14,264 -83 $1,875
     LLY14,264-83$1,875
VANGUARD WORLD FDS (VGT) 7,486 -289 $1,833
     VGT7,486-289$1,833
STRYKER CORP 8,688 +69 $1,824
     SYK8,688+69$1,824
AT&T INC 38,923 +486 $1,521
     T38,923+486$1,521
APPLE INC 4,647 -29 $1,365
     AAPL4,647-29$1,365
PFIZER INC 34,333 +8,343 $1,345
     PFE34,333+8,343$1,345
NUVEEN MUN VALUE FD INC 114,957 +326 $1,230
     NUV114,957+326$1,230
VANGUARD WHITEHALL FDS INC (VYM) 13,084 +1,213 $1,226
     VYM13,084+1,213$1,226
INVESCO EXCHNG TRADED FD TR (SPLV) 20,277 +1,809 $1,183
     SPLV20,277+1,809$1,183
VANGUARD GROUP (VIG) 9,418 -83 $1,174
     VIG9,418-83$1,174
VANGUARD MUN BD FD INC (VTEB) 21,742 +98 $1,164
     VTEB21,742+98$1,164
PROCTER & GAMBLE CO 8,235 +105 $1,029
     PG8,235+105$1,029
ISHARES TR (EFG) 11,675 -346 $1,010
     EFG11,675-346$1,010
MERCK & CO INC 11,102 +1 $1,010
     MRK11,102+1$1,010
MCDONALDS CORP 5,008 +92 $990
     MCD5,008+92$990
SPDR INDEX SHS FDS (SPDW) 30,733 +219 $964
     SPDW30,733+219$964
MICROSOFT CORP 5,580 +57 $880
     MSFT5,580+57$880
VERIZON COMMUNICATIONS INC 13,236 +1 $813
     VZ13,236+1$813
PEPSICO INC 5,748 +181 $786
     PEP5,748+181$786
CATERPILLAR INC DEL 5,306 +124 $784
     CAT5,306+124$784
BERKSHIRE HATHAWAY INC DEL      $769
     BRK.B3,394UNCH$769
AMERICAN ELEC PWR CO INC 7,944 UNCH $751
     AEP7,944UNCH$751
COCA COLA CO 13,322 +345 $737
     KO13,322+345$737
INTEL CORP 12,112 +3 $725
     INTC12,112+3$725
VANGUARD WORLD FDS (VAW) 5,377 -227 $721
     VAW5,377-227$721
ALTRIA GROUP INC 14,255 +3 $712
     MO14,255+3$712
QUALCOMM INC 7,974 +309 $704
     QCOM7,974+309$704
VANGUARD INDEX FDS (VTI) 4,299 -253 $704
     VTI4,299-253$704
KIMBERLY CLARK CORP 4,787 UNCH $658
     KMB4,787UNCH$658
CLOROX CO DEL 3,775 UNCH $580
     CLX3,775UNCH$580
NUVEEN MICHIGAN QLT MUN INC 39,978 +378 $565
     NUM39,978+378$565
ISHARES TR (IJK) 2,279 -18 $543
     IJK2,279-18$543
BRISTOL MYERS SQUIBB CO 8,044 +104 $516
     BMY8,044+104$516

See Full List: All Stocks Held By Wolff Financial Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wolff Financial Management LLC

Size ($ in 1000's)
At 12/31/2019: $150,771
At 09/30/2019: $137,014

Wolff Financial Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wolff Financial Management LLC 13F filings. Link to 13F filings: SEC filings

Wolff Financial Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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