Universe · entity
WOLFF WIESE MAGANA LLC
Institutional manager (13F) · CIK 1832097
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $132M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $7M | 39,742 |
| 2 | ISHARES TR | $5M | 39,577 |
| 3 | MICROSOFT CORP | $5M | 12,493 |
| 4 | BROADCOM INC | $4M | 13,666 |
| 5 | APPLE INC | $4M | 16,530 |
| 6 | ABBVIE INC | $4M | 18,992 |
| 7 | VISA INC | $4M | 13,176 |
| 8 | AMGEN INC | $4M | 11,092 |
| 9 | VANGUARD INDEX FDS | $4M | 43,615 |
| 10 | JPMORGAN CHASE & CO | $4M | 12,385 |
| 11 | RTX CORPORATION | $3M | 18,013 |
| 12 | CISCO SYS INC | $3M | 43,640 |
| 13 | ISHARES TR | $3M | 22,140 |
| 14 | VANGUARD INDEX FDS | $3M | 5,541 |
| 15 | WALMART INC | $3M | 24,430 |
| 16 | AMERICAN EXPRESS CO | $3M | 9,993 |
| 17 | HEALTHPEAK PROPERTIES INC | $3M | 177,172 |
| 18 | AMAZON COM INC | $3M | 13,966 |
| 19 | PEPSICO INC | $3M | 18,603 |
| 20 | MICRON TECHNOLOGY INC | $3M | 8,295 |
| 21 | MORGAN STANLEY | $3M | 15,810 |
| 22 | HUNTINGTON BANCSHARES INC | $2M | 156,428 |
| 23 | COCA COLA CO | $2M | 32,132 |
| 24 | SPDR GOLD TR | $2M | 5,667 |
| 25 | DUKE ENERGY CORP NEW | $2M | 18,327 |
| 26 | ELI LILLY & CO | $2M | 2,561 |
| 27 | MERCK & CO INC | $2M | 19,164 |
| 28 | FIRST TR EXCHNG TRADED FD VI | $2M | 83,946 |
| 29 | HOME DEPOT INC | $2M | 6,488 |
| 30 | UNION PAC CORP | $2M | 8,741 |
| 31 | ALPHABET INC | $2M | 7,375 |
| 32 | SCHWAB CHARLES CORP | $2M | 22,548 |
| 33 | ABBOTT LABORATORIES | $2M | 20,380 |
| 34 | META PLATFORMS INC | $2M | 3,506 |
| 35 | ISHARES TR | $2M | 21,868 |
| 36 | FIRST TR EXCHNG TRADED FD VI | $2M | 55,685 |
| 37 | MEDTRONIC PLC | $2M | 21,430 |
| 38 | QUALCOMM INC | $2M | 14,284 |
| 39 | ISHARES TR | $2M | 26,519 |
| 40 | STATE STR SPDR S&P 500 ETF T | $2M | 2,579 |
| 41 | GOLDMAN SACHS ETF TR | $2M | 16,266 |
| 42 | MCDONALDS CORP | $1M | 4,793 |
| 43 | CHUBB LTD SWITZ | $1M | 4,529 |
| 44 | VANECK ETF TRUST | $1M | 14,773 |
| 45 | COSTCO WHOLESALE CORPORATION | $1M | 1,413 |
| 46 | APPLIED MATLS INC | $1M | 4,084 |
| 47 | ISHARES TR | $1M | 9,553 |
| 48 | MCKESSON CORP | $1M | 1,553 |
| 49 | QUANTA SVCS INC | $1M | 2,369 |
| 50 | INVESCO QQQ TR | $1M | 2,200 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.