Universe · entity

WOLFF WIESE MAGANA LLC

Institutional manager (13F) · CIK 1832097
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $132M
#IssuerValueShares
1NVIDIA CORPORATION$7M39,742
2ISHARES TR$5M39,577
3MICROSOFT CORP$5M12,493
4BROADCOM INC$4M13,666
5APPLE INC$4M16,530
6ABBVIE INC$4M18,992
7VISA INC$4M13,176
8AMGEN INC$4M11,092
9VANGUARD INDEX FDS$4M43,615
10JPMORGAN CHASE & CO$4M12,385
11RTX CORPORATION$3M18,013
12CISCO SYS INC$3M43,640
13ISHARES TR$3M22,140
14VANGUARD INDEX FDS$3M5,541
15WALMART INC$3M24,430
16AMERICAN EXPRESS CO$3M9,993
17HEALTHPEAK PROPERTIES INC$3M177,172
18AMAZON COM INC$3M13,966
19PEPSICO INC$3M18,603
20MICRON TECHNOLOGY INC$3M8,295
21MORGAN STANLEY$3M15,810
22HUNTINGTON BANCSHARES INC$2M156,428
23COCA COLA CO$2M32,132
24SPDR GOLD TR$2M5,667
25DUKE ENERGY CORP NEW$2M18,327
26ELI LILLY & CO$2M2,561
27MERCK & CO INC$2M19,164
28FIRST TR EXCHNG TRADED FD VI$2M83,946
29HOME DEPOT INC$2M6,488
30UNION PAC CORP$2M8,741
31ALPHABET INC$2M7,375
32SCHWAB CHARLES CORP$2M22,548
33ABBOTT LABORATORIES$2M20,380
34META PLATFORMS INC$2M3,506
35ISHARES TR$2M21,868
36FIRST TR EXCHNG TRADED FD VI$2M55,685
37MEDTRONIC PLC$2M21,430
38QUALCOMM INC$2M14,284
39ISHARES TR$2M26,519
40STATE STR SPDR S&P 500 ETF T$2M2,579
41GOLDMAN SACHS ETF TR$2M16,266
42MCDONALDS CORP$1M4,793
43CHUBB LTD SWITZ$1M4,529
44VANECK ETF TRUST$1M14,773
45COSTCO WHOLESALE CORPORATION$1M1,413
46APPLIED MATLS INC$1M4,084
47ISHARES TR$1M9,553
48MCKESSON CORP$1M1,553
49QUANTA SVCS INC$1M2,369
50INVESCO QQQ TR$1M2,200
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.