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CIK: 0000900974
Total reported value
$4.5B
$4.5B
363 檔
14.2%
As reported in its official Q2 2024 Form 13F filing, Wilmington Savings Fund Society, FSB's tracked investment portfolio stood at $4.5B with 363 total positions.
During Q2 2024, Wilmington Savings Fund Society, FSB's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.01% | +0.09% | +0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.79% | +0.27% | -1.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.17% | -1.67% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.68% | +0.13% | -2.97% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.21% | -0.04% | +3.29% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.20% | +0.11% | -1.65% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.22% | -1.13% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.16% | +0.61% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.05% | -0.98% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.78% | +0.02% | -3.06% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.57% | -0.03% | -3.23% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.42% | — | -1.30% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.05% | +4.17% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.07% | -1.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.15% | -1.95% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.12% | -1.28% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.21% | -0.11% | +6.44% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.05% | +1019.26% | |
| 19 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.06% | +0.05% | -1.26% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.22% | +0.53% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.01% | -0.04% | -0.96% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.12% | +0.08% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.03% | -0.66% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.88% | +0.01% | +2.97% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.27% | -2.90% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | — | -14.83% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 0.87% | +0.09% | -1.30% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | +0.02% | -2.99% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.01% | -0.53% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | -0.45% | -1.10% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.80% | -0.17% | -1.87% | |
| 32 | SNAXX | Schwa Prime Adv Money Fd-ult | Stock-Other | 0.79% | — | -9.17% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | -0.07% | -1.67% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.78% | +0.32% | -3.30% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.31% | -0.63% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.74% | -0.09% | +4.87% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.03% | -1.22% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.70% | -0.03% | -1.60% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.06% | -0.36% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.01% | -0.93% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.04% | -2.44% | |
| 42 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.61% | -0.06% | +4.49% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.14% | -1.67% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.13% | -2.39% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.01% | -2.25% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.14% | -0.65% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.53% | +0.68% | -1.31% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.08% | -1.84% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.04% | -1.07% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.51% | -0.06% | -1.16% |
According to official SEC Form 13F filings, Wilmington Savings Fund Society, FSB reported a total U.S. public equity portfolio value of $4.5B across 363 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, AAPL, MSFT) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, Wilmington Savings Fund Society, FSB's top holdings by market value included VEA (7.0%)、AAPL (6.8%)、MSFT (4.8%). The largest single position, VEA, represented 7.0% of total portfolio value.
In Q2 2024, Wilmington Savings Fund Society, FSB made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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