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CIK: 0000900974
Total reported value
$4.5B
$4.5B
2070 檔
28.4%
The Q3 2024 SEC filing reveals that Wilmington Savings Fund Society, FSB held a total portfolio value of $4.5B, covering 2070 public equity positions.
During Q3 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 2070 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.20% | -1.04% | +55334.55% | |
| 2 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.90% | — | +15322.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.56% | +0.27% | +29.80% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.93% | +0.09% | +11.98% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.17% | +52.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.97% | +0.11% | +173.28% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.06% | +505.59% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.69% | +0.13% | -4.14% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.07% | +112.42% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.05% | +57.78% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.15% | +75.65% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.22% | +26.54% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.16% | +14.37% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.06% | -0.04% | -2.49% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | +0.23% | +634.71% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.05% | +61.77% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.22% | +92.05% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.05% | +79.74% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.93% | -0.03% | +7400.00% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | -0.19% | +1956.19% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.81% | +0.02% | -6.93% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.27% | +90.34% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.03% | +4800.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.02% | +265.27% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.73% | -0.03% | -8.36% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.12% | +226.67% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | — | -5.13% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.12% | +32.60% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.03% | +30.26% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.12% | +10.21% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.65% | -0.03% | +93.76% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.01% | +125.00% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.13% | +132.68% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.61% | — | +1465.67% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | +45.19% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.31% | +45.58% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.04% | +9.59% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | +0.01% | +100.06% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.11% | -5.54% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.02% | +29.04% | |
| 41 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.54% | +0.05% | -0.01% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | -0.07% | +28.73% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.11% | +244.68% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | +0.04% | +1020.27% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.47% | +0.09% | +13.89% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | +80.33% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.03% | +94.99% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.45% | +0.01% | +3.55% | |
| 49 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.44% | -0.05% | — | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.45% | +17.51% |
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 2070 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CMCSA, ISRG, AAPL) accounted for 28.4% of total reported equity market value during Q3 2024.
During Q3 2024, Wilmington Savings Fund Society, FSB's top holdings by market value included CMCSA (6.2%)、ISRG (4.9%)、AAPL (4.6%). The largest single position, CMCSA, represented 6.2% of total portfolio value.
In Q3 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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