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CIK: 0000900974
Total reported value
$4.5B
$4.5B
2067 檔
26.7%
According to the latest 13F quarterly dataset, Wilmington Savings Fund Society, FSB managed an equity portfolio of $4.5B at the end of Q1 2025, spanning 2067 distinct U.S. exchange-listed positions.
In Q1 2025, Wilmington Savings Fund Society, FSB displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2067 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 5.70% | -1.04% | -0.19% | |
| 2 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.24% | — | +0.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.27% | -3.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.93% | +0.09% | -2.23% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.17% | -1.51% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.23% | +0.11% | +0.68% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.05% | -0.06% | -0.76% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | +0.05% | -3.32% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.61% | +0.13% | -4.77% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.07% | -2.94% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | -0.19% | +74.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.15% | -0.13% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.05% | +3.26% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.16% | +0.81% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.10% | -0.03% | -1.33% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.09% | -0.04% | +1.56% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | +0.23% | +1.24% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.22% | -3.41% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.27% | -1.41% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | -25.52% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.02% | -11.28% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.12% | +10.99% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.03% | +0.02% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.01% | -2.77% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.12% | -2.46% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.74% | +0.02% | -0.98% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.72% | -0.03% | -0.70% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | — | +0.72% | |
| 29 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.69% | -0.03% | +6.52% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.31% | -2.01% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.04% | +1.97% | |
| 32 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.65% | +0.05% | +7.42% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.01% | +5.99% | |
| 34 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.61% | -0.05% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.13% | -3.29% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.05% | -31.97% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.11% | +1.90% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.58% | — | -0.18% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.12% | -3.17% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.22% | -43.29% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.54% | +0.01% | +7.88% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.02% | -1.02% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.07% | -5.18% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | +0.16% | +569.28% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.01% | -2.74% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.04% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.11% | -0.82% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.14% | -2.72% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.45% | -3.16% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.04% | -2.55% |
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 2067 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CMCSA, ISRG, AAPL) accounted for 26.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
CMCSA
市值: $305.0M
During Q1 2025, Wilmington Savings Fund Society, FSB's top holdings by market value included CMCSA (5.7%)、ISRG (5.2%)、AAPL (4.4%). The largest single position, CMCSA, represented 5.7% of total portfolio value.
In Q1 2025, Wilmington Savings Fund Society, FSB made 50 total portfolio adjustments, initiating 50 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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