WOLFF WIESE MAGANA LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Carslbad, CA
CIK
0001832097
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 787 125,796 NVDA, MSFT, AAPL, V 13F-HR 7/12/2024 000183209724000003
Q1 2024 715 116,011 NVDA, MSFT, AAPL, V 13F-HR 4/18/2024 000183209724000002
Q4 2023 722 105,245 MSFT, AAPL, V, NVDA 13F-HR 1/16/2024 000183209724000001
Q3 2023 799 122,967 AAPL, MSFT, DIMENSIONAL ETF TRUST, NVDA 13F-HR 10/30/2023 000183209723000005
Q2 2023 805 129,526 AAPL, MSFT, DIMENSIONAL ETF TRUST, NVDA 13F-HR 8/1/2023 000183209723000004
Q1 2023 768 123,197 AAPL, MSFT, DIMENSIONAL ETF TRUST, ABBV 13F-HR 4/18/2023 000183209723000003
Q4 2022 773 116,639 DIMENSIONAL ETF TRUST, ABBV, AAPL, MSFT 13F-HR 2/8/2023 000183209723000002
Q3 2022 956 124,452 AAPL, MSFT, ABBV, DIMENSIONAL ETF TRUST 13F-HR 10/26/2022 000183209722000007
Q2 2022 965 136,998 AAPL, MSFT, ABBV, DIMENSIONAL ETF TRUST 13F-HR 7/15/2022 000183209722000004
Q1 2022 847 149,186 AAPL, MSFT, ABBV, NVDA 13F-HR 5/9/2022 000183209722000003
Q4 2021 835 154,889 AAPL, MSFT, ABBV, NVDA 13F-HR 1/18/2022 000183209722000001
Q3 2021 835 141,858 AAPL, MSFT, ABBV, NVDA RESTATEMENT 11/1/2021 000183209721000008
Q2 2021 854 140,162 AAPL, MSFT, NVDA, ABBV 13F-HR 7/15/2021 000183209721000006
Q1 2021 760 127,965 AAPL, MSFT, ABBV, NVDA 13F-HR 4/15/2021 000183209721000004
Q4 2020 707 118,495 AAPL, MSFT, ABBV, QCOM 13F-HR 1/27/2021 000183209721000002
Additional filings from Wolff Wiese Magana LLC that have since been restated