Wall Street Financial Group, Inc. Top Holdings and 13F Report (2025) About Wall Street Financial Group, Inc.Investment ActivityWall Street Financial Group, Inc. has $102.36 million in total holdings as of December 31, 2024.Wall Street Financial Group, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.61% of the portfolio was purchased this quarter.About 8.14% of the portfolio was sold this quarter.This quarter, Wall Street Financial Group, Inc. has purchased 37 new stocks and bought additional shares in 22 stocks.Wall Street Financial Group, Inc. sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $15,068,721Invesco NASDAQ 100 ETF $11,218,323iShares Core S&P 500 ETF $10,198,196Vanguard Financials ETF $8,326,857Vanguard Health Care ETF $6,947,600 Largest New Holdings this Quarter iShares Global Energy ETF $1,328,091 HoldingMaterials Select Sector SPDR Fund $796,974 HoldingiShares Core U.S. Aggregate Bond ETF $783,257 HoldingBroadcom $317,157 HoldingAlphabet $209,294 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,442 shares (about $1.44M)Vanguard Information Technology ETF 2,242 shares (about $1.39M)iShares Global Energy ETF 34,785 shares (about $1.33M)iShares Semiconductor ETF 3,864 shares (about $832.64K)Materials Select Sector SPDR Fund 9,472 shares (about $796.97K) Largest Sales this Quarter Eli Lilly and Company 2,766 shares (about $2.14M)PALANTIR TECHNOLOGIES INC 24,843 shares (about $1.88M)Energy Select Sector SPDR Fund 14,341 shares (about $1.23M)NVIDIA 6,138 shares (about $824.29K)Technology Select Sector SPDR Fund 705 shares (about $163.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWall Street Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGTVanguard Information Technology ETF$15,068,721$1,394,077 ▲10.2%24,23414.7%ETFQQQMInvesco NASDAQ 100 ETF$11,218,323$426,795 ▲4.0%53,30611.0%ETFIVViShares Core S&P 500 ETF$10,198,196$1,437,543 ▲16.4%17,32410.0%ETFVFHVanguard Financials ETF$8,326,857$653,043 ▲8.5%70,5258.1%ETFVHTVanguard Health Care ETF$6,947,600$591,609 ▲9.3%27,3866.8%ETFVCRVanguard Consumer Discretionary ETF$6,721,826$465,464 ▲7.4%17,9076.6%ETFSOXXiShares Semiconductor ETF$6,021,143$832,642 ▲16.0%27,9425.9%ETFXLCCommunication Services Select Sector SPDR Fund$5,617,650$376,782 ▲7.2%58,0285.5%ETFXLIIndustrial Select Sector SPDR Fund$4,867,982$531,386 ▲12.3%36,9464.8%ETFIYKiShares U.S. Consumer Staples ETF$3,082,396$388,292 ▲14.4%46,9953.0%ETFXLKTechnology Select Sector SPDR Fund$2,527,492$163,927 ▼-6.1%10,8702.5%ETFLLYEli Lilly and Company$2,151,564$2,135,352 ▼-49.8%2,7872.1%MedicalNVDANVIDIA$2,007,551$824,292 ▼-29.1%14,9492.0%Computer and TechnologyMORGAN STANLEY ETF TRUST$1,995,055$695,699 ▲53.5%40,0131.9%EATON VANCE TOTAPALANTIR TECHNOLOGIES INC$1,522,129$1,878,876 ▼-55.2%20,1261.5%CL AVPUVanguard Utilities ETF$1,440,905$231,898 ▲19.2%8,8171.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,430,998$275,042 ▲23.8%19,1361.4%ManufacturingIXCiShares Global Energy ETF$1,328,091$1,328,091 ▲New Holding34,7851.3%ETFPIMCO ETF TR$936,884$447,147 ▲91.3%10,3610.9%ACTIVE BD ETFTSLATesla$825,853$108,633 ▲15.1%2,0450.8%Auto/Tires/TrucksMSFTMicrosoft$806,034$110,872 ▲15.9%1,9120.8%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$796,974$796,974 ▲New Holding9,4720.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$783,257$783,257 ▲New Holding8,0830.8%FinanceAAPLApple$776,564$176,298 ▲29.4%3,1010.8%Computer and TechnologySPUSSP Funds S&P 500 Sharia Industry Exclusions ETF$539,079$3,220 ▼-0.6%12,5570.5%ManufacturingVDCVanguard Consumer Staples ETF$499,200$38,042 ▼-7.1%2,3620.5%ETFPGRProgressive$478,722$23,241 ▼-4.6%1,9980.5%FinanceAMZNAmazon.com$452,656$83,159 ▲22.5%2,0630.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$389,653$1,228,405 ▼-75.9%4,5490.4%ETFMETAMeta Platforms$341,352$55,038 ▲19.2%5830.3%Computer and TechnologyAVGOBroadcom$317,157$317,157 ▲New Holding1,3680.3%Computer and TechnologyLOWLowe's Companies$290,484$42,696 ▼-12.8%1,1770.3%Retail/WholesaleQLDProShares Ultra QQQ$275,820$44,491 ▼-13.9%2,5480.3%ETFCOSTCostco Wholesale$267,551$13,744 ▲5.4%2920.3%Retail/WholesaleAPAAPA$243,9460.0%10,5650.2%Oils/EnergyHLALWahed FTSE USA Shariah ETF$240,803$53 ▲0.0%4,5660.2%ETFPFXFVanEck Preferred Securities ex Financials ETF$237,013$707 ▲0.3%13,7400.2%ETFGOOGAlphabet$209,294$209,294 ▲New Holding1,0990.2%Computer and TechnologySPSKSP Funds Dow Jones Global Sukuk ETF$179,827$179,827 ▲New Holding10,0860.2%ETFFXZFirst Trust Materials AlphaDEX Fund$0$966,848 ▼-100.0%00.0%ETFCRWDCrowdStrike$0$571,878 ▼-100.0%00.0%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$0$206,776 ▼-100.0%00.0%ETFCATCaterpillar$0$202,209 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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