Wells Financial Advisors INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationframingham, MA
- CIK0001844454
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
78 | $73.38M | VUG, MGK, USMV, VV | 13F-HR | Feb 11, 2025 | 000184445425000002 | ||
102 | $74.01M | VUG, MGK, USMV, VYM | 13F-HR | Nov 13, 2024 | 000184445424000006 | ||
83 | $151.92M | KRE, QUAL, SPYV, VGSH | 13F-HR | Aug 9, 2024 | 000184445424000004 | ||
69 | $146.81M | KRE, SPYV, QUAL, VGSH | 13F-HR | May 14, 2024 | 000184445424000003 | ||
64 | $137.69M | USMV, KRE, SPYV, VGSH | 13F-HR | Feb 13, 2024 | 000184445424000002 | ||
65 | $128.62M | USMV, KRE, VGSH, SPYV | 13F-HR | Oct 10, 2023 | 000184445423000005 | ||
65 | $132.43M | USMV, KRE, VGSH, SPYV | 13F-HR | Aug 7, 2023 | 000184445423000004 | ||
65 | $125.52M | USMV, SPYV, KRE, VB | 13F-HR | May 3, 2023 | 000184445423000003 | ||
64 | $120.83M | USMV, SPYV, KRE, VB | 13F-HR | Feb 3, 2023 | 000184445423000002 | ||
64 | $103.26M | SPYV, QUAL, DGRO, VB | 13F-HR | Nov 9, 2022 | 000184445422000006 | ||
57 | $110.75M | SPYV, QUAL, DGRO, VB | 13F-HR | Aug 10, 2022 | 000184445422000005 | ||
58 | $119.78M | VB, QUAL, DGRO, VO | 13F-HR | Apr 25, 2022 | 000184445422000004 | ||
61 | $125.36M | VB, QUAL, VO, DGRO | 13F-HR | Feb 11, 2022 | 000184445422000002 | ||
60 | $118.41M | QUAL, USMV, VB, VO | 13F-HR | Nov 10, 2021 | 000184445421000005 | ||
61 | $118.57M | QUAL, USMV, VB, VO | 13F-HR | Aug 2, 2021 | 000184445421000004 | ||
62 | $111.48M | QUAL, USMV, VB, VO | 13F-HR | May 12, 2021 | 000184445421000003 | ||
60 | $117.00M | USMV, KRE, QUAL, DGRO | 13F-HR | Feb 11, 2021 | 000184445421000001 |