Wells Financial Advisors INC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$74M
Signature - Title
Terry Wells - Chief Compliance Officer
Location
Framingham, MA
Summary
This page shows a list of all the recent 13F filings made by Wells Financial Advisors INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wells Financial Advisors INC reported 102 stock holdings with total value $74M as of Q3 2024. Top holdings included VUG, MGK, USMV, VYM, and GLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 102 $74M +$301K -$86.8M -$86.5M VUG, MGK, USMV, VYM, GLD 13F-HR 11/13/2024, 01:27 PM
Q2 2024 82 $152M +$12.5M -$9.81M +$2.67M SPYG, QUAL, SPYV, VGSH, SPLG 13F-HR 8/9/2024, 01:03 PM
Q1 2024 68 $147M +$11.3M -$10.8M +$474K SPYG, SPYV, QUAL, VGSH, VO 13F-HR 5/13/2024, 07:14 PM
Q4 2023 64 $138M +$2.4M -$4.9M -$2.5M USMV, SPYG, SPYV, VGSH, QUAL 13F-HR 2/12/2024, 05:50 PM
Q3 2023 65 $129M +$787K -$472K +$314K USMV, SPYG, VGSH, SPYV, QUAL 13F-HR 10/10/2023, 02:22 PM
Q2 2023 65 $132M +$22.1M -$20.1M +$2.03M USMV, SPYG, VGSH, SPYV, QUAL 13F-HR 8/7/2023, 02:34 PM
Q1 2023 65 $126M +$758K -$1.04M -$277K USMV, SPYV, SPYG, VB, VO 13F-HR 5/3/2023, 04:35 PM
Q4 2022 64 $121M +$40.9M -$31.3M +$9.61M USMV, SPYV, SPYG, VB, VO 13F-HR 2/3/2023, 03:16 PM
Q3 2022 64 $103M +$1.91M -$3.46M -$1.55M SPYV, QUAL, DGRO, VB, VO 13F-HR 11/9/2022, 03:45 PM
Q2 2022 57 $111M +$12.7M -$5.08M +$7.58M SPYV, QUAL, DGRO, VB, VO 13F-HR 8/9/2022, 07:01 PM
Q1 2022 57 $120M +$1.97M -$1.45M +$517K VB, QUAL, DGRO, VO, GLD 13F-HR 4/22/2022, 06:14 PM
Q4 2021 61 $125M +$17.1M -$19.1M -$2.01M VB, QUAL, VO, DGRO, VUG 13F-HR 2/10/2022, 06:01 PM
Q3 2021 60 $118M +$1.56M -$1M +$561K QUAL, USMV, VB, VO, DGRO 13F-HR 11/10/2021, 02:02 PM
Q2 2021 61 $119M +$1.99M -$1.82M +$170K QUAL, USMV, VB, VO, DGRO 13F-HR 8/2/2021, 02:13 PM
Q1 2021 62 $111M +$26.7M -$35.8M -$9.11M QUAL, USMV, VB, VO, DGRO 13F-HR 5/11/2021, 09:49 PM
Q4 2020 60 $117M $0 $0 USMV, SPYG, QUAL, DGRO, GLD 13F-HR 2/10/2021, 09:56 PM