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  Name: WULFF HANSEN & CO.
  City: SAN RAFAEL
  State: CA
  Zip: 94903
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $100,155,000
  Total Value Change : $10,077,000
  Securities Held Change : 4
   
All Securities Held : 89
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 15
  Unchanged Positions : 33
  Decreased Positions : 35

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 2 - $516.26 $4,936,000 9,413 4.93% 399,000 40 0.001    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 5 - $168.65 $3,539,000 23,449 3.53% 1,557,000 9,259 0    Search Engines & Info...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 8 - $412.05 $2,446,000 5,817 2.44% 687,000 885 0    Property & Casualty I...
   (RTX)1 Year Chart         RTX RTX Corp 10 - $101.02 $2,131,000 21,848 2.13% 319,000 310 0.002    Conglomerates
   (INTC)1 Year Chart         INTC Intel Corp 17 - $29.85 $1,698,000 37,447 1.7% 9,000 3,845 0.001    Semiconductor- Broad...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 19 - $50.96 $1,672,000 37,910 1.67% 443,000 13,950 0.005    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 20 - $280.74 $1,638,000 5,870 1.64% 305,000 750 0    Business Services
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 24 - $178.10 $1,505,000 8,185 1.5% 45,000 20 0.001    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 26 - $79.30 $1,380,000 17,112 1.38% 167,000 1,185 0.006    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 30 - $787.19 $1,088,000 1,485 1.09% 652,000 825 0    Discount, Variety Stores
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 38 - $60.24 $839,000 13,938 0.84% 107,000 9,292 0.001    Discount, Variety Stores
   (WLDN)1 Year Chart         WLDN Willdan Group, Inc. 45 - $32.60 $672,000 23,165 0.67% 255,000 3,750 0.192    Technical Services
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 63 - $21.04 $372,000 17,725 0.37% 17,000 745 0.003    N/A
   (T)1 Year Chart         T AT&T Corp 81 - $17.17 $217,000 12,316 0.22% 15,000 255 0    Long Distance Carriers

      14 Records Found
  1    
Page 1 of 1
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