Mkd Wealth Coaches, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.8 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.9B, Ishares Core S&P Sm Cap ETF with a value of $20.5B, Ishares Core U.S. Aggregate Bo with a value of $6.54B, Ishares National Muni Bond ETF with a value of $3.66B, and Ishares Tr Russell 1000 ETF with a value of $3.66B.

Examining the 13F form we can see an increase of $98.7B in the current position value, from $73.1M to 98.8B. Also it can be appreciated an additional of 11 stocks purchases and 16 closed positions.

Mkd Wealth Coaches, LLC is based out at Troy, MI

Below you can find more details about Mkd Wealth Coaches, LLC portfolio as well as his latest detailed transactions.

Portfolio value $98.8 Billion
ETFs: $96.8 Billion
Consumer Cyclical: $1.38 Billion
Technology: $339 Million
Communication Services: $265 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $98.8 Billion
  • Prior Value $73.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 9 stocks
  • Sold out of 16 stocks
  • Reduced holdings in 8 stocks
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