Fin Dec Wealth Services, Inc. Portfolio Holdings
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 2024
Fin Dec Wealth Services, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $18.5B, Capital Group Divid Value ETF with a value of $13.2B, Dimensional ETF Tr with a value of $11.1B, Dimensional ETF Tr Core Fxd In with a value of $8.7B, and Dimensional ETF Trust with a value of $8.38B.
Examining the 13F form we can see an decrease of $28.2B in the current position value, from $172B to 144B.
Fin Dec Wealth Services, Inc. is based out at Stockton, CA
Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|