Regimen Wealth, LLC Portfolio Holdings

Regimen Wealth, LLC

  • $311 Billion
  • Q1 2025

Regimen Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $311 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core High Dividend ETF with a value of $31.9B, Schwab Strategic Tr Us Dividen with a value of $30.4B, Fidelity Merrimack Str Tr Tota with a value of $27.4B, Ishares National Muni Bond ETF with a value of $21.8B, and Wisdomtree Floating Rate Treas with a value of $21.1B.

Examining the 13F form we can see an increase of $4.89B in the current position value, from $306B to 311B.

Regimen Wealth, LLC is based out at Atlanta, GA

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

Portfolio value $311 Billion
ETFs: $301 Billion
Technology: $3.98 Billion
Financial Services: $2.12 Billion
Consumer Cyclical: $1.29 Billion
Consumer Defensive: $986 Million
Healthcare: $278 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$3.77 Billion 1.21% of portfolio
16,983
Q1 2025 Added 0.76%
$439B
$1.6 Billion 0.51% of portfolio
2
Q4 2022 New
$2.12T
$1.06 Billion 0.34% of portfolio
5,554
Q1 2025 Added 1.35%
$302B
$708 Million 0.23% of portfolio
9,881
Q4 2024 Added 1.44%
$517B
$268 Million 0.09% of portfolio
489
Q1 2025 Added 0.2%
$203B
$278 Million 0.09% of portfolio
3,092
Q1 2025 Added 1.58%
$445B
$278 Million 0.09% of portfolio
294
Q1 2025 Added 2.8%
$213B
$235 Million 0.08% of portfolio
752
Q1 2025 Reduced 2.34%
$55.4B
$254 Million 0.08% of portfolio
525
Q1 2025 Added 13.88%
$72B
$204 Million 0.07% of portfolio
476
Q4 2024 Reduced 3.64%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $311 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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