Master'S Wealth Management Inc. Portfolio Holdings

Master'S Wealth Management Inc.

  • $187 Billion
  • Q4 2024

Master'S Wealth Management Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $56.2B, Dimensional ETF Tr with a value of $31.4B, Dimensional ETF Tr Dimensional with a value of $16B, Dimensional ETF Tr U S Target with a value of $15.8B, and Dimensional ETF Trust with a value of $14.5B.

Examining the 13F form we can see an increase of $187B in the current position value.

Master'S Wealth Management Inc. is based out at Lancaster, PA

Below you can find more details about Master'S Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $187 Billion
ETFs: $112 Billion
Technology: $2.84 Billion
Financial Services: $2.68 Billion
Industrials: $2.54 Billion
Energy: $1 Billion
Real Estate: $866 Million
Communication Services: $708 Million
Utilities: $490 Million
Other: $814 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.2 Billion 30.03% of portfolio
1,625,844
Q4 2024 New
$0
$31.4 Billion 16.75% of portfolio
1,261,871
Q4 2024 New
$0
$16 Billion 8.56% of portfolio
474,638
Q4 2024 New
$0
$15.8 Billion 8.45% of portfolio
284,478
Q4 2024 New
$0
$12.4 Billion 6.62% of portfolio
300,397
Q4 2024 New
$0
$7.25 Billion 3.87% of portfolio
286,191
Q4 2024 New
$0
$3.62 Billion 1.93% of portfolio
143,593
Q4 2024 New
$0
$605 Million 0.32% of portfolio
16,643
Q4 2024 New
$0
$455 Million 0.24% of portfolio
844
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $187 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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