Wise Wealth Partners Portfolio Holdings

Wise Wealth Partners

  • $40.5 Billion
  • Q4 2024

Wise Wealth Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $40.5 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $6.79B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.07B, Ishares Msci Usa Quality Facto with a value of $2.88B, Spdr Gold Trust with a value of $2.77B, and Fidelity High Dividend ETF with a value of $2.33B.

Examining the 13F form we can see an increase of $40.5B in the current position value.

Wise Wealth Partners is based out at Phoenix, AZ

Below you can find more details about Wise Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $40.5 Billion
ETFs: $33.1 Billion
Technology: $3.22 Billion
Financial Services: $1.04 Billion
Communication Services: $631 Million
Consumer Cyclical: $584 Million
Healthcare: $347 Million
Industrials: $293 Million
Energy: $226 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.79 Billion 16.76% of portfolio
295,628
Q4 2024 New
$0
$6.07 Billion 14.97% of portfolio
88,047
Q4 2024 New
$0
$2.88 Billion 7.11% of portfolio
16,196
Q4 2024 New
$99.4B
$2.77 Billion 6.84% of portfolio
11,457
Q4 2024 New
$0
$2.33 Billion 5.76% of portfolio
46,751
Q4 2024 New
$0
$1.91 Billion 4.72% of portfolio
86,192
Q4 2024 New
$0
$1.34 Billion 3.29% of portfolio
48,524
Q4 2024 New
$0
$1.13 Billion 2.8% of portfolio
24,876
Q4 2024 New
$0
$1.08 Billion 2.67% of portfolio
10,978
Q4 2024 New
$0
$717 Million 1.77% of portfolio
2,475
Q4 2024 New
$0
$579 Million 1.43% of portfolio
21,347
Q4 2024 New
$0
$570 Million 1.41% of portfolio
7,924
Q4 2024 New
$0
$553 Million 1.36% of portfolio
1,082
Q4 2024 New
$0
$551 Million 1.36% of portfolio
9,960
Q4 2024 New
$0
$546 Million 1.35% of portfolio
7,765
Q4 2024 New
$0
$542 Million 1.34% of portfolio
7,589
Q4 2024 New
$0
$453 Million 1.12% of portfolio
3,574
Q4 2024 New
$0
$427 Million 1.05% of portfolio
4,011
Q4 2024 New
$0
$364 Million 0.9% of portfolio
5,497
Q4 2024 New
$0
$342 Million 0.84% of portfolio
1,845
Q4 2024 New
$0
$310 Million 0.77% of portfolio
3,511
Q4 2024 New
$0
$307 Million 0.76% of portfolio
2,910
Q4 2024 New
$0
$305 Million 0.75% of portfolio
1,379
Q4 2024 New
$0
$306 Million 0.75% of portfolio
5,342
Q4 2024 New
$0
$281 Million 0.69% of portfolio
5,491
Q4 2024 New
$0
$212 Million 0.52% of portfolio
5,267
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $40.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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