Wise Wealth Partners Portfolio Holdings
Wise Wealth Partners
- $41.9 Billion
- Q1 2025
Wise Wealth Partners has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $41.9 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $4.59B, Ishares U.S. Treasury Bond ETF with a value of $4.49B, Spdr Gold Trust with a value of $4.43B, Ishares Msci Usa Quality Facto with a value of $2.81B, and Capital Group Core Plus Income with a value of $2.48B.
Examining the 13F form we can see an increase of $1.32B in the current position value, from $40.5B to 41.9B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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