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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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