Members Wealth LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.7B, Fidelity Merrimack Str Tr Tota with a value of $8.44B, Spdr Portfolio with a value of $6.62B, Ishares Trishares 0 3 Mnth Tre with a value of $6.2B, and Vanguard Bd Index Fd Inc Total with a value of $4.7B.
Examining the 13F form we can see an decrease of $1.37B in the current position value, from $134B to 133B.
Members Wealth LLC is based out at Media, PA
Below you can find more details about Members Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$133 Billion
ETFs: $97.1 Billion
Technology: $8.64 Billion
Healthcare: $4.81 Billion
Consumer Cyclical: $3.49 Billion
Consumer Defensive: $2.76 Billion
Communication Services: $2.48 Billion
Financial Services: $2.29 Billion
Industrials: $726 Million
Other: $1.1 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
