Members Wealth LLC Portfolio Holdings

Members Wealth LLC

  • $133 Billion
  • Q1 2025

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 $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $133 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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