Members Wealth LLC Portfolio Holdings

Members Wealth LLC

  • $134 Billion
  • Q4 2024

Members Wealth LLC has filed its 13F form on March 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 110 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 $18.2B, Fidelity Merrimack Str Tr Tota with a value of $8.59B, Spdr Portfolio with a value of $7.12B, Vanguard Bd Index Fd Inc Total with a value of $5.67B, and Ishares Trishares 0 3 Mnth Tre with a value of $5.06B.

Examining the 13F form we can see an increase of $134B in the current position value.

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 $134 Billion
ETFs: $93.8 Billion
Technology: $9.94 Billion
Healthcare: $5.25 Billion
Consumer Cyclical: $4.35 Billion
Consumer Defensive: $3.43 Billion
Communication Services: $3.13 Billion
Financial Services: $2.24 Billion
Industrials: $946 Million
Other: $1.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 110 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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