Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024

Better Money Decisions, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $15.8M, Ishares Trust Ishares 1 5 Year with a value of $13.6M, Spdr Portfolio Short Term Trea with a value of $11.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.16M, and Dimensional ETF Tr U S Target with a value of $8.75M.

Examining the 13F form we can see an increase of $7.99M in the current position value, from $132M to 140M.

Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $128 Million
Technology: $6.58 Million
Communication Services: $1.79 Million
Consumer Cyclical: $1.51 Million
Financial Services: $1.38 Million
Consumer Defensive: $695,000
Energy: $467,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Million 11.24% of portfolio
202,243
Q3 2024 Reduced 6.25%
$0
$13.6 Million 9.71% of portfolio
258,917
Q3 2024 Added 2.53%
$0
$11.9 Million 8.46% of portfolio
404,116
Q3 2024 Reduced 0.72%
$0
$9.16 Million 6.52% of portfolio
221,956
Q3 2024 Added 1.65%
$0
$8.75 Million 6.23% of portfolio
157,312
Q3 2024 Added 7.15%
$0
$8.39 Million 5.97% of portfolio
134,555
Q3 2024 Reduced 7.96%
$0
$7.35 Million 5.23% of portfolio
13,920
Q3 2024 Reduced 1.51%
$0
$5.11 Million 3.64% of portfolio
165,704
Q3 2024 Added 63.41%
$0
$5.04 Million 3.58% of portfolio
21,232
Q3 2024 Reduced 21.49%
$4.09T
$4.15 Million 2.96% of portfolio
17,836
Q3 2024 Added 1.08%
$0
$4.11 Million 2.93% of portfolio
92,960
Q3 2024 Reduced 6.29%
$0
$3.7 Million 2.63% of portfolio
44,135
Q3 2024 Added 8.87%
$0
$3.67 Million 2.62% of portfolio
140,574
Q3 2024 Added 11.41%
$0
$3.63 Million 2.58% of portfolio
107,824
Q3 2024 Added 2.68%
$0
$1.91 Million 1.36% of portfolio
39,295
Q3 2024 Added 8.39%
$0
$1.84 Million 1.31% of portfolio
34,761
Q3 2024 Added 3.83%
$0
$1.61 Million 1.15% of portfolio
19,415
Q3 2024 Reduced 0.6%
$0
$1.59 Million 1.13% of portfolio
19,830
Q3 2024 Added 11.98%
$2.29T
$1.51 Million 1.08% of portfolio
8,119
Q3 2024 Reduced 0.12%
$0
$1.43 Million 1.02% of portfolio
20,356
Q3 2024 Added 3.69%
$0
$1.35 Million 0.96% of portfolio
26,139
Q3 2024 Added 1.13%
$0
$1.3 Million 0.92% of portfolio
34,565
Q3 2024 Added 2.7%
$0
$1.19 Million 0.85% of portfolio
28,515
Q3 2024 Added 0.77%
$336B
$1.15 Million 0.82% of portfolio
9,495
Q3 2024 Added 4.77%
$0
$1.08 Million 0.77% of portfolio
3,815
Q3 2024 Added 1.06%
$0
$1.08 Million 0.77% of portfolio
9,218
Q3 2024 Reduced 1.46%
$3.25T
$1.06 Million 0.76% of portfolio
2,475
Q3 2024 Reduced 0.88%
$0
$945,000 0.67% of portfolio
1,639
Q3 2024 Reduced 11.5%
$0
$931,000 0.66% of portfolio
6,146
Q3 2024 Added 0.11%
$0
$812,000 0.58% of portfolio
19,473
Q3 2024 Added 42.74%
$0
$769,000 0.55% of portfolio
18,205
Q3 2024 Added 12.75%
$0
$697,000 0.5% of portfolio
20,354
Q3 2024 Reduced 4.17%
$0
$650,000 0.46% of portfolio
20,964
Q3 2024 Added 8.58%
$697B
$641,000 0.46% of portfolio
3,044
Q3 2024 Added 7.45%
$0
$628,000 0.45% of portfolio
3,452
Q3 2024 Added 0.94%
$1.14T
$635,000 0.45% of portfolio
3,834
Q3 2024 Added 0.52%
$0
$617,000 0.44% of portfolio
12,766
Q3 2024 Reduced 18.43%
$0
$595,000 0.42% of portfolio
1,038
Q3 2024 Reduced 0.1%
$1.32T
$592,000 0.42% of portfolio
1,035
Q3 2024 Added 93.46%
$0
$583,000 0.41% of portfolio
12,334
Q3 2024 Added 160.49%
$405B
$562,000 0.4% of portfolio
793
Q3 2024 Added 14.43%
$280B
$467,000 0.33% of portfolio
3,172
Q3 2024 Added 2.36%
$590B
$466,000 0.33% of portfolio
1,014
Q1 2024 Reduced 1.36%
$0
$467,000 0.33% of portfolio
3,494
Q3 2024 Added 0.23%
$0
$429,000 0.31% of portfolio
4,223
Q3 2024 Reduced 15.05%
$270B
$374,000 0.27% of portfolio
5,215
Q3 2024 Added 0.13%
$0
$360,000 0.26% of portfolio
1,365
Q3 2024 Added 0.59%
$0
$322,000 0.23% of portfolio
3,180
Q3 2024 Reduced 19.82%
$422B
$321,000 0.23% of portfolio
363
Q2 2024 Reduced 15.19%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $140 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Better Money Decisions, LLC Portfolio

Follow Better Money Decisions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email