Better Money Decisions, LLC Purchases and Sells in Q1 2025

Better Money Decisions, LLC

$149 Million
Q1 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	6.22K + 3.28%	$69.57 - $78.65 $432K - $489K	196K $14.9M
IGSB	17.6K + 6.57%	$51.52 - $52.35 $908K - $923K	286K $15M
NUDM	13.8K + 12.52%	$29.75 - $33.12 $410K - $457K	124K $3.99M
FLRN	19.8K + 11.55%	$30.71 - $30.87 $608K - $611K	191K $5.9M
SPTS	15K + 3.23%	$28.92 - $29.22 $434K - $439K	480K $14M
SPEM	5.77K + 2.34%	$37.07 - $40.63 $214K - $234K	252K $9.96M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	41.5K New	$55.14 - $60.29 $2.29M - $2.5M	41.5K $2.37M
TOST	16.4K New	$32.61 - $41.98 $535K - $689K	16.4K $544K
VEA	7.96K New	$47.4 - $52.99 $377K - $422K	7.96K $407K
LOW	1.46K New	$222.66 - $268.42 $324K - $391K	1.46K $339K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-1.18K - 8.19%	$507.05 - $563.67 $596K - $663K	13.2K $6.74M
IJH	-1.7K - 1.24%	$57.21 - $65.8 $97.3K - $112K	136K $7.9M
XVV	-6.97K - 7.44%	$42.24 - $47.29 $295K - $330K	86.8K $3.69M
NVDA	-909 - 8.36%	$106.98 - $149.43 $97.2K - $136K	9.96K $1.08M
AMZN	-25 - 0.37%	$190.26 - $242.06 $4.76K - $6.05K	6.8K $1.29M
SPY	-300 - 28.87%	$551.42 - $612.93 $165K - $184K	739 $413K

Activity Summary All Purchases 42 New Holdings 4 Increased Positions 38 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.