Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $144 Million
  • Q4 2024

Better Money Decisions, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $13.9M, Spdr Portfolio Short Term Trea with a value of $13.5M, Ishares Tr with a value of $13.3M, Dimensional ETF Tr U S Target with a value of $9.81M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $9.46M.

Examining the 13F form we can see an increase of $3.35M in the current position value, from $140M to 144M.

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

Portfolio value $144 Million
ETFs: $130 Million
Technology: $7 Million
Communication Services: $1.82 Million
Financial Services: $1.79 Million
Consumer Cyclical: $1.5 Million
Consumer Defensive: $656,000
Energy: $460,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 9.65% of portfolio
268,340
Q4 2024 Added 3.64%
$0
$13.5 Million 9.38% of portfolio
465,167
Q4 2024 Added 15.11%
$0
$13.3 Million 9.26% of portfolio
189,442
Q4 2024 Reduced 6.33%
$0
$9.81 Million 6.82% of portfolio
176,231
Q4 2024 Added 12.03%
$0
$9.46 Million 6.58% of portfolio
246,604
Q4 2024 Added 11.1%
$0
$8.56 Million 5.95% of portfolio
137,362
Q4 2024 Added 2.09%
$0
$7.74 Million 5.38% of portfolio
14,358
Q4 2024 Added 3.15%
$0
$5.27 Million 3.66% of portfolio
171,503
Q4 2024 Added 3.5%
$0
$4.52 Million 3.14% of portfolio
18,793
Q4 2024 Reduced 11.49%
$0
$4.28 Million 2.98% of portfolio
171,324
Q4 2024 Added 21.87%
$0
$4.25 Million 2.95% of portfolio
93,750
Q4 2024 Added 0.85%
$0
$3.78 Million 2.63% of portfolio
47,137
Q4 2024 Added 6.8%
$0
$3.31 Million 2.3% of portfolio
110,129
Q4 2024 Added 2.14%
$0
$1.95 Million 1.36% of portfolio
38,118
Q4 2024 Added 9.66%
$0
$1.84 Million 1.28% of portfolio
39,708
Q4 2024 Added 1.05%
$0
$1.8 Million 1.25% of portfolio
22,847
Q4 2024 Added 15.21%
$0
$1.39 Million 0.97% of portfolio
27,927
Q4 2024 Added 6.84%
$0
$1.37 Million 0.96% of portfolio
19,239
Q4 2024 Reduced 5.49%
$0
$1.26 Million 0.88% of portfolio
14,331
Q4 2024 Reduced 26.19%
$0
$1.24 Million 0.86% of portfolio
36,229
Q4 2024 Added 4.81%
$0
$1.19 Million 0.83% of portfolio
28,955
Q4 2024 Added 1.54%
$0
$1 Million 0.7% of portfolio
8,712
Q4 2024 Reduced 5.49%
$0
$999,000 0.69% of portfolio
6,267
Q4 2024 Added 1.97%
$0
$990,000 0.69% of portfolio
3,904
Q4 2024 Added 2.33%
$0
$957,000 0.67% of portfolio
1,627
Q4 2024 Reduced 0.73%
$0
$805,000 0.56% of portfolio
20,449
Q4 2024 Added 5.01%
$0
$778,000 0.54% of portfolio
18,597
Q4 2024 Added 2.15%
$0
$719,000 0.5% of portfolio
15,566
Q4 2024 Added 26.2%
$0
$711,000 0.49% of portfolio
24,519
Q4 2024 Added 16.96%
$0
$703,000 0.49% of portfolio
15,094
Q4 2024 Added 18.24%
$0
$707,000 0.49% of portfolio
20,434
Q4 2024 Added 0.39%
$0
$661,000 0.46% of portfolio
5,181
Q4 2024 Added 106.17%
$0
$602,000 0.42% of portfolio
3,307
Q4 2024 Reduced 4.2%
$0
$608,000 0.42% of portfolio
1,039
Q4 2024 Added 0.1%
$0
$467,000 0.32% of portfolio
3,504
Q4 2024 Added 0.29%
$0
$456,000 0.32% of portfolio
13,150
Q4 2024 New
$0
$444,000 0.31% of portfolio
4,234
Q4 2024 Added 0.26%
$0
$381,000 0.26% of portfolio
12,781
Q4 2024 Added 35.51%
$0
$363,000 0.25% of portfolio
1,375
Q4 2024 Added 0.73%
$0
$313,000 0.22% of portfolio
1,162
Q4 2024 Added 11.41%
$0
$313,000 0.22% of portfolio
9,134
Q4 2024 New
$0
$317,000 0.22% of portfolio
1,095
Q4 2024 Reduced 6.25%
$0
$285,000 0.2% of portfolio
3,661
Q4 2024 New
$0
$288,000 0.2% of portfolio
2,797
Q4 2024 Reduced 12.04%
$0
$276,000 0.19% of portfolio
11,126
Q4 2024 Added 0.94%
$0
$267,000 0.19% of portfolio
524
Q4 2024 Reduced 1.32%
$0
$256,000 0.18% of portfolio
1,103
Q4 2024 Reduced 5.0%
$0
$224,000 0.16% of portfolio
8,102
Q4 2024 Added 201.08%
$0
$218,000 0.15% of portfolio
1,349
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $144 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 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