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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$4.14 Million 2.88% of portfolio
16,541
Q4 2024 Reduced 7.26%
$2.42T
$1.5 Million 1.04% of portfolio
6,822
Q4 2024 Reduced 15.97%
$299B
$1.46 Million 1.01% of portfolio
10,871
Q4 2024 Added 14.49%
$3.09T
$1.16 Million 0.81% of portfolio
2,759
Q4 2024 Added 11.47%
$784B
$847,000 0.59% of portfolio
3,535
Q4 2024 Added 16.13%
$1.2T
$793,000 0.55% of portfolio
4,191
Q4 2024 Added 9.31%
$435B
$603,000 0.42% of portfolio
677
Q4 2024 Reduced 14.63%
$292B
$460,000 0.32% of portfolio
3,181
Q4 2024 Added 0.28%
$615B
$459,000 0.32% of portfolio
1,014
Q1 2024 Reduced 1.36%
$1.54T
$421,000 0.29% of portfolio
714
Q4 2024 Reduced 31.01%
$275B
$324,000 0.23% of portfolio
5,216
Q4 2024 Added 0.02%
$434B
$332,000 0.23% of portfolio
363
Q2 2024 Reduced 15.19%
$1.09T
$232,000 0.16% of portfolio
1,179
Q4 2024 New
$559B
$207,000 0.14% of portfolio
656
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