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 $50 Millions to $300 Millions

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

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
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