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
$330,000 0.23% of portfolio
1,168
Q3 2024 Reduced 4.34%
$0
$322,000 0.23% of portfolio
2,513
Q3 2024 Added 16.45%
$0
$297,000 0.21% of portfolio
11,022
Q3 2024 Added 0.61%
$0
$274,000 0.2% of portfolio
1,043
Q3 2024 Added 6.76%
$0
$285,000 0.2% of portfolio
9,432
Q3 2024 Added 1.25%
$0
$262,000 0.19% of portfolio
1,161
Q3 2024 Added 0.09%
$127B
$269,000 0.19% of portfolio
2,064
Q2 2024 Reduced 0.24%
$0
$271,000 0.19% of portfolio
865
Q3 2024 Reduced 6.39%
$0
$259,000 0.18% of portfolio
531
Q3 2024 Reduced 4.5%
$0
$239,000 0.17% of portfolio
408
Q3 2024 Reduced 5.34%
$0
$223,000 0.16% of portfolio
2,691
Q3 2024 Added 0.56%
$660M
$205,000 0.15% of portfolio
10,264
Q3 2024 New
$0
$201,000 0.14% of portfolio
3,231
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.3%

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
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