Defined Wealth Management, LLC Portfolio Holdings
Defined Wealth Management, LLC
- $143 Million
- Q1 2025
Defined Wealth Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $8.71M, Vanguard Index Fds S&P 500 ETF with a value of $7.8M, Vanguard Growth ETF with a value of $6.39M, Ishares Core S&P U.S. Value Et with a value of $5.62M, and Spdr S&P 500 ETF Trust with a value of $5.43M.
Examining the 13F form we can see an decrease of $2.65M in the current position value, from $146M to 143M.
Below you can find more details about Defined Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$143 Million
ETFs: $105 Million
Technology: $9.62 Million
Financial Services: $8.69 Million
Healthcare: $6.97 Million
Industrials: $3.91 Million
Energy: $2.25 Million
Communication Services: $1.91 Million
Consumer Cyclical: $1.75 Million
Other: $3.81 Million