Master'S Wealth Management Inc. Portfolio Holdings

Master'S Wealth Management Inc.

  • $191 Billion
  • Q1 2025

Master'S Wealth Management Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $54.5B, Dimensional ETF Tr with a value of $33.9B, Dimensional ETF Tr Dimensional with a value of $16B, Dimensional ETF Trust with a value of $15.6B, and Dimensional ETF Tr U S Target with a value of $15.2B.

Examining the 13F form we can see an increase of $3.22B in the current position value, from $187B to 191B.

Master'S Wealth Management Inc. is based out at Lancaster, PA

Below you can find more details about Master'S Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $112 Billion
Financial Services: $2.7 Billion
Industrials: $2.61 Billion
Technology: $2.31 Billion
Energy: $1.09 Billion
Real Estate: $930 Million
Communication Services: $784 Million
Utilities: $485 Million
Other: $795 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.8B
$997 Million 0.52% of portfolio
2,886
Q1 2025 Reduced 0.82%
$18.9B
$865 Million 0.45% of portfolio
39,818
Q1 2025 Added 1.06%
$94.4B
$492 Million 0.26% of portfolio
4,398
Q1 2025 Added 4.86%
$176B
$504 Million 0.26% of portfolio
11,103
Q1 2025 Added 4.49%
$51.6B
$484 Million 0.25% of portfolio
3,137
Q1 2025 Added 0.64%
$76.8B
$464 Million 0.24% of portfolio
764
Q1 2025 Added 5.23%
$64B
$364 Million 0.19% of portfolio
2,070
Q1 2025 Added 0.15%
$162B
$348 Million 0.18% of portfolio
1,055
Q1 2025 Added 8.65%
$16.4B
$345 Million 0.18% of portfolio
1,022
Q1 2025 Added 0.59%
$131B
$347 Million 0.18% of portfolio
1,467
Q1 2025 Added 0.55%
$60.4B
$322 Million 0.17% of portfolio
11,279
Q1 2025 Added 1.07%
$50B
$298 Million 0.16% of portfolio
2,410
Q1 2025 Added 0.92%
$130B
$280 Million 0.15% of portfolio
3,951
Q1 2025 Added 0.79%
$149B
$281 Million 0.15% of portfolio
7,606
Q1 2025 Added 0.97%
$43.4B
$238 Million 0.12% of portfolio
2,284
Q1 2025 Reduced 1.68%
$117B
$224 Million 0.12% of portfolio
2,135
Q1 2025 Added 5.33%
$74.7B
$211 Million 0.11% of portfolio
775
Q1 2025 Added 0.65%
$72.8B
$209 Million 0.11% of portfolio
409
Q1 2025 New
$55.8B
$206 Million 0.11% of portfolio
2,576
Q1 2025 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $191 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Master'S Wealth Management Inc. Portfolio

Follow Master'S Wealth Management Inc. 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 Master'S Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Master'S Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email