Mkd Wealth Coaches, LLC Portfolio Holdings

Mkd Wealth Coaches, LLC

  • $88.4 Billion
  • Q1 2025

Mkd Wealth Coaches, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.4 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.1B, Ishares Core S&P Mid Cap ETF with a value of $12.9B, Ishares Core U.S. Aggregate Bo with a value of $7.18B, Ishares Tr Russell 1000 ETF with a value of $3.46B, and Ishares Core S&P Sm Cap ETF with a value of $2.91B.

Examining the 13F form we can see an decrease of $10.4B in the current position value, from $98.8B to 88.4B.

Mkd Wealth Coaches, LLC is based out at Troy, MI

Below you can find more details about Mkd Wealth Coaches, LLC portfolio as well as his latest detailed transactions.

Portfolio value $88.4 Billion
ETFs: $87.3 Billion
Consumer Cyclical: $573 Million
Technology: $300 Million
Communication Services: $216 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.1 Billion 54.4% of portfolio
85,562
Q1 2025 Added 1.01%
$0
$12.9 Billion 14.62% of portfolio
221,466
Q1 2025 Added 3,314.0%
$0
$7.18 Billion 8.12% of portfolio
72,536
Q1 2025 Added 7.49%
$0
$3.46 Billion 3.92% of portfolio
11,289
Q1 2025 Reduced 0.73%
$0
$2.91 Billion 3.29% of portfolio
27,844
Q1 2025 Reduced 84.32%
$0
$2.33 Billion 2.64% of portfolio
92,427
Q1 2025 Added 3.45%
$0
$2.25 Billion 2.55% of portfolio
21,337
Q1 2025 Reduced 37.96%
$0
$1.85 Billion 2.09% of portfolio
34,238
Q1 2025 Reduced 11.28%
$0
$1.82 Billion 2.06% of portfolio
18,193
Q1 2025 Reduced 21.4%
$0
$655 Million 0.74% of portfolio
8,301
Q1 2025 Reduced 0.01%
$0
$532 Million 0.6% of portfolio
6,513
Q4 2024 Reduced 70.71%
$0
$528 Million 0.6% of portfolio
1,425
Q4 2024 Reduced 2.6%
$0
$495 Million 0.56% of portfolio
15,740
Q4 2024 New
$1.94T
$435 Million 0.49% of portfolio
2,284
Q4 2024 Added 1,083.42%
$0
$415 Million 0.47% of portfolio
3,400
Q4 2024 New
$0
$368 Million 0.42% of portfolio
2,131
Q2 2020 New
$3.57T
$300 Million 0.34% of portfolio
1,352
Q4 2024 Reduced 84.89%
$0
$266 Million 0.3% of portfolio
6,071
Q1 2025 Reduced 23.39%
$0
$265 Million 0.3% of portfolio
11,434
Q1 2025 Added 19.27%
$0
$248 Million 0.28% of portfolio
11,209
Q1 2025 Reduced 8.71%
$922B
$216 Million 0.24% of portfolio
1,400
Q4 2024 Added 1,900.0%
$0
$203 Million 0.23% of portfolio
7,261
Q1 2025 New
$0
$207 Million 0.23% of portfolio
494
Q4 2024 New
$39.6B
$138 Million 0.16% of portfolio
13,800
Q4 2024 Reduced 29.39%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $88.4 Billion
  • Prior Value $98.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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