Moneywise, Inc. Incresed Positions in Q3 2025

Moneywise, Inc.

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
52K
+ 189.28%
$81.14 - $87.32 $4.22M - $4.54M
79.5K $6.93M
XLK
Technology Sector Spdr

ETFs
7.79K
+ 45.09%
$250.97 - $282.66 $1.95M - $2.2M
25.1K $7.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.64K
+ 5.11%
$135.0 - $146.02 $626K - $678K
95.5K $13.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.74K
+ 11.95%
$48.5 - $50.19 $472K - $489K
91.3K $4.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.66K
+ 12.1%
$45.6 - $46.92 $440K - $453K
89.5K $4.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
965
+ 0.71%
$25.29 - $28.33 $24.4K - $27.3K
137K $3.83M
BIBL
Northern Lts Fd Tr Iv

ETFs
1K
+ 1.62%
$41.43 - $44.43 $41.5K - $44.5K
62.9K $2.79M
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.2K
+ 2.83%
$31.81 - $33.66 $70K - $74K
79.8K $2.66M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
2.17K
+ 11.56%
$38.56 - $42.17 $83.6K - $91.5K
20.9K $870K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
2.19K
+ 10.74%
$40.43 - $42.78 $88.5K - $93.6K
22.6K $957K
PRAY
Shp ETF Tr Fis Biblically Resp
3.05K
+ 11.4%
$30.4 - $31.75 $92.6K - $96.7K
29.8K $933K
IVW
Ishares S&P 500 Growth ETF

ETFs
92
+ 1.02%
$108.97 - $121.65 $10K - $11.2K
9.09K $1.1M
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.79K
+ 8.95%
$38.0 - $39.42 $68K - $70.5K
21.8K $856K
GE
General Electric CO

Industrials
40
+ 5.06%
$244.75 - $305.63 $9.79K - $12.2K
831 $249K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$28.92 - $32.19 $28.9 - $32.2
17.2K $547K
NUE
Nucor Corp

Basic Materials
4
+ 0.11%
$133.3 - $150.33 $533 - $601
3.77K $510K
XOM
Exxon Mobil Corp

Energy
21
+ 0.53%
$105.83 - $117.22 $2.22K - $2.46K
3.95K $445K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 2.53%
$567.77 - $614.76 $5.11K - $5.53K
365 $223K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.12%
$91.28 - $97.59 $274 - $293
2.53K $242K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.3%
$122.57 - $132.57 $613 - $663
1.65K $214K
IEMG
Ishares Inc

ETFs
117
+ 3.24%
N/A
3.73K $199K
Northern Lts Fd Tr Iv
189
+ 0.59%
N/A
32.1K $0
Strategy Shs
26.4K
+ 11.89%
N/A
249K $0
Blackrock ETF Trust Ii
330
+ 3.85%
N/A
8.9K $0
Strategy Shs
19.2K
+ 63.35%
N/A
49.5K $0
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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