Moneywise, Inc. Portfolio Holdings
Moneywise, Inc.
- $186 Million
- Q4 2024
Moneywise, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Million distributed in 51 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $30.6M, Ishares Core S&P Total U.S. St with a value of $18M, Spdr S&P 500 ETF Trust with a value of $14M, Vanguard Large Cap ETF with a value of $13.7M, and Ishares Russell 3000 ETF with a value of $11.9M.
Examining the 13F form we can see an decrease of $6.55M in the current position value, from $193M to 186M.
Below you can find more details about Moneywise, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $180 Million
Technology: $2.27 Million
Industrials: $1.72 Million
Communication Services: $959,000
Consumer Cyclical: $595,000
Energy: $419,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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