Moneywise, Inc. Portfolio Holdings
Moneywise, Inc.
- $199 Million
- Q2 2025
Moneywise, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Toews Agility Shares Managed R with a value of $22.4M, Schwab Strategic Tr Us Large C with a value of $20.3M, Spdr S&P 500 ETF Trust with a value of $16.3M, Ishares Russell 3000 ETF with a value of $13.7M, and Ishares Core S&P Total U.S. St with a value of $12.3M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $176M to 199M.
Below you can find more details about Moneywise, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
ETFs: $168 Million
Technology: $2.71 Million
Industrials: $1.76 Million
Communication Services: $872,000
Consumer Cyclical: $633,000
Basic Materials: $487,000
Energy: $423,000
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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