Moneywise, Inc. Portfolio Holdings
Moneywise, Inc.
- $193 Million
- Q3 2024
Moneywise, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Million distributed in 60 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 $31.5M, Ishares Core S&P Total U.S. St with a value of $16.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $12.2M, Spdr S&P 500 ETF Trust with a value of $11.7M, and Vanguard Large Cap ETF with a value of $10.8M.
Examining the 13F form we can see an increase of $12M in the current position value, from $181M to 193M.
Below you can find more details about Moneywise, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$193 Million
ETFs: $186 Million
Technology: $2.51 Million
Industrials: $1.83 Million
Communication Services: $845,000
Consumer Cyclical: $812,000
Energy: $455,000
Utilities: $227,000