Moneywise, Inc. Portfolio Holdings by Sector
Moneywise, Inc.
- $176 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX ITOT VV SPY IWV COWZ VO IVW 43 stocks |
$170,790
97.35% of portfolio
|
  22  
|
  21  
|
  5  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,118
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$938
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$787
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
GEF 1 stocks |
$536
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$466
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$336
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BWXT 1 stocks |
$255
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$206
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|