Wise Wealth Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $40.5 Billion distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $6.79B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.07B, Ishares Msci Usa Quality Facto with a value of $2.88B, Spdr Gold Trust with a value of $2.77B, and Fidelity High Dividend ETF with a value of $2.33B.
Examining the 13F form we can see an increase of $40.5B in the current position value.
Wise Wealth Partners is based out at Phoenix, AZ
Below you can find more details about Wise Wealth Partners portfolio as well as his latest detailed transactions.
