Wise Wealth Partners New Holdings in Q1 2025

Wise Wealth Partners

  • $41.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEQT
Simplify Exchange Traded Fds H
75.4K
New
$28.48 - $30.52 $2.15M - $2.3M
75.4K $2.15B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25.2K
New
$67.08 - $76.14 $1.69M - $1.92M
25.2K $1.86B
TSLA
Tesla, Inc.

Consumer Cyclical
999
New
$222.15 - $428.22 $222K - $428K
999 $259M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.39K
New
$95.85 - $99.25 $229K - $237K
2.39K $236M
MA
Mastercard Inc

Financial Services
369
New
$504.67 - $576.31 $186K - $213K
369 $202M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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