Wise Wealth Partners New Holdings in Q4 2024

Wise Wealth Partners

  • $40.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
296K
New
$22.39 - $23.45 $6.62M - $6.93M
296K $6.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
88K
New
$66.77 - $71.52 $5.88M - $6.3M
88K $6.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
16.2K
New
$176.42 - $186.91 $2.86M - $3.03M
16.2K $2.88B
GLD
Spdr Gold Trust

ETFs
11.5K
New
$236.59 - $257.5 $2.71M - $2.95M
11.5K $2.77B
FDVV
Fidelity High Dividend ETF

ETFs
46.8K
New
$49.66 - $52.63 $2.32M - $2.46M
46.8K $2.33B
CGCP
Capital Group Core Plus Income

ETFs
86.2K
New
$22.13 - $23.17 $1.91M - $2M
86.2K $1.91B
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
48.5K
New
$27.3 - $28.06 $1.32M - $1.36M
48.5K $1.34B
JPIE
J P Morgan Exchange Traded Fd
24.9K
New
$45.59 - $46.25 $1.13M - $1.15M
24.9K $1.13B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$98.47 - $109.35 $1.08M - $1.2M
11K $1.08B
VTI
Vanguard Total Stock Market Et

ETFs
2.48K
New
$280.04 - $302.45 $693K - $749K
2.48K $717M
NVDA
Nvidia Corp

Technology
4.34K
New
$117.0 - $148.88 $507K - $645K
4.34K $582M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
21.3K
New
$26.65 - $29.34 $569K - $626K
21.3K $579M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.92K
New
$71.75 - $75.11 $569K - $595K
7.92K $570M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.08K
New
$481.22 - $538.17 $521K - $582K
1.08K $553M
VGLT
Vanguard Long Term Treasury Et

ETFs
9.96K
New
$55.1 - $61.74 $549K - $615K
9.96K $551M
IEFA
Ishares Tr

ETFs
7.77K
New
$70.06 - $77.43 $544K - $601K
7.77K $546M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.59K
New
$69.3 - $74.3 $526K - $564K
7.59K $542M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.29K
New
$370.24 - $418.94 $477K - $540K
1.29K $517M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.57K
New
$116.4 - $138.52 $416K - $495K
3.57K $453M
MUB
Ishares National Muni Bond ETF

ETFs
4.01K
New
$105.78 - $108.7 $424K - $436K
4.01K $427M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
915
New
$442.29 - $483.08 $405K - $442K
915 $415M
AAPL
Apple Inc.

Technology
1.6K
New
$221.69 - $259.02 $354K - $413K
1.6K $400M
IXUS
Ishares Tr

ETFs
5.5K
New
$65.95 - $72.56 $363K - $399K
5.5K $364M
MSTR
Microstrategy Inc

Technology
1.24K
New
$162.69 - $473.83 $202K - $588K
1.24K $360M
META
Meta Platforms, Inc.

Communication Services
602
New
$554.08 - $632.68 $334K - $381K
602 $352M
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
New
$205.18 - $250.29 $299K - $365K
1.46K $349M
LLY
Eli Lilly & CO

Healthcare
449
New
$727.2 - $932.06 $327K - $418K
449 $347M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
New
$183.23 - $199.79 $338K - $369K
1.85K $342M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.51K
New
$87.25 - $95.52 $306K - $335K
3.51K $310M
SUB
Ishares Short Term National Mu

ETFs
2.91K
New
$104.94 - $106.2 $305K - $309K
2.91K $307M
CMF
Ishares California Muni Bond E

ETFs
5.34K
New
$56.66 - $58.1 $303K - $310K
5.34K $306M
IWM
Ishares Russell 2000 ETF

ETFs
1.38K
New
$216.13 - $242.4 $298K - $334K
1.38K $305M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
New
$180.88 - $232.93 $245K - $316K
1.36K $298M
CRWD
Crowd Strike Holdings, Inc.

Technology
863
New
$275.15 - $388.2 $237K - $335K
863 $295M
MMM
3 M CO

Industrials
2.27K
New
$124.74 - $137.12 $283K - $311K
2.27K $293M
HD
Home Depot, Inc.

Consumer Cyclical
735
New
$385.02 - $431.37 $283K - $317K
735 $286M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.49K
New
$51.09 - $55.27 $281K - $303K
5.49K $281M
GOOG
Alphabet Inc.

Communication Services
1.46K
New
$163.08 - $198.16 $239K - $290K
1.46K $279M
MSFT
Microsoft Corp

Technology
660
New
$406.35 - $454.46 $268K - $300K
660 $278M
V
Visa Inc.

Financial Services
865
New
$273.87 - $320.91 $237K - $278K
865 $273M
TTD
Trade Desk, Inc.

Technology
2.11K
New
$108.7 - $139.51 $229K - $294K
2.11K $248M
PLTR
Palantir Technologies Inc.

Technology
3.02K
New
$36.46 - $82.38 $110K - $249K
3.02K $229M
XOM
Exxon Mobil Corp

Energy
2.1K
New
$105.51 - $125.37 $222K - $264K
2.1K $226M
FDL
First Tr Morningstar Dividend

ETFs
5.27K
New
$39.59 - $43.95 $209K - $231K
5.27K $212M
TYL
Tyler Technologies Inc

Technology
367
New
$576.64 - $635.69 $212K - $233K
367 $212M
Activity Summary
Buys All Purchases 46 New Holdings 46 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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