Wiser Wealth Management, Inc Portfolio Holdings

Wiser Wealth Management, Inc

  • $354 Million
  • Q4 2024

Wiser Wealth Management, Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $354 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $119M, J P Morgan Exchange Traded Fd with a value of $41.1M, Vanguard Ftse Developed Market with a value of $25.7M, Pacer Fds Tr Us Cash Cows 100 with a value of $22.3M, and Vanguard Information Technolog with a value of $21.7M.

Examining the 13F form we can see an increase of $6.69M in the current position value, from $348M to 354M.

Below you can find more details about Wiser Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
ETFs: $340 Million
Technology: $5.5 Million
Consumer Cyclical: $3.19 Million
Communication Services: $1.58 Million
Utilities: $1.09 Million
Financial Services: $867,000
Consumer Defensive: $747,000
Industrials: $522,000
Other: $910,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Million 33.55% of portfolio
220,533
Q4 2024 Added 0.3%
$0
$41.1 Million 11.6% of portfolio
891,562
Q4 2024 Reduced 4.23%
$0
$25.7 Million 7.27% of portfolio
538,150
Q4 2024 Added 7.39%
$0
$22.3 Million 6.29% of portfolio
394,432
Q4 2024 Reduced 4.25%
$0
$21.7 Million 6.13% of portfolio
34,932
Q4 2024 Added 3.72%
$0
$18.7 Million 5.29% of portfolio
382,185
Q4 2024 Added 9.25%
$0
$18.5 Million 5.22% of portfolio
371,727
Q4 2024 Added 4.22%
$0
$16.9 Million 4.77% of portfolio
28,710
Q4 2024 Added 0.01%
$0
$14.7 Million 4.14% of portfolio
190,009
Q4 2024 Added 4.24%
$0
$13 Million 3.67% of portfolio
122,650
Q4 2024 Added 0.99%
$0
$10.4 Million 2.95% of portfolio
145,252
Q4 2024 Added 140.52%
$3.58T
$2.62 Million 0.74% of portfolio
10,448
Q4 2024 Added 11.95%
$0
$2.6 Million 0.73% of portfolio
22,594
Q4 2024 Added 3.29%
$0
$2.53 Million 0.72% of portfolio
9,398
Q4 2024 Reduced 0.04%
$0
$2.52 Million 0.71% of portfolio
8,701
Q4 2024 Reduced 0.1%
$0
$2.26 Million 0.64% of portfolio
45,307
Q4 2024 Reduced 24.29%
$0
$1.74 Million 0.49% of portfolio
16,490
Q4 2024 Reduced 2.93%
$0
$1.69 Million 0.48% of portfolio
24,021
Q4 2024 Reduced 23.08%
$428B
$1.72 Million 0.48% of portfolio
4,415
Q4 2024 Added 2.15%
$3.19T
$1.3 Million 0.37% of portfolio
3,086
Q4 2024 Added 20.83%
$351B
$1.22 Million 0.34% of portfolio
9,052
Q4 2024 Added 26.8%
$92.2B
$1.09 Million 0.31% of portfolio
13,275
Q4 2024 Added 1.16%
$0
$848,000 0.24% of portfolio
1,448
Q4 2024 Reduced 0.75%
$2.35T
$817,000 0.23% of portfolio
3,724
Q4 2024 Added 20.13%
$0
$691,000 0.2% of portfolio
9,679
Q4 2024 Reduced 2.66%
$0
$700,000 0.2% of portfolio
3,848
Q4 2024 Added 35.88%
$1.18T
$670,000 0.19% of portfolio
3,543
Q4 2024 Added 21.88%
$1.34T
$449,000 0.13% of portfolio
1,114
Q4 2024 Added 18.89%
$383B
$448,000 0.13% of portfolio
2,675
Q4 2024 Reduced 12.21%
$1.39T
$451,000 0.13% of portfolio
765
Q4 2024 Added 24.59%
$0
$454,000 0.13% of portfolio
2,459
Q3 2024 New
$97.3B
$370,000 0.1% of portfolio
1,598
Q4 2024 Added 24.94%
$772B
$306,000 0.09% of portfolio
1,277
Q4 2024 Added 14.02%
$600B
$335,000 0.09% of portfolio
741
Q4 2024 Added 20.49%
$124B
$274,000 0.08% of portfolio
938
Q4 2024 Added 2.51%
$253B
$299,000 0.08% of portfolio
3,310
Q4 2024 Added 8.13%
$1.21T
$249,000 0.07% of portfolio
1,310
Q4 2024 New
$58.3B
$248,000 0.07% of portfolio
1,059
Q4 2024 Added 1.44%
$22.5B
$237,000 0.07% of portfolio
8,425
Q4 2024 Added 0.04%
$491B
$243,000 0.07% of portfolio
482
Q4 2024 Added 14.49%
$705B
$226,000 0.06% of portfolio
294
Q4 2024 Reduced 47.78%
$164B
$211,000 0.06% of portfolio
858
Q4 2024 Added 3.25%
$529B
$226,000 0.06% of portfolio
716
Q4 2024 New
$387B
$209,000 0.06% of portfolio
235
Q4 2024 New
$465B
$204,000 0.06% of portfolio
1,900
Q4 2024 New
Bitwise Ethereum ETF
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.85%
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 9.94%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $354 Million
  • Prior Value $348 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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