Wiser Wealth Management, Inc Portfolio Holdings

Wiser Wealth Management, Inc

  • $348 Million
  • Q3 2024

Wiser Wealth Management, Inc has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $348 Million distributed in 49 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 $116M, J P Morgan Exchange Traded Fd with a value of $44.9M, Vanguard Ftse Developed Market with a value of $26.5M, Pacer Fds Tr Us Cash Cows 100 with a value of $23.8M, and Vanguard Information Technolog with a value of $19.8M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $322M to 348M.

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

Portfolio value $348 Million
ETFs: $335 Million
Technology: $4.36 Million
Consumer Cyclical: $2.8 Million
Utilities: $1.18 Million
Healthcare: $1 Million
Communication Services: $833,000
Consumer Defensive: $774,000
Financial Services: $658,000
Other: $797,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$2.17 Million 0.63% of portfolio
9,333
Q3 2024 Added 7.44%
$402B
$1.75 Million 0.5% of portfolio
4,322
Q3 2024 Reduced 0.6%
$3.25T
$1.1 Million 0.32% of portfolio
2,554
Q3 2024 Added 11.24%
$336B
$866,000 0.25% of portfolio
7,139
Q3 2024 Added 14.3%
$2.29T
$577,000 0.17% of portfolio
3,100
Q3 2024 Added 8.01%
$398B
$527,000 0.15% of portfolio
3,047
Q3 2024 Added 25.18%
$1.14T
$482,000 0.14% of portfolio
2,907
Q3 2024 Added 4.49%
$730B
$498,000 0.14% of portfolio
563
Q3 2024 New
$1.32T
$351,000 0.1% of portfolio
614
Q3 2024 Added 18.53%
$590B
$283,000 0.08% of portfolio
615
Q3 2024 Added 13.05%
$250B
$247,000 0.07% of portfolio
3,061
Q3 2024 New
$468B
$246,000 0.07% of portfolio
421
Q3 2024 New
$697B
$236,000 0.07% of portfolio
1,120
Q3 2024 Added 8.42%
$378B
$260,000 0.07% of portfolio
1,605
Q3 2024 New
$1.33T
$245,000 0.07% of portfolio
937
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $348 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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