Wiser Wealth Management, Inc Portfolio Holdings
Wiser Wealth Management, Inc
- $353 Million
- Q1 2025
Wiser Wealth Management, Inc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $353 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 $113M, J P Morgan Exchange Traded Fd with a value of $44.6M, Vanguard Ftse Developed Market with a value of $28.7M, Pacer Fds Tr Us Cash Cows 100 with a value of $20.6M, and Vanguard Information Technolog with a value of $19.6M.
Examining the 13F form we can see an decrease of $727K in the current position value, from $354M to 353M.
Below you can find more details about Wiser Wealth Management, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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