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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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