Wt Wealth Management Portfolio Holdings
Wt Wealth Management
- $240 Million
- Q4 2023
Wt Wealth Management has filed its 13F form on February 08, 2024 for Q4 2023 where it was disclosed a total value porftolio of $240 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $23.3M, Wisdomtree Floating Rate Treas with a value of $10.2M, Abrdn Gold ETF Trust with a value of $8.72M, Ishares Barclays 1 3 Year Trea with a value of $8.71M, and Ssga Active ETF Tr Ssga Ultra with a value of $8.48M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $220M to 240M.
Below you can find more details about Wt Wealth Management portfolio as well as his latest detailed transactions.