Wt Wealth Management Portfolio Holdings
Wt Wealth Management
- $300 Million
- Q1 2025
Wt Wealth Management has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Million distributed in 124 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 $27.6M, Abrdn Gold ETF Trust with a value of $13.1M, Janus Detroit Str Tr Janus Hen with a value of $13M, Janus Detroit Str Tr Henderson with a value of $11.8M, and Schwab Short Term Us Treasury with a value of $11.1M.
Examining the 13F form we can see an decrease of $9.07M in the current position value, from $309M to 300M.
Below you can find more details about Wt Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$300 Million
ETFs: $210 Million
Technology: $27.5 Million
Communication Services: $20.3 Million
Consumer Cyclical: $16.8 Million
Financial Services: $12.7 Million
Consumer Defensive: $6.4 Million
Industrials: $2.52 Million
Energy: $1.96 Million
Other: $1.59 Million