Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $144 Million
  • Q4 2024

Better Money Decisions, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $13.9M, Spdr Portfolio Short Term Trea with a value of $13.5M, Ishares Tr with a value of $13.3M, Dimensional ETF Tr U S Target with a value of $9.81M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $9.46M.

Examining the 13F form we can see an increase of $3.35M in the current position value, from $140M to 144M.

Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Million
ETFs: $130 Million
Technology: $7 Million
Communication Services: $1.82 Million
Financial Services: $1.79 Million
Consumer Cyclical: $1.5 Million
Consumer Defensive: $656,000
Energy: $460,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 9.65% of portfolio
268,340
Q4 2024 Added 3.64%
$0
$13.5 Million 9.38% of portfolio
465,167
Q4 2024 Added 15.11%
$0
$13.3 Million 9.26% of portfolio
189,442
Q4 2024 Reduced 6.33%
$0
$9.81 Million 6.82% of portfolio
176,231
Q4 2024 Added 12.03%
$0
$9.46 Million 6.58% of portfolio
246,604
Q4 2024 Added 11.1%
$0
$8.56 Million 5.95% of portfolio
137,362
Q4 2024 Added 2.09%
$0
$7.74 Million 5.38% of portfolio
14,358
Q4 2024 Added 3.15%
$0
$5.27 Million 3.66% of portfolio
171,503
Q4 2024 Added 3.5%
$0
$4.52 Million 3.14% of portfolio
18,793
Q4 2024 Reduced 11.49%
$0
$4.28 Million 2.98% of portfolio
171,324
Q4 2024 Added 21.87%
$0
$4.25 Million 2.95% of portfolio
93,750
Q4 2024 Added 0.85%
$3.79T
$4.14 Million 2.88% of portfolio
16,541
Q4 2024 Reduced 7.26%
$0
$3.78 Million 2.63% of portfolio
47,137
Q4 2024 Added 6.8%
$0
$3.31 Million 2.3% of portfolio
110,129
Q4 2024 Added 2.14%
$0
$1.95 Million 1.36% of portfolio
38,118
Q4 2024 Added 9.66%
$0
$1.84 Million 1.28% of portfolio
39,708
Q4 2024 Added 1.05%
$0
$1.61 Million 1.12% of portfolio
65,054
Q4 2024 Reduced 5.26%
$2.42T
$1.5 Million 1.04% of portfolio
6,822
Q4 2024 Reduced 15.97%
$299B
$1.46 Million 1.01% of portfolio
10,871
Q4 2024 Added 14.49%
$0
$1.39 Million 0.97% of portfolio
27,927
Q4 2024 Added 6.84%
$0
$1.37 Million 0.96% of portfolio
19,239
Q4 2024 Reduced 5.49%
$0
$1.26 Million 0.88% of portfolio
14,331
Q4 2024 Reduced 26.19%
$0
$1.24 Million 0.86% of portfolio
36,229
Q4 2024 Added 4.81%
$0
$1.19 Million 0.83% of portfolio
28,955
Q4 2024 Added 1.54%
$3.09T
$1.16 Million 0.81% of portfolio
2,759
Q4 2024 Added 11.47%
$0
$1 Million 0.7% of portfolio
8,712
Q4 2024 Reduced 5.49%
$0
$999,000 0.69% of portfolio
6,267
Q4 2024 Added 1.97%
$0
$990,000 0.69% of portfolio
3,904
Q4 2024 Added 2.33%
$0
$957,000 0.67% of portfolio
1,627
Q4 2024 Reduced 0.73%
$784B
$847,000 0.59% of portfolio
3,535
Q4 2024 Added 16.13%
$0
$805,000 0.56% of portfolio
20,449
Q4 2024 Added 5.01%
$1.22T
$793,000 0.55% of portfolio
4,191
Q4 2024 Added 9.31%
$0
$778,000 0.54% of portfolio
18,597
Q4 2024 Added 2.15%
$0
$719,000 0.5% of portfolio
15,566
Q4 2024 Added 26.2%
$0
$711,000 0.49% of portfolio
24,519
Q4 2024 Added 16.96%
$0
$703,000 0.49% of portfolio
15,094
Q4 2024 Added 18.24%
$0
$707,000 0.49% of portfolio
20,434
Q4 2024 Added 0.39%
$0
$661,000 0.46% of portfolio
5,181
Q4 2024 Added 106.17%
$0
$602,000 0.42% of portfolio
3,307
Q4 2024 Reduced 4.2%
$0
$608,000 0.42% of portfolio
1,039
Q4 2024 Added 0.1%
$435B
$603,000 0.42% of portfolio
677
Q4 2024 Reduced 14.63%
$292B
$460,000 0.32% of portfolio
3,181
Q4 2024 Added 0.28%
$610B
$459,000 0.32% of portfolio
1,014
Q1 2024 Reduced 1.36%
$0
$467,000 0.32% of portfolio
3,504
Q4 2024 Added 0.29%
$0
$456,000 0.32% of portfolio
13,150
Q4 2024 New
$0
$444,000 0.31% of portfolio
4,234
Q4 2024 Added 0.26%
$1.55T
$421,000 0.29% of portfolio
714
Q4 2024 Reduced 31.01%
$0
$381,000 0.26% of portfolio
12,781
Q4 2024 Added 35.51%
$0
$363,000 0.25% of portfolio
1,375
Q4 2024 Added 0.73%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $144 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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