Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $149 Million
  • Q1 2025

Better Money Decisions, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Million distributed in 68 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 $15M, Ishares Tr with a value of $14.9M, Spdr Portfolio Short Term Trea with a value of $14M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.96M, and Dimensional ETF Tr U S Target with a value of $9.16M.

Examining the 13F form we can see an increase of $5.51M in the current position value, from $144M to 149M.

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

Portfolio value $149 Million
ETFs: $136 Million
Technology: $7.37 Million
Communication Services: $1.66 Million
Consumer Cyclical: $1.63 Million
Financial Services: $1.44 Million
Consumer Defensive: $678,000
Energy: $503,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Million 10.02% of portfolio
285,967
Q1 2025 Added 6.57%
$0
$14.9 Million 10.01% of portfolio
195,657
Q1 2025 Added 3.28%
$0
$14 Million 9.4% of portfolio
480,187
Q1 2025 Added 3.23%
$0
$9.96 Million 6.67% of portfolio
252,371
Q1 2025 Added 2.34%
$0
$9.16 Million 6.13% of portfolio
177,859
Q1 2025 Added 0.92%
$0
$7.9 Million 5.29% of portfolio
135,662
Q1 2025 Reduced 1.24%
$0
$6.74 Million 4.51% of portfolio
13,182
Q1 2025 Reduced 8.19%
$0
$5.9 Million 3.95% of portfolio
191,311
Q1 2025 Added 11.55%
$3.57T
$4.44 Million 2.97% of portfolio
19,999
Q1 2025 Added 20.91%
$0
$4.38 Million 2.93% of portfolio
171,888
Q1 2025 Added 0.33%
$0
$4.24 Million 2.84% of portfolio
19,115
Q1 2025 Added 1.71%
$0
$4.18 Million 2.8% of portfolio
51,234
Q1 2025 Added 8.69%
$0
$3.99 Million 2.67% of portfolio
123,919
Q1 2025 Added 12.52%
$0
$3.69 Million 2.47% of portfolio
86,777
Q1 2025 Reduced 7.44%
$0
$2.37 Million 1.58% of portfolio
41,510
Q1 2025 New
$0
$2.05 Million 1.37% of portfolio
43,217
Q1 2025 Added 8.84%
$0
$1.72 Million 1.15% of portfolio
21,821
Q1 2025 Reduced 4.49%
$0
$1.68 Million 1.13% of portfolio
67,397
Q1 2025 Added 3.6%
$0
$1.38 Million 0.92% of portfolio
27,650
Q1 2025 Reduced 0.99%
$0
$1.33 Million 0.89% of portfolio
36,284
Q1 2025 Added 0.15%
$2.8T
$1.31 Million 0.87% of portfolio
3,477
Q1 2025 Added 26.02%
$1.94T
$1.29 Million 0.87% of portfolio
6,797
Q1 2025 Reduced 0.37%
$0
$1.25 Million 0.84% of portfolio
18,551
Q1 2025 Reduced 3.58%
$0
$1.24 Million 0.83% of portfolio
32,981
Q1 2025 Added 13.9%
$0
$1.22 Million 0.82% of portfolio
15,213
Q1 2025 Added 6.15%
$270B
$1.08 Million 0.72% of portfolio
9,962
Q1 2025 Reduced 8.36%
$0
$1.04 Million 0.7% of portfolio
22,441
Q1 2025 Added 44.17%
$0
$1.02 Million 0.68% of portfolio
3,882
Q1 2025 Reduced 0.56%
$0
$977,000 0.65% of portfolio
9,398
Q1 2025 Added 7.87%
$0
$973,000 0.65% of portfolio
1,744
Q1 2025 Added 7.19%
$0
$881,000 0.59% of portfolio
6,270
Q1 2025 Added 0.05%
$0
$815,000 0.55% of portfolio
20,893
Q1 2025 Added 12.35%
$0
$793,000 0.53% of portfolio
19,831
Q1 2025 Reduced 3.02%
$0
$785,000 0.53% of portfolio
26,857
Q1 2025 Added 9.54%
$0
$743,000 0.5% of portfolio
15,750
Q1 2025 Added 4.35%
$720B
$724,000 0.48% of portfolio
2,953
Q1 2025 Reduced 16.46%
$922B
$635,000 0.43% of portfolio
4,120
Q1 2025 Reduced 1.69%
$415B
$623,000 0.42% of portfolio
669
Q1 2025 Reduced 1.18%
$0
$618,000 0.41% of portfolio
18,871
Q1 2025 Reduced 7.65%
$0
$605,000 0.41% of portfolio
3,323
Q1 2025 Added 0.48%
$0
$601,000 0.4% of portfolio
2,199
Q1 2025 Added 100.82%
$0
$574,000 0.38% of portfolio
4,501
Q1 2025 Reduced 13.12%
$10.7B
$544,000 0.36% of portfolio
16,403
Q1 2025 New
$0
$511,000 0.34% of portfolio
14,692
Q1 2025 Added 11.73%
$327B
$503,000 0.34% of portfolio
3,011
Q1 2025 Reduced 5.34%
$683B
$496,000 0.33% of portfolio
946
Q1 2025 Reduced 6.71%
$0
$462,000 0.31% of portfolio
5,864
Q1 2025 Added 60.17%
$0
$443,000 0.3% of portfolio
1,726
Q1 2025 Added 25.53%
$0
$453,000 0.3% of portfolio
3,511
Q1 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $149 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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