Moneywise, Inc. Portfolio Holdings by Sector
Moneywise, Inc.
- $186 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX ITOT SPY VV IWV IJH COWZ IVW 39 stocks |
$179,465
96.27% of portfolio
|
  19  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,292
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,221
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$989
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$959
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$721
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
GEF 1 stocks |
$595
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$419
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BWXT 1 stocks |
$288
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$255
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$210
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|