Moneywise, Inc. Portfolio Holdings
Moneywise, Inc.
- $176 Million
- Q1 2025
Moneywise, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $28.1M, Ishares Core S&P Total U.S. St with a value of $16.6M, Vanguard Large Cap ETF with a value of $14.2M, Spdr S&P 500 ETF Trust with a value of $13.9M, and Ishares Russell 3000 ETF with a value of $11.7M.
Examining the 13F form we can see an decrease of $10.3M in the current position value, from $186M to 176M.
Below you can find more details about Moneywise, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
ETFs: $172 Million
Technology: $1.66 Million
Communication Services: $787,000
Consumer Cyclical: $536,000
Energy: $466,000
Industrials: $255,000