Wealth Management Strategies, Inc. Portfolio Holdings

Wealth Management Strategies, Inc.

  • $129 Million
  • Q4 2024

Wealth Management Strategies, Inc. has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $24.5M, Dimensional ETF Tr U S Core Eq with a value of $15.8M, Vanguard Ftse Developed Market with a value of $12.8M, Dimensional ETF Tr Dimensional with a value of $10.3M, and Ishares Tr Ibonds Dec 2025 Ter with a value of $8.21M.

Examining the 13F form we can see an increase of $129M in the current position value.

Wealth Management Strategies, Inc. is based out at Pittsburgh, PA

Below you can find more details about Wealth Management Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $120 Million
Technology: $6.74 Million
Healthcare: $1.21 Million
Real Estate: $461,000
Financial Services: $428,000
Consumer Defensive: $272,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$4.83 Million 3.75% of portfolio
19,297
Q4 2024 New
$3.04T
$1.06 Million 0.82% of portfolio
2,514
Q4 2024 New
$830B
$946,000 0.73% of portfolio
1,226
Q4 2024 New
$234B
$506,000 0.39% of portfolio
2,306
Q4 2024 New
$76B
$428,000 0.33% of portfolio
2,224
Q4 2024 New
$335B
$338,000 0.26% of portfolio
2,520
Q4 2024 New
$403B
$272,000 0.21% of portfolio
1,627
Q4 2024 New
$120B
$262,000 0.2% of portfolio
3,280
Q4 2024 New
$12.7B
$234,000 0.18% of portfolio
4,305
Q4 2024 New
$20.9B
$227,000 0.18% of portfolio
1,523
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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