Wt Wealth Management Portfolio Holdings
Wt Wealth Management
- $309 Million
- Q4 2024
Wt Wealth Management has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $309 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $28.8M, Schwab Short Term Us Treasury with a value of $12M, Abrdn Gold ETF Trust with a value of $11M, Apple Inc. with a value of $10.3M, and Schwab Strategic Tr 5 10 Yr C with a value of $9.89M.
Examining the 13F form we can see an decrease of $81.6M in the current position value, from $391M to 309M.
Below you can find more details about Wt Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $202 Million
Technology: $35.4 Million
Consumer Cyclical: $23.4 Million
Communication Services: $22.6 Million
Financial Services: $8.91 Million
Industrials: $7.04 Million
Consumer Defensive: $6.96 Million
Energy: $1.89 Million
Other: $1.65 Million