Manske Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Manske Wealth Management
Manske Wealth Management holds 168 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.0 | $35M | 121k | 289.81 | |
| Apple (AAPL) | 10.2 | $26M | 102k | 250.42 | |
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 4.4 | $11M | 250k | 44.18 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $8.8M | 185k | 47.82 | |
| Amazon (AMZN) | 3.3 | $8.3M | 38k | 219.39 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 2.5 | $6.2M | 540k | 11.53 | |
| Microsoft Corporation (MSFT) | 2.3 | $5.9M | 14k | 421.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $5.8M | 31k | 190.44 | |
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 2.0 | $5.1M | 108k | 47.26 | |
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 2.0 | $4.9M | 48k | 102.47 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.6 | $4.1M | 182k | 22.70 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $3.6M | 33k | 107.57 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.4 | $3.5M | 119k | 29.70 | |
| Verizon Communications (VZ) | 1.3 | $3.3M | 83k | 39.99 | |
| Principal Exchange Traded Active High Yl (YLD) | 1.3 | $3.3M | 171k | 19.18 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.3 | $3.3M | 77k | 42.61 | |
| At&t (T) | 1.3 | $3.3M | 143k | 22.77 | |
| British Amern Tob Sponsored Adr (BTI) | 1.2 | $3.0M | 82k | 36.32 | |
| Citigroup Com New (C) | 1.1 | $2.8M | 40k | 70.39 | |
| Ishares Tr Global Reit Etf (REET) | 1.1 | $2.7M | 114k | 23.97 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $2.4M | 49k | 49.05 | |
| 3M Company (MMM) | 0.9 | $2.4M | 19k | 129.09 | |
| Ssga Active Etf Tr Incom Allo Etf (INKM) | 0.9 | $2.3M | 74k | 31.28 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $2.1M | 62k | 34.33 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.8 | $2.1M | 52k | 40.67 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.8 | $2.1M | 69k | 29.86 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.8 | $2.0M | 46k | 43.44 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | 3.9k | 511.23 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $1.7M | 33k | 51.73 | |
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.7 | $1.7M | 86k | 19.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.7M | 2.8k | 586.08 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.7 | $1.7M | 60k | 27.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $1.6M | 9.3k | 175.24 | |
| International Paper Company (IP) | 0.6 | $1.4M | 27k | 53.82 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $1.4M | 73k | 19.59 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $1.3M | 17k | 77.89 | |
| CVS Caremark Corporation (CVS) | 0.5 | $1.3M | 30k | 44.89 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.5 | $1.3M | 52k | 25.58 | |
| Chevron Corporation (CVX) | 0.5 | $1.3M | 9.1k | 144.84 | |
| Pfizer (PFE) | 0.5 | $1.3M | 50k | 26.53 | |
| GSK Sponsored Adr (GSK) | 0.5 | $1.3M | 38k | 33.82 | |
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $1.3M | 22k | 58.81 | |
| Totalenergies Se Sponsored Ads | 0.5 | $1.3M | 23k | 54.50 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | 9.3k | 134.29 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.2M | 22k | 56.56 | |
| Home Depot (HD) | 0.5 | $1.2M | 3.1k | 388.95 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 4.8k | 239.70 | |
| Shell Spon Ads (SHEL) | 0.5 | $1.1M | 18k | 62.65 | |
| Prudential Adr (PUK) | 0.4 | $1.1M | 70k | 15.94 | |
| Cibc Cad (CM) | 0.4 | $1.1M | 17k | 63.23 | |
| Intel Corporation (INTC) | 0.4 | $1.0M | 50k | 20.05 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $976k | 13k | 74.27 | |
| Stellantis SHS (STLA) | 0.4 | $947k | 73k | 13.05 | |
| Wells Fargo & Company (WFC) | 0.4 | $940k | 13k | 70.24 | |
| Tesla Motors (TSLA) | 0.4 | $940k | 2.3k | 403.84 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.4 | $932k | 22k | 42.04 | |
| Gilead Sciences (GILD) | 0.4 | $921k | 10k | 92.37 | |
| International Business Machines (IBM) | 0.3 | $866k | 3.9k | 219.83 | |
| Sl Green Realty Corp (SLG) | 0.3 | $860k | 13k | 67.92 | |
| BP Sponsored Adr (BP) | 0.3 | $842k | 29k | 29.56 | |
| Merck & Co (MRK) | 0.3 | $798k | 8.0k | 99.48 | |
| T. Rowe Price (TROW) | 0.3 | $795k | 7.0k | 113.09 | |
| Welltower Inc Com reit (WELL) | 0.3 | $771k | 6.1k | 126.04 | |
| Simon Property (SPG) | 0.3 | $769k | 4.5k | 172.20 | |
| Valero Energy Corporation (VLO) | 0.3 | $764k | 6.2k | 122.58 | |
| Barclays Adr (BCS) | 0.3 | $764k | 58k | 13.29 | |
| Eversource Energy (ES) | 0.3 | $760k | 13k | 57.43 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $749k | 1.4k | 526.57 | |
| Philip Morris International (PM) | 0.3 | $747k | 6.2k | 120.35 | |
| Enterprise Products Partners (EPD) | 0.3 | $737k | 24k | 31.36 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.3 | $732k | 6.8k | 107.98 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $716k | 42k | 17.08 | |
| Walgreen Boots Alliance | 0.3 | $692k | 74k | 9.33 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.3 | $687k | 29k | 23.41 | |
| Kraft Heinz (KHC) | 0.3 | $687k | 22k | 30.71 | |
| Wal-Mart Stores (WMT) | 0.3 | $683k | 7.6k | 90.35 | |
| United Parcel Service CL B (UPS) | 0.3 | $679k | 5.4k | 126.09 | |
| National Grid Sponsored Adr Ne (NGG) | 0.3 | $667k | 11k | 59.42 | |
| Vodafone Group Sponsored Adr (VOD) | 0.3 | $646k | 76k | 8.49 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $643k | 3.7k | 172.41 | |
| Altria (MO) | 0.3 | $637k | 12k | 52.29 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $622k | 13k | 48.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $606k | 1.1k | 539.00 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $602k | 4.6k | 131.05 | |
| Realty Income (O) | 0.2 | $595k | 11k | 53.41 | |
| Us Bancorp Del Com New (USB) | 0.2 | $589k | 12k | 47.83 | |
| Prudential Financial (PRU) | 0.2 | $583k | 4.9k | 118.54 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $575k | 8.0k | 71.91 | |
| Kellogg Company (K) | 0.2 | $552k | 6.8k | 80.97 | |
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.2 | $546k | 15k | 35.98 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $542k | 3.9k | 139.48 | |
| Ford Motor Company (F) | 0.2 | $527k | 53k | 9.90 | |
| Cisco Systems (CSCO) | 0.2 | $521k | 8.8k | 59.20 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $517k | 15k | 34.96 | |
| Sanofi Sponsored Adr (SNY) | 0.2 | $513k | 11k | 48.23 | |
| Enbridge (ENB) | 0.2 | $491k | 12k | 42.43 | |
| Entergy Corporation (ETR) | 0.2 | $474k | 6.3k | 75.82 | |
| O'reilly Automotive (ORLY) | 0.2 | $463k | 390.00 | 1185.80 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $456k | 2.3k | 195.83 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $440k | 16k | 27.87 | |
| Procter & Gamble Company (PG) | 0.2 | $430k | 2.6k | 167.63 | |
| Kimco Realty Corporation (KIM) | 0.2 | $427k | 18k | 23.43 | |
| Williams-Sonoma (WSM) | 0.2 | $427k | 2.3k | 185.18 | |
| Starbucks Corporation (SBUX) | 0.2 | $422k | 4.6k | 91.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $422k | 716.00 | 588.68 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $417k | 1.2k | 351.79 | |
| Truist Financial Corp equities (TFC) | 0.2 | $416k | 9.6k | 43.38 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $415k | 4.7k | 89.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $413k | 2.2k | 189.30 | |
| Visa Com Cl A (V) | 0.2 | $409k | 1.3k | 316.04 | |
| Southern Company (SO) | 0.2 | $407k | 5.0k | 82.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $407k | 897.00 | 453.28 | |
| Meta Platforms Cl A (META) | 0.2 | $393k | 671.00 | 585.53 | |
| Unilever Spon Adr New | 0.2 | $392k | 6.9k | 56.70 | |
| ConocoPhillips (COP) | 0.2 | $388k | 3.9k | 99.17 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $387k | 7.7k | 50.07 | |
| Ventas (VTR) | 0.1 | $371k | 6.3k | 58.89 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $358k | 9.5k | 37.53 | |
| Broadcom (AVGO) | 0.1 | $356k | 1.5k | 231.84 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $352k | 1.9k | 187.51 | |
| Sherwin-Williams Company (SHW) | 0.1 | $350k | 1.0k | 339.93 | |
| Skyworks Solutions (SWKS) | 0.1 | $343k | 3.9k | 88.68 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $342k | 705.00 | 485.64 | |
| PNC Financial Services (PNC) | 0.1 | $332k | 1.7k | 192.85 | |
| BorgWarner (BWA) | 0.1 | $331k | 10k | 31.79 | |
| Peak (DOC) | 0.1 | $329k | 16k | 20.27 | |
| FedEx Corporation (FDX) | 0.1 | $322k | 1.1k | 281.33 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $317k | 5.4k | 58.58 | |
| Blackrock (BLK) | 0.1 | $316k | 308.00 | 1025.11 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $316k | 6.4k | 49.46 | |
| Abbvie (ABBV) | 0.1 | $314k | 1.8k | 177.67 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $305k | 17k | 18.22 | |
| ConAgra Foods (CAG) | 0.1 | $302k | 11k | 27.75 | |
| Johnson & Johnson (JNJ) | 0.1 | $296k | 2.0k | 144.64 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $280k | 5.3k | 53.24 | |
| PPL Corporation (PPL) | 0.1 | $280k | 8.6k | 32.46 | |
| Phillips 66 (PSX) | 0.1 | $276k | 2.4k | 113.93 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $276k | 15k | 18.50 | |
| Dominion Resources (D) | 0.1 | $276k | 5.1k | 53.86 | |
| Tyson Foods Cl A (TSN) | 0.1 | $262k | 4.6k | 57.44 | |
| Exelon Corporation (EXC) | 0.1 | $253k | 6.7k | 37.64 | |
| Domino's Pizza (DPZ) | 0.1 | $252k | 600.00 | 419.76 | |
| Pepsi (PEP) | 0.1 | $249k | 1.6k | 152.06 | |
| McKesson Corporation (MCK) | 0.1 | $247k | 433.00 | 570.18 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $244k | 2.1k | 115.73 | |
| Coca-Cola Company (KO) | 0.1 | $243k | 3.9k | 62.25 | |
| Oneok (OKE) | 0.1 | $238k | 2.4k | 100.40 | |
| Canadian Natural Resources (CNQ) | 0.1 | $238k | 7.7k | 30.87 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $231k | 2.1k | 107.72 | |
| Consolidated Edison (ED) | 0.1 | $231k | 2.6k | 89.23 | |
| Target Corporation (TGT) | 0.1 | $227k | 1.7k | 135.18 | |
| Linde SHS (LIN) | 0.1 | $227k | 541.00 | 418.93 | |
| Carnival Ads (CUK) | 0.1 | $223k | 9.9k | 22.51 | |
| Bk Nova Cad (BNS) | 0.1 | $215k | 4.0k | 53.72 | |
| Williams Companies (WMB) | 0.1 | $214k | 4.0k | 54.12 | |
| Oracle Corporation (ORCL) | 0.1 | $213k | 1.3k | 166.64 | |
| Telefonica S A Sponsored Adr | 0.1 | $212k | 53k | 4.02 | |
| Franklin Resources (BEN) | 0.1 | $210k | 10k | 20.29 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $209k | 3.7k | 57.32 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $207k | 817.00 | 253.83 | |
| Quanta Services (PWR) | 0.1 | $206k | 652.00 | 316.05 | |
| Emerson Electric (EMR) | 0.1 | $203k | 1.6k | 123.93 | |
| Cardinal Health (CAH) | 0.1 | $203k | 1.7k | 118.27 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $195k | 14k | 14.07 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.1 | $175k | 24k | 7.44 | |
| Franklin Unvl Tr Sh Ben Int (FT) | 0.1 | $159k | 22k | 7.31 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $131k | 12k | 11.28 | |
| Hanesbrands (HBI) | 0.0 | $113k | 14k | 8.14 |