Manske Wealth Management as of March 31, 2025
Portfolio Holdings for Manske Wealth Management
Manske Wealth Management holds 179 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.3 | $38M | 138k | 274.84 | |
| Apple (AAPL) | 8.5 | $23M | 101k | 222.13 | |
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 4.2 | $11M | 249k | 44.82 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $9.4M | 185k | 50.83 | |
| Amazon (AMZN) | 3.5 | $9.3M | 49k | 190.26 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 2.3 | $6.2M | 551k | 11.22 | |
| Microsoft Corporation (MSFT) | 2.2 | $5.7M | 15k | 375.39 | |
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 2.0 | $5.3M | 111k | 47.89 | |
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 1.9 | $4.9M | 49k | 100.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.8M | 31k | 156.23 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.7 | $4.4M | 192k | 23.16 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $4.1M | 35k | 118.93 | |
| At&t (T) | 1.5 | $3.9M | 137k | 28.28 | |
| Verizon Communications (VZ) | 1.4 | $3.7M | 82k | 45.36 | |
| British Amern Tob Sponsored Adr (BTI) | 1.3 | $3.4M | 81k | 41.37 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.3 | $3.4M | 79k | 42.52 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.2 | $3.3M | 120k | 27.39 | |
| Principal Exchange Traded Active High Yl (YLD) | 1.2 | $3.3M | 172k | 19.05 | |
| Ishares Tr Global Reit Etf (REET) | 1.1 | $2.8M | 115k | 24.26 | |
| Ssga Active Etf Tr Incom Allo Etf (INKM) | 1.0 | $2.5M | 79k | 31.80 | |
| 3M Company (MMM) | 0.9 | $2.4M | 16k | 146.86 | |
| Citigroup Com New (C) | 0.9 | $2.4M | 33k | 70.99 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $2.3M | 47k | 48.82 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.9 | $2.3M | 76k | 30.10 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $2.2M | 63k | 35.88 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.2M | 4.8k | 468.92 | |
| CVS Caremark Corporation (CVS) | 0.8 | $2.2M | 33k | 67.75 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.8 | $2.2M | 53k | 41.85 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.8 | $2.1M | 42k | 51.55 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.8 | $2.1M | 47k | 43.88 | |
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.7 | $1.9M | 87k | 21.46 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.7 | $1.9M | 60k | 31.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.7M | 3.1k | 559.39 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $1.6M | 9.3k | 173.24 | |
| Chevron Corporation (CVX) | 0.6 | $1.6M | 9.5k | 167.29 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.6 | $1.6M | 22k | 70.40 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.6 | $1.5M | 24k | 64.69 | |
| GSK Sponsored Adr (GSK) | 0.6 | $1.5M | 39k | 38.74 | |
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $1.5M | 25k | 60.08 | |
| Prudential Adr (PUK) | 0.6 | $1.5M | 69k | 21.50 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $1.4M | 77k | 18.59 | |
| Shell Spon Ads (SHEL) | 0.5 | $1.4M | 19k | 73.28 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.3M | 22k | 60.99 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.5 | $1.3M | 52k | 25.22 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | 5.4k | 245.32 | |
| Pfizer (PFE) | 0.5 | $1.3M | 50k | 25.34 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $1.3M | 16k | 76.62 | |
| Home Depot (HD) | 0.5 | $1.2M | 3.4k | 366.45 | |
| International Paper Company (IP) | 0.4 | $1.2M | 22k | 53.35 | |
| NVIDIA Corporation (NVDA) | 0.4 | $1.2M | 11k | 108.38 | |
| Us Bancorp Del Com New (USB) | 0.4 | $1.1M | 27k | 42.22 | |
| Gilead Sciences (GILD) | 0.4 | $1.1M | 9.6k | 112.05 | |
| Stellantis SHS (STLA) | 0.4 | $1.0M | 92k | 11.21 | |
| Philip Morris International (PM) | 0.4 | $1.0M | 6.5k | 158.73 | |
| BP Sponsored Adr (BP) | 0.4 | $966k | 29k | 33.79 | |
| International Business Machines (IBM) | 0.4 | $952k | 3.8k | 248.66 | |
| Enterprise Products Partners (EPD) | 0.4 | $945k | 28k | 34.14 | |
| Cibc Cad (CM) | 0.3 | $904k | 16k | 56.30 | |
| Intel Corporation (INTC) | 0.3 | $901k | 40k | 22.71 | |
| Vodafone Group Sponsored Adr (VOD) | 0.3 | $848k | 91k | 9.37 | |
| Valero Energy Corporation (VLO) | 0.3 | $847k | 6.4k | 132.06 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $840k | 14k | 60.66 | |
| Eversource Energy (ES) | 0.3 | $840k | 14k | 62.11 | |
| Wells Fargo & Company (WFC) | 0.3 | $830k | 12k | 71.79 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $823k | 41k | 20.00 | |
| National Grid Sponsored Adr Ne (NGG) | 0.3 | $812k | 12k | 65.61 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $804k | 1.5k | 548.12 | |
| Kraft Heinz (KHC) | 0.3 | $783k | 26k | 30.43 | |
| Ford Motor Company (F) | 0.3 | $776k | 77k | 10.03 | |
| Barclays Adr (BCS) | 0.3 | $772k | 50k | 15.36 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.3 | $754k | 31k | 24.28 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.3 | $751k | 20k | 36.99 | |
| Merck & Co (MRK) | 0.3 | $737k | 8.2k | 89.76 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $720k | 20k | 36.90 | |
| Altria (MO) | 0.3 | $716k | 12k | 60.02 | |
| Welltower Inc Com reit (WELL) | 0.3 | $711k | 4.6k | 153.22 | |
| Walgreen Boots Alliance | 0.3 | $671k | 60k | 11.17 | |
| Sl Green Realty Corp (SLG) | 0.3 | $668k | 12k | 57.70 | |
| United Parcel Service CL B (UPS) | 0.3 | $664k | 6.0k | 109.98 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $657k | 14k | 48.54 | |
| T. Rowe Price (TROW) | 0.2 | $657k | 7.2k | 91.87 | |
| Realty Income (O) | 0.2 | $650k | 11k | 58.01 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $642k | 10k | 61.56 | |
| Simon Property (SPG) | 0.2 | $641k | 3.9k | 166.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $638k | 1.1k | 561.90 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $635k | 4.5k | 142.23 | |
| Wal-Mart Stores (WMT) | 0.2 | $629k | 7.2k | 87.79 | |
| Tesla Motors (TSLA) | 0.2 | $613k | 2.4k | 259.16 | |
| Sanofi Sponsored Adr (SNY) | 0.2 | $612k | 11k | 55.46 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $608k | 6.4k | 94.67 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $596k | 1.2k | 513.94 | |
| Cisco Systems (CSCO) | 0.2 | $589k | 9.6k | 61.71 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $567k | 15k | 38.36 | |
| O'reilly Automotive (ORLY) | 0.2 | $566k | 395.00 | 1432.58 | |
| Enbridge (ENB) | 0.2 | $564k | 13k | 44.31 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $561k | 7.6k | 73.45 | |
| Prudential Financial (PRU) | 0.2 | $559k | 5.0k | 111.69 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $558k | 3.8k | 145.67 | |
| Visa Com Cl A (V) | 0.2 | $555k | 1.6k | 350.46 | |
| Kellogg Company (K) | 0.2 | $555k | 6.7k | 82.49 | |
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.2 | $541k | 15k | 35.67 | |
| Entergy Corporation (ETR) | 0.2 | $541k | 6.3k | 85.49 | |
| Sherwin-Williams Company (SHW) | 0.2 | $517k | 1.5k | 349.19 | |
| Campbell Soup Company (CPB) | 0.2 | $503k | 13k | 39.92 | |
| Procter & Gamble Company (PG) | 0.2 | $489k | 2.9k | 170.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $478k | 897.00 | 532.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $469k | 3.0k | 154.64 | |
| Unilever Spon Adr New (UL) | 0.2 | $469k | 7.9k | 59.55 | |
| Starbucks Corporation (SBUX) | 0.2 | $469k | 4.8k | 98.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $452k | 2.3k | 193.99 | |
| Meta Platforms Cl A (META) | 0.2 | $447k | 776.00 | 576.38 | |
| Southern Company (SO) | 0.2 | $434k | 4.7k | 91.94 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $432k | 4.8k | 90.54 | |
| ConocoPhillips (COP) | 0.2 | $431k | 4.1k | 105.02 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $416k | 3.0k | 139.80 | |
| Ventas (VTR) | 0.2 | $411k | 6.0k | 68.76 | |
| Abbvie (ABBV) | 0.1 | $396k | 1.9k | 209.49 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $391k | 3.0k | 132.47 | |
| Kimco Realty Corporation (KIM) | 0.1 | $389k | 18k | 21.24 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $371k | 15k | 25.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $370k | 1.2k | 312.04 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $367k | 2.0k | 179.70 | |
| Johnson & Johnson (JNJ) | 0.1 | $365k | 2.2k | 165.86 | |
| Williams-Sonoma (WSM) | 0.1 | $364k | 2.3k | 158.10 | |
| Broadcom (AVGO) | 0.1 | $364k | 2.2k | 167.43 | |
| Dollar General (DG) | 0.1 | $357k | 4.1k | 87.93 | |
| Oneok (OKE) | 0.1 | $347k | 3.5k | 99.21 | |
| Truist Financial Corp equities (TFC) | 0.1 | $330k | 8.0k | 41.15 | |
| Peak (DOC) | 0.1 | $326k | 16k | 20.22 | |
| Blackrock (BLK) | 0.1 | $317k | 335.00 | 946.48 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $316k | 5.3k | 59.94 | |
| BorgWarner (BWA) | 0.1 | $313k | 11k | 28.65 | |
| Coca-Cola Company (KO) | 0.1 | $311k | 4.3k | 71.61 | |
| PPL Corporation (PPL) | 0.1 | $311k | 8.6k | 36.11 | |
| Exelon Corporation (EXC) | 0.1 | $310k | 6.7k | 46.08 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $306k | 5.4k | 56.56 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $303k | 679.00 | 446.42 | |
| Phillips 66 (PSX) | 0.1 | $301k | 2.4k | 123.48 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $295k | 15k | 19.78 | |
| Tyson Foods Cl A (TSN) | 0.1 | $294k | 4.6k | 63.81 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $293k | 5.1k | 57.43 | |
| ConAgra Foods (CAG) | 0.1 | $292k | 11k | 26.67 | |
| McKesson Corporation (MCK) | 0.1 | $292k | 433.00 | 673.35 | |
| Dominion Resources (D) | 0.1 | $287k | 5.1k | 56.07 | |
| PNC Financial Services (PNC) | 0.1 | $286k | 1.6k | 175.77 | |
| FedEx Corporation (FDX) | 0.1 | $280k | 1.1k | 243.78 | |
| Domino's Pizza (DPZ) | 0.1 | $276k | 600.00 | 459.45 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $274k | 2.2k | 121.96 | |
| Consolidated Edison (ED) | 0.1 | $272k | 2.5k | 110.60 | |
| Oracle Corporation (ORCL) | 0.1 | $272k | 1.9k | 139.81 | |
| Canadian Natural Resources (CNQ) | 0.1 | $261k | 8.5k | 30.80 | |
| Pepsi (PEP) | 0.1 | $260k | 1.7k | 149.94 | |
| Caterpillar (CAT) | 0.1 | $259k | 784.00 | 329.80 | |
| General Mills (GIS) | 0.1 | $256k | 4.3k | 59.79 | |
| Skyworks Solutions (SWKS) | 0.1 | $253k | 3.9k | 64.63 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $243k | 4.0k | 60.87 | |
| Linde SHS (LIN) | 0.1 | $242k | 520.00 | 465.64 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $241k | 52k | 4.66 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $234k | 14k | 16.63 | |
| Cardinal Health (CAH) | 0.1 | $229k | 1.7k | 137.77 | |
| Interpublic Group of Companies (IPG) | 0.1 | $224k | 8.2k | 27.16 | |
| Williams Companies (WMB) | 0.1 | $223k | 3.7k | 59.76 | |
| Halliburton Company (HAL) | 0.1 | $222k | 8.7k | 25.37 | |
| Emerson Electric (EMR) | 0.1 | $220k | 2.0k | 109.64 | |
| Schlumberger Com Stk (SLB) | 0.1 | $214k | 5.1k | 41.80 | |
| Morgan Stanley Com New (MS) | 0.1 | $208k | 1.8k | 116.68 | |
| Cigna Corp (CI) | 0.1 | $206k | 625.00 | 329.00 | |
| Dow (DOW) | 0.1 | $205k | 5.9k | 34.92 | |
| Ge Aerospace Com New (GE) | 0.1 | $201k | 1.0k | 200.25 | |
| McDonald's Corporation (MCD) | 0.1 | $201k | 644.00 | 312.56 | |
| Franklin Resources (BEN) | 0.1 | $201k | 10k | 19.25 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $156k | 15k | 10.68 | |
| Franklin Unvl Tr Sh Ben Int (FT) | 0.1 | $155k | 21k | 7.53 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $130k | 12k | 11.20 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $121k | 19k | 6.55 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $121k | 17k | 7.11 | |
| Hanesbrands (HBI) | 0.0 | $75k | 13k | 5.77 | |
| Banco Santander Adr (SAN) | 0.0 | $69k | 10k | 6.70 | |
| Carecloud (CCLD) | 0.0 | $33k | 24k | 1.39 |