Wise Wealth Partners

Wise Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 46 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
Ishares Tr Us Treas Bd Etf (GOVT) 16.8 $6.8M 296k 22.98
Spdr Ser Tr Portfolio S&p500 (SPLG) 15.0 $6.1M 88k 68.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.1 $2.9M 16k 178.07
Spdr Gold Tr Gold Shs (GLD) 6.8 $2.8M 12k 242.14
Fidelity Covington Trust High Divid Etf (FDVV) 5.8 $2.3M 47k 49.94
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.7 $1.9M 86k 22.20
Ssga Active Tr Spdr Nuveen Mun (MBND) 3.3 $1.3M 49k 27.52
J P Morgan Exchange Traded F Income Etf (JPIE) 2.8 $1.1M 25k 45.62
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.7 $1.1M 11k 98.47
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $717k 2.5k 289.77
Broadcom (AVGO) 1.5 $614k 2.6k 231.84
NVIDIA Corporation (NVDA) 1.4 $582k 4.3k 134.28
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.4 $579k 21k 27.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $570k 7.9k 71.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $553k 1.1k 511.18
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.4 $551k 10k 55.35
Ishares Tr Core Msci Eafe (IEFA) 1.3 $546k 7.8k 70.28
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $542k 7.6k 71.43
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $517k 1.3k 401.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $453k 3.6k 126.74
Ishares Tr National Mun Etf (MUB) 1.1 $427k 4.0k 106.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $415k 915.00 453.28
Apple (AAPL) 1.0 $400k 1.6k 250.49
Ishares Tr Core Msci Total (IXUS) 0.9 $364k 5.5k 66.14
Microstrategy Cl A New (MSTR) 0.9 $360k 1.2k 289.50
Meta Platforms Cl A (META) 0.9 $352k 602.00 585.42
JPMorgan Chase & Co. (JPM) 0.9 $349k 1.5k 239.67
Eli Lilly & Co. (LLY) 0.9 $347k 449.00 772.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $342k 1.8k 185.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $310k 3.5k 88.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $307k 2.9k 105.50
Ishares Tr Calif Mun Bd Etf (CMF) 0.8 $306k 5.3k 57.28
Ishares Tr Russell 2000 Etf (IWM) 0.8 $305k 1.4k 221.00
Amazon (AMZN) 0.7 $298k 1.4k 219.31
Crowdstrike Hldgs Cl A (CRWD) 0.7 $295k 863.00 342.16
3M Company (MMM) 0.7 $293k 2.3k 129.10
Home Depot (HD) 0.7 $286k 735.00 388.98
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $281k 5.5k 51.14
Alphabet Cap Stk Cl C (GOOG) 0.7 $279k 1.5k 190.44
Microsoft Corporation (MSFT) 0.7 $278k 660.00 421.42
Visa Com Cl A (V) 0.7 $273k 865.00 316.02
The Trade Desk Com Cl A (TTD) 0.6 $248k 2.1k 117.53
Palantir Technologies Cl A (PLTR) 0.6 $229k 3.0k 75.63
Exxon Mobil Corporation (XOM) 0.6 $226k 2.1k 107.56
First Tr Morningstar Divid L SHS (FDL) 0.5 $212k 5.3k 40.26
Tyler Technologies (TYL) 0.5 $212k 367.00 576.64