Potentia Wealth Top Holdings and 13F Report (2025) About Potentia WealthInvestment ActivityPotentia Wealth has $224.99 million in total holdings as of December 31, 2024.Potentia Wealth owns shares of 97 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $50,546,801SPDR Portfolio S&P 500 Value ETF $19,430,931Apple $14,357,072Berkshire Hathaway $11,239,730iShares Russell 1000 Growth ETF $7,393,858 Sector AllocationMap of 500 Largest Holdings ofPotentia Wealth Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$50,546,80186,24622.5%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$19,430,931379,9558.6%ETFAAPLApple$14,357,07257,3326.4%Computer and TechnologyBRK.BBerkshire Hathaway$11,239,73024,7965.0%FinanceIWFiShares Russell 1000 Growth ETF$7,393,85818,4123.3%ETFIVViShares Core S&P 500 ETF$7,081,72312,0303.1%ETFMSFTMicrosoft$7,058,50316,7463.1%Computer and TechnologyNVDANVIDIA$6,595,56249,1142.9%Computer and TechnologyBXSLBlackstone Secured Lending Fund$5,916,406183,1132.6%FinanceGSSTGoldman Sachs Ultra Short Bond ETF$5,098,645101,5462.3%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$4,856,037106,1202.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$4,298,433106,3711.9%ETFTSLATesla$4,180,95710,3531.9%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$4,085,03222,0661.8%ETFBUGGlobal X Cybersecurity ETF$3,957,829123,3351.8%ManufacturingVPNGlobal X Data Center & Digital Infrastructure ETF$3,785,053228,7041.7%ManufacturingVTWVVanguard Russell 2000 Value ETF$3,612,67224,9821.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,354,52438,1631.5%ETFGLOBAL X FDS$3,321,14588,7771.5%DEFENSE TECH ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,020,48530,2291.3%ETFMETAMeta Platforms$2,870,1704,9021.3%Computer and TechnologyORCLOracle$1,977,51711,8670.9%Computer and TechnologyGOOGLAlphabet$1,878,9879,9260.8%Computer and TechnologyARISTA NETWORKS INC$1,843,20016,6760.8%COM SHSAMZNAmazon.com$1,758,1908,0140.8%Retail/WholesaleFEXFirst Trust Large Cap Core AlphaDEX Fund$1,676,65116,0760.7%ETFWFCWells Fargo & Company$1,553,14722,1120.7%FinancePGIM ETF TR$1,282,91825,0570.6%AAA CLO ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,277,43811,0390.6%ManufacturingPCGPG&E$1,201,37659,5330.5%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$1,127,63312,7000.5%ETFIUSViShares Core S&P U.S. Value ETF$1,127,09812,1730.5%ManufacturingFYXFirst Trust Small Cap Core AlphaDEX Fund$1,121,05811,0930.5%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$1,077,0349,7690.5%ETFSPHQInvesco S&P 500 Quality ETF$1,028,13915,3380.5%ETFGOOGAlphabet$986,4625,1800.4%Computer and TechnologyRTXRTX$975,5198,4300.4%AerospaceLLYEli Lilly and Company$924,8561,1980.4%MedicalSYFSynchrony Financial$838,56512,9010.4%FinanceAMATApplied Materials$824,3735,0690.4%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$796,2396,9130.4%ETFULUnilever$783,36713,8160.3%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$779,3008,5230.3%ETFFFIVF5$762,4563,0320.3%Computer and TechnologyJNJJohnson & Johnson$723,8245,0050.3%MedicalVVisa$709,3872,2450.3%Business ServicesRIORio Tinto Group$655,96711,1540.3%Basic MaterialsIVEiShares S&P 500 Value ETF$645,9403,3840.3%ETFFCXFreeport-McMoRan$640,16316,8110.3%Basic MaterialsMRKMerck & Co., Inc.$634,6836,3800.3%MedicalEFAiShares MSCI EAFE ETF$630,3328,3370.3%FinanceSMINiShares MSCI India Small-Cap ETF$614,8648,0430.3%ETFMDTMedtronic$596,6247,4690.3%MedicalQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$569,0714,5540.3%ManufacturingPGProcter & Gamble$566,8253,3810.3%Consumer StaplesHDHome Depot$549,6441,4130.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$536,8702,7090.2%ETFLPLALPL Financial$514,9681,5770.2%FinanceGLDSPDR Gold Shares$496,8522,0520.2%FinanceVOOVanguard S&P 500 ETF$475,2308820.2%ETFDFCFDimensional Core Fixed Income ETF$447,49210,8430.2%ETFJEPIJPMorgan Equity Premium Income ETF$446,7787,7660.2%ETFQQQInvesco QQQ$438,1368570.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$437,1413,1370.2%ManufacturingDGROiShares Core Dividend Growth ETF$433,3067,0640.2%ETFGDGeneral Dynamics$423,6921,6080.2%AerospaceJPMJPMorgan Chase & Co.$421,4101,7580.2%FinanceSBUXStarbucks$415,1884,5500.2%Retail/WholesaleWMTWalmart$410,1764,5400.2%Retail/WholesaleNFLXNetflix$382,3754290.2%Consumer DiscretionaryGSKGSK$381,45411,2790.2%MedicalKEYKeyCorp$377,11922,0020.2%FinanceVOVanguard Mid-Cap ETF$369,7821,4000.2%ETFACNAccenture$369,0281,0490.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$364,5159,5000.2%ETFVLOValero Energy$361,0282,9450.2%Oils/EnergyFFord Motor$344,65734,8130.2%Auto/Tires/TrucksXLPConsumer Staples Select Sector SPDR Fund$342,1894,3530.2%ETFCHRWC.H. Robinson Worldwide$338,4763,2760.2%TransportationETEnergy Transfer$316,84716,1740.1%Oils/EnergyUSBU.S. Bancorp$313,9096,5630.1%FinanceSCHFSchwab International Equity ETF$295,66715,9820.1%ETFIYWiShares U.S. Technology ETF$288,4511,8080.1%ManufacturingCOSTCostco Wholesale$282,0803080.1%Retail/WholesaleJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$267,5165,1560.1%ETFHEHawaiian Electric Industries$262,74927,0040.1%UtilitiesPEPPepsiCo$259,8711,7090.1%Consumer StaplesCOMMUNITY WEST BANCSHARES NE$253,59213,0920.1%COMUNHUnitedHealth Group$247,8714900.1%MedicalNVONovo Nordisk A/S$240,4262,7950.1%MedicalAVGOBroadcom$236,4771,0200.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$222,1331,7410.1%ETFADBEAdobe$215,2244840.1%Computer and TechnologyDVYiShares Select Dividend ETF$204,3971,5570.1%ETFCMCLCaledonia Mining$190,00020,1910.1%Basic MaterialsOSCROscar Health$141,23910,5090.1%FinanceEVTVEnvirotech Vehicles$19,53416,1440.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
