Wise Wealth Partners Top Holdings and 13F Report (2025) About Wise Wealth PartnersInvestment ActivityWise Wealth Partners has $40.54 million in total holdings as of December 31, 2024.Wise Wealth Partners owns shares of 46 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings iShares U.S. Treasury Bond ETF $6,793,534SPDR Portfolio S&P 500 ETF $6,069,951iShares MSCI USA Quality Factor ETF $2,884,102SPDR Gold Shares $2,774,197Fidelity High Dividend ETF $2,334,761 Sector AllocationMap of 500 Largest Holdings ofWise Wealth Partners Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorGOVTiShares U.S. Treasury Bond ETF$6,793,534295,62816.8%ETFSPLGSPDR Portfolio S&P 500 ETF$6,069,95188,04715.0%ETFQUALiShares MSCI USA Quality Factor ETF$2,884,10216,1967.1%ETFGLDSPDR Gold Shares$2,774,19711,4576.8%FinanceFDVVFidelity High Dividend ETF$2,334,76146,7515.8%ETFCGCPCapital Group Core Plus Income ETF$1,913,46586,1924.7%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,335,14948,5243.3%ETFJPIEJPMorgan Income ETF$1,134,85624,8762.8%ETFXMHQInvesco S&P MidCap Quality ETF$1,081,02810,9782.7%ETFVTIVanguard Total Stock Market ETF$717,1822,4751.8%ETFAVGOBroadcom$614,1382,6491.5%Computer and TechnologyNVDANVIDIA$582,1134,3351.4%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$578,72121,3471.4%ETFBNDVanguard Total Bond Market ETF$569,8117,9241.4%ETFQQQInvesco QQQ$553,0961,0821.4%FinanceVGLTVanguard Long-Term Treasury Index ETF$551,3039,9601.4%ETFIEFAiShares Core MSCI EAFE ETF$545,7117,7651.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$542,1077,5891.3%ETFIWFiShares Russell 1000 Growth ETF$517,3851,2881.3%ETFIWPiShares Russell Mid-Cap Growth ETF$452,9813,5741.1%ETFMUBiShares National Muni Bond ETF$427,3564,0111.1%ETFBRK.BBerkshire Hathaway$414,7519151.0%FinanceAAPLApple$399,5311,5951.0%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$363,5615,4970.9%ManufacturingMSTRMicroStrategy$359,5651,2420.9%Computer and TechnologyMETAMeta Platforms$352,4206020.9%Computer and TechnologyJPMJPMorgan Chase & Co.$349,4381,4580.9%FinanceLLYEli Lilly and Company$346,8474490.9%MedicalIWDiShares Russell 1000 Value ETF$341,5191,8450.8%ETFIWRiShares Russell Mid-Cap ETF$310,3933,5110.8%ETFSUBiShares Short-Term National Muni Bond ETF$306,9972,9100.8%ETFCMFiShares California Muni Bond ETF$305,9905,3420.8%ETFIWMiShares Russell 2000 ETF$304,7561,3790.8%FinanceAMZNAmazon.com$297,6031,3570.7%Retail/WholesaleCRWDCrowdStrike$295,2848630.7%Computer and TechnologyMMM3M$292,9332,2690.7%Multi-Sector ConglomeratesHDHome Depot$285,9017350.7%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$280,8235,4910.7%ETFGOOGAlphabet$278,8061,4640.7%Computer and TechnologyMSFTMicrosoft$278,1346600.7%Computer and TechnologyVVisa$273,3588650.7%Business ServicesTTDTrade Desk$247,6362,1070.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$228,5543,0220.6%CL AXOMExxon Mobil$226,0872,1020.6%Oils/EnergyFDLFirst Trust Morningstar Dividend Leaders Index$212,0495,2670.5%ETFTYLTyler Technologies$211,6273670.5%Computer and TechnologyShowing 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.
