The Analysis of Wise Wealth Partners's Holdings
Currently, Wise Wealth Partners holds 50 types of securities in its portfolio with a total value $69.7M. In the most recent quarter, they have increased their positions in VTV (+13.0K shares, valued at $2.5M), FDHY (+36.5K shares, valued at $1.8M), SPYM (+16.4K shares, valued at $1.3M); decreased their positions in GOVT (-34.4K shares, valued at $791.5K), GLD (-1.3K shares, valued at $512.4K), N/A (-324 shares, valued at $162.9K); initiated new positions in VTV (+13.0K shares, valued at $2.5M), FDHY (+36.5K shares, valued at $1.8M), IXUS (+5.5K shares, valued at $469.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST256.1K shares6.82%2025-12-312026-01-29
GLD SPDR GOLD TR14.3K shares-8.32%2025-12-312026-01-29 AGG ISHARES TR49.4K shares8.76%2025-12-312026-01-29 VYMI VANGUARD WHITEHALL FDS32.9K shares9.38%2025-12-312026-01-29 IDMO INVESCO EXCH TRADED FD TR II52.1K shares11.09%2025-12-312026-01-29 VTV VANGUARD INDEX FDS13.0K sharesnew addition2025-12-312026-01-29 FDHY FIDELITY COVINGTON TRUST36.5K sharesnew addition2025-12-312026-01-29 CGMM CAPITAL GROUP EQUITY ETF TR57.4K shares10.67%2025-12-312026-01-29 CGCP CAPITAL GRP FIXED INCM ETF T58.8K shares-1.62%2025-12-312026-01-29 ALPHABET INC ALPHABET INC4.2K shares3.11%2025-12-312026-01-29 NVDA NVIDIA CORPORATION5.5K shares2.01%2025-12-312026-01-29 QUAL ISHARES TR5.2K shares-1.41%2025-12-312026-01-29 IWD ISHARES TR4.8K shares4.56%2025-12-312026-01-29 BROADCOM INC BROADCOM INC2.7K shares0.00%2025-12-312026-01-29 IWP ISHARES TR6.3K shares0.02%2025-12-312026-01-29 AMZN AMAZON COM INC3.6K shares0.82%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.2.5K shares5.22%2025-12-312026-01-29 LLY ELI LILLY & CO755 shares5.30%2025-12-312026-01-29 IVLU ISHARES TR21.0K shares0.43%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC1.6K shares0.00%2025-12-312026-01-29 VTI VANGUARD INDEX FDS2.2K shares-4.92%2025-12-312026-01-29 IEFA ISHARES TR8.0K shares0.24%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS9.2K shares3.81%2025-12-312026-01-29 GOVT ISHARES TR27.5K shares-55.54%2025-12-312026-01-29 SPTM SPDR SERIES TRUST7.6K shares0.04%2025-12-312026-01-29 MMM 3M CO3.8K shares0.00%2025-12-312026-01-29 IWF ISHARES TR1.3K shares-0.63%2025-12-312026-01-29 IWR ISHARES TR6.2K shares0.00%2025-12-312026-01-29 IWM ISHARES TR2.4K shares0.00%2025-12-312026-01-29 V VISA INC1.6K shares7.73%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2025-12-312026-01-29 MA MASTERCARD INCORPORATED860 shares9.00%2025-12-312026-01-29 AAPL APPLE INC1.7K shares9.01%2025-12-312026-01-29 CVX CHEVRON CORP NEW3.1K shares0.00%2025-12-312026-01-29 IXUS ISHARES TR5.5K sharesnew addition2025-12-312026-01-29 MSFT MICROSOFT CORP943 shares9.27%2025-12-312026-01-29 MUB ISHARES TR4.1K shares-1.01%2025-12-312026-01-29 META META PLATFORMS INC664 shares10.30%2025-12-312026-01-29 HON HONEYWELL INTL INC1.8K shares0.00%2025-12-312026-01-29 CMF ISHARES TR5.9K shares0.93%2025-12-312026-01-29 BAC BANK AMERICA CORP5.8K shares0.00%2025-12-312026-01-29 SUB ISHARES TR3.0K shares0.85%2025-12-312026-01-29 XOM EXXON MOBIL CORP2.4K shares16.58%2025-12-312026-01-29 SPYV SPDR SERIES TRUST4.7K shares-8.49%2025-12-312026-01-29 UTES ETFIS SER TR I3.3K shares-11.84%2025-12-312026-01-29 FDL FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2025-12-312026-01-29 VO VANGUARD INDEX FDS798 sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available