13F HOLDINGS REPORT
Wise Wealth Partners
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002056711-25-000001
Total Value
$40.5M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46429B267 | 295,628 | $6.8M | 16.76% |
| 2 | SPDR SER TR | 78464A854 | 88,047 | $6.1M | 14.97% |
| 3 | ISHARES TR | 46432F339 | 16,196 | $2.9M | 7.11% |
| 4 | SPDR GOLD TR | GLD | 11,457 | $2.8M | 6.84% |
| 5 | FIDELITY COVINGTON TRUST | 316092840 | 46,751 | $2.3M | 5.76% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 86,192 | $1.9M | 4.72% |
| 7 | SSGA ACTIVE TR | 78470P705 | 48,524 | $1.3M | 3.29% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 24,876 | $1.1M | 2.80% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,978 | $1.1M | 2.67% |
| 10 | VANGUARD INDEX FDS | 922908769 | 2,475 | $717,182 | 1.77% |
| 11 | BROADCOM INC | AVGO | 2,649 | $614,138 | 1.51% |
| 12 | NVIDIA CORPORATION | NVDA | 4,335 | $582,113 | 1.44% |
| 13 | ISHARES TR | 46435G409 | 21,347 | $578,721 | 1.43% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 7,924 | $569,811 | 1.41% |
| 15 | INVESCO QQQ TR | IVZ | 1,082 | $553,096 | 1.36% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C847 | 9,960 | $551,303 | 1.36% |
| 17 | ISHARES TR | 46432F842 | 7,765 | $545,711 | 1.35% |
| 18 | SPDR SER TR | 78464A805 | 7,589 | $542,107 | 1.34% |
| 19 | ISHARES TR | 464287614 | 1,288 | $517,385 | 1.28% |
| 20 | ISHARES TR | 464287481 | 3,574 | $452,981 | 1.12% |
| 21 | ISHARES TR | 464288414 | 4,011 | $427,356 | 1.05% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 915 | $414,751 | 1.02% |
| 23 | APPLE INC | AAPL | 1,595 | $399,531 | 0.99% |
| 24 | ISHARES TR | 46432F834 | 5,497 | $363,561 | 0.90% |
| 25 | MICROSTRATEGY INC | STRK | 1,242 | $359,565 | 0.89% |
| 26 | META PLATFORMS INC | META | 602 | $352,420 | 0.87% |
| 27 | JPMORGAN CHASE & CO. | VYLD | 1,458 | $349,438 | 0.86% |
| 28 | ELI LILLY & CO | LLY | 449 | $346,847 | 0.86% |
| 29 | ISHARES TR | 464287598 | 1,845 | $341,519 | 0.84% |
| 30 | ISHARES TR | 464287499 | 3,511 | $310,393 | 0.77% |
| 31 | ISHARES TR | 464288158 | 2,910 | $306,997 | 0.76% |
| 32 | ISHARES TR | 464288356 | 5,342 | $305,990 | 0.75% |
| 33 | ISHARES TR | 464287655 | 1,379 | $304,756 | 0.75% |
| 34 | AMAZON COM INC | AMZN | 1,357 | $297,603 | 0.73% |
| 35 | CROWDSTRIKE HLDGS INC | CRWD | 863 | $295,284 | 0.73% |
| 36 | 3M CO | MMM | 2,269 | $292,933 | 0.72% |
| 37 | HOME DEPOT INC | HD | 735 | $285,901 | 0.71% |
| 38 | SPDR SER TR | 78464A508 | 5,491 | $280,823 | 0.69% |
| 39 | ALPHABET INC | GOOG | 1,464 | $278,806 | 0.69% |
| 40 | MICROSOFT CORP | MSFT | 660 | $278,134 | 0.69% |
| 41 | VISA INC | V | 865 | $273,358 | 0.67% |
| 42 | THE TRADE DESK INC | 88339J105 | 2,107 | $247,636 | 0.61% |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 3,022 | $228,554 | 0.56% |
| 44 | EXXON MOBIL CORP | XOM | 2,102 | $226,087 | 0.56% |
| 45 | FIRST TR MORNINGSTAR DIVID L | 336917109 | 5,267 | $212,049 | 0.52% |
| 46 | TYLER TECHNOLOGIES INC | TYL | 367 | $211,627 | 0.52% |