WT Wealth Management Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$307.8B
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $27.6M |
SGOLETFS GOLD TR | $13.1M |
JAAAJANUS DETROIT STR TR | $13.0M |
JBBBJANUS DETROIT STR TR | $11.8M |
SCHOSCHWAB STRATEGIC TR | $11.1M |
AAPLAPPLE INC | $9.1M |
AMZNAMAZON COM INC | $8.6M |
MSFTMICROSOFT CORP | $7.9M |
SCHISCHWAB STRATEGIC TR | $7.8M |
XLFSELECT SECTOR SPDR TR | $7.7M |
NVDANVIDIA CORPORATION | $7.4M |
XLVSELECT SECTOR SPDR TR | $6.9M |
XLFISELECT SECTOR SPDR TR | $6.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $6.6M |
SCHRSCHWAB STRATEGIC TR | $6.5M |
GOOGALPHABET INC | $6.4M |
SMHVANECK ETF TRUST | $6.2M |
ULSTSSGA ACTIVE ETF TR | $5.6M |
SIHYHARBOR ETF TRUST | $5.5M |
PPAINVESCO EXCHANGE TRADED FD T | $5.4M |
ENFRALPS ETF TR | $5.2M |
PPHVANECK ETF TRUST | $4.7M |
HEFAISHARES TR | $4.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
WMTWALMART INC | $3.7M |
METAMETA PLATFORMS INC | $3.6M |
ICSHISHARES TR | $3.5M |
ESGUISHARES TR | $3.3M |
BCCCGLOBAL X FDS | $3.3M |
BKLNINVESCO EXCH TRADED FD TR II | $3.1M |
NFLXNETFLIX INC | $3.1M |
VVISA INC | $3.0M |
HDHOME DEPOT INC | $3.0M |
SCHQSCHWAB STRATEGIC TR | $2.9M |
MAMASTERCARD INCORPORATED | $2.8M |
COSTCOSTCO WHSL CORP NEW | $2.7M |
SJNKSPDR SER TR | $2.7M |
SPLVINVESCO EXCH TRADED FD TR II | $2.5M |
CSHINEOS ETF TRUST | $2.4M |
BUFRFIRST TR EXCHNG TRADED FD VI | $2.3M |
BACVERIZON COMMUNICATIONS INC | $2.1M |
WMWASTE MGMT INC DEL | $2.1M |
EMXCISHARES INC | $2.0M |
QSIGWISDOMTREE TR | $2.0M |
TMUST-MOBILE US INC | $1.9M |
SIVRABRDN SILVER ETF TRUST | $1.9M |
SPOTSPOTIFY TECHNOLOGY S A | $1.8M |
UBERUBER TECHNOLOGIES INC | $1.8M |
NDQINVESCO QQQ TR | $1.8M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.7M |
EXPEEXPEDIA GROUP INC | $1.7M |
DISDISNEY WALT CO | $1.5M |
OEFISHARES TR | $1.4M |
QGROAMERICAN CENTY ETF TR | $1.4M |
QDEFFLEXSHARES TR | $1.4M |
USFRWISDOMTREE TR | $1.3M |
COWZPACER FDS TR | $1.3M |
QUALISHARES TR | $1.3M |
USMVISHARES TR | $1.2M |
FDUSFIDUS INVT CORP | $1.1M |
BITBBITWISE BITCOIN ETF TR | $1.1M |
TSLATESLA INC | $866K |
GDXVANECK ETF TRUST | $864K |
IVVISHARES TR | $861K |
XHLFBONDBLOXX ETF TRUST | $823K |
GSYINVESCO ACTIVELY MANAGED EXC | $790K |
LOWLOWES COS INC | $783K |
ETENERGY TRANSFER L P | $779K |
GQ9SPDR GOLD TR | $754K |
BUXXEA SERIES TRUST | $732K |
XLYSELECT SECTOR SPDR TR | $713K |
LLYELI LILLY & CO | $661K |
CTASIMPLIFY EXCHANGE TRADED FUN | $657K |
XLCSELECT SECTOR SPDR TR | $645K |
PAAPLAINS ALL AMERN PIPELINE L | $626K |
DBAINVESCO DB MULTI-SECTOR COMM | $624K |
DBBINVESCO DB MULTI-SECTOR COMM | $615K |
IAKISHARES TR | $613K |
ESGDISHARES TR | $600K |
MAGSLISTED FD TR | $591K |
MCKMCKESSON CORP | $548K |
—EXCHANGE TRADED CONCEPTS TRU | $547K |
SMCISUPER MICRO COMPUTER INC | $543K |
CSCOCISCO SYS INC | $522K |
COPXGLOBAL X FDS | $520K |
IYWISHARES TR | $489K |
CMDYISHARES U S ETF TR | $473K |
SCHPSCHWAB STRATEGIC TR | $459K |
SCHHSCHWAB STRATEGIC TR | $444K |
JPMJPMORGAN CHASE & CO. | $440K |
VMBSVANGUARD SCOTTSDALE FDS | $440K |
IVWISHARES TR | $437K |
HYHGPROSHARES TR | $405K |
AIQGLOBAL X FDS | $402K |
NLRVANECK ETF TRUST | $400K |
XLKSELECT SECTOR SPDR TR | $384K |
SGOVISHARES TR | $372K |
BMYBRISTOL-MYERS SQUIBB CO | $371K |
SEPMFIRST TR EXCHNG TRADED FD VI | $335K |
XOMEXXON MOBIL CORP | $322K |
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