13F-HR filed by Wise Wealth Partners
Wise Wealth Partners filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 46 holding rows worth $40,537,510.
- Accession
- 0002056711-25-000001
- Filer
- CIK 2056711
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 46 entries on the cover page, a total value of $40,537,510 stated on the cover page (in dollars after the unit check, H1), rows summing to $40,537,510 with VALUE read as dollars as filed, 13F file number 028-25335. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 295,628 | $6,793,534 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 88,047 | $6,069,951 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 16,196 | $2,884,102 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 11,457 | $2,774,197 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 46,751 | $2,334,761 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 86,192 | $1,913,465 | dollars as filed | |
| SSGA ACTIVE TR | 78470P705 | ST STR NUVEE ETF | 48,524 | $1,335,149 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 24,876 | $1,134,856 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 10,978 | $1,081,028 | dollars as filed | |
| VTI | 922908769 | COM | 2,475 | $717,182 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,649 | $614,138 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,335 | $582,113 | dollars as filed | |
| IVLU | 46435G409 | COM | 21,347 | $578,721 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 7,924 | $569,811 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,082 | $553,096 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 9,960 | $551,303 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 7,765 | $545,711 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 7,589 | $542,107 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,288 | $517,385 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,574 | $452,981 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,011 | $427,356 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 915 | $414,751 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,595 | $399,531 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 5,497 | $363,561 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 1,242 | $359,565 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 602 | $352,420 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,458 | $349,438 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 449 | $346,847 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,845 | $341,519 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,511 | $310,393 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,910 | $306,997 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 5,342 | $305,990 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,379 | $304,756 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,357 | $297,603 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 863 | $295,284 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,269 | $292,933 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 735 | $285,901 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 5,491 | $280,823 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,464 | $278,806 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 660 | $278,134 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 865 | $273,358 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 2,107 | $247,636 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,022 | $228,554 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,102 | $226,087 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 5,267 | $212,049 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 367 | $211,627 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056711-25-000001 | this filing | 2025-02-14 | acceptance time not in the bulk data set |