Wise-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
48
Total Value
41854797
Accession Number
0002056711-25-000002
Form Type
13F-HR
Manager Name
Wise-Wealth-Partners
Data Enrichment
75% identified
36 identified12 unidentified

Holdings

48 positions
Manager:
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464287481
Shares:4.2K
Value:$497.4K
464287614
Shares:1.4K
Value:$490.9K
NVIDIA CORP
Shares:4.3K
Value:$468.1K
Broadcom Inc.
Shares:2.7K
Value:$445.1K
464288414
Shares:4.0K
Value:$421.1K
464287598
Shares:2.2K
Value:$418.3K
46432F834
Shares:5.5K
Value:$387.0K
ELI LILLY & Co
Shares:450
Value:$371.7K
JPMORGAN CHASE & CO
Shares:1.5K
Value:$359.3K
Apple Inc.
Shares:1.6K
Value:$354.6K
Meta Platforms, Inc.
Shares:602
Value:$347.2K
MICROSTRATEGY Inc
Shares:1.2K
Value:$341.5K
Shares:2.3K
Value:$334.9K
464288158
Shares:2.9K
Value:$308.5K
VISA INC.
Shares:866
Value:$303.6K
464288356
Shares:5.4K
Value:$302.1K
464287499
Shares:3.5K
Value:$296.4K
78464A508
Shares:5.5K
Value:$279.7K
464287655
Shares:1.4K
Value:$275.8K
HOME DEPOT, INC.
Shares:739
Value:$270.8K