The Analysis of MONEYWISE, INC.'s Holdings


Currently, MONEYWISE, INC. holds 72 types of securities in its portfolio with a total value $221.1M. In the most recent quarter, they have increased their positions in XLU (+52.0K shares, valued at $4.5M), XLK (+7.8K shares, valued at $2.2M), ESUM (+26.4K shares, valued at $718.8K); decreased their positions in MRSK (-63.0K shares, valued at $2.2M), SCHX (-30.6K shares, valued at $807.2K), SPY (-770 shares, valued at $513.0K); initiated new positions in HD (+654 shares, valued at $265.0K), SCHB (+8.2K shares, valued at $210.6K), TSLA (+467 shares, valued at $207.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MRSK NORTHERN LIGHTS FD TR604.8K shares-9.43%2025-09-302025-10-24history
SCHX SCHWAB STRATEGIC TR799.4K shares-3.69%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR25.6K shares-2.92%2025-09-302025-10-24history
IWV ISHARES TR38.6K shares-1.12%2025-09-302025-10-24history
ITOT ISHARES TR95.5K shares5.11%2025-09-302025-10-24history
VV VANGUARD INDEX FDS38.8K shares-1.27%2025-09-302025-10-24history
IEFA ISHARES TR91.8K shares-0.86%2025-09-302025-10-24history
PTL NORTHERN LTS FD TR IV32.1K shares0.59%2025-09-302025-10-24history
Sponsored
IWP ISHARES TR51.3K shares-1.10%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR25.1K shares45.09%2025-09-302025-10-24history
XLU SELECT SECTOR SPDR TR79.5K shares189.28%2025-09-302025-10-24history
ESUM STRATEGY SHS248.8K shares11.89%2025-09-302025-10-24history
COWZ PACER FDS TR91.6K shares-3.37%2025-09-302025-10-24history
SCHM SCHWAB STRATEGIC TR158.0K shares-1.55%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS91.3K shares11.95%2025-09-302025-10-24history
IUSB ISHARES TR89.5K shares12.10%2025-09-302025-10-24history
Sponsored
SCHA SCHWAB STRATEGIC TR137.4K shares0.71%2025-09-302025-10-24history
QGRO AMERICAN CENTY ETF TR32.4K shares-8.42%2025-09-302025-10-24history
BIBL NORTHERN LTS FD TR IV62.9K shares1.62%2025-09-302025-10-24history
CALF PACER FDS TR63.4K shares-4.43%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS5.7K shares-0.32%2025-09-302025-10-24history
TPIF TIMOTHY PLAN79.8K shares2.83%2025-09-302025-10-24history
VO VANGUARD INDEX FDS8.9K shares-2.45%2025-09-302025-10-24history
IVV ISHARES TR3.6K shares-2.60%2025-09-302025-10-24history
Sponsored
FYC FIRST TR EXCHANGE-TRADED ALP25.7K shares-1.87%2025-09-302025-10-24history
EEM ISHARES TR43.6K shares-2.89%2025-09-302025-10-24history
FLQM FRANKLIN TEMPLETON ETF TR30.9K shares-0.74%2025-09-302025-10-24history
MSFT MICROSOFT CORP3.1K shares-4.01%2025-09-302025-10-24history
IJH ISHARES TR21.9K shares-2.90%2025-09-302025-10-24history
ELCV STRATEGY SHS49.5K shares63.35%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS3.9K shares-9.90%2025-09-302025-10-24history
VB VANGUARD INDEX FDS4.7K shares-4.25%2025-09-302025-10-24history
Sponsored
MUST COLUMBIA ETF TR I57.5K shares-27.09%2025-09-302025-10-24history
GOOG ALPHABET INC4.6K shares-5.81%2025-09-302025-10-24history
IVW ISHARES TR9.1K shares1.02%2025-09-302025-10-24history
WWJD NORTHERN LTS FD TR IV27.8K shares10.75%2025-09-302025-10-24history
BLES NORTHERN LTS FD TR IV22.6K shares10.74%2025-09-302025-10-24history
PRAY NEOS ETF TRUST29.8K shares11.40%2025-09-302025-10-24history
SPLV INVESCO EXCH TRADED FD TR II12.6K shares-6.24%2025-09-302025-10-24history
TPSC TIMOTHY PLAN20.9K shares11.56%2025-09-302025-10-24history
Sponsored
XMLV INVESCO EXCH TRADED FD TR II13.6K shares0.00%2025-09-302025-10-24history
TPHD TIMOTHY PLAN21.8K shares8.95%2025-09-302025-10-24history
FTCS FIRST TR EXCHANGE-TRADED FD8.8K shares-4.41%2025-09-302025-10-24history
UPS UNITED PARCEL SERVICE INC9.7K shares-0.21%2025-09-302025-10-24history
SHM SPDR SERIES TRUST13.8K shares-5.90%2025-09-302025-10-24history
IJR ISHARES TR5.6K shares-16.51%2025-09-302025-10-24history
AAPL APPLE INC2.5K shares-17.44%2025-09-302025-10-24history
GEF GREIF INC9.8K shares0.00%2025-09-302025-10-24history
Sponsored
SCHG SCHWAB STRATEGIC TR17.2K shares0.01%2025-09-302025-10-24history
NUE NUCOR CORP3.8K shares0.11%2025-09-302025-10-24history
BINC BLACKROCK ETF TRUST II8.9K shares3.85%2025-09-302025-10-24history
XOM EXXON MOBIL CORP4.0K shares0.53%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR17.8K shares-3.48%2025-09-302025-10-24history
BWXT BWX TECHNOLOGIES INC2.2K shares-13.77%2025-09-302025-10-24history
SPSM SPDR SERIES TRUST8.0K shares-0.32%2025-09-302025-10-24history
IVE ISHARES TR1.7K shares-2.84%2025-09-302025-10-24history
Sponsored
NVDA NVIDIA CORPORATION1.9K shares0.00%2025-09-302025-10-24history
RFDI FIRST TR EXCH TRADED FD III3.6K shares0.00%2025-09-302025-10-24history
GLD SPDR GOLD TR775 shares0.00%2025-09-302025-10-24history
BNDW VANGUARD SCOTTSDALE FDS3.8K shares-55.98%2025-09-302025-10-24history
HD HOME DEPOT INC654 sharesnew addition2025-09-302025-10-24history
GE GE AEROSPACE831 shares5.06%2025-09-302025-10-24history
IEMG ISHARES INC3.7K shares3.24%2025-09-302025-10-24history
IJK ISHARES TR2.5K shares0.12%2025-09-302025-10-24history
Sponsored
CSX CSX CORP6.5K shares0.00%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS365 shares2.53%2025-09-302025-10-24history
LMBS FIRST TR EXCHANGE-TRADED FD4.3K shares-14.00%2025-09-302025-10-24history
IJJ ISHARES TR1.7K shares0.30%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR8.2K sharesnew addition2025-09-302025-10-24history
TSLA TESLA INC467 sharesnew addition2025-09-302025-10-24history
NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-09-302025-10-24history
FIXD FIRST TR EXCHNG TRADED FD VI4.6K sharesnew addition2025-09-302025-10-24history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available