DEFINED WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$148.8B
Holdings
108
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LHXL3HARRIS TECHNOLOGIES INC | 1,095 | $229.2M | 0.15% | |
| 102 | ITOTISHARES TR | 1,817 | $221.7M | 0.15% | |
| 103 | VBRVANGUARD INDEX FDS | 1,187 | $221.2M | 0.15% | |
| 104 | MUBISHARES TR | 2,064 | $217.6M | 0.15% | |
| 105 | WECWEC ENERGY GROUP INC | 1,902 | $207.3M | 0.14% | |
| 106 | KMBKIMBERLY-CLARK CORP | 1,439 | $204.7M | 0.14% | |
| 107 | VGVENTURE GLOBAL INC | 11,100 | $114.3M | 0.08% | |
| 108 | LYGLLOYDS BANKING GROUP PLC | 17,343 | $66.3M | 0.04% |
PreviousPage 2 of 2