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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DJANFIRST TR EXCHNG TRADED FD VI | 8,333 | $316.4M | 0.10% | |
| 102 | SPSBSPDR SER TR | 10,000 | $301.0M | 0.10% | |
| 103 | ESGEISHARES INC | 8,276 | $289.2M | 0.09% | |
| 104 | SLVISHARES SILVER TR | 8,461 | $262.2M | 0.09% | |
| 105 | DBEFDBX ETF TR | 5,898 | $255.4M | 0.08% | |
| 106 | CBCHUBB LIMITED | 842 | $254.3M | 0.08% | |
| 107 | PLTRPALANTIR TECHNOLOGIES INC | 2,947 | $248.7M | 0.08% | |
| 108 | AXPAMERICAN EXPRESS CO | 923 | $248.3M | 0.08% | |
| 109 | ITWILLINOIS TOOL WKS INC | 1,000 | $248.0M | 0.08% | |
| 110 | XCCCBONDBLOXX ETF TRUST | 6,482 | $245.3M | 0.08% | |
| 111 | CVXCHEVRON CORP NEW | 1,422 | $237.9M | 0.08% | |
| 112 | WFCWELLS FARGO CO NEW | 3,276 | $235.2M | 0.08% | |
| 113 | MLB1MERCADOLIBRE INC | 114 | $222.4M | 0.07% | |
| 114 | IBMINTERNATIONAL BUSINESS MACHS | 887 | $220.6M | 0.07% | |
| 115 | CRWDCROWDSTRIKE HLDGS INC | 611 | $215.4M | 0.07% | |
| 116 | NSCNORFOLK SOUTHN CORP | 850 | $201.3M | 0.07% | |
| 117 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 11,884 | $180.9M | 0.06% | |
| 118 | RIOTRIOT PLATFORMS INC | 22,089 | $157.3M | 0.05% | |
| 119 | PSLV/USPROTT PHYSICAL SILVER TR | 12,050 | $139.8M | 0.05% | |
| 120 | MARAMARA HOLDINGS INC | 12,126 | $139.4M | 0.05% | |
| 121 | GGNGAMCO GLOBAL GOLD NAT RES & | 27,119 | $118.5M | 0.04% | |
| 122 | PHKPIMCO HIGH INCOME FD | 20,893 | $102.2M | 0.03% | |
| 123 | XJQCXNUVEEN CR STRATEGIES INCOME | 15,488 | $83.3M | 0.03% | |
| 124 | ESPRESPERION THERAPEUTICS INC NE | 10,100 | $14.5M | 0.00% |
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