WW
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WT Wealth Management13F | |
| WT Wealth Management | |
| Last update 2025-05-06 | 124 Stocks (13 new) |
| Value $308.00 Mil | Turnover 15 % |
WT Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 1,280,212 | 27,563.0 | +0.91% | 8.950 | +0.08% | 0.090 | +19.13% | +8.48% | 35,306.3 | ||
SGOL | abrdn Physical Gold Shares ETF | 439,571 | 13,108.0 | +0.26% | 4.260 | +0.01% | 0.280 | +2.86% | +29.02% | 5,358.7 | ||
JAAA | Janus Henderson AAA CLO ETF | 257,127 | 13,038.9 | +64.88% | 4.240 | +1.67% | 0.070 | +0.58% | -0.06% | 22,841.5 | ||
JBBB | Janus Henderson B-BBB CLO ETF | 241,605 | 11,758.9 | +24.38% | 3.820 | +0.75% | 0.860 | +0.58% | -1.93% | 1,342.6 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 457,302 | 11,130.7 | -8.43% | 3.620 | -0.32% | 0.100 | +0.86% | +3.13% | 10,961.7 | ||
AAPL | Apple Inc | 41,007 | 9,108.8 | -0.61% | 2.960 | -0.02% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
AMZN | Amazon.com Inc | 45,256 | 8,610.3 | +5.75% | 2.800 | +0.15% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 21,085 | 7,915.1 | -9.82% | 2.570 | -0.30% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 348,195 | 7,820.4 | -22.28% | 2.540 | -0.69% | 0.090 | +3.75% | +5.29% | 8,747.4 | ||
XLF | Financial Select Sector SPDR | 153,891 | 7,665.3 | +78.39% | 2.490 | +1.09% | 0.020 | +11.66% | +10.65% | 52,128.0 |
WT Wealth Management's Historical Top Holdings Breakdowns
WT Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +1.67% | 50.48 ($50.78) 51.04 | $50.68 | -0.20% | Add 64.88% | 257,127 | 101,182 | |
ENFR | Alerian Energy Infrastructure ETF | 2025-03-31 | Add Add | +1.32% | 30.62 ($32.33) 34.12 | $31.36 | -3.00% | Add 356.17% | 158,647 | 123,869 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +1.29% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | New holding | 7,448 | 7,448 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.28% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Reduce -75.16% | 3,341 | -10,108 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +1.20% | 50.39 ($50.51) 50.66 | $50.61 | 0.20% | Add 130.06% | 129,442 | 73,177 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add Add | +1.09% | 47.32 ($50.16) 52.19 | $53.10 | 5.86% | Add 78.39% | 153,891 | 67,623 | |
IAK | iShares U.S. Insurance ETF | 2025-03-31 | Reduce Reduce | -0.86% | 121.85 ($130.69) 137.9 | $129.47 | -0.93% | Reduce -83.11% | 4,445 | -21,865 | |
FDX | FedEx Corp | 2025-03-31 | Sold Out Sold Out | -0.77% | 230.33 ($259.24) 281.53 | $237.90 | -8.23% | Sold Out | 0 | -8,714 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -0.76% | 50.29 ($50.4) 50.5 | $50.46 | 0.12% | Reduce -64.66% | 26,465 | -48,421 | |
JBBB | Janus Henderson B-BBB CLO ETF | 2025-03-31 | Add Add | +0.75% | 48.34 ($49.11) 49.66 | $48.21 | -1.83% | Add 24.38% | 241,605 | 47,356 |
WT Wealth Management Total Holding History ($B)
WT Wealth Management's Asset Allocation
WT Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WT Wealth Management's Hypothetical Growth since 2025-03-31
WT Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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WT Wealth Management's Holdings Heat Map
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WT Wealth Management's Holdings Bubble Chart
WT Wealth Management News
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