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MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100, FOREST, VA 24551 • 4343169356

Q2 2025 · Filed 2025-07-16
Market Value
$212M
+12.9%
Holdings
76
+18
New Purchases
21
Added To
20
Closed
3
Reduced
28
Top 10 Concentration
58.5%
Turnover
31.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRSK 10.55% 0.00% +10.55% $22M
IEFA 3.64% 0.00% +3.64% $8M
IWP 3.39% 0.00% +3.39% $7M
XLK 2.06% 0.00% +2.06% $4M
XLI 2.06% 0.00% +2.06% $4M
ESUM 2.72% 0.75% +1.97% $6M
SGOV 1.20% 0.00% +1.20% $3M
XLU 1.06% 0.00% +1.06% $2M
XLF 1.05% 0.00% +1.05% $2M
EEM 1.02% 0.00% +1.02% $2M
VUG 1.17% 0.16% +1.01% $2M
TPIF 1.18% 0.38% +0.79% $3M
UPS 0.46% 0.00% +0.46% $978K
SPY 7.66% 7.40% +0.26% $16M
IWV 6.46% 6.22% +0.23% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHX 9.55% 14.91% -5.36% $20M
IVW 0.47% 3.53% -3.06% $991K
ITOT 5.78% 8.80% -3.02% $12M
VO 1.21% 4.18% -2.98% $3M
COWZ 2.46% 5.21% -2.75% $5M
VV 5.27% 7.52% -2.25% $11M
IJH 0.66% 2.44% -1.78% $1M
DGRO 0.00% 1.75% -1.75% $0
PTL 3.44% 4.87% -1.43% $7M
TPHD 0.36% 1.53% -1.17% $756K
VB 0.55% 1.54% -0.99% $1M
IFRA 0.00% 0.99% -0.99% $0
IYW 0.00% 0.92% -0.92% $0
BINC 0.21% 0.80% -0.58% $453K
CALF 1.24% 1.81% -0.56% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 97.8%
Technology 0.7%
Communication Services 0.6%
Consumer Cyclical 0.4%
Industrials 0.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $29M 13.8%
Large Cap 35 $120M 56.6%
Mid Cap 9 $10M 4.8%
Small Cap 12 $20M 9.4%
Micro Cap 7 $33M 15.4%

Portfolio Analytics

Avg Market Cap
$333.4B
Median Market Cap
$24.2B
Avg P/E
27.7
Median P/E
26.7
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
12
# ETFs / Funds
64

Top Holdings (76 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MRSK 10.55% 667,785 $22M $33.57 +667,785 NEW
2 SCHX 9.55% 830,036 $20M $24.44 -$8M -441,190 -34.7%
3 SPY 7.66% 26,351 $16M $617.84 $2M +1,440 +5.8%
4 IWV 6.46% 39,085 $14M $351.00 $2M +2,193 +5.9%
5 ITOT 5.78% 90,884 $12M $135.04 -$4M -44,886 -33.1%
6 VV 5.27% 39,251 $11M $285.30 -$3M -15,813 -28.7%
7 IEFA 3.64% 92,555 $8M $83.48 +92,555 NEW
8 PTL 3.44% 31,884 $7M $229.30 -$2M -12,751 -28.6%
9 IWP 3.39% 51,908 $7M $138.68 +51,908 NEW
10 ESUM 2.72% 222,365 $6M $25.99 $4M +162,938 +274.2%
11 COWZ 2.46% 94,830 $5M $55.10 -$5M -84,310 -47.1%
12 SCHM 2.12% 160,526 $5M $28.05 -$476K -29,500 -15.5%
13 XLK 2.06% 17,271 $4M $253.23 +17,271 NEW
14 XLI 2.06% 29,635 $4M $147.52 +29,635 NEW
15 VTEB 1.88% 81,514 $4M $49.03 $665K +14,367 +21.4%
16 QGRO 1.82% 35,401 $4M $109.12 $179K -3,926 -10.0%
17 IUSB 1.74% 79,792 $4M $46.23 -$419K -9,362 -10.5%
18 SCHA 1.62% 136,445 $3M $25.30 -$180K -18,591 -12.0%
19 CALF 1.24% 66,326 $3M $39.82 -$758K -24,316 -26.8%
20 VO 1.21% 9,157 $3M $279.83 -$5M -21,294 -69.9%
21 BIBL 1.20% 61,901 $3M $41.33 -$218K -10,371 -14.3%
22 SGOV 1.20% 25,296 $3M $100.69 +25,296 NEW
23 TPIF 1.18% 77,584 $3M $32.29 $2M +52,397 +208.0%
24 VUG 1.17% 5,672 $2M $438.37 $2M +4,836 +578.5%
25 IVV 1.08% 3,695 $2M $620.93 $414K +349 +10.4%
26 XLU 1.06% 27,469 $2M $81.66 +27,469 NEW
27 XLF 1.05% 42,584 $2M $52.37 +42,584 NEW
28 EEM 1.02% 44,901 $2M $48.24 +44,901 NEW
29 FYC 0.98% 26,188 $2M $79.58 $74K -3,033 -10.4%
30 FLQM 0.80% 31,152 $2M $54.31 -$329K -6,979 -18.3%
31 MSFT 0.75% 3,219 $2M $497.42 $483K +240 +8.1%
32 MUST 0.75% 78,861 $2M $20.12 -$606K -30,031 -27.6%
33 IJH 0.66% 22,597 $1M $62.02 -$3M -56,164 -71.3%
34 VTI 0.62% 4,353 $1M $303.96 $385K +940 +27.5%
35 VB 0.55% 4,899 $1M $236.97 -$2M -8,165 -62.5%
36 IVW 0.47% 9,002 $991K $110.10 -$6M -62,506 -87.4%
37 UPS 0.46% 9,688 $978K $100.94 +9,688 NEW
38 SPLV 0.46% 13,399 $976K $72.82 -$246K -2,951 -18.1%
39 GOOG 0.41% 4,919 $873K $177.39 $85K -119 -2.4%
40 WWJD 0.40% 25,100 $860K $34.27 $197K +3,527 +16.4%
41 FTCS 0.39% 9,227 $839K $90.89 -$253K -2,953 -24.2%
42 XMLV 0.39% 13,599 $839K $61.67 -$39K -625 -4.4%
43 BLES 0.39% 20,367 $828K $40.64 $125K +1,736 +9.3%
44 ELCV 0.36% 30,295 $770K $25.40 $51K +1,405 +4.9%
45 TPHD 0.36% 19,995 $756K $37.80 -$2M -56,474 -73.8%
46 IJR 0.34% 6,675 $729K $109.28 $34K +20 +0.3%
47 TPSC 0.34% 18,770 $726K $38.68 $94K +1,713 +10.0%
48 SHM 0.33% 14,676 $702K $47.83 -$105K -2,270 -13.4%
49 GEF 0.30% 9,750 $634K $64.99 $98K
50 AAPL 0.29% 2,976 $611K $205.17 $274K +1,461 +96.4%
51 BNDW 0.28% 8,642 $599K $69.33 -$336K -4,944 -36.4%
52 SCHG 0.24% 17,168 $501K $29.21 $72K +1 +0.0%
53 NUE 0.23% 3,767 $488K $129.54 +3,767 NEW
54 SHYM 0.22% 20,947 $467K $22.31 +20,947 NEW
55 BINC 0.21% 8,574 $453K $52.84 -$1M -20,002 -70.0%
56 SHYD 0.21% 19,401 $438K $22.59 +19,401 NEW
57 XOM 0.20% 3,932 $424K $107.79 -$42K +13 +0.3%
58 SCHF 0.19% 18,432 $407K $22.10 -$2K -2,241 -10.8%
59 BWXT 0.18% 2,586 $373K $144.06 $117K
60 IVE 0.16% 1,793 $350K $195.41 +1,793 NEW
61 SPSM 0.16% 8,065 $344K $42.60 -$23K -921 -10.2%
62 NVDA 0.14% 1,904 $301K $157.99 $94K
63 RFDI 0.12% 3,636 $265K $72.92 $24K +8 +0.2%
64 LMBS 0.12% 5,058 $249K $49.26 $2K +22 +0.4%
65 FMUN 0.11% 5,022 $244K $48.63 +5,022 NEW
66 GLD 0.11% 775 $236K $304.83 $13K
67 IJK 0.11% 2,529 $230K $90.99 $20K +2 +0.1%
68 IEMG 0.10% 3,609 $217K $60.04 +3,609 NEW
69 CSX 0.10% 6,518 $213K $32.63 +6,518 NEW
70 IJJ 0.10% 1,648 $204K $123.56 +1,648 NEW
71 GE 0.10% 791 $204K $257.35 +791 NEW
72 IBM 0.10% 688 $203K $294.80 +688 NEW
73 VOO 0.10% 356 $202K $567.86 +356 NEW
74 IYW —% -$2M -12,311 -100.0% SOLD
75 IFRA —% -$2M -41,317 -100.0% SOLD
76 DGRO —% -$3M -53,177 -100.0% SOLD

New Positions

SymbolValue% Port
MRSK $22M 10.55%
IEFA $8M 3.64%
IWP $7M 3.39%
XLK $4M 2.06%
XLI $4M 2.06%
SGOV $3M 1.20%
XLU $2M 1.06%
XLF $2M 1.05%
EEM $2M 1.02%
UPS $978K 0.46%
NUE $488K 0.23%
SHYM $467K 0.22%
SHYD $438K 0.21%
IVE $350K 0.16%
FMUN $244K 0.11%

Sold Out Positions

SymbolValue% Port
DGRO —%
IYW —%
IFRA —%
View SEC EDGAR Filings for MONEYWISE, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms