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CIK: 0002095143
Total reported value
$402.7M
$402.7M
168 檔
22.1%
In Q4 2024, Manske Wealth Management's U.S. equity holdings reached a combined market value of $402.7M, distributed across 168 disclosed stock positions.
During Q4 2024, Manske Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.96% | +0.88% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.17% | -0.04% | — | |
| 3 | GAL | Ss Global Allocation ETF | ETF-Other | 4.38% | -0.22% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.51% | +0.28% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +0.01% | — | |
| 6 | PGX | Invesco Preferred ETF | ETF-Other | 2.47% | -0.01% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.15% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.17% | — | |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.02% | +0.14% | — | |
| 10 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.96% | +0.04% | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.64% | -0.03% | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.51% | — | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.40% | +0.02% | — | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.32% | -0.25% | — | |
| 15 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.30% | -0.11% | — | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.30% | +0.15% | — | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.29% | -0.37% | — | |
| 18 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.18% | -0.07% | — | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.12% | +0.04% | — | |
| 20 | REET | Ishares Global Reit ETF | ETF-Other | 1.09% | — | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.95% | +0.04% | — | |
| 22 | MMM | 3m Co | Stock-Industrials | 0.95% | -0.03% | — | |
| 23 | INKM | Ss Income Allocation ETF | ETF-Other | 0.91% | -0.08% | — | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.85% | -0.01% | — | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.84% | -0.03% | — | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.82% | -0.07% | — | |
| 27 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.79% | -0.04% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.20% | — | |
| 29 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.68% | +0.03% | — | |
| 30 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.68% | -0.07% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.04% | — | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.66% | -0.10% | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | -0.02% | — | |
| 34 | IP | International Paper Co | Stock-Consumer Disc | 0.57% | — | — | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.57% | -0.06% | — | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.54% | +0.02% | — | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.53% | +0.19% | — | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.53% | +0.01% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.18% | — | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.10% | — | |
| 41 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.51% | -0.11% | — | |
| 42 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.50% | -0.10% | — | |
| 43 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.50% | — | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.01% | — | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.49% | -0.07% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.05% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.07% | — | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.46% | -0.19% | — | |
| 49 | PUK | Prudential Plc-adr | Stock-Other | 0.44% | -0.05% | — | |
| 50 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.44% | +0.01% | — |
According to official SEC Form 13F filings, Manske Wealth Management reported a total U.S. public equity portfolio value of $402.7M across 168 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, GAL) accounted for 22.1% of total reported equity market value during Q4 2024.
During Q4 2024, Manske Wealth Management's top holdings by market value included VTI (14.0%)、AAPL (10.2%)、GAL (4.4%). The largest single position, VTI, represented 14.0% of total portfolio value.
In Q4 2024, Manske Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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