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CIK: 0002055065
Total reported value
$223.4M
$223.4M
498 檔
8.3%
In Q1 2025, Noble Wealth Management PBC's U.S. equity holdings reached a combined market value of $223.4M, distributed across 498 disclosed stock positions.
During Q1 2025, Noble Wealth Management PBC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.58% | -2.91% | +191.98% | |
| 2 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 2.37% | -1.24% | -10.11% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.34% | -1.94% | +1.83% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.29% | -0.77% | -4.40% | |
| 5 | PDEC | Innovator U.s. Equity Power | ETF-Other | 2.13% | -1.13% | +18321.11% | |
| 6 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.09% | -1.51% | +19.01% | |
| 7 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 2.09% | -2.10% | +4.31% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.06% | -2.98% | -1.55% | |
| 9 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 2.02% | -0.91% | -10.01% | |
| 10 | FLC | Flaherty & Crumrine Ttl Rtrn | Stock-Other | 1.85% | -1.82% | +9.12% | |
| 11 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 1.79% | -1.51% | +1.60% | |
| 12 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 1.78% | — | -4.15% | |
| 13 | PFN | Pimco Income Strategy Fd Ii | Stock-Other | 1.66% | -0.24% | -2.86% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | -1.47% | -10.81% | |
| 15 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.57% | -0.03% | -1.97% | |
| 16 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 1.56% | -4.97% | -38.76% | |
| 17 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.46% | -2.60% | +121.31% | |
| 18 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 1.45% | -0.04% | -2.26% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | -0.96% | +3.91% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | -0.84% | +7.87% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | -0.79% | -2.61% | |
| 22 | RA | Brookfield Real Assets Incom | Stock-Other | 1.35% | -0.82% | +7.59% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.21% | -0.35% | -6.25% | |
| 24 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 1.16% | — | -3.32% | |
| 25 | PHK | Pimco High Income Fund | Stock-Other | 1.10% | -0.20% | +3.11% | |
| 26 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.07% | -1.87% | +7.50% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.02% | -2.07% | -3.43% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.02% | -0.47% | +1.93% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -1.41% | +42.64% | |
| 30 | NMCO | Nuveen Municipal Credit Opp | Stock-Other | 0.98% | -0.24% | -2.83% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.03% | -36.16% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.94% | -0.53% | -9.37% | |
| 33 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.91% | -1.11% | -60.41% | |
| 34 | AJUL | Invtor Edp ETF 2yr To Jy2026 | ETF-Other | 0.90% | -0.01% | -4.44% | |
| 35 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.87% | -0.01% | -1.93% | |
| 36 | MHD | Blackrock Muniholdings Fund | Stock-Other | 0.82% | -0.39% | -5.47% | |
| 37 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.80% | -0.02% | -44.84% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.79% | -0.01% | -50.65% | |
| 39 | VFL | Abrdn National Municipal Inc | Stock-Other | 0.79% | -0.41% | -0.08% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.22% | -7.40% | |
| 41 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 0.76% | -0.01% | -4.39% | |
| 42 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.76% | -0.32% | -0.99% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.76% | -0.73% | +17.47% | |
| 44 | PAXS | Pimco Access Income Fund | Stock-Other | 0.74% | -0.86% | +795.49% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.96% | -3.13% | |
| 46 | BANX | Arrowmark Financial CORP | Stock-Other | 0.72% | -1.02% | +201.95% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.71% | -0.46% | -35.17% | |
| 48 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.66% | — | -17.94% | |
| 49 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.32% | — | |
| 50 | PFO | Flaherty & Crumrine P&i Opp | Stock-Other | 0.64% | -0.44% | +21.42% |
According to official SEC Form 13F filings, Noble Wealth Management PBC reported a total U.S. public equity portfolio value of $223.4M across 498 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, FIGB, BUFR) accounted for 8.3% of total reported equity market value during Q1 2025.
During Q1 2025, Noble Wealth Management PBC's top holdings by market value included AAPL (3.6%)、FIGB (2.4%)、BUFR (2.3%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q1 2025, Noble Wealth Management PBC 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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