PLANWISER FINANCIAL, LLC Portfolio Holdings
Q3 2025•47 long positions•$124.6M portfolio value
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Holding48 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.5M 10.81% | +$763.7K Bought | — 122.0K shares | 115.0K → 122.0K +$763.7K | +6.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.8M 10.3% | -$898.9K Sold | — 18.7K shares | 20.0K → 18.7K −$898.9K | -6.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.2M 4.97% | -$435.0K Sold | — 33.5K shares | 35.9K → 33.5K −$435.0K | -6.56% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.7M 4.57% | -$262.5K Sold | — 11.3K shares | 11.9K → 11.3K −$262.5K | -4.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.7M 4.54% | +$59.2K Bought | — 77.8K shares | 77.0K → 77.8K +$59.2K | +1.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.1M 4.08% | -$2.2M Sold | — 116.4K shares | 167.5K → 116.4K −$2.2M | -30.47% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.0M 4.02% | +$1.7M Bought | — 93.2K shares | 60.9K → 93.2K +$1.7M | +52.98% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.1M 3.31% | +$1.5M Bought | — 39.7K shares | 25.0K → 39.7K +$1.5M | +58.79% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.0M 3.19% | +$4.0M New | — 59.0K shares | 0 → 59.0K +$4.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.5M 2.82% | +$900.1K Bought | — 73.8K shares | 55.0K → 73.8K +$900.1K | +34.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 2.78% | +$327.2K Bought | — 82.7K shares | 74.9K → 82.7K +$327.2K | +10.43% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.4M 2.75% | -$3.8M Sold | — 93.7K shares | 196.2K → 93.7K −$3.8M | -52.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.4M 2.7% | +$2.7M Bought | — 43.0K shares | 8.6K → 43.0K +$2.7M | +399.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 2.56% | +$50.3K Bought | — 68.0K shares | 66.9K → 68.0K +$50.3K | +1.6% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.1M 2.52% | +$1.6M Bought | — 132.9K shares | 64.2K → 132.9K +$1.6M | +107.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 2.5% | -$2.1M Sold | — 108.1K shares | 181.5K → 108.1K −$2.1M | -40.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 2.37% | +$3.0M Bought | — 141.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 2.37% | +$232.6K Bought | — 58.8K shares | 54.2K → 58.8K +$232.6K | +8.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 2.34% | -$146.4K Sold | — 109.6K shares | 115.1K → 109.6K −$146.4K | -4.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 2.14% | -$831.5K Sold | — 8.8K shares | 11.6K → 8.8K −$831.5K | -23.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 2.02% | -$735.0K Sold | — 10.4K shares | 13.4K → 10.4K −$735.0K | -22.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.5M 2.01% | +$10.5K Bought | — 84.9K shares | 84.6K → 84.9K +$10.5K | +0.42% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.5M 1.97% | -$515.7K Sold | — 47.0K shares | 56.9K → 47.0K −$515.7K | -17.39% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.4M 1.93% | -$837.5K Sold | — 21.2K shares | 28.5K → 21.2K −$837.5K | -25.84% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.9M 1.53% | -$331.4K Sold | — 38.7K shares | 45.4K → 38.7K −$331.4K | -14.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 1.24% | -$48.9K Sold | — 21.2K shares | 21.9K → 21.2K −$48.9K | -3.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 1.23% | -$51.4K Sold | — 6.0K shares | 6.2K → 6.0K −$51.4K | -3.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 1.04% | +$1.3M Bought | — 15.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 1.02% | -$397.8K Sold | — 25.1K shares | 33.0K → 25.1K −$397.8K | -23.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.988% | -$206.3K Sold | — 30.1K shares | 35.1K → 30.1K −$206.3K | -14.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.941% | -$337.4K Sold | — 26.6K shares | 34.3K → 26.6K −$337.4K | -22.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.808% | +$29.9K Bought | — 20.6K shares | 19.9K → 20.6K +$29.9K | +3.06% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $943.1K 0.757% | +$943.1K New | — 20.6K shares | 0 → 20.6K +$943.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $799.4K 0.641% | -$6.0K Sold | — 2.1K shares | 2.2K → 2.1K −$6.0K | -0.74% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $733.4K 0.589% | +$200.1K Bought | — 13.4K shares | 9.7K → 13.4K +$200.1K | +37.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $610.9K 0.49% | -$243.1K Sold | — 6.1K shares | 8.5K → 6.1K −$243.1K | -28.47% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $566.3K 0.454% | +$3.1K Bought | — 8.3K shares | 8.3K → 8.3K +$3.1K | +0.55% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $500.1K 0.401% | +$54.6K Bought | — 19.9K shares | 17.8K → 19.9K +$54.6K | +12.27% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $474.6K 0.381% | +$6.9K Bought | — 17.0K shares | 16.8K → 17.0K +$6.9K | +1.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $436.7K 0.35% | -$4.9K Sold | — 895.0 shares | 905.0 → 895.0 −$4.9K | -1.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $316.3K 0.254% | +$5.1K Bought | — 9.0K shares | 8.9K → 9.0K +$5.1K | +1.63% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $300.2K 0.241% | — | — 1.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $293.9K 0.236% | -$7.8K Sold | — 3.1K shares | 3.2K → 3.1K −$7.8K | -2.6% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $269.3K 0.216% | — | — 426.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $262.4K 0.211% | -$2.2M Sold | — 5.2K shares | 48.7K → 5.2K −$2.2M | -89.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $258.1K 0.207% | -$1.9K Sold | — 2.9K shares | 3.0K → 2.9K −$1.9K | -0.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $241.0K 0.193% | -$2.5K Sold | — 384.0 shares | 388.0 → 384.0 −$2.5K | -1.03% | — — | Q1 2025 Held for 8 months | |
ETF ETF | - — | -$1.5M Sold | — - shares | 31.1K → 0 −$1.5M | Sold | — — | Q1 2025 Held for 8 months |
