Ma Private Wealth Top Holdings and 13F Report (2025) About Ma Private WealthInvestment ActivityMa Private Wealth has $531.63 million in total holdings as of March 31, 2025.Ma Private Wealth owns shares of 75 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Ma Private Wealth has purchased 72 new stocks and bought additional shares in 24 stocks.Ma Private Wealth sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $90,575,964Vanguard Total Bond Market ETF $67,690,476iShares MSCI USA Quality Factor ETF $42,787,564iShares U.S. Equity Factor Rotation Active ETF $39,734,865iShares S&P 500 Growth ETF $30,496,328 Largest New Holdings this Quarter 46435G250 - iShares High Yield Systematic Bond ETF $450,698 Holding09290C806 - BlackRock Future U.S. Themes ETF $444,642 Holding023135106 - Amazon.com $316,402 Holding464285204 - iShares Gold Trust $229,354 Holding00287Y109 - AbbVie $220,660 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 27,256 shares (about $2.48M)iShares MSCI Emerging Markets ex China ETF 35,226 shares (about $1.94M)iShares U.S. Equity Factor Rotation Active ETF 32,700 shares (about $1.59M)iShares Currency Hedged MSCI EAFE ETF 34,522 shares (about $1.25M)Vanguard S&P 500 ETF 1,757 shares (about $902.94K) Largest Sales this Quarter SPDR Portfolio Long Term Treasury ETF 80,756 shares (about $2.20M)Columbia EM Core ex-China ETF 68,072 shares (about $2.01M)iShares MSCI USA Min Vol Factor ETF 19,549 shares (about $1.83M)Vanguard Total Bond Market ETF 8,863 shares (about $650.99K)iShares 1-5 Year Investment Grade Corporate Bond ETF 6,543 shares (about $342.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMa Private Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$90,575,964$902,938 ▲1.0%176,24917.0%ETFBNDVanguard Total Bond Market ETF$67,690,476$650,987 ▼-1.0%921,58612.7%ETFQUALiShares MSCI USA Quality Factor ETF$42,787,564$749,352 ▲1.8%250,3818.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$39,734,865$1,594,452 ▲4.2%814,9077.5%ETFIVWiShares S&P 500 Growth ETF$30,496,328$424,419 ▲1.4%328,5185.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$27,479,655$140,968 ▲0.5%593,3855.2%ETFEFGiShares MSCI EAFE Growth ETF$23,903,450$40,500 ▼-0.2%239,0354.5%ETFEFViShares MSCI EAFE Value ETF$22,914,457$207,233 ▼-0.9%388,7764.3%ETFXCEMColumbia EM Core ex-China ETF$20,854,244$2,010,506 ▼-8.8%706,0863.9%ETFIYWiShares U.S. Technology ETF$16,763,719$179,341 ▲1.1%119,3663.2%ManufacturingMGCVanguard Mega Cap ETF$14,932,554$215,880 ▲1.5%74,1512.8%ETFIVViShares Core S&P 500 ETF$11,485,843$562 ▼0.0%20,4412.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$9,704,614$2,201,408 ▼-18.5%356,0021.8%ETFBIVVanguard Intermediate-Term Bond ETF$9,662,215$264,090 ▼-2.7%126,1881.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$8,415,981$1,830,954 ▼-17.9%89,8571.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,010,350$342,657 ▼-4.7%133,8621.3%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$6,225,078$1,252,803 ▲25.2%171,5371.2%ETFVUGVanguard Growth ETF$5,865,6310.0%15,8181.1%ETFIXCiShares Global Energy ETF$5,746,522$66,176 ▼-1.1%136,5941.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,975,934$537,698 ▲12.1%40,7830.9%ETFVTVVanguard Value ETF$4,597,389$12,092 ▲0.3%26,6150.9%ETFAAPLApple$3,843,518$701,709 ▲22.3%17,3030.7%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$3,580,3750.0%29,3690.7%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$3,430,146$332,302 ▼-8.8%16,9700.6%ETFTLTiShares 20+ Year Treasury Bond ETF$3,212,813$2,481,114 ▲339.1%35,2940.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,649,609$1,940,601 ▲273.7%48,0960.5%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$2,297,766$74,766 ▼-3.2%32,9150.4%ManufacturingIVEiShares S&P 500 Value ETF$2,275,645$3,430 ▲0.2%11,9410.4%ETFMBBiShares MBS ETF$2,184,042$107,941 ▲5.2%23,2890.4%ETFGOVTiShares U.S. Treasury Bond ETF$2,173,026$25,123 ▼-1.1%94,5410.4%ETFIXNiShares Global Tech ETF$1,935,3840.0%25,5530.4%ETFVBVanguard Small-Cap ETF$1,832,130$9,092 ▼-0.5%8,2620.3%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$1,827,3620.0%30,1520.3%ETFSPYSPDR S&P 500 ETF Trust$1,614,9590.0%2,8870.3%FinanceXLVHealth Care Select Sector SPDR Fund$1,439,294$103,954 ▼-6.7%9,8580.3%ETFBINCiShares Flexible Income Active ETF$1,302,953$11,262 ▲0.9%24,8750.2%ETFVLUEiShares MSCI USA Value Factor ETF$1,289,6120.0%12,0920.2%ETFIEFAiShares Core MSCI EAFE ETF$1,280,078$5,069 ▼-0.4%16,9210.2%ETFDSIiShares ESG MSCI KLD 400 ETF$1,161,6370.0%11,3430.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,094,7380.0%23,4570.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,062,492$80,972 ▼-7.1%20,9030.2%ETFXLEEnergy Select Sector SPDR Fund$1,060,751$280 ▼0.0%11,3510.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$956,396$233,735 ▲32.3%24,2930.2%ETFVIGVanguard Dividend Appreciation ETF$955,5950.0%4,9260.2%ETFIGEBiShares Investment Grade Systematic Bond ETF$955,472$25,836 ▼-2.6%21,2280.2%ETFIWBiShares Russell 1000 ETF$947,520$54,600 ▼-5.4%3,0890.2%ETFIVLUiShares MSCI Intl Value Factor ETF$936,276$552,369 ▲143.9%30,8900.2%ETFIWFiShares Russell 1000 Growth ETF$897,3090.0%2,4850.2%ETFIEViShares Europe ETF$893,312$620,820 ▲227.8%15,3490.2%ETFMSFTMicrosoft$824,356$18,769 ▲2.3%2,1960.2%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$788,289$325,080 ▲70.2%26,1890.1%ETFAMDAdvanced Micro Devices$719,1800.0%7,0000.1%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$707,2500.0%30,6700.1%ManufacturingCVXChevron$571,2950.0%3,4150.1%EnergyDMXFiShares ESG Advanced MSCI EAFE ETF$561,6160.0%8,3400.1%ManufacturingIBMInternational Business Machines$549,041$19,147 ▲3.6%2,2080.1%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$455,4760.0%9,5930.1%ETFHYDBiShares High Yield Systematic Bond ETF$450,698$450,698 ▲New Holding9,5710.1%ETFBTHMBlackRock Future U.S. Themes ETF$444,642$444,642 ▲New Holding14,0310.1%ETFESGEiShares ESG Aware MSCI EM ETF$436,2460.0%12,4820.1%ManufacturingXOMExxon Mobil$420,592$1,665 ▲0.4%3,5360.1%EnergyOEFiShares S&P 100 ETF$404,349$1,354 ▼-0.3%1,4930.1%ETFAVGOBroadcom$391,9540.0%2,3410.1%Computer and TechnologyAMZNAmazon.com$316,402$316,402 ▲New Holding1,6630.1%Retail/WholesaleLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$278,0640.0%6,0200.1%ETFJNJJohnson & Johnson$273,968$995 ▲0.4%1,6520.1%MedicalJPMJPMorgan Chase & Co.$268,1130.0%1,0930.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$263,6080.0%7,2400.0%ETFGRAYSCALE BITCOIN TRUST ETF$250,0570.0%3,8370.0%SHS REP COM UTHDHome Depot$240,0510.0%6550.0%Retail/WholesaleMUMicron Technology$236,6880.0%2,7240.0%Computer and TechnologyIAUiShares Gold Trust$229,354$229,354 ▲New Holding3,8900.0%FinanceABBVAbbVie$220,660$220,660 ▲New Holding1,0530.0%MedicalVYMVanguard High Dividend Yield ETF$217,5560.0%1,6870.0%ETFBMYBristol-Myers Squibb$201,041$201,041 ▲New Holding3,2960.0%MedicalTSLATesla$0$348,110 ▼-100.0%00.0%Auto/Tires/TrucksUPSUnited Parcel Service$0$218,279 ▼-100.0%00.0%TransportationIGMiShares Expanded Tech Sector ETF$0$214,185 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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