Holdings
Moneywise, Inc.
As of Jun 30, 2026, Moneywise, Inc. reported 13 positions worth US$6.02M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Greif Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 4,420 | US$1.58M | −294 | Jun 30, 2026 |
| Microsoft Corp. | 2,669 | US$996K | +10 | Jun 30, 2026 |
| Greif Inc. | 9,750 | US$726K | no change | Jun 30, 2026 |
| Nvidia Corporation | 1,831 | US$366K | +159 | Jun 30, 2026 |
| Csx Corporation | 7,169 | US$341K | +651 | Jun 30, 2026 |
| Tesla, Inc. | 779 | US$328K | new | Jun 30, 2026 |
| Apple Inc | 1,102 | US$319K | +19 | Jun 30, 2026 |
| Nextera Energy, Inc. | 2,768 | US$243K | +57 | Jun 30, 2026 |
| Bwx Technologies, Inc. | 1,236 | US$241K | no change | Jun 30, 2026 |
| Home Depot, Inc. (the) | 654 | US$231K | no change | Jun 30, 2026 |