Better Money Decisions, LLC current holdings: USA Stocks
Better Money Decisions, LLC reported $0.02 billion in share positions in stocks (listed in the US), 18 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are AAPL, MSFT, NVDA.
- AAPL: Country of operation United States; Class COM; Shares 20,034; Value $4,110,360.
- MSFT: Country of operation United States; Class COM; Shares 3,498; Value $1,740,160.
- NVDA: Country of operation United States; Class COM; Shares 10,032; Value $1,584,956.
- AMZN: Country of operation United States; Class COM; Shares 6,686; Value $1,466,842.
Form 13F-HR as filed (SEC CIK 1858428): quarter ended 2025-06-30, filed 2025-08-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 20,034 | $4,110,360 | 25.45% | 2025-06-30 | 2025-08-08 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,498 | $1,740,160 | 10.77% | 2025-06-30 | 2025-08-08 | +2.32% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 10,032 | $1,584,956 | 9.81% | 2025-06-30 | 2025-08-08 | +43.81% |
|---|
AMZN
AMAZON COM INC | United States | COM | 6,686 | $1,466,842 | 9.08% | 2025-06-30 | 2025-08-08 | +12.43% |
|---|
NFLX
NETFLIX INC | United States | COM | 669 | $895,878 | 5.55% | 2025-06-30 | 2025-08-08 | -47.50% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,967 | $860,163 | 5.33% | 2025-06-30 | 2025-08-08 | +15.55% |
|---|
TSLA
TESLA INC | United States | COM | 2,486 | $789,703 | 4.89% | 2025-06-30 | 2025-08-08 | +11.07% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 4,140 | $729,654 | 4.52% | 2025-06-30 | 2025-08-08 | +93.45% |
|---|
TOST
TOAST INC | United States | CL A | 15,021 | $665,280 | 4.12% | 2025-06-30 | 2025-08-08 | -31.23% |
|---|
META
META PLATFORMS INC | United States | CL A | 709 | $523,045 | 3.24% | 2025-06-30 | 2025-08-08 | +0.09% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 949 | $460,996 | 2.85% | 2025-06-30 | 2025-08-08 | |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 3,011 | $431,145 | 2.67% | 2025-06-30 | 2025-08-08 | +42.73% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 387 | $383,107 | 2.37% | 2025-06-30 | 2025-08-08 | -6.60% |
|---|
LOW
LOWES COS INC | United States | COM | 1,455 | $322,821 | 2.00% | 2025-06-30 | 2025-08-08 | -15.60% |
|---|
KO
COCA COLA CO | United States | COM | 4,426 | $313,159 | 1.94% | 2025-06-30 | 2025-08-08 | +22.74% |
|---|
KKR
KKR & CO INC | United States | COM | 1,872 | $249,032 | 1.54% | 2025-06-30 | 2025-08-08 | -29.96% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 798 | $205,397 | 1.27% | 2025-06-30 | 2025-08-08 | +23.51% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 637 | $203,190 | 1.26% | 2025-06-30 | 2025-08-08 | -4.26% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |