Better Money Decisions, LLC Last Quarter Change: USA Stocks, Added

Better Money Decisions, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Better Money Decisions, LLC opened 3 positions, added to 8, reduced 2, sold out of 0 and left 5 unchanged. The largest increase in value was TSLA (+$789,703); the largest decrease was AAPL (-$332,067).

NVDA: Country of operation United States; Class COM; Shares 2025-03-31 9,962; Shares 2025-06-30 10,032.
MSFT: Country of operation United States; Class COM; Shares 2025-03-31 3,477; Shares 2025-06-30 3,498.
AAPL: Country of operation United States; Class COM; Shares 2025-03-31 19,999; Shares 2025-06-30 20,034.
JPM: Country of operation United States; Class COM; Shares 2025-03-31 2,953; Shares 2025-06-30 2,967.

Two Form 13F-HR filings compared (SEC CIK 1858428): 2025-03-31 (filed 2025-04-10) and 2025-06-30 (filed 2025-08-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-03-31	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
NVDA NVIDIA CORPORATION	United States	COM	9,962	10,032	+70	$1,079,682	$1,584,956	+$505,274
MSFT MICROSOFT CORP	United States	COM	3,477	3,498	+21	$1,305,377	$1,740,160	+$434,783
AAPL APPLE INC	United States	COM	19,999	20,034	+35	$4,442,427	$4,110,360	-$332,067
JPM JPMORGAN CHASE & CO.	United States	COM	2,953	2,967	+14	$724,371	$860,163	+$135,792
META META PLATFORMS INC	United States	CL A	704	709	+5	$405,505	$523,045	+$117,540
GOOGL ALPHABET INC	United States	CAP STK CL A	4,120	4,140	+20	$637,160	$729,654	+$92,494
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	946	949	+3	$503,821	$460,996	-$42,825
COST COSTCO WHSL CORP NEW	United States	COM	383	387	+4	$362,234	$383,107	+$20,873

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet