Olde Wealth Management, LLC
Q1 2025 13F Holdings
- Locationsammamish, WA
- Num holdings
322
- Value ($000)
$283
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001840760
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ESGD ISHARES ESG AWARE MSCI EAFE | COM | 46435G516 | $29.75K | 11 % | 364,219 | ||
ESGV VANGUARD ESG U.S. STOCK | COM | 921910733 | $24.89K | 9 % | 254,139 | ||
EAGG ISHARES ESG AWARE US AGGREGATE | COM | 46435U549 | $17.91K | 6 % | 377,333 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.65K | 6 % | 153,580 | ||
AAPL APPLE INC | COM | 037833100 | $16.28K | 6 % | 73,273 | ||
KRE SPDR S&P 500 ESG | COM | 78468R531 | $13.10K | 5 % | 244,837 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.55K | 4 % | 33,428 | ||
ESG FLEX STOXX US ESG SELECT INDEX | COM | 33939L696 | $9.05K | 3 % | 67,373 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE | COM | 78464A508 | $7.18K | 3 % | 140,563 | ||
NDQ INVESCO QQQ TRUST SERIES I | COM | 46090E103 | $6.21K | 2 % | 13,255 |
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