Base Wealth Management LLC

Q1 2025 13F Holdings

Location
Lakewood Ranch, FL
Holdings as of
3/31/2025
Value ($000)
$131,267
Num holdings
52
Date filed
9/19/2025
Form type
13F-HR
Prev filing
Next filing
9/19/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type