Schwallier Wealth Management LLC Purchases and Sells in Q2 2025

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
59.5K
+ 15.94%
$59.24 - $71.39 $3.52M - $4.25M
433K $30.8B
111K
+ 22.07%
$22.27 - $29.21 $2.47M - $3.24M
613K $17.9B
PIMCO ETF TR
192K
+ 35.33%
N/A
734K $19.5B
18K
+ 17.94%
$153.67 - $176.74 $2.76M - $3.18M
118K $20.9B
72K
+ 33.86%
N/A
285K $7.82B
25K
+ 26.16%
$49.07 - $59.23 $1.23M - $1.48M
120K $7.13B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
PROSHARES TR
43.5K
New
N/A
43.5K $851M
20.1K
New
$35.55 - $39.57 $713K - $794K
20.1K $794M
8.09K
New
$36.71 - $42.81 $297K - $346K
8.09K $346M
9.16K
New
$33.92 - $37.71 $311K - $345K
9.16K $345M
5.63K
New
N/A
5.63K $338M
8.08K
New
$28.95 - $37.27 $234K - $301K
8.08K $280M
View all

Top Sells

Reduced Positions

16 operations
Stock Shares change Price Range Shares Held Trade History
-29.5K
- 61.17%
$42.51 - $43.7 $1.26M - $1.29M
18.8K $818M
-12.4K
- 8.96%
$59.8 - $60.07 $743K - $747K
126K $7.56B
-8.09K
- 6.18%
$50.36 - $50.68 $407K - $410K
123K $6.22B
-5.03K
- 33.35%
$82.17 - $99.96 $413K - $502K
10K $987M
-9.62K
- 43.5%
$34.34 - $40.99 $330K - $394K
12.5K $509M
-5.49K
- 53.21%
$49.57 - $50.27 $272K - $276K
4.83K $243M
View all

Sold Out

13 operations
Stock Shares change Price Range Shares Held Trade History
-14.6K
Closed
$39.23 - $45.02 $575K - $659K
0 $0
-15.6K
Closed
N/A
0 $0
-11.6K
Closed
$38.3 - $44.42 $445K - $516K
0 $0
-16.3K
Closed
$23.45 - $26.56 $383K - $434K
0 $0
-13.7K
Closed
$20.16 - $20.49 $276K - $280K
0 $0
-14.2K
Closed
$19.49 - $19.66 $276K - $278K
0 $0
View all
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 29 Reductions 16 Sold out 13 Options Calls 0 Puts 0
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email