Schwallier Wealth Management LLC Purchases in Q4 2024

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
5K
New
$69.42 - $93.29 $347K - $466K
5K $396M
NVDA
Nvidia Corp

Technology
2.4K
New
$117.0 - $148.88 $281K - $358K
2.4K $323M
SCHG
Schwab Strategic Tr Us Large C

ETFs
141K
+ 297.4%
$25.93 - $105.3 $3.66M - $14.9M
189K $5.26B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.81K
+ 9.91%
$48.33 - $49.08 $329K - $334K
75.5K $3.66B
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
New
$180.88 - $232.93 $219K - $282K
1.21K $266M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.08K
+ 5.15%
$42.35 - $47.59 $342K - $385K
165K $6.99B
Northern Lts Fd Tr Iv
769
+ 62.62%
N/A
2K $426M
AAPL
Apple Inc.

Technology
261
+ 9.75%
$221.69 - $259.02 $57.9K - $67.6K
2.94K $736M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.1K
+ 9.74%
$94.77 - $97.36 $104K - $107K
12.4K $1.18B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.25K
+ 20.86%
$23.42 - $24.2 $52.7K - $54.5K
13K $306M
META
Meta Platforms, Inc.

Communication Services
19
+ 2.71%
$554.08 - $632.68 $10.5K - $12K
719 $421M
Victory Portfolios Ii
27
+ 0.37%
N/A
7.31K $249M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.44K
+ 11.87%
$28.76 - $32.28 $41.4K - $46.4K
13.6K $393M
BIBL
Northern Lts Fd Tr Iv

ETFs
367
+ 4.37%
$38.73 - $42.41 $14.2K - $15.6K
8.76K $341M
VIG
Vanguard Dividend Appreciation

ETFs
21
+ 0.68%
N/A
3.11K $608M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.1K
+ 202.52%
$25.79 - $80.4 $261K - $813K
15.1K $394M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
904
+ 0.2%
$65.67 - $69.79 $59.4K - $63.1K
446K $29.9B
PSA
Public Storage

Real Estate
10
+ 1.18%
$289.33 - $360.21 $2.89K - $3.6K
859 $257M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 2.86%
$98.47 - $109.35 $316K - $351K
116K $11.4B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.83K
+ 2.3%
$42.79 - $44.9 $250K - $262K
259K $11.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
172K
+ 106.41%
$18.41 - $40.87 $3.17M - $7.04M
334K $6.18B
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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