Schwallier Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $27B, Jp Morgan ETF Tr Ultra Short I with a value of $15.3B, Vanguard Value ETF with a value of $11.9B, Wisdomtree Yield Enhanced U.S. with a value of $10.4B, and Invesco Exchange Traded Fd Tr with a value of $10.3B.

Examining the 13F form we can see an decrease of $1.06B in the current position value, from $124B to 123B.

Schwallier Wealth Management LLC is based out at Grand Rapids, MI

Below you can find more details about Schwallier Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $121 Billion
Financial Services: $679 Million
Technology: $546 Million
Communication Services: $354 Million
Real Estate: $242 Million
Consumer Cyclical: $202 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $123 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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