Schwallier Wealth Management LLC Portfolio Holdings by Sector

Schwallier Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPHQ JPST VTV XMHQ AGGY FTSM BND XSHQ 24 stocks	$135 Million 98.19% of portfolio	21	3	2	-	0 Calls 0 Puts
Asset Management \| Financial Services MPV 1 stocks	$712,256 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$623,571 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$400,666 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$308,983 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$238,263 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC 1 stocks	$211,500 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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

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