Schwallier Wealth Management LLC Portfolio Holdings by Sector
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPHQ JPST VTV AGGY XMHQ BND FTSM XSHQ 22 stocks |
$121 Million
98.35% of portfolio
|
  9  
|
  13  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
MPV 1 stocks |
$679,410
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$546,164
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$353,623
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$242,220
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$201,753
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|