Schwallier Wealth Management LLC Portfolio Holdings by Sector
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPHQ VTV SCHG PLW FTSM JMEE SCHF JPST 32 stocks |
$136 Million
96.51% of portfolio
|
  22  
|
  20  
|
  4  
|
  10  
|
0
Calls
0
Puts
|
Asset Management | Financial Services
MPV 1 stocks |
$904,691
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$703,396
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$544,358
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$541,479
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$363,968
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$331,643
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$285,368
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
LNC 1 stocks |
$279,624
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
FMC 1 stocks |
$269,432
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$260,408
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$233,054
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$206,479
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|