Higgins & Schmidt Wealth Strategies LLC Purchases and Sells in Q4 2025

Higgins & Schmidt Wealth Strategies LLC

25 operations

Stock	Shares change	Price Range	Shares Held
SPYV	28.2K + 4.79%	$54.27 - $56.85 $1.53M - $1.6M	616K $35B
SPDW	20.7K + 3.13%	$42.26 - $44.28 $874K - $916K	682K $30.3B
SPYG	7.94K + 2.47%	$102.4 - $109.39 $813K - $869K	329K $35.2B
AVEM	8.82K + 6.61%	$73.09 - $78.36 $645K - $691K	142K $11B
ESGU	4.74K + 37.3%	$142.82 - $150.36 $677K - $713K	17.4K $2.6B
AVDV	4.14K + 6.13%	$87.37 - $90.92 $362K - $376K	71.7K $6.74B

4 operations

Stock	Shares change	Price Range	Shares Held
JMST	42.8K New	$50.85 - $51.0 $2.18M - $2.18M	42.8K $2.18B
VTV	1.09K New	$182.87 - $189.72 $200K - $207K	1.09K $209M
XLK	1.43K New	$278.39 - $304.13 $399K - $436K	1.43K $206M
CAT	357 New	$480.82 - $585.49 $172K - $209K	357 $205M

23 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-1.62K - 17.19%	$245.27 - $275.25 $398K - $446K	7.81K $2.12B
IVW	-3.49K - 4.97%	$118.29 - $126.28 $413K - $441K	66.8K $8.23B
FVD	-2.18K - 1.77%	$45.0 - $46.25 $98.1K - $101K	121K $5.58B
IEMG	-1.37K - 17.15%	N/A	6.61K $444M
SPY	-128 - 18.55%	$653.02 - $687.39 $83.6K - $88K	562 $383M
MSFT	-49 - 3.2%	$496.82 - $542.07 $24.3K - $26.6K	1.48K $717M

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