Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings

Higgins & Schmidt Wealth Strategies LLC

  • $169 Billion
  • Q1 2025

Higgins & Schmidt Wealth Strategies LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25.9B, Spdr Portfolio S&P 500 Value E with a value of $25.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $25.6B, Spdr Portfolio with a value of $10.5B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.54B.

Examining the 13F form we can see an increase of $8.97B in the current position value, from $160B to 169B.

Higgins & Schmidt Wealth Strategies LLC is based out at Denver, CO

Below you can find more details about Higgins & Schmidt Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $165 Billion
Technology: $2.49 Billion
Financial Services: $659 Million
Consumer Cyclical: $482 Million
Industrials: $340 Million
Communication Services: $278 Million
Basic Materials: $140 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$1.23 Billion 0.73% of portfolio
5,535
Q1 2025 Reduced 1.49%
$2.95T
$572 Million 0.34% of portfolio
1,525
Q1 2025 Reduced 0.97%
$1.88T
$482 Million 0.28% of portfolio
2,535
Q1 2025 Reduced 0.86%
$694B
$437 Million 0.26% of portfolio
820
Q4 2024 Reduced 1.2%
$271B
$356 Million 0.21% of portfolio
3,281
Q1 2025 Added 7.43%
$979B
$278 Million 0.16% of portfolio
1,778
Q1 2025 Reduced 1.06%
$718B
$222 Million 0.13% of portfolio
906
Q1 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $169 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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