Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings by Sector
Higgins & Schmidt Wealth Strategies LLC
- $169 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYG SPYV SPDW SPMD SPLG AVEM FVD IVW 37 stocks |
$165 Million
97.41% of portfolio
|
  14  
|
  16  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.23 Million
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$572,379
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$482,309
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$436,716
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$355,595
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$340,370
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ASGN 1 stocks |
$332,115
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$277,769
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$222,242
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
DC 1 stocks |
$139,750
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|