Shotwell Rutter Baer Inc Portfolio Holdings by Sector
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VCIT VGIT VEA AVUV AVEM DISV MUNI DFIV 24 stocks |
$76.5 Million
80.35% of portfolio
|
16
|
7
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$17.3 Million
18.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$477,781
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$455,306
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$453,293
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|