Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $129 Billion
  • Q3 2024

Schulz Wealth, Ltd. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $24.2B, Vanguard Wellington Fd U S Mom with a value of $13.6B, Vanguard Bd Index Fds with a value of $9.89B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.8B, and Vanguard Star Fd Vanguard Tota with a value of $8.64B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $118B to 129B.

Schulz Wealth, Ltd. is based out at Mansfield, TX

Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $84.9 Billion
Technology: $1.94 Billion
Financial Services: $686 Million
Consumer Defensive: $644 Million
Consumer Cyclical: $443 Million
Utilities: $289 Million
Industrials: $263 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$832 Million 0.64% of portfolio
3,569
Q2 2024 Reduced 1.76%
$2.08T
$443 Million 0.34% of portfolio
2,380
Q2 2024 Reduced 9.16%
$984B
$418 Million 0.32% of portfolio
2,405
Q4 2023 New
$235B
$355 Million 0.27% of portfolio
4,401
Q2 2024 Reduced 7.56%
$412B
$289 Million 0.22% of portfolio
326
Q2 2024 Reduced 8.43%
$3.11T
$227 Million 0.18% of portfolio
527
Q2 2024 Reduced 3.66%
$610B
$212 Million 0.16% of portfolio
460
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $129 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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