Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $118 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VFMO BUFR VXUS FDEC FSEP AVDV BJAN 26 stocks |
$77.4 Million
94.78% of portfolio
|
  2  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR MSFT OKTA 3 stocks |
$886,820
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$751,703
0.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$575,089
0.7% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$459,935
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$418,013
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$254,585
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$251,076
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$239,167
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$229,485
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFR 1 stocks |
$200,821
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|