Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $134 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VXUS BUFR FDEC AVDV FSEP VGSH DFCF 31 stocks |
$84.5 Million
94.16% of portfolio
|
  12  
|
  8  
|
  4  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR MSFT OKTA 3 stocks |
$1.15 Million
1.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$739,226
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$674,189
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$522,148
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$323,059
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$321,616
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$295,590
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$260,616
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFR 1 stocks |
$255,152
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$248,156
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$223,652
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$223,454
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|