Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $131 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VFMO VXUS BUFR FDEC FSEP AVDV VGSH 28 stocks |
$85.6 Million
94.52% of portfolio
|
  8  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR OKTA MSFT 3 stocks |
$987,211
1.09% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$728,142
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$679,724
0.75% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$452,819
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$317,230
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$305,535
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$276,974
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$272,240
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFR 1 stocks |
$248,522
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$244,987
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$235,844
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$216,507
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|