Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $129 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VFMO BUFR VXUS FDEC FSEP AVDV BJAN 27 stocks |
$84.7 Million
94.95% of portfolio
|
  9  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$831,577
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR MSFT 2 stocks |
$693,344
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$644,387
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$443,465
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$417,676
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$288,827
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$263,100
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$253,207
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$234,202
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFR 1 stocks |
$221,035
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$211,720
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|