Code Waechter LLC Portfolio Holdings

Code Waechter LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.19M, Pacer Fds Tr Pacer Us Small Ca with a value of $6.9M, Capital Group Divid Value ETF with a value of $5.94M, Pacer Fds Tr Us Cash Cows 100 with a value of $5.93M, and Schwab Intermediate Term Us Tr with a value of $5.21M.

Examining the 13F form we can see an increase of $7.32M in the current position value, from $114M to 122M.

Code Waechter LLC is based out at Tampa, FL

Below you can find more details about Code Waechter LLC portfolio as well as his latest detailed transactions.