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.
Portfolio value
$122 Million
ETFs: $81.9 Million
Financial Services: $5.38 Million
Energy: $5.19 Million
Healthcare: $5.12 Million
Technology: $4.93 Million
Utilities: $4.62 Million
Communication Services: $2.67 Million
Real Estate: $2.35 Million
Other: $5.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
