Higgins & Schmidt Wealth Strategies LLC Purchases in Q3 2025

Higgins & Schmidt Wealth Strategies LLC

  • $198 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.8K
+ 4.21%
$52.12 - $55.33 $1.24M - $1.31M
588K $32.5B
AAPL
Apple Inc.

Technology
3.87K
+ 69.56%
$202.38 - $256.87 $783K - $994K
9.43K $2.4B
AVEM
American Centy ETF Tr Avantis

ETFs
3.55K
+ 2.74%
$68.33 - $75.41 $243K - $268K
133K $10B
SPMD
Spdr Portfolio

ETFs
4.79K
+ 2.35%
$54.43 - $58.29 $261K - $279K
208K $11.9B
AVDV
American Centy ETF Tr Avantis

ETFs
2.17K
+ 3.32%
$79.24 - $89.03 $172K - $193K
67.6K $6.02B
AVUV
American Centy ETF Tr Avantis

ETFs
2.06K
+ 3.01%
$90.37 - $102.12 $186K - $210K
70.5K $7.02B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20K
+ 7.01%
$28.38 - $29.05 $568K - $581K
305K $8.83B
TSLA
Tesla, Inc.

Consumer Cyclical
869
New
$293.94 - $444.72 $255K - $386K
869 $386M
PEG
Public Service Enterprise Group Inc

Utilities
4.53K
New
$79.99 - $90.14 $363K - $409K
4.53K $378M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.84K
+ 17.61%
$49.09 - $50.58 $336K - $346K
45.7K $2.3B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.51K
+ 7.14%
$50.9 - $52.37 $179K - $184K
52.7K $2.76B
XLF
Financial Sector Spdr

ETFs
4.17K
New
$51.37 - $54.25 $214K - $226K
4.17K $225M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.66K
New
$41.34 - $45.65 $192K - $213K
4.66K $210M
VTI
Vanguard Total Stock Market Et

ETFs
622
New
$303.93 - $329.86 $189K - $205K
622 $204M
META
Meta Platforms, Inc.

Communication Services
273
New
$695.21 - $791.73 $190K - $216K
273 $200M
NVDA
Nvidia Corp

Technology
277
+ 7.82%
$153.3 - $186.58 $42.5K - $51.7K
3.82K $713M
GOOG
Alphabet Inc.

Communication Services
40
+ 2.25%
$175.16 - $255.24 $7.01K - $10.2K
1.82K $443M
IEMG
Ishares Inc

ETFs
1.11K
+ 16.24%
N/A
7.97K $526M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
73
+ 0.67%
$108.46 - $120.63 $7.92K - $8.81K
10.9K $1.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 16.75%
$617.65 - $666.84 $61.1K - $66K
690 $460M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
199
+ 2.62%
$87.05 - $93.19 $17.3K - $18.5K
7.79K $724M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 7.93%
$459.11 - $506.91 $29.8K - $32.9K
885 $445M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 2.21%
$282.78 - $316.06 $5.66K - $6.32K
926 $292M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
32
+ 0.49%
$39.06 - $43.42 $1.25K - $1.39K
6.59K $286M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
258
+ 1.82%
$22.89 - $23.7 $5.91K - $6.11K
14.4K $339M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
204
+ 2.36%
$25.0 - $25.33 $5.1K - $5.17K
8.86K $224M
Activity Summary
Buys All Purchases 27 New Holdings 7 Increased Positions 20 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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