Higgins & Schmidt Wealth Strategies LLC Reduced Holdings in Q4 2024

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
-162K
- 50.09%
$43.4 - $46.7 $7.03M - $7.57M
161K $7.04B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-168K
- 70.12%
$29.73 - $30.81 $4.98M - $5.17M
71.4K $2.18B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-83.2K
- 57.97%
$38.37 - $42.82 $3.19M - $3.56M
60.3K $2.31B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-72.1K
- 65.23%
$44.33 - $49.55 $3.2M - $3.57M
38.4K $1.73B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.8K
- 2.09%
$34.13 - $37.35 $504K - $552K
694K $23.7B
SPMD
Spdr Portfolio

ETFs
-25.2K
- 11.34%
$54.13 - $59.56 $1.36M - $1.5M
197K $10.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.5K
- 21.44%
$61.68 - $67.87 $586K - $645K
34.8K $2.17B
NVDA
Nvidia Corp

Technology
-3.79K
- 55.35%
$117.0 - $148.88 $443K - $564K
3.05K $410M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.01K
- 14.0%
$66.77 - $71.52 $268K - $287K
24.7K $1.7B
IEMG
Ishares Inc

ETFs
-3.34K
- 32.41%
N/A
6.96K $364M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.65K
- 13.19%
$113.92 - $127.38 $188K - $210K
10.9K $1.25B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.42K
- 16.25%
$88.59 - $94.57 $126K - $134K
7.32K $650M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-182
- 25.0%
$521.84 - $558.82 $95K - $102K
546 $294M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-2.37K
- 17.54%
$20.78 - $21.38 $49.3K - $50.7K
11.1K $233M
AAPL
Apple Inc.

Technology
-633
- 10.12%
$221.69 - $259.02 $140K - $164K
5.62K $1.41B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-184
- 9.3%
$174.22 - $187.62 $32.1K - $34.5K
1.8K $315M
MSFT
Microsoft Corp

Technology
-58
- 3.63%
$406.35 - $454.46 $23.6K - $26.4K
1.54K $649M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.2%
$442.29 - $483.08 $4.42K - $4.83K
820 $372M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-135
- 2.22%
$69.3 - $74.3 $9.36K - $10K
5.94K $424M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-190
- 4.65%
$198.04 - $221.51 $37.6K - $42.1K
3.9K $820M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-269
- 4.36%
$481.22 - $538.17 $129K - $145K
5.9K $3.01B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-54
- 0.26%
$70.54 - $79.61 $3.81K - $4.3K
20.4K $1.55B
Activity Summary
Buys All Purchases 19 New Holdings 10 Increased Positions 9 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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