Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings

Higgins & Schmidt Wealth Strategies LLC

  • $181 Billion
  • Q2 2025

Higgins & Schmidt Wealth Strategies LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $31.3B, Spdr Portfolio S&P 500 Value E with a value of $29.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $26.8B, Spdr Portfolio with a value of $11.1B, and American Centy ETF Tr Avantis with a value of $8.9B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $169B to 181B.

Higgins & Schmidt Wealth Strategies LLC is based out at Denver, CO

Below you can find more details about Higgins & Schmidt Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $176 Billion
Technology: $2.73 Billion
Financial Services: $661 Million
Consumer Cyclical: $551 Million
Communication Services: $315 Million
Basic Materials: $195 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$1.14 Billion 0.63% of portfolio
5,561
Q2 2025 Added 0.47%
$3.81T
$766 Million 0.42% of portfolio
1,540
Q2 2025 Added 0.98%
$431B
$560 Million 0.31% of portfolio
3,542
Q2 2025 Added 7.95%
$2.28T
$551 Million 0.3% of portfolio
2,510
Q2 2025 Reduced 0.99%
$631B
$398 Million 0.22% of portfolio
820
Q4 2024 Reduced 1.2%
$1.12T
$315 Million 0.17% of portfolio
1,778
Q1 2025 Reduced 1.06%
$850B
$263 Million 0.15% of portfolio
906
Q1 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $181 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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