Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings

Higgins & Schmidt Wealth Strategies LLC has filed its 13F form on March 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $27.9B, Spdr Portfolio S&P 500 Value E with a value of $24.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $23.7B, Spdr Portfolio with a value of $10.8B, and Ishares S&P 500 Growth ETF with a value of $7.65B.

Examining the 13F form we can see an increase of $5.44B in the current position value, from $155B to 160B.

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.