Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings by Sector
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYG SPYV SPDW SPMD AVEM SPTI IVW IDEV 41 stocks |
$176 Million
97.54% of portfolio
|
  15  
|
  21  
|
  6  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.14 Million
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$765,922
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$559,601
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$550,669
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$398,331
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$315,435
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ASGN 1 stocks |
$263,131
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$262,658
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
DC 1 stocks |
$194,596
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|