Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings by Sector
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPYV SPDW SPMD AVEM SPTI IVW IDEV 42 stocks |
$190 Million
96.21% of portfolio
|
  17  
|
  20  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.4 Million
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$874,054
0.44% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$793,438
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$712,549
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$535,312
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$444,925
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$386,462
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$378,241
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$292,088
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ASGN 1 stocks |
$249,535
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
DC 1 stocks |
$239,949
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$204,122
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|