Newman & Schimel, LLC Portfolio Holdings
Newman & Schimel, LLC
- $221 Million
- Q4 2022
Newman & Schimel, LLC has filed its 13F form on January 20, 2023 for Q4 2022 where it was disclosed a total value porftolio of $221 Million distributed in 51 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $37.8M, Vanguard Bd Index Fd Inc Short with a value of $30M, Vanguard Total Stock Market Et with a value of $25.6M, Ishares Tr with a value of $25.2M, and Ishares Core S&P Total U.S. St with a value of $18.8M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $202M to 221M.
Below you can find more details about Newman & Schimel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $196 Billion
Financial Services: $15.7 Billion
Technology: $5.48 Billion
Consumer Cyclical: $1.33 Billion
Industrials: $1.25 Billion
Communication Services: $896 Million
Consumer Defensive: $741 Million
Healthcare: $27 Million
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|