Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $59.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $57.4M, Indexiq Active ETF Tr Iq Macka with a value of $42.2M, Schwab Strategic Tr Us Large C with a value of $39.5M, and Schwab Strategic Tr Us Large C with a value of $33.3M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $517M to 536M.

Below you can find more details about Schneider Downs Wealth Management Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $536 Million
ETFs: $466 Million
Technology: $22.9 Million
Financial Services: $16.5 Million
Industrials: $5.08 Million
Communication Services: $4.03 Million
Consumer Cyclical: $3.33 Million
Energy: $2.28 Million
Healthcare: $2.08 Million
Other: $3.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.7 Million 11.14% of portfolio
230,998
Q1 2025 Added 6.27%
$0
$57.4 Million 10.7% of portfolio
1,576,264
Q1 2025 Added 7.44%
$0
$42.2 Million 7.87% of portfolio
1,760,782
Q1 2025 Added 15.74%
$0
$39.5 Million 7.37% of portfolio
1,578,030
Q1 2025 Added 3.41%
$0
$33.3 Million 6.21% of portfolio
1,508,271
Q1 2025 Added 0.77%
$0
$31.3 Million 5.83% of portfolio
296,578
Q1 2025 Added 10.77%
$0
$25.3 Million 4.72% of portfolio
514,863
Q1 2025 Added 36.63%
$0
$23.3 Million 4.34% of portfolio
186,965
Q1 2025 Added 14.68%
$0
$15.4 Million 2.87% of portfolio
42,675
Q1 2025 Added 2.14%
$0
$11.8 Million 2.2% of portfolio
220,321
Q1 2025 Reduced 18.59%
$0
$10.9 Million 2.04% of portfolio
237,357
Q1 2025 Added 32.12%
$0
$10.4 Million 1.94% of portfolio
99,406
Q1 2025 Added 18.41%
$0
$10.2 Million 1.9% of portfolio
19,814
Q1 2025 Added 1.1%
$0
$9 Million 1.68% of portfolio
197,126
Q1 2025 Added 14.68%
$0
$8.7 Million 1.62% of portfolio
171,121
Q1 2025 Added 0.18%
$3.7T
$8.59 Million 1.6% of portfolio
22,894
Q1 2025 Reduced 1.23%
$0
$6.96 Million 1.3% of portfolio
85,183
Q1 2025 Reduced 3.88%
$0
$6.46 Million 1.21% of portfolio
273,574
Q1 2025 Reduced 7.04%
$0
$6.41 Million 1.2% of portfolio
75,382
Q1 2025 Added 0.02%
$3.23T
$6.43 Million 1.2% of portfolio
28,968
Q1 2025 Added 0.44%
$0
$5.08 Million 0.95% of portfolio
191,224
Q1 2025 Added 0.52%
$0
$4.97 Million 0.93% of portfolio
100,108
Q1 2025 Reduced 9.63%
$0
$4.18 Million 0.78% of portfolio
62,012
Q1 2025 Added 3.96%
$3.94B
$3.65 Million 0.68% of portfolio
89,504
Q1 2025 Added 12.64%
$0
$3.25 Million 0.61% of portfolio
5,803
Q1 2025 Added 14.28%
$0
$3.18 Million 0.59% of portfolio
5,665
Q1 2025 Reduced 0.65%
$33B
$2.99 Million 0.56% of portfolio
21,546
Q3 2024 Added 363.85%
$0
$2.45 Million 0.46% of portfolio
123,807
Q1 2025 Reduced 0.72%
$439B
$2.4 Million 0.45% of portfolio
3
Q1 2025 New
$0
$2.24 Million 0.42% of portfolio
21,863
Q1 2025 Reduced 3.17%
$0
$2.24 Million 0.42% of portfolio
33,997
Q1 2025 Added 0.94%
$1.16B
$2.07 Million 0.39% of portfolio
283,276
Q3 2024 Reduced 0.12%
$104B
$1.99 Million 0.37% of portfolio
6,891
Q1 2025 Reduced 4.93%
$75B
$1.95 Million 0.36% of portfolio
11,079
Q1 2025 Reduced 0.12%
$456B
$1.91 Million 0.36% of portfolio
16,073
Q1 2025 Reduced 0.9%
$0
$1.81 Million 0.34% of portfolio
19,470
Q1 2025 Added 4.73%
$0
$1.83 Million 0.34% of portfolio
6,653
Q1 2025 Added 3.74%
$0
$1.8 Million 0.34% of portfolio
65,336
Q1 2025 Reduced 31.22%
$3.66B
$1.79 Million 0.33% of portfolio
23,643
Q3 2024 Reduced 1.48%
$842B
$1.63 Million 0.3% of portfolio
6,664
Q1 2025 Reduced 2.94%
$0
$1.53 Million 0.28% of portfolio
26,179
Q1 2025 Added 6.13%
$30.2B
$1.49 Million 0.28% of portfolio
4,715
Q1 2025 Added 0.11%
$141B
$1.51 Million 0.28% of portfolio
5,569
Q1 2024 Added 0.98%
$0
$1.44 Million 0.27% of portfolio
19,093
Q1 2025 Reduced 16.27%
$3.18B
$1.4 Million 0.26% of portfolio
67,338
Q1 2025 Reduced 8.91%
$1.07T
$1.32 Million 0.25% of portfolio
8,522
Q1 2025 Added 3.55%
$0
$1.16 Million 0.22% of portfolio
6,087
Q1 2025 Added 1.28%
$2.27T
$1.2 Million 0.22% of portfolio
6,312
Q1 2025 Added 7.11%
$0
$1.16 Million 0.22% of portfolio
49,378
Q1 2025 Added 2.87%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $536 Million
  • Prior Value $517 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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