Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $478 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $52.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $51M, Schwab Strategic Tr Us Large C with a value of $39.3M, Indexiq Active ETF Tr Iq Macka with a value of $35.4M, and Schwab Strategic Tr Us Large C with a value of $32.3M.

Examining the 13F form we can see an increase of $39.1M in the current position value, from $439M to 478M.

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

Portfolio value $478 Million
ETFs: $413 Million
Technology: $22.8 Million
Financial Services: $14.2 Million
Industrials: $5.58 Million
Communication Services: $4.04 Million
Consumer Cyclical: $3.37 Million
Healthcare: $2.32 Million
Consumer Defensive: $2.2 Million
Other: $3.81 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.5M
$8,000 0.0% of portfolio
23,820
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $478 Million
  • Prior Value $439 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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