Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $130 Billion
  • Q4 2024

Schulz Wealth, Ltd. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $24.6B, Vanguard Wellington Fd U S Mom with a value of $14.1B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.55B, Vanguard Bd Index Fds with a value of $9.22B, and Vanguard Star Fd Vanguard Tota with a value of $8.04B.

Examining the 13F form we can see an increase of $889M in the current position value, from $129B to 130B.

Schulz Wealth, Ltd. is based out at Mansfield, TX

Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $84.8 Billion
Technology: $1.97 Billion
Financial Services: $923 Million
Consumer Defensive: $705 Million
Consumer Cyclical: $522 Million
Utilities: $270 Million
Industrials: $264 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$827 Million 0.63% of portfolio
3,301
Q4 2024 Reduced 7.51%
$2.43T
$522 Million 0.4% of portfolio
2,380
Q2 2024 Reduced 9.16%
$279B
$403 Million 0.31% of portfolio
4,460
Q4 2024 Added 1.34%
$1.09T
$376 Million 0.29% of portfolio
1,905
Q4 2024 Reduced 20.79%
$465B
$302 Million 0.23% of portfolio
330
Q4 2024 Added 1.23%
$3.1T
$239 Million 0.18% of portfolio
566
Q4 2024 Added 7.4%
$541B
$208 Million 0.16% of portfolio
395
Q4 2024 New
$616B
$209 Million 0.16% of portfolio
460
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $130 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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