Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $117 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VFMO BUFR VXUS FDEC FSEP AVDV BJAN 26 stocks |
$78.5 Million
94.84% of portfolio
|
  7  
|
  12  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR OKTA MSFT 3 stocks |
$894,094
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$622,987
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$547,285
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$472,596
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$327,200
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$271,845
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$242,259
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$233,787
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFR 1 stocks |
$222,438
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$219,624
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$216,707
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|