Schwallier Wealth Management LLC Reduced Holdings in Q3 2024

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.15K
- 5.65%
$71.45 - $75.64 $511K - $540K
119K $8.96B
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 1.28%
$182.15 - $182.15 $7.29K - $7.29K
3.09K $611M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.14%
$453.41 - $572.44 $453 - $572
700 $401M
FTCS
First Trust Capital Strength E

ETFs
-259
- 2.42%
$83.58 - $90.94 $21.6K - $23.6K
10.4K $948M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email