Schwallier Wealth Management LLC Sells in Q2 2025

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-29.5K
- 61.17%
$42.51 - $43.7 $1.26M - $1.29M
18.8K $818M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-12.4K
- 8.96%
$59.8 - $60.07 $743K - $747K
126K $7.56B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-14.6K
Closed
$39.23 - $45.02 $575K - $659K
0 $0
DAUG
First Tr ETF Viii Cboe Vest Us
-15.6K
Closed
N/A
0 $0
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-11.6K
Closed
$38.3 - $44.42 $445K - $516K
0 $0
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-16.3K
Closed
$23.45 - $26.56 $383K - $434K
0 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.09K
- 6.18%
$50.36 - $50.68 $407K - $410K
123K $6.22B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.03K
- 33.35%
$82.17 - $99.96 $413K - $502K
10K $987M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-9.62K
- 43.5%
$34.34 - $40.99 $330K - $394K
12.5K $509M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-13.7K
Closed
$20.16 - $20.49 $276K - $280K
0 $0
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-15K
Closed
$18.28 - $18.7 $273K - $280K
0 $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-14.2K
Closed
$19.44 - $19.56 $275K - $277K
0 $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-13.2K
Closed
$20.66 - $20.74 $273K - $274K
0 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.49K
- 53.21%
$49.57 - $50.27 $272K - $276K
4.83K $243M
BIBL
Northern Lts Fd Tr Iv

ETFs
-6.59K
Closed
$33.5 - $41.33 $221K - $272K
0 $0
Victory Portfolios Ii
-7.3K
- 49.83%
N/A
7.35K $260M
TQQQ
Proshares Ultrapro Qqq

ETFs
-4K
Closed
$38.9 - $83.0 $156K - $332K
0 $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.33K
Closed
$91.23 - $97.27 $213K - $227K
0 $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-7.43K
Closed
$27.29 - $29.28 $203K - $217K
0 $0
AAPL
Apple Inc.

Technology
-380
- 9.98%
$172.42 - $223.89 $65.5K - $85.1K
3.43K $703M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.12K
- 14.22%
$72.02 - $73.82 $81K - $83K
6.78K $499M
META
Meta Platforms, Inc.

Communication Services
-325
- 30.57%
$484.66 - $738.09 $158K - $240K
738 $544M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-466
- 2.83%
$23.33 - $24.01 $10.9K - $11.2K
16K $384M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-311
- 4.48%
$32.77 - $38.72 $10.2K - $12K
6.63K $257M
MSFT
Microsoft Corp

Technology
-169
- 20.22%
$354.56 - $497.45 $59.9K - $84.1K
667 $332M
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.06%
N/A
3.1K $634M
AMZN
Amazon Com Inc

Consumer Cyclical
-62
- 3.6%
$167.32 - $223.3 $10.4K - $13.8K
1.66K $364M
NVDA
Nvidia Corp

Technology
-253
- 6.88%
$94.31 - $157.99 $23.9K - $40K
3.43K $541M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 29 Reductions 16 Sold out 13 Options Calls 0 Puts 0
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