Schwallier Wealth Management LLC Portfolio Holdings

Schwallier Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $29.9B, Jp Morgan ETF Tr Ultra Short I with a value of $18.4B, Vanguard Value ETF with a value of $13.8B, Invesco Exchange Traded Fd Tr with a value of $11.5B, and Wisdomtree Yield Enhanced U.S. with a value of $11.3B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $123B to 140B.

Schwallier Wealth Management LLC is based out at Grand Rapids, MI

Below you can find more details about Schwallier Wealth Management LLC portfolio as well as his latest detailed transactions.