Shotwell Rutter Baer Inc Portfolio Holdings

Shotwell Rutter Baer Inc

  • $113 Billion
  • Q1 2025

Shotwell Rutter Baer Inc has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.3B, American Centy ETF Tr Avantis with a value of $11.9B, Vanguard Intermediate Term Cor with a value of $11.6B, Vanguard Intermediate Term Tre with a value of $8.24B, and Vanguard Ftse Developed Market with a value of $8.08B.

Examining the 13F form we can see an decrease of $5.33B in the current position value, from $119B to 113B.

Shotwell Rutter Baer Inc is based out at Lansing, MI

Below you can find more details about Shotwell Rutter Baer Inc portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $93.8 Billion
Financial Services: $478 Million
Technology: $455 Million
Consumer Defensive: $453 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 15.27% of portfolio
69,661
Q1 2025 Added 0.27%
$0
$11.9 Billion 10.45% of portfolio
203,263
Q1 2025 Reduced 0.11%
$0
$11.6 Billion 10.26% of portfolio
142,193
Q1 2025 Added 1.26%
$0
$8.24 Billion 7.27% of portfolio
137,538
Q1 2025 Added 1.72%
$0
$8.08 Billion 7.13% of portfolio
172,195
Q1 2025 Added 0.12%
$0
$7.49 Billion 6.6% of portfolio
95,978
Q1 2025 Added 2.41%
$0
$7.32 Billion 6.46% of portfolio
130,536
Q1 2025 Added 0.56%
$0
$6.22 Billion 5.48% of portfolio
235,368
Q1 2025 Added 0.37%
$0
$5.43 Billion 4.79% of portfolio
104,643
Q1 2025 Added 0.73%
$0
$4.96 Billion 4.37% of portfolio
138,862
Q1 2025 Added 0.27%
$0
$4.45 Billion 3.93% of portfolio
89,172
Q1 2025 Added 1.51%
Dimensional ETF Trust
-
$4.14 Billion 3.65% of portfolio
-
Q1 2025 Added 1.53%
$0
$3.91 Billion 3.45% of portfolio
49,575
Q1 2025 Added 0.67%
$0
$1.37 Billion 1.21% of portfolio
53,916
Q1 2025 Reduced 1.92%
$0
$1.24 Billion 1.09% of portfolio
41,457
Q1 2025 Reduced 0.46%
$0
$1.07 Billion 0.95% of portfolio
17,364
Q1 2025 Added 1.04%
$0
$810 Million 0.71% of portfolio
19,276
Q1 2025 Added 6.02%
$0
$778 Million 0.69% of portfolio
7,360
Q1 2025 Reduced 2.79%
$0
$748 Million 0.66% of portfolio
15,849
Q1 2025 Added 7.69%
$0
$618 Million 0.54% of portfolio
5,602
Q1 2025 Reduced 9.03%
$0
$491 Million 0.43% of portfolio
7,814
Q1 2025 Added 8.0%
$0
$491 Million 0.43% of portfolio
19,690
Q1 2025 Added 7.16%
$4.49B
$478 Million 0.42% of portfolio
270
Q3 2024 Reduced 10.0%
$0
$476 Million 0.42% of portfolio
6,353
Q1 2025 Reduced 8.5%
$208B
$455 Million 0.4% of portfolio
2,002
Q2 2024 Added 0.15%
$258B
$453 Million 0.4% of portfolio
5,449
Q1 2025 Reduced 0.91%
$0
$446 Million 0.39% of portfolio
12,830
Q1 2025 Added 6.37%
$0
$402 Million 0.36% of portfolio
12,375
Q1 2025 Added 4.99%
$0
$336 Million 0.3% of portfolio
13,860
Q1 2025 Reduced 0.43%
$0
$333 Million 0.29% of portfolio
6,155
Q1 2025 Reduced 1.79%
$0
$224 Million 0.2% of portfolio
3,769
Q4 2024 Reduced 0.4%
$0
$231 Million 0.2% of portfolio
456
Q1 2025 Reduced 4.4%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $113 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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