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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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