Shotwell Rutter Baer Inc Portfolio Holdings by Sector
Shotwell Rutter Baer Inc
- $119 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT AVUV VEA VGIT AVEM DISV MUNI DFIV 24 stocks |
$77 Million
78.09% of portfolio
|
  15  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$20 Million
20.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$511,396
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$493,549
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$439,834
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$209,212
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|