Shotwell Rutter Baer Inc Portfolio Holdings by Sector
Shotwell Rutter Baer Inc
- $113 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT AVUV VEA AVEM VGIT DISV MUNI DFIV 24 stocks |
$73.9 Million
78.47% of portfolio
|
  17  
|
  7  
|
  12  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$19 Million
20.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$520,800
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$384,372
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$353,229
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|