Shotwell Rutter Baer Inc Portfolio Holdings by Sector
Shotwell Rutter Baer Inc
- $167 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VCIT AVUV VEA AVEM VGIT DISV MUNI DFIV 28 stocks |
$102 Million
79.6% of portfolio
|
15
|
11
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$24.2 Million
18.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$616,105
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$605,901
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$502,027
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$216,755
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|