Shotwell Rutter Baer Inc Portfolio Holdings by Sector
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT AVUV VEA AVEM VGIT DISV MUNI DFIV 24 stocks |
$79.3 Million
78.55% of portfolio
|
  17  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$20.1 Million
19.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$479,577
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$452,344
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$445,080
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$220,753
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|