Code Waechter LLC Portfolio Holdings

Code Waechter LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $10M, Pacer Fds Tr Pacer Us Small Ca with a value of $7.16M, Pacer Fds Tr Us Cash Cows 100 with a value of $5.57M, Schwab Intermediate Term Us Tr with a value of $5.54M, and Capital Group Divid Value ETF with a value of $5.36M.

Examining the 13F form we can see an increase of $9.34M in the current position value, from $105M to 114M.

Code Waechter LLC is based out at Tampa, FL

Below you can find more details about Code Waechter LLC portfolio as well as his latest detailed transactions.