Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

Higgins & Schmidt Wealth Strategies LLC has filed its 13F form on March 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $27.9B, Spdr Portfolio S&P 500 Value E with a value of $24.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $23.7B, Spdr Portfolio with a value of $10.8B, and Ishares S&P 500 Growth ETF with a value of $7.65B.

Examining the 13F form we can see an increase of $5.44B in the current position value, from $155B to 160B.

Higgins & Schmidt Wealth Strategies LLC is based out at Denver, CO

Below you can find more details about Higgins & Schmidt Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $156 Billion
Technology: $2.94 Billion
Financial Services: $588 Million
Consumer Cyclical: $561 Million
Communication Services: $342 Million
Basic Materials: $55.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.9 Billion 17.42% of portfolio
317,749
Q4 2024 Added 26.37%
$0
$24.7 Billion 15.42% of portfolio
483,639
Q4 2024 Added 93.05%
$0
$23.7 Billion 14.76% of portfolio
693,595
Q4 2024 Reduced 2.09%
$0
$10.8 Billion 6.72% of portfolio
196,981
Q4 2024 Reduced 11.34%
$0
$7.65 Billion 4.77% of portfolio
75,299
Q4 2024 Reduced 8.33%
$0
$7.36 Billion 4.59% of portfolio
125,128
Q4 2024 New
$0
$7.04 Billion 4.39% of portfolio
161,433
Q4 2024 Reduced 50.09%
$0
$5.83 Billion 3.63% of portfolio
208,970
Q4 2024 New
$0
$5.65 Billion 3.52% of portfolio
87,666
Q4 2024 Added 11.34%
$0
$5.56 Billion 3.47% of portfolio
57,648
Q4 2024 New
$0
$3.96 Billion 2.47% of portfolio
60,887
Q4 2024 New
$0
$3.01 Billion 1.88% of portfolio
5,897
Q4 2024 Reduced 4.36%
$0
$2.31 Billion 1.44% of portfolio
60,325
Q4 2024 Reduced 57.97%
$0
$2.18 Billion 1.36% of portfolio
71,447
Q4 2024 Reduced 70.12%
$0
$2.17 Billion 1.35% of portfolio
34,830
Q4 2024 Reduced 21.44%
$0
$1.73 Billion 1.08% of portfolio
38,433
Q4 2024 Reduced 65.23%
$0
$1.58 Billion 0.98% of portfolio
12,237
Q4 2024 New
$0
$1.55 Billion 0.97% of portfolio
20,416
Q4 2024 Reduced 0.26%
$0
$1.48 Billion 0.92% of portfolio
28,633
Q4 2024 Added 39.33%
$3.5T
$1.41 Billion 0.88% of portfolio
5,619
Q4 2024 Reduced 10.12%
$0
$1.25 Billion 0.78% of portfolio
10,869
Q4 2024 Reduced 13.19%
$0
$820 Million 0.51% of portfolio
3,895
Q4 2024 Reduced 4.65%
$0
$650 Million 0.41% of portfolio
7,320
Q4 2024 Reduced 16.25%
$0
$637 Million 0.4% of portfolio
8,366
Q4 2024 New
$2.82T
$649 Million 0.4% of portfolio
1,540
Q4 2024 Reduced 3.63%
$0
$586 Million 0.37% of portfolio
5,067
Q4 2024 Added 0.06%
$1.96T
$561 Million 0.35% of portfolio
2,557
Q4 2024 Added 1.15%
$0
$525 Million 0.33% of portfolio
10,466
Q4 2024 New
$3.16B
$473 Million 0.3% of portfolio
5,681
Q4 2024 Added 15.66%
$0
$443 Million 0.28% of portfolio
2,263
Q3 2024 Reduced 0.44%
$0
$424 Million 0.26% of portfolio
5,939
Q4 2024 Reduced 2.22%
$273B
$410 Million 0.26% of portfolio
3,054
Q4 2024 Reduced 55.35%
$0
$364 Million 0.23% of portfolio
6,964
Q4 2024 Reduced 32.41%
$683B
$372 Million 0.23% of portfolio
820
Q4 2024 Reduced 1.2%
$0
$346 Million 0.22% of portfolio
591
Q3 2024 Reduced 4.98%
$950B
$342 Million 0.21% of portfolio
1,797
Q4 2024 Added 2.22%
$0
$315 Million 0.2% of portfolio
1,795
Q4 2024 Reduced 9.3%
$0
$317 Million 0.2% of portfolio
14,382
Q4 2024 Added 0.01%
$0
$294 Million 0.18% of portfolio
546
Q4 2024 Reduced 25.0%
$0
$295 Million 0.18% of portfolio
13,004
Q4 2024 New
$0
$257 Million 0.16% of portfolio
1,860
Q3 2024 Reduced 20.99%
$0
$233 Million 0.15% of portfolio
11,145
Q4 2024 Reduced 17.54%
$0
$234 Million 0.15% of portfolio
7,021
Q4 2024 New
$712B
$217 Million 0.14% of portfolio
904
Q4 2024 New
$194M
$55.3 Million 0.03% of portfolio
25,151
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $160 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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