Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $130 Billion
  • Q4 2024

Schulz Wealth, Ltd. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $24.6B, Vanguard Wellington Fd U S Mom with a value of $14.1B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.55B, Vanguard Bd Index Fds with a value of $9.22B, and Vanguard Star Fd Vanguard Tota with a value of $8.04B.

Examining the 13F form we can see an increase of $889M in the current position value, from $129B to 130B.

Schulz Wealth, Ltd. is based out at Mansfield, TX

Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $84.8 Billion
Technology: $1.97 Billion
Financial Services: $923 Million
Consumer Defensive: $705 Million
Consumer Cyclical: $522 Million
Utilities: $270 Million
Industrials: $264 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Billion 18.85% of portfolio
709,743
Q4 2024 Added 0.7%
$0
$14.1 Billion 10.81% of portfolio
85,598
Q4 2024 Added 1.38%
$0
$9.55 Billion 7.33% of portfolio
313,318
Q4 2024 Reduced 4.46%
-
$9.22 Billion 7.08% of portfolio
-
Q4 2024 Reduced 6.23%
$0
$8.04 Billion 6.17% of portfolio
136,443
Q4 2024 Added 2.26%
$0
$7.09 Billion 5.44% of portfolio
158,964
Q3 2024 Reduced 0.47%
$0
$5.23 Billion 4.01% of portfolio
114,357
Q4 2024 Reduced 2.91%
First Tr Exchng Traded Fd Vi
-
$4.18 Billion 3.21% of portfolio
-
Q4 2024 Reduced -0.0%
First Tr Exchng Traded Fd Vi
-
$4.02 Billion 3.08% of portfolio
-
Q3 2024 Reduced 1.09%
First Tr Exchng Traded Fd Vi
-
$3.81 Billion 2.92% of portfolio
-
Q4 2024 Added 0.61%
First Tr Exchng Traded Fd Vi
-
$3.57 Billion 2.74% of portfolio
-
Q3 2024 Added 75.19%
First Tr Exchng Traded Fd Vi
-
$3.51 Billion 2.7% of portfolio
-
Q4 2024 Reduced 1.3%
$0
$3.46 Billion 2.66% of portfolio
53,211
Q4 2024 Added 4.52%
$0
$1.98 Billion 1.52% of portfolio
40,468
Q4 2024 Reduced 1.69%
First Tr Exchng Traded Fd Vi
-
$1.66 Billion 1.28% of portfolio
-
Q3 2024 Added 619.41%
$0
$1.65 Billion 1.27% of portfolio
38,105
Q4 2023 New
First Tr Exchng Traded Fd Vi
-
$1.51 Billion 1.16% of portfolio
-
Q4 2024 Reduced 1.18%
First Tr Exchng Traded Fd Vi
-
$1.32 Billion 1.01% of portfolio
-
Q2 2024 Reduced 4.06%
$0
$1.22 Billion 0.93% of portfolio
24,225
Q1 2024 Added 67.07%
$0
$1.12 Billion 0.86% of portfolio
31,260
Q4 2024 Reduced 2.01%
$0
$893 Million 0.69% of portfolio
21,125
Q4 2024 Reduced 0.05%
$0
$888 Million 0.68% of portfolio
23,065
Q3 2024 Reduced 13.87%
First Tr Exchng Traded Fd Vi
-
$846 Million 0.65% of portfolio
-
Q4 2024 New
$3.66T
$827 Million 0.63% of portfolio
3,301
Q4 2024 Reduced 7.51%
First Tr Exchng Traded Fd Vi
-
$820 Million 0.63% of portfolio
-
Q3 2024 Added 0.19%
Innovator Etfs Trust
-
$702 Million 0.54% of portfolio
-
Q4 2023 New
$0
$624 Million 0.48% of portfolio
15,557
Q4 2024 Reduced 8.1%
$0
$611 Million 0.47% of portfolio
14,831
Q1 2024 Reduced 0.6%
$0
$616 Million 0.47% of portfolio
12,875
Q4 2024 Added 33.21%
$0
$617 Million 0.47% of portfolio
14,954
Q4 2024 Reduced 28.39%
$0
$569 Million 0.44% of portfolio
15,515
Q4 2023 New
$0
$549 Million 0.42% of portfolio
12,873
Q4 2024 Added 0.27%
$15.9B
$533 Million 0.41% of portfolio
1,600
Q4 2023 New
$2.38T
$522 Million 0.4% of portfolio
2,380
Q2 2024 Reduced 9.16%
$0
$512 Million 0.39% of portfolio
13,417
Q1 2024 Reduced 23.89%
First Tr Exch Traded Fd Iii
-
$510 Million 0.39% of portfolio
-
Q1 2024 New
Innovator Etfs Trust
-
$474 Million 0.36% of portfolio
-
Q4 2023 New
$0
$403 Million 0.31% of portfolio
9,934
Q4 2024 Reduced 13.49%
$279B
$403 Million 0.31% of portfolio
4,460
Q4 2024 Added 1.34%
$0
$402 Million 0.31% of portfolio
15,759
Q1 2024 Reduced 46.95%
$0
$375 Million 0.29% of portfolio
2,140
Q4 2023 New
$1.08T
$376 Million 0.29% of portfolio
1,905
Q4 2024 Reduced 20.79%
$0
$383 Million 0.29% of portfolio
14,622
Q4 2024 Reduced 4.66%
$0
$355 Million 0.27% of portfolio
6,117
Q4 2024 Reduced 12.09%
$0
$346 Million 0.27% of portfolio
7,427
Q4 2024 Reduced 5.59%
$470B
$302 Million 0.23% of portfolio
330
Q4 2024 Added 1.23%
$0
$302 Million 0.23% of portfolio
737
Q4 2024 New
$0
$299 Million 0.23% of portfolio
510
Q4 2023 New
$0
$278 Million 0.21% of portfolio
4,030
Q4 2024 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $130 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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