Schwallier Wealth Management LLC Portfolio Holdings

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

Schwallier Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $29.9B, Jp Morgan ETF Tr Ultra Short I with a value of $18.4B, Vanguard Value ETF with a value of $13.8B, Invesco Exchange Traded Fd Tr with a value of $11.5B, and Wisdomtree Yield Enhanced U.S. with a value of $11.3B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $123B to 140B.

Schwallier Wealth Management LLC is based out at Grand Rapids, MI

Below you can find more details about Schwallier Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $135 Billion
Financial Services: $712 Million
Technology: $624 Million
Communication Services: $401 Million
Real Estate: $309 Million
Healthcare: $238 Million
Basic Materials: $212 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.3B
$309 Million 0.22% of portfolio
849
Q3 2024 Added 0.83%
$168B
$238 Million 0.17% of portfolio
857
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $140 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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