Schwallier Wealth Management LLC Portfolio Holdings

Schwallier Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 28 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 $27B, Jp Morgan ETF Tr Ultra Short I with a value of $15.3B, Vanguard Value ETF with a value of $11.9B, Wisdomtree Yield Enhanced U.S. with a value of $10.4B, and Invesco Exchange Traded Fd Tr with a value of $10.3B.

Examining the 13F form we can see an decrease of $1.06B in the current position value, from $124B to 123B.

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.