Shotwell Rutter Baer Inc Portfolio Holdings

Shotwell Rutter Baer Inc

  • $122 Billion
  • Q3 2024

Shotwell Rutter Baer Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $20.1B, American Centy ETF Tr Avantis with a value of $13.5B, Vanguard Intermediate Term Cor with a value of $11.2B, American Centy ETF Tr Avantis with a value of $9.07B, and Vanguard Ftse Developed Market with a value of $8.59B.

Examining the 13F form we can see an increase of $8.82B in the current position value, from $113B to 122B.

Shotwell Rutter Baer Inc is based out at Lansing, MI

Below you can find more details about Shotwell Rutter Baer Inc portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $99.3 Billion
Financial Services: $480 Million
Technology: $452 Million
Consumer Defensive: $445 Million
Industrials: $221 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $122 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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