Higgins & Schmidt Wealth Strategies LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HS Higgins & Schmidt Wealth Strategies LLC | Institutional Filer | ▲ 3.69% | $218.9M | 63 |
Current Portfolio Holdings
Showing all 63 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | — | 640K | $36.2M | 16.54% |
| 2 | SPYG | SPDR SERIES TRUST | — | 332K | $32.5M | 14.86% |
| 3 | SPDW | SPDR INDEX SHS FDS | — | 673K | $30.7M | 14.04% |
| 4 | SPMD | SPDR SERIES TRUST | — | 222K | $13.2M | 6.02% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 148K | $11.9M | 5.45% |
| 6 | SPTI | SPDR SERIES TRUST | — | 375K | $10.7M | 4.91% |
| 7 | AVUV | AMERICAN CENTY ETF TR | — | 77K | $8.6M | 3.91% |
| 8 | AVDV | AMERICAN CENTY ETF TR | — | 74K | $7.4M | 3.37% |
| 9 | IDEV | ISHARES TR | — | 86K | $7.2M | 3.29% |
| 10 | IVW | ISHARES TR | — | 60K | $6.8M | 3.08% |
| 11 | SPYM | SPDR SERIES TRUST | — | 76K | $5.8M | 2.65% |
| 12 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 117K | $5.5M | 2.51% |
| 13 | MUNI | PIMCO ETF TR | — | 54K | $2.8M | 1.29% |
| 14 | QQQ | Invesco QQQ Trust | — | 5K | $2.6M | 1.21% |
| 15 | SPEM | SPDR INDEX SHS FDS | — | 54K | $2.5M | 1.16% |
Showing 1 to 15 of 63 holdings