HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCHANGE TRADED FD T (SPHQ) |
386,254 | +386,254 | $20,889 |
| SPHQ | 386,254 | +386,254 | $20,889 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
345,879 | +345,879 | $20,635 |
| FTSM | 345,879 | +345,879 | $20,635 |
| WISDOMTREE TR |
266,564 | +266,564 | $11,734 |
| AGGY | 266,564 | +266,564 | $11,734 |
| VANGUARD BD INDEX FDS (BND) |
156,156 | +156,156 | $11,485 |
| BND | 156,156 | +156,156 | $11,485 |
| INVESCO EXCHANGE TRADED FD T (XMHQ) |
112,794 | +112,794 | $10,006 |
| XMHQ | 112,794 | +112,794 | $10,006 |
| VANGUARD INDEX FDS (VTV) |
55,756 | +55,756 | $8,336 |
| VTV | 55,756 | +55,756 | $8,336 |
| SCHWAB STRATEGIC TR |
160,602 | +160,602 | $5,936 |
| SCHF | 160,602 | +160,602 | $5,936 |
| INVESCO EXCH TRADED FD TR II (XSHQ) |
135,720 | +135,720 | $5,412 |
| XSHQ | 135,720 | +135,720 | $5,412 |
| SCHWAB STRATEGIC TR |
50,665 | +50,665 | $4,203 |
| SCHG | 50,665 | +50,665 | $4,203 |
| PIMCO ETF TR (MINT) |
41,474 | +41,474 | $4,139 |
| MINT | 41,474 | +41,474 | $4,139 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
14,906 | +14,906 | $2,540 |
| VIG | 14,906 | +14,906 | $2,540 |
| SPDR SER TR (SPLG) |
32,016 | +32,016 | $1,790 |
| SPLG | 32,016 | +32,016 | $1,790 |
| VANGUARD INDEX FDS (VOE) |
9,965 | +9,965 | $1,445 |
| VOE | 9,965 | +9,965 | $1,445 |
| VANGUARD INDEX FDS (VBR) |
7,257 | +7,257 | $1,306 |
| VBR | 7,257 | +7,257 | $1,306 |
| ISHARES TR (TIP) |
12,090 | +12,090 | $1,301 |
| TIP | 12,090 | +12,090 | $1,301 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
11,741 | +11,741 | $940 |
| FTCS | 11,741 | +11,741 | $940 |
| SPDR SER TR (JNK) |
9,845 | +9,845 | $933 |
| JNK | 9,845 | +9,845 | $933 |
| APPLE INC |
4,218 | +4,218 | $812 |
| AAPL | 4,218 | +4,218 | $812 |
| MICROSOFT CORP |
2,083 | +2,083 | $783 |
| MSFT | 2,083 | +2,083 | $783 |
| SCHWAB STRATEGIC TR |
10,275 | +10,275 | $720 |
| SCHV | 10,275 | +10,275 | $720 |
| BARINGS PARTN INVS |
39,396 | +39,396 | $615 |
| MPV | 39,396 | +39,396 | $615 |
| SCHWAB STRATEGIC TR |
23,749 | +23,749 | $589 |
| SCHE | 23,749 | +23,749 | $589 |
| FIRST TR EXCHNG TRADED FD VI (DNOV) |
14,300 | +14,300 | $554 |
| DNOV | 14,300 | +14,300 | $554 |
| PROSHARES TR (QID) |
50,000 | +50,000 | $530 |
| QID | 50,000 | +50,000 | $530 |
| AMAZON COM INC |
2,976 | +2,976 | $452 |
| AMZN | 2,976 | +2,976 | $452 |
| VANGUARD INDEX FDS (VO) |
1,660 | +1,660 | $386 |
| VO | 1,660 | +1,660 | $386 |
| NORTHERN LTS FD TR IV |
9,653 | +9,653 | $337 |
| BIBL | 9,653 | +9,653 | $337 |
| PROSHARES TR (SDS) |
9,900 | +9,900 | $296 |
| SDS | 9,900 | +9,900 | $296 |
| PUBLIC STORAGE |
825 | +825 | $252 |
| PSA | 825 | +825 | $252 |
| META PLATFORMS INC |
653 | +653 | $231 |
| META | 653 | +653 | $231 |
| SELECT SECTOR SPDR TR (XLE) |
2,693 | +2,693 | $226 |
| XLE | 2,693 | +2,693 | $226 |
| FIRST TR EXCHNG TRADED FD VI (DJUN) |
5,725 | +5,725 | $218 |
| DJUN | 5,725 | +5,725 | $218 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
4,074 | +4,074 | $205 |
| JPST | 4,074 | +4,074 | $205 |
| FMC CORP |
3,207 | +3,207 | $202 |
| FMC | 3,207 | +3,207 | $202 |
See Full List: All Stocks Held By Schwallier Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Schwallier Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $120,640 At 09/30/2023: $0 Schwallier Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schwallier Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
