The Analysis of Higgins & Schmidt Wealth Strategies LLC's Holdings
Currently, Higgins & Schmidt Wealth Strategies LLC holds 56 types of securities in its portfolio with a total value $198.0M. In the most recent quarter, they have increased their positions in SPYV (+23.8K shares, valued at $1.3M), AAPL (+3.9K shares, valued at $984.9K), SPTI (+20.0K shares, valued at $577.9K); decreased their positions in SPYG (-7.1K shares, valued at $739.1K), IVW (-1.7K shares, valued at $206.6K), IDEV (-1.6K shares, valued at $130.4K); initiated new positions in TSLA (+869 shares, valued at $386.5K), PEG (+4.5K shares, valued at $378.2K), GOOGL (+949 shares, valued at $230.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST321.5K shares-2.15%2025-09-302025-10-15
SPYV SPDR SERIES TRUST588.2K shares4.21%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS661.5K shares-0.04%2025-09-302025-10-15 SPMD SPDR SERIES TRUST208.5K shares2.35%2025-09-302025-10-15 AVEM AMERICAN CENTY ETF TR133.4K shares2.74%2025-09-302025-10-15 SPTI SPDR SERIES TRUST305.5K shares7.01%2025-09-302025-10-15 IVW ISHARES TR70.3K shares-2.38%2025-09-302025-10-15 IDEV ISHARES TR89.9K shares-1.78%2025-09-302025-10-15 AVUV AMERICAN CENTY ETF TR70.5K shares3.01%2025-09-302025-10-15 AVDV AMERICAN CENTY ETF TR67.6K shares3.32%2025-09-302025-10-15 FVD FIRST TR EXCHANGE-TRADED FD123.3K shares-0.61%2025-09-302025-10-15 QQQ INVESCO QQQ TR5.4K shares-2.78%2025-09-302025-10-15 MUNI PIMCO ETF TR52.7K shares7.14%2025-09-302025-10-15 SPEM SPDR INDEX SHS FDS56.3K shares-0.58%2025-09-302025-10-15 AAPL APPLE INC9.4K shares69.56%2025-09-302025-10-15 JMUB J P MORGAN EXCHANGE TRADED F45.7K shares17.61%2025-09-302025-10-15 IJH ISHARES TR34.5K shares-0.09%2025-09-302025-10-15 ESGU ISHARES TR12.7K shares-1.88%2025-09-302025-10-15 ONEQ FIDELITY COMWLTH TR19.4K shares-0.48%2025-09-302025-10-15 SPSM SPDR SERIES TRUST33.8K shares-1.65%2025-09-302025-10-15 IJR ISHARES TR10.9K shares0.67%2025-09-302025-10-15 IWD ISHARES TR4.7K shares-1.16%2025-09-302025-10-15 IWR ISHARES TR9.6K shares-0.16%2025-09-302025-10-15 IWF ISHARES TR1.9K shares-0.59%2025-09-302025-10-15 MSFT MICROSOFT CORP1.5K shares-0.52%2025-09-302025-10-15 QQQM INVESCO EXCH TRADED FD TR II3.2K shares-10.62%2025-09-302025-10-15 DFSV DIMENSIONAL ETF TRUST23.1K shares0.00%2025-09-302025-10-15 ESGD ISHARES TR7.8K shares2.62%2025-09-302025-10-15 NVDA NVIDIA CORPORATION3.8K shares7.82%2025-09-302025-10-15 FNX FIRST TR EXCHANGE-TRADED ALP4.7K shares-1.98%2025-09-302025-10-15 AMZN AMAZON COM INC2.4K shares-2.87%2025-09-302025-10-15 USMV ISHARES TR5.6K shares0.00%2025-09-302025-10-15 IEMG ISHARES INC8.0K shares16.24%2025-09-302025-10-15 DFEM DIMENSIONAL ETF TRUST16.3K shares-1.23%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR690 shares16.75%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL885 shares7.93%2025-09-302025-10-15 GOOG ALPHABET INC1.8K shares2.25%2025-09-302025-10-15 SPTM SPDR SERIES TRUST5.3K shares-10.44%2025-09-302025-10-15 FEM FIRST TR EXCH TRD ALPHDX FD14.4K shares-0.05%2025-09-302025-10-15 TSLA TESLA INC869 sharesnew addition2025-09-302025-10-15 PEG PUBLIC SVC ENTERPRISE GRP IN4.5K sharesnew addition2025-09-302025-10-15 RSP INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-09-302025-10-15 SUSC ISHARES TR14.4K shares1.82%2025-09-302025-10-15 VOO VANGUARD INDEX FDS519 shares-4.77%2025-09-302025-10-15 FTC FIRST TR EXCHANGE-TRADED ALP1.9K shares0.00%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.926 shares2.21%2025-09-302025-10-15 ESGE ISHARES INC6.6K shares0.49%2025-09-302025-10-15 ASGN ASGN INC5.3K shares0.00%2025-09-302025-10-15 DC DAKOTA GOLD CORP52.7K shares0.00%2025-09-302025-10-15 GOOGL ALPHABET INC949 sharesnew addition2025-09-302025-10-15 XLF SELECT SECTOR SPDR TR4.2K sharesnew addition2025-09-302025-10-15 SUSB ISHARES TR8.9K shares2.36%2025-09-302025-10-15 ESML ISHARES TR4.7K sharesnew addition2025-09-302025-10-15 VTI VANGUARD INDEX FDS622 sharesnew addition2025-09-302025-10-15 META META PLATFORMS INC273 sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available