The Analysis of SCHNIEDERS CAPITAL MANAGEMENT, LLC.'s Holdings
Currently, SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds 219 types of securities in its portfolio with a total value $560.5M. In the most recent quarter, they have increased their positions in SGOV (+30.2K shares, valued at $3.0M), ARE (+36.0K shares, valued at $3.0M), AMZN (+6.5K shares, valued at $1.4M); decreased their positions in AAPL (-5.6K shares, valued at $1.4M), UNH (-3.1K shares, valued at $1.1M), PG (-5.8K shares, valued at $894.7K); initiated new positions in ARE (+36.0K shares, valued at $3.0M), UWMC (+77.0K shares, valued at $469.2K), RKT (+14.9K shares, valued at $288.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC132.7K shares-4.06%2025-09-302025-11-06
GOOGL ALPHABET INC109.3K shares-0.72%2025-09-302025-11-06 AMZN AMAZON COM INC117.4K shares5.83%2025-09-302025-11-06 QQQ INVESCO QQQ TR37.9K shares0.15%2025-09-302025-11-06 META META PLATFORMS INC30.4K shares4.53%2025-09-302025-11-06 NVDA NVIDIA CORPORATION118.3K shares-0.88%2025-09-302025-11-06 GOOG ALPHABET INC81.6K shares-0.05%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.60.1K shares-0.97%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR53.4K shares-0.62%2025-09-302025-11-06 ORCL ORACLE CORP52.9K shares0.00%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR21.5K shares0.18%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON73.6K shares-0.15%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS37.4K shares1.50%2025-09-302025-11-06 BAC BANK AMERICA CORP190.3K shares0.34%2025-09-302025-11-06 WMT WALMART INC89.5K shares-1.97%2025-09-302025-11-06 D DOMINION ENERGY INC132.8K shares6.60%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW8.5K shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW50.2K shares-1.33%2025-09-302025-11-06 APO APOLLO GLOBAL MGMT INC56.3K shares0.36%2025-09-302025-11-06 AMGN AMGEN INC25.8K shares-0.19%2025-09-302025-11-06 ABT ABBOTT LABS49.8K shares-0.99%2025-09-302025-11-06 LLY ELI LILLY & CO8.4K shares5.48%2025-09-302025-11-06 WM WASTE MGMT INC DEL29.0K shares-1.44%2025-09-302025-11-06 V VISA INC18.6K shares1.09%2025-09-302025-11-06 UNP UNION PAC CORP23.9K shares15.92%2025-09-302025-11-06 SO SOUTHERN CO59.2K shares0.00%2025-09-302025-11-06 VGT VANGUARD WORLD FD6.7K shares0.00%2025-09-302025-11-06 SGOV ISHARES TR49.1K shares159.63%2025-09-302025-11-06 AVGO BROADCOM INC14.6K shares0.47%2025-09-302025-11-06 HD HOME DEPOT INC11.8K shares1.73%2025-09-302025-11-06 ES EVERSOURCE ENERGY64.7K shares10.67%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL9.1K shares-0.42%2025-09-302025-11-06 PEP PEPSICO INC32.2K shares-15.57%2025-09-302025-11-06 CAT CATERPILLAR INC9.5K shares3.40%2025-09-302025-11-06 TSLA TESLA INC9.6K shares5.67%2025-09-302025-11-06 XOM EXXON MOBIL CORP36.0K shares-1.81%2025-09-302025-11-06 MCD MCDONALDS CORP12.7K shares-2.13%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW31.0K shares-0.64%2025-09-302025-11-06 IVV ISHARES TR5.7K shares0.00%2025-09-302025-11-06 NEE NEXTERA ENERGY INC49.9K shares-0.10%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO24.4K shares-19.29%2025-09-302025-11-06 WFC WELLS FARGO CO NEW44.0K shares20.18%2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE7.8K shares0.12%2025-09-302025-11-06 ABBV ABBVIE INC15.4K shares-6.53%2025-09-302025-11-06 RTX RTX CORPORATION20.7K shares-0.96%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC18.8K shares10.72%2025-09-302025-11-06 ARE ALEXANDRIA REAL ESTATE EQ IN36.0K sharesnew addition2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC8.0K shares-27.88%2025-09-302025-11-06 NFLX NETFLIX INC2.1K shares-0.24%2025-09-302025-11-06 AMAT APPLIED MATLS INC11.2K shares-25.30%2025-09-302025-11-06 GLD SPDR GOLD TR6.2K shares3.33%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR37.5K shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO17.6K shares-2.11%2025-09-302025-11-06 O REALTY INCOME CORP30.9K shares0.49%2025-09-302025-11-06 KMI KINDER MORGAN INC DEL66.1K shares-4.74%2025-09-302025-11-06 HON HONEYWELL INTL INC8.3K shares4.73%2025-09-302025-11-06 KO COCA COLA CO25.9K shares-0.52%2025-09-302025-11-06 USB US BANCORP DEL34.8K shares-0.93%2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L53.1K shares-9.79%2025-09-302025-11-06 EVRG EVERGY INC21.4K shares-0.70%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC10.0K shares8.67%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC9.8K shares-0.03%2025-09-302025-11-06 GE GE AEROSPACE5.2K shares-2.39%2025-09-302025-11-06 WSM WILLIAMS SONOMA INC8.0K shares0.00%2025-09-302025-11-06 IWF ISHARES TR3.3K shares-22.31%2025-09-302025-11-06 WELL WELLTOWER INC8.4K shares0.00%2025-09-302025-11-06 MA MASTERCARD INCORPORATED2.5K shares0.00%2025-09-302025-11-06 NWE NORTHWESTERN ENERGY GROUP IN23.7K shares2.49%2025-09-302025-11-06 BAC-PL BANK AMERICA CORP1.1K shares0.00%2025-09-302025-11-06 C CITIGROUP INC13.4K shares11.81%2025-09-302025-11-06 QCOM QUALCOMM INC8.1K shares-3.06%2025-09-302025-11-06 VICI VICI PPTYS INC41.4K shares0.00%2025-09-302025-11-06 QQQX NUVEEN NASDAQ 100 DYNAMIC OV48.3K shares-1.21%2025-09-302025-11-06 NNN NNN REIT INC30.4K shares23.54%2025-09-302025-11-06 NSC NORFOLK SOUTHERN CORP4.3K shares0.00%2025-09-302025-11-06 WFC-PL WELLS FARGO CO NEW1.0K shares0.00%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC28.2K shares20.91%2025-09-302025-11-06 PLD PROLOGIS INC.10.7K shares0.00%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR10.2K shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC6.5K shares3.57%2025-09-302025-11-06 CSCO CISCO SYS INC16.9K shares20.78%2025-09-302025-11-06 AEP AMERICAN ELEC PWR CO INC10.0K shares2.05%2025-09-302025-11-06 STAG STAG INDL INC31.1K shares0.00%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC10.5K shares16.02%2025-09-302025-11-06 SOXX ISHARES TR3.8K shares7.58%2025-09-302025-11-06 CARR CARRIER GLOBAL CORPORATION16.8K shares-1.18%2025-09-302025-11-06 EGP EASTGROUP PPTYS INC5.8K shares-1.29%2025-09-302025-11-06 DE DEERE & CO2.1K shares-0.05%2025-09-302025-11-06 GEV GE VERNOVA INC1.5K shares-1.98%2025-09-302025-11-06 KMB KIMBERLY-CLARK CORP7.3K shares-25.94%2025-09-302025-11-06 NI NISOURCE INC20.9K shares-1.74%2025-09-302025-11-06 IYW ISHARES TR4.5K shares0.00%2025-09-302025-11-06 SMH VANECK ETF TRUST2.7K shares0.00%2025-09-302025-11-06 OEF ISHARES TR2.6K shares-0.96%2025-09-302025-11-06 SYY SYSCO CORP10.3K shares0.00%2025-09-302025-11-06 LOW LOWES COS INC3.3K shares36.67%2025-09-302025-11-06 DLR DIGITAL RLTY TR INC4.7K shares-1.38%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC12.8K shares-35.96%2025-09-302025-11-06 HACK AMPLIFY ETF TR8.9K shares12.39%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-11-06 NHI NATIONAL HEALTH INVS INC9.1K shares-1.09%2025-09-302025-11-06 NVO NOVO-NORDISK A S12.9K shares2.46%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP2.2K shares22.74%2025-09-302025-11-06 GLPI GAMING & LEISURE PPTYS INC15.1K shares0.00%2025-09-302025-11-06 PREF PRINCIPAL EXCHANGE TRADED FD36.6K shares0.00%2025-09-302025-11-06 AWK AMERICAN WTR WKS CO INC NEW4.8K shares0.00%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC821 shares0.00%2025-09-302025-11-06 ADSK AUTODESK INC2.0K shares34.91%2025-09-302025-11-06 ADC AGREE RLTY CORP9.0K shares-1.10%2025-09-302025-11-06 AGQ PROSHARES TR II8.3K shares0.00%2025-09-302025-11-06 MO ALTRIA GROUP INC9.6K shares-0.66%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T3.3K shares0.00%2025-09-302025-11-06 INTC INTEL CORP18.7K shares-29.32%2025-09-302025-11-06 MELI MERCADOLIBRE INC262 shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC7.1K shares-19.87%2025-09-302025-11-06 MSFT MICROSOFT CORP111.1K shares0.38%2025-09-302025-11-06 IDU ISHARES TR5.2K shares0.00%2025-09-302025-11-06 ADBE ADOBE INC1.6K shares-38.10%2025-09-302025-11-06 AXON AXON ENTERPRISE INC780 shares0.00%2025-09-302025-11-06 ETN EATON CORP PLC1.5K shares0.00%2025-09-302025-11-06 MAA MID-AMER APT CMNTYS INC3.9K shares-0.51%2025-09-302025-11-06 IWD ISHARES TR2.7K shares-30.62%2025-09-302025-11-06 CTVA CORTEVA INC7.9K shares-2.55%2025-09-302025-11-06 TXN TEXAS INSTRS INC2.9K shares0.00%2025-09-302025-11-06 VUG VANGUARD INDEX FDS1.1K shares-11.52%2025-09-302025-11-06 DVY ISHARES TR3.7K shares-0.19%2025-09-302025-11-06 CL COLGATE PALMOLIVE CO6.6K shares-47.44%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW2.7K shares-4.83%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS5.6K shares0.00%2025-09-302025-11-06 SHEL SHELL PLC7.2K shares-2.38%2025-09-302025-11-06 PMAR INNOVATOR ETFS TRUST11.6K shares0.00%2025-09-302025-11-06 SPG SIMON PPTY GROUP INC NEW2.6K shares-2.97%2025-09-302025-11-06 PSX PHILLIPS 663.5K shares0.00%2025-09-302025-11-06 DIAX NUVEEN DOW 30 DYNMC OVERWRT31.9K shares-1.08%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC87 shares0.00%2025-09-302025-11-06 UWMC UWM HOLDINGS CORPORATION77.0K sharesnew addition2025-09-302025-11-06 IFN INDIA FD INC31.5K shares-3.56%2025-09-302025-11-06 BRT BRT APARTMENTS CORP29.1K shares-9.21%2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR5.7K shares-0.03%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-09-302025-11-06 PRU PRUDENTIAL FINL INC4.2K shares-1.45%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC973 shares0.00%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP860 shares-41.10%2025-09-302025-11-06 PNQI INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2025-09-302025-11-06 LIN LINDE PLC897 shares0.00%2025-09-302025-11-06 RFI COHEN & STEERS TOTAL RETURN35.1K shares-1.75%2025-09-302025-11-06 SLV ISHARES SILVER TR10.0K shares0.00%2025-09-302025-11-06 OUT OUTFRONT MEDIA INC22.9K shares-3.34%2025-09-302025-11-06 GLW CORNING INC5.1K shares0.00%2025-09-302025-11-06 LRCX LAM RESEARCH CORP3.1K shares0.00%2025-09-302025-11-06 CRM SALESFORCE INC1.7K shares-6.90%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO8.9K shares0.00%2025-09-302025-11-06 FPE FIRST TR EXCH TRADED FD III21.6K shares0.00%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC807 shares19.03%2025-09-302025-11-06 AMP AMERIPRISE FINL INC787 shares34.07%2025-09-302025-11-06 SDY SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-11-06 IJH ISHARES TR5.8K shares0.00%2025-09-302025-11-06 INTU INTUIT542 shares0.93%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2025-09-302025-11-06 GBTC GRAYSCALE BITCOIN TRUST ETF4.1K shares3.42%2025-09-302025-11-06 COR CENCORA INC1.2K shares0.00%2025-09-302025-11-06 PYPL PAYPAL HLDGS INC5.3K shares-5.31%2025-09-302025-11-06 T AT&T INC12.4K shares-3.87%2025-09-302025-11-06 EQIX EQUINIX INC447 shares54.14%2025-09-302025-11-06 CP CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2025-09-302025-11-06 BBN BLACKROCK TAX MUNICPAL BD TR21.0K shares-4.54%2025-09-302025-11-06 VOO VANGUARD INDEX FDS567 shares0.00%2025-09-302025-11-06 DGX QUEST DIAGNOSTICS INC1.8K shares-0.66%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.0K shares0.19%2025-09-302025-11-06 ATO ATMOS ENERGY CORP2.0K shares0.00%2025-09-302025-11-06 DHS WISDOMTREE TR3.3K shares0.00%2025-09-302025-11-06 FI FISERV INC2.6K shares-6.90%2025-09-302025-11-06 AVAV AEROVIRONMENT INC1.1K shares5.00%2025-09-302025-11-06 ARM ARM HOLDINGS PLC2.3K shares-4.12%2025-09-302025-11-06 IWV ISHARES TR864 shares0.00%2025-09-302025-11-06 GIS GENERAL MLS INC6.5K shares-9.61%2025-09-302025-11-06 ECL ECOLAB INC1.2K shares0.00%2025-09-302025-11-06 QLD PROSHARES TR2.3K shares0.00%2025-09-302025-11-06 CSX CSX CORP8.7K shares29.64%2025-09-302025-11-06 SBUX STARBUCKS CORP3.6K shares-0.16%2025-09-302025-11-06 CMCSA COMCAST CORP NEW9.6K shares-4.49%2025-09-302025-11-06 PFE PFIZER INC11.4K shares-52.19%2025-09-302025-11-06 RKT ROCKET COS INC14.9K sharesnew addition2025-09-302025-11-06 BLK BLACKROCK INC247 shares0.00%2025-09-302025-11-06 TJX TJX COS INC NEW2.0K shares0.00%2025-09-302025-11-06 LAMR LAMAR ADVERTISING CO NEW2.3K shares0.00%2025-09-302025-11-06 EPR-PE EPR PPTYS8.9K shares-14.42%2025-09-302025-11-06 CCI CROWN CASTLE INC2.9K shares-3.37%2025-09-302025-11-06 VLO VALERO ENERGY CORP1.6K shares0.00%2025-09-302025-11-06 ENB ENBRIDGE INC5.4K shares-27.83%2025-09-302025-11-06 EMR EMERSON ELEC CO2.1K shares0.00%2025-09-302025-11-06 LYB LYONDELLBASELL INDUSTRIES N5.5K shares1.10%2025-09-302025-11-06 BDX BECTON DICKINSON & CO1.4K shares0.00%2025-09-302025-11-06 UL UNILEVER PLC4.5K shares-2.37%2025-09-302025-11-06 BP BP PLC SPONSORED ADR7.7K shares-16.16%2025-09-302025-11-06 IJR ISHARES TR2.2K shares0.00%2025-09-302025-11-06 ELV ELEVANCE HEALTH INC FORMERLY791 shares-4.70%2025-09-302025-11-06 NXRT NEXPOINT RESIDENTIAL TR INC7.8K shares0.00%2025-09-302025-11-06 CLX CLOROX CO DEL2.0K shares-9.24%2025-09-302025-11-06 GRMN GARMIN LTD1.0K shares0.00%2025-09-302025-11-06 EFA ISHARES TR2.6K shares0.00%2025-09-302025-11-06 PJUL INNOVATOR ETFS TRUST5.2K shares0.00%2025-09-302025-11-06 NLY ANNALY CAPITAL MANAGEMENT IN11.8K sharesnew addition2025-09-302025-11-06 PEG PUBLIC SVC ENTERPRISE GRP IN2.8K shares0.00%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR9.2K shares0.00%2025-09-302025-11-06 AGM FEDERAL AGRIC MTG CORP1.4K shares0.00%2025-09-302025-11-06 YUM YUM BRANDS INC1.5K shares0.40%2025-09-302025-11-06 EPR EPR PPTYS4.0K shares0.00%2025-09-302025-11-06 ANET ARISTA NETWORKS INC1.6K sharesnew addition2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC519 shares0.00%2025-09-302025-11-06 SIL GLOBAL X FDS3.0K sharesnew addition2025-09-302025-11-06 VDC VANGUARD WORLD FD1.0K shares0.00%2025-09-302025-11-06 NVS NOVARTIS AG1.7K shares0.00%2025-09-302025-11-06 IWM ISHARES TR867 sharesnew addition2025-09-302025-11-06 ESS ESSEX PPTY TR INC757 shares0.00%2025-09-302025-11-06 CGEN COMPUGEN LTD90.0K shares0.00%2025-09-302025-11-06 KYN KAYNE ANDERSON ENERGY INFRST10.0K shares0.03%2025-09-302025-11-06 MPW MEDICAL PPTYS TRUST INC12.4K shares-23.46%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available