The Analysis of Higgins & Schmidt Wealth Strategies LLC's Holdings
Currently, Higgins & Schmidt Wealth Strategies LLC holds 59 types of securities in its portfolio with a total value $211.1M. In the most recent quarter, they have increased their positions in JMST (+42.8K shares, valued at $2.2M), SPYV (+28.2K shares, valued at $1.6M), SPDW (+20.7K shares, valued at $918.4K); decreased their positions in AAPL (-1.6K shares, valued at $440.7K), IVW (-3.5K shares, valued at $430.5K), IDEV (-2.6K shares, valued at $213.5K); initiated new positions in JMST (+42.8K shares, valued at $2.2M), VTV (+1.1K shares, valued at $208.6K), XLK (+1.4K shares, valued at $206.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST329.4K shares2.47%2025-12-312026-01-29
SPYV SPDR SERIES TRUST616.4K shares4.79%2025-12-312026-01-29 SPDW SPDR INDEX SHS FDS682.2K shares3.13%2025-12-312026-01-29 SPMD SPDR SERIES TRUST217.4K shares4.27%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR142.2K shares6.61%2025-12-312026-01-29 SPTI SPDR SERIES TRUST323.8K shares6.00%2025-12-312026-01-29 IVW ISHARES TR66.8K shares-4.97%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR74.6K shares5.80%2025-12-312026-01-29 IDEV ISHARES TR87.3K shares-2.88%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR71.7K shares6.13%2025-12-312026-01-29 FVD FIRST TR EXCHANGE-TRADED FD121.1K shares-1.77%2025-12-312026-01-29 MUNI PIMCO ETF TR54.5K shares3.38%2025-12-312026-01-29 SPEM SPDR INDEX SHS FDS56.1K shares-0.40%2025-12-312026-01-29 ESGU ISHARES TR17.4K shares37.30%2025-12-312026-01-29 JMUB J P MORGAN EXCHANGE TRADED F51.4K shares12.56%2025-12-312026-01-29 IJH ISHARES TR34.4K shares-0.17%2025-12-312026-01-29 JMST J P MORGAN EXCHANGE TRADED F42.8K sharesnew addition2025-12-312026-01-29 AAPL APPLE INC7.8K shares-17.19%2025-12-312026-01-29 ONEQ FIDELITY COMWLTH TR18.7K shares-3.81%2025-12-312026-01-29 SPSM SPDR SERIES TRUST33.8K shares-0.17%2025-12-312026-01-29 IJR ISHARES TR10.8K shares-1.31%2025-12-312026-01-29 ESGD ISHARES TR10.9K shares39.47%2025-12-312026-01-29 IWD ISHARES TR4.7K shares-0.43%2025-12-312026-01-29 IWR ISHARES TR9.6K shares-0.51%2025-12-312026-01-29 IWF ISHARES TR1.9K shares-0.59%2025-12-312026-01-29 DFSV DIMENSIONAL ETF TRUST24.0K shares3.94%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II2.9K shares-8.27%2025-12-312026-01-29 NVDA NVIDIA CORPORATION3.9K shares2.67%2025-12-312026-01-29 MSFT MICROSOFT CORP1.5K shares-3.20%2025-12-312026-01-29 FNX FIRST TR EXCHANGE-TRADED ALP4.7K shares-0.96%2025-12-312026-01-29 AMZN AMAZON COM INC2.5K shares2.46%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST16.3K shares0.00%2025-12-312026-01-29 USMV ISHARES TR5.6K shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.5K shares-16.34%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-7.15%2025-12-312026-01-29 IEMG ISHARES INC6.6K shares-17.15%2025-12-312026-01-29 SPTM SPDR SERIES TRUST5.3K shares-0.81%2025-12-312026-01-29 TSLA TESLA INC887 shares2.07%2025-12-312026-01-29 ESGE ISHARES INC9.0K shares36.83%2025-12-312026-01-29 FEM FIRST TR EXCH TRD ALPHDX FD14.4K shares0.00%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR562 shares-18.55%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN4.5K shares0.00%2025-12-312026-01-29 SUSC ISHARES TR15.4K shares6.94%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.958 shares3.46%2025-12-312026-01-29 DC DAKOTA GOLD CORP52.7K shares0.00%2025-12-312026-01-29 FTC FIRST TR EXCHANGE-TRADED ALP1.9K shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC950 shares0.11%2025-12-312026-01-29 ESML ISHARES TR6.4K shares37.93%2025-12-312026-01-29 ASGN ASGN INC5.3K shares-0.23%2025-12-312026-01-29 SUSB ISHARES TR9.5K shares6.77%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR4.2K shares0.77%2025-12-312026-01-29 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-01-29 VTI VANGUARD INDEX FDS622 shares0.00%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-29 CAT CATERPILLAR INC357 sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available