The Analysis of SCHNIEDERS CAPITAL MANAGEMENT, LLC.'s Holdings
Currently, SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds 217 types of securities in its portfolio with a total value $641.6M. In the most recent quarter, they have increased their positions in SGOV (+131.8K shares, valued at $13.2M), XLK (+53.6K shares, valued at $7.7M), META (+2.8K shares, valued at $1.8M); decreased their positions in ORCL (-13.5K shares, valued at $2.6M), MU (-6.1K shares, valued at $1.7M), NVDA (-9.3K shares, valued at $1.7M); initiated new positions in TWLO (+11.3K shares, valued at $1.6M), PNW (+14.0K shares, valued at $1.2M), WTRG (+17.1K shares, valued at $654.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP COM110.8K shares-0.23%2025-12-312026-01-29
AAPL APPLE INC COM132.2K shares-0.34%2025-12-312026-01-29 AMZN AMAZON COM INC COM118.6K shares0.98%2025-12-312026-01-29 META META PLATFORMS INC CL A33.2K shares9.19%2025-12-312026-01-29 NVDA NVIDIA CORP COM109.1K shares-7.82%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO COM59.7K shares-0.77%2025-12-312026-01-29 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF180.9K shares268.21%2025-12-312026-01-29 XLK TECHNOLOGY SELECT SECTOR SPDR FUND106.9K shares100.32%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON71.5K shares-2.80%2025-12-312026-01-29 SPY SPDR S&P 500 TRUST21.1K shares-1.58%2025-12-312026-01-29 BAC BANK AMER CORP COM199.5K shares4.84%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS COM37.0K shares-1.18%2025-12-312026-01-29 WMT WAL-MART STORES INC COM89.7K shares0.16%2025-12-312026-01-29 LLY LILLY ELI & CO COM8.4K shares0.14%2025-12-312026-01-29 AMGN AMGEN INC COM25.7K shares-0.28%2025-12-312026-01-29 D DOMINION RES INC VA NEW COM141.7K shares6.70%2025-12-312026-01-29 CVX CHEVRON CORP NEW COM51.5K shares2.76%2025-12-312026-01-29 ORCL ORACLE CORP COM39.4K shares-25.47%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW COM8.5K shares-0.29%2025-12-312026-01-29 V VISA INC COM CL A19.5K shares5.28%2025-12-312026-01-29 WM WASTE MGMT INC DEL COM29.0K shares-0.30%2025-12-312026-01-29 ABT ABBOTT LABS COM50.3K shares1.00%2025-12-312026-01-29 UNP UNION PAC CORP COM25.3K shares5.76%2025-12-312026-01-29 CAT CATERPILLAR INC DEL COM9.4K shares-0.85%2025-12-312026-01-29 SO SOUTHERN CO COM60.8K shares2.64%2025-12-312026-01-29 VGT VANGUARD INFORMATION TECHNOLOGY ETF6.8K shares0.74%2025-12-312026-01-29 TSLA TESLA MTRS INC COM11.0K shares14.14%2025-12-312026-01-29 WFC WELLS FARGO & CO NEW COM51.2K shares16.25%2025-12-312026-01-29 ES EVERSOURCE ENERGY COM68.6K shares5.99%2025-12-312026-01-29 XOM EXXON MOBIL CORP COM36.0K shares-0.14%2025-12-312026-01-29 NEE NEXTERA ENERGY INC COM49.9K shares0.10%2025-12-312026-01-29 MCD MCDONALDS CORP COM12.7K shares0.00%2025-12-312026-01-29 HD HOME DEPOT INC COM11.1K shares-5.79%2025-12-312026-01-29 RTX RAYTHEON TECHNOLOGIES CORP COM20.7K shares0.00%2025-12-312026-01-29 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF7.8K shares0.00%2025-12-312026-01-29 ABBV ABBVIE INC COM16.1K shares4.40%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC COM12.7K shares-32.44%2025-12-312026-01-29 IVV ISHARES CORE S&P 500 ETF5.3K shares-6.75%2025-12-312026-01-29 PG PROCTER & GAMBLE COMPANY23.2K shares-4.72%2025-12-312026-01-29 PEP PEPSICO INC COM20.6K shares-35.95%2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC COM8.9K shares11.19%2025-12-312026-01-29 AMAT APPLIED MATLS INC COM11.2K shares0.00%2025-12-312026-01-29 GLD SPDR GOLD SHARES6.7K shares8.23%2025-12-312026-01-29 KMI KINDER MORGAN INC DEL COM92.3K shares39.53%2025-12-312026-01-29 XLF FINANCIAL SELECT SECTOR SPDR FUND38.0K shares1.33%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC COM9.6K shares-4.54%2025-12-312026-01-29 USB US BANCORP DEL COM NEW34.7K shares-0.43%2025-12-312026-01-29 O REALTY INCOME CORP COM30.9K shares0.00%2025-12-312026-01-29 EPD ENTERPRISE PRODS PARTNERS L P COM53.1K shares0.00%2025-12-312026-01-29 NWE NORTHWESTERN ENERGY GROUP INC COM NEW25.9K shares9.49%2025-12-312026-01-29 KO COCA COLA CO COM23.7K shares-8.50%2025-12-312026-01-29 TWLO TWILIO INC CL A11.3K sharesnew addition2025-12-312026-01-29 DIS DISNEY WALT CO COM DISNEY13.9K shares-20.69%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC COM9.9K shares1.02%2025-12-312026-01-29 IWF ISHARES RUSSELL 1000 GROWTH ETF3.3K shares0.00%2025-12-312026-01-29 WELL WELLTOWER INC COM8.4K shares-0.12%2025-12-312026-01-29 EVRG EVERGY INC COM21.3K shares-0.23%2025-12-312026-01-29 SLV ISHARES SILVER TRUST23.6K shares136.84%2025-12-312026-01-29 NFLX NETFLIX INC COM16.1K shares662.56%2025-12-312026-01-29 WSM WILLIAMS SONOMA INC COM7.7K shares-3.38%2025-12-312026-01-29 HON HONEYWELL INTL INC COM7.0K shares-15.01%2025-12-312026-01-29 QCOM QUALCOMM INC COM8.0K shares-1.76%2025-12-312026-01-29 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS47.7K shares-1.22%2025-12-312026-01-29 BAC-PL BANK AMERICA CORP 7.25CNV PFD L1.1K shares0.00%2025-12-312026-01-29 MA MASTERCARD INC CL A2.3K shares-9.42%2025-12-312026-01-29 PLD PROLOGIS INC COM10.2K shares-4.66%2025-12-312026-01-29 WFC-PL WELLS FARGO & CO PERP PFD CNV A1.0K shares0.00%2025-12-312026-01-29 PNW PINNACLE WEST CAP CORP COM14.0K sharesnew addition2025-12-312026-01-29 NSC NORFOLK SOUTHERN CORP COM4.3K shares0.00%2025-12-312026-01-29 AEP AMERICAN ELEC PWR INC COM10.5K shares5.77%2025-12-312026-01-29 NNN NATIONAL RETAIL PPTYS INC COM30.3K shares-0.33%2025-12-312026-01-29 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF10.2K shares0.00%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC CL A6.7K shares2.13%2025-12-312026-01-29 VICI VICI PPTYS INC COM41.4K shares0.00%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC.28.2K shares-0.02%2025-12-312026-01-29 STAG STAG INDL INC COM30.8K shares-0.96%2025-12-312026-01-29 SOXX ISHARES SEMICONDUCTOR ETF3.8K shares0.00%2025-12-312026-01-29 CSCO CISCO SYS INC COM14.2K shares-15.97%2025-12-312026-01-29 EGP EASTGROUP PPTY INC COM5.7K shares-0.43%2025-12-312026-01-29 SMH VANECK SEMICONDUCTOR ETF2.7K shares-0.55%2025-12-312026-01-29 DE DEERE & CO COM2.1K shares-0.72%2025-12-312026-01-29 IYW ISHARES U.S. TECHNOLOGY ETF4.6K shares2.21%2025-12-312026-01-29 GEV GE VERNOVA INC COM1.4K shares-10.05%2025-12-312026-01-29 OEF ISHARES S&P 100 ETF2.6K shares0.54%2025-12-312026-01-29 NI NISOURCE INC COM20.8K shares-0.61%2025-12-312026-01-29 HACK AMPLIFY CYBERSECURITY ETF9.5K shares6.55%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-12-312026-01-29 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF4.8K shares0.00%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC COM821 shares0.00%2025-12-312026-01-29 DLR DIGITAL RLTY TR INC COM4.7K shares0.00%2025-12-312026-01-29 CARR CARRIER GLOBAL CORPORATION COM13.6K shares-19.09%2025-12-312026-01-29 PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF36.6K shares0.00%2025-12-312026-01-29 NHI NATIONAL HEALTH INVS INC COM9.1K shares0.00%2025-12-312026-01-29 INTC INTEL CORP COM18.7K shares0.07%2025-12-312026-01-29 GLPI GAMING & LEISURE PPTYS INC COM15.1K shares0.00%2025-12-312026-01-29 WTRG ESSENTIAL UTILS INC COM17.1K sharesnew addition2025-12-312026-01-29 ADC AGREE RLTY CORP COM9.0K shares0.00%2025-12-312026-01-29 AWK AMERICAN WTR WKS CO INC NEW COM4.8K shares0.00%2025-12-312026-01-29 MAA MID-AMER APT CMNTYS INC COM4.4K shares11.82%2025-12-312026-01-29 LOW LOWES COS INC COM2.5K shares-23.69%2025-12-312026-01-29 ADBE ADOBE INC COM1.6K shares0.00%2025-12-312026-01-29 IWD ISHARES RUSSELL 1000 VALUE ETF2.7K shares0.00%2025-12-312026-01-29 IDU ISHARES U.S. UTILITIES ETF5.2K shares0.00%2025-12-312026-01-29 KMB KIMBERLY CLARK CORP COM5.6K shares-23.86%2025-12-312026-01-29 NVO NOVO-NORDISK A S ADR10.9K shares-15.35%2025-12-312026-01-29 MDLZ MONDELEZ INTL INC CL A10.3K shares-19.37%2025-12-312026-01-29 MO ALTRIA GROUP INC COM9.6K shares0.00%2025-12-312026-01-29 MELI MERCADOLIBRE INC COM270 shares3.05%2025-12-312026-01-29 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A7.2K shares0.00%2025-12-312026-01-29 EQIX EQUINIX INC COM689 shares54.14%2025-12-312026-01-29 DVY ISHARES SELECT DIVIDEND ETF3.7K shares0.00%2025-12-312026-01-29 PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH11.6K shares0.00%2025-12-312026-01-29 CTVA CORTEVA INC COM7.5K shares-4.14%2025-12-312026-01-29 TXN TEXAS INSTRS INC COM2.9K shares0.00%2025-12-312026-01-29 VUG VANGUARD GROWTH INDEX FUND1.0K shares-7.01%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO COM1.3K shares0.00%2025-12-312026-01-29 VST VISTRA CORP COM3.1K sharesnew addition2025-12-312026-01-29 DIAX NUVEEN DOW 30 DYN OVERWRITE SHS31.9K shares-0.31%2025-12-312026-01-29 SPG SIMON PPTY GROUP INC NEW COM2.6K shares0.00%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC COM89 shares2.30%2025-12-312026-01-29 PRU PRUDENTIAL FINANCIAL, INC.4.2K shares0.00%2025-12-312026-01-29 AMT AMERICAN TOWER CORP NEW COM2.7K shares0.00%2025-12-312026-01-29 CL COLGATE PALMOLIVE CO COM6.0K shares-9.14%2025-12-312026-01-29 VNQ VANGUARD REIT ETF5.3K shares-6.20%2025-12-312026-01-29 CRM SALESFORCE COM INC COM1.7K shares0.00%2025-12-312026-01-29 PSX PHILLIPS 66 COM3.5K shares0.00%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC COM772 shares-4.34%2025-12-312026-01-29 GLW CORNING INC COM5.1K shares0.00%2025-12-312026-01-29 BMY BRISTOL MYERS SQUIBB CO COM8.2K shares-8.42%2025-12-312026-01-29 IFN INDIA FD INC COM31.5K shares0.00%2025-12-312026-01-29 BRT BRT APARTMENTS CORP COM29.0K shares-0.34%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP COM870 shares1.16%2025-12-312026-01-29 PNQI INVESCO NASDAQ INTERNET ETF7.7K shares0.00%2025-12-312026-01-29 AMP AMERIPRISE FINL INC COM817 shares3.81%2025-12-312026-01-29 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF21.6K shares0.00%2025-12-312026-01-29 SYY SYSCO CORP COM5.3K shares-48.50%2025-12-312026-01-29 RFI COHEN & STEERS TOTAL RETURN FD COM35.1K shares0.00%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC COM NEW680 shares-30.11%2025-12-312026-01-29 SDY STATE STREET SPDR S&P DIVIDEND ETF2.8K shares0.00%2025-12-312026-01-29 IJH ISHARES CORE S&P MID-CAP ETF5.7K shares-0.61%2025-12-312026-01-29 VTI VANGUARD TOTAL STOCK MARKET ETF1.1K shares2.29%2025-12-312026-01-29 INTU INTUIT COM542 shares0.00%2025-12-312026-01-29 AGQ PROSHARES ULTRA SILVER2.3K shares-72.55%2025-12-312026-01-29 BBN BLACKROCK TAX MUNICPAL BD TR SHS21.0K shares0.00%2025-12-312026-01-29 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND3.3K shares0.00%2025-12-312026-01-29 IWV ISHARES RUSSELL 3000 ETF864 shares0.00%2025-12-312026-01-29 ATO ATMOS ENERGY CORP COM2.0K shares0.00%2025-12-312026-01-29 ADSK AUTODESK INC COM1.1K shares-45.10%2025-12-312026-01-29 AHR AMERICAN HEALTHCARE REIT INC COM SHS7.0K sharesnew addition2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC COM4.0K shares-61.79%2025-12-312026-01-29 QLD PROSHARES ULTRA QQQ4.6K shares100.00%2025-12-312026-01-29 DGX QUEST DIAGNOSTICS INC COM1.8K shares0.00%2025-12-312026-01-29 PYPL PAYPAL HLDGS INC COM5.3K shares-0.93%2025-12-312026-01-29 T AT&T INC COM12.4K shares0.00%2025-12-312026-01-29 AVAV AEROVIRONMENT INC COM1.3K shares21.43%2025-12-312026-01-29 ECL ECOLAB INC COM1.2K shares0.00%2025-12-312026-01-29 TJX TJX COS INC NEW COM2.0K shares0.00%2025-12-312026-01-29 GBTC GRAYSCALE BITCOIN TRUST ETF4.3K shares4.90%2025-12-312026-01-29 LAMR LAMAR ADVERTISING CO NEW CL A2.3K shares0.00%2025-12-312026-01-29 PFE PFIZER INC COM11.5K shares0.96%2025-12-312026-01-29 ELV ANTHEM INC COM791 shares0.00%2025-12-312026-01-29 ARE ALEXANDRIA REAL ESTATE EQ INC COM5.6K shares-84.40%2025-12-312026-01-29 EMR EMERSON ELEC CO COM2.1K shares0.00%2025-12-312026-01-29 BDX BECTON DICKINSON & CO COM1.4K shares-2.71%2025-12-312026-01-29 IJR ISHARES CORE S&P SMALL-CAP ETF2.2K shares0.00%2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP COM759 shares-64.84%2025-12-312026-01-29 BP BP PLC SPONSORED ADR7.7K shares0.00%2025-12-312026-01-29 CMCSA COMCAST CORP NEW CL A9.0K shares-6.38%2025-12-312026-01-29 EPR-PE EPR PPTYS CONV PFD 9 SR E8.9K shares0.00%2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING INC COM1.0K shares-17.87%2025-12-312026-01-29 VLO VALERO ENERGY CORP COM1.6K shares0.00%2025-12-312026-01-29 GIS GENERAL MLS INC COM5.6K shares-14.02%2025-12-312026-01-29 ENB ENBRIDGE INC COM5.2K shares-3.63%2025-12-312026-01-29 EFA ISHARES MSCI EAFE ETF2.6K shares0.00%2025-12-312026-01-29 AGM FEDERAL AGRIC MTG CORP CL C1.4K shares0.00%2025-12-312026-01-29 AXON TASER INTL INC COM430 shares-44.87%2025-12-312026-01-29 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY5.2K shares0.00%2025-12-312026-01-29 NVS NOVARTIS A G SPONSORED ADR1.8K shares5.27%2025-12-312026-01-29 SCHB SCHWAB U.S. BROAD MARKET ETF9.2K shares-0.01%2025-12-312026-01-29 NXRT NEXPOINT RESIDENTIAL TR INC COM7.8K shares0.00%2025-12-312026-01-29 YUM YUM BRANDS INC COM1.5K shares0.00%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GROUP COM2.8K shares0.00%2025-12-312026-01-29 STT STATE STR CORP COM1.7K sharesnew addition2025-12-312026-01-29 VDC VANGUARD CONSUMER STAPLES INDEX FUND1.0K shares0.00%2025-12-312026-01-29 CLX CLOROX CO DEL COM2.0K shares0.00%2025-12-312026-01-29 GRMN GARMIN LTD SHS1.0K shares0.00%2025-12-312026-01-29 CINF CINCINNATI FINL CORP COM1.2K sharesnew addition2025-12-312026-01-29 TT INGERSOLL-RAND PLC SHS519 shares0.00%2025-12-312026-01-29 APH AMPHENOL CORP NEW CL A1.5K sharesnew addition2025-12-312026-01-29 UWMC UWM HOLDINGS CORPORATION COM CL A38.4K shares-50.16%2025-12-312026-01-29 CGEN COMPUGEN LTD ORD90.0K shares0.00%2025-12-312026-01-29 KYN KAYNE ANDERSON MLP INVT CO COM10.0K shares0.03%2025-12-312026-01-29 MPW MEDICAL PPTYS TRUST INC COM12.4K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available