Schneider Downs Wealth Management Advisors, LP Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$552.1M
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLKSELECT SECTOR SPDR TR | 1,799 | $371K | 0.07% | |
| 102 | LNGCHENIERE ENERGY INC | 1,591 | $368K | 0.07% | |
| 103 | BWINTHE BALDWIN INSURANCE GRP IN | 8,200 | $366K | 0.07% | |
| 104 | CSCOCISCO SYS INC | 5,685 | $350K | 0.06% | |
| 105 | RTXRTX CORPORATION | 2,638 | $349K | 0.06% | |
| 106 | BAMBROOKFIELD ASSET MANAGMT LTD | 7,149 | $346K | 0.06% | |
| 107 | PEPPEPSICO INC | 2,244 | $336K | 0.06% | |
| 108 | VGTVANGUARD WORLD FD | 583 | $316K | 0.06% | |
| 109 | AGGISHARES TR | 3,139 | $310K | 0.06% | |
| 110 | HDHOME DEPOT INC | 834 | $305K | 0.06% | |
| 111 | ABBVABBVIE INC | 1,426 | $298K | 0.05% | |
| 112 | NEENEXTERA ENERGY INC | 4,192 | $297K | 0.05% | |
| 113 | USX1UNITED STATES STL CORP NEW | 6,961 | $294K | 0.05% | |
| 114 | PCARPACCAR INC | 3,016 | $293K | 0.05% | |
| 115 | LULULULULEMON ATHLETICA INC | 1,016 | $287K | 0.05% | |
| 116 | BKBANK NEW YORK MELLON CORP | 3,379 | $283K | 0.05% | |
| 117 | PGPROCTER AND GAMBLE CO | 1,650 | $281K | 0.05% | |
| 118 | VONVVANGUARD SCOTTSDALE FDS | 3,356 | $277K | 0.05% | |
| 119 | TAT&T INC | 9,641 | $272K | 0.05% | |
| 120 | VOTVANGUARD INDEX FDS | 1,105 | $270K | 0.05% | |
| 121 | MRKMERCK & CO INC | 2,999 | $269K | 0.05% | |
| 122 | MDYVSPDR SER TR | 3,395 | $261K | 0.05% | |
| 123 | XLESELECT SECTOR SPDR TR | 2,742 | $256K | 0.05% | |
| 124 | XLUSELECT SECTOR SPDR TR | 3,235 | $255K | 0.05% | |
| 125 | VTVANGUARD INTL EQUITY INDEX F | 2,165 | $251K | 0.05% | |
| 126 | CWBSPDR SER TR | 3,207 | $245K | 0.04% | |
| 127 | WELLWELLTOWER INC | 1,562 | $239K | 0.04% | |
| 128 | NVRNVR INC | 33 | $239K | 0.04% | |
| 129 | GLWCORNING INC | 5,140 | $235K | 0.04% | |
| 130 | LBRDKLIBERTY BROADBAND CORP | 2,706 | $230K | 0.04% | |
| 131 | ABTABBOTT LABS | 1,710 | $226K | 0.04% | |
| 132 | FAIFIRST TR EXCHANGE-TRADED FD | 3,920 | $215K | 0.04% | |
| 133 | TJXTJX COS INC NEW | 1,753 | $213K | 0.04% | |
| 134 | MAMASTERCARD INCORPORATED | 387 | $212K | 0.04% | |
| 135 | VVVANGUARD INDEX FDS | 821 | $211K | 0.04% | |
| 136 | VOEVANGUARD INDEX FDS | 1,315 | $211K | 0.04% | |
| 137 | VBRVANGUARD INDEX FDS | 1,127 | $209K | 0.04% | |
| 138 | RKLBROCKET LAB USA INC | 11,000 | $196K | 0.04% | |
| 139 | QBTSD-WAVE QUANTUM INC | 12,500 | $95K | 0.02% | |
| 140 | PTONPELOTON INTERACTIVE INC | 10,000 | $63K | 0.01% | |
| 141 | GOROGOLD RESOURCE CORP | 23,820 | $12K | 0.00% |
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