Schneider Downs Wealth Management Advisors, LP Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$668.8M
Holdings
146
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | OEFISHARES TR | 1,398 | $425K | 0.06% | |
| 102 | VIGVANGUARD SPECIALIZED FUNDS | 2,061 | $421K | 0.06% | |
| 103 | FDVFEDERATED HERMES ETF TRUST | 15,242 | $418K | 0.06% | |
| 104 | NUSCNUSHARES ETF TR | 9,735 | $396K | 0.06% | |
| 105 | BAMBROOKFIELD ASSET MANAGMT LTD | 7,149 | $395K | 0.06% | |
| 106 | 6RJ0ROCKET LAB CORP | 11,000 | $393K | 0.06% | |
| 107 | VGTVANGUARD WORLD FD | 583 | $386K | 0.06% | |
| 108 | CSCOCISCO SYS INC | 5,374 | $372K | 0.06% | |
| 109 | RTXRTX CORPORATION | 2,473 | $361K | 0.05% | |
| 110 | JNJJOHNSON & JOHNSON | 2,345 | $358K | 0.05% | |
| 111 | BWINTHE BALDWIN INSURANCE GRP IN | 8,200 | $351K | 0.05% | |
| 112 | IMCBISHARES TR | 4,053 | $322K | 0.05% | |
| 113 | VOTVANGUARD INDEX FDS | 1,105 | $314K | 0.05% | |
| 114 | PKOHPARK-OHIO HLDGS CORP | 17,306 | $309K | 0.05% | |
| 115 | AGGISHARES TR | 3,078 | $305K | 0.05% | |
| 116 | BKBANK NEW YORK MELLON CORP | 3,312 | $301K | 0.05% | |
| 117 | XOPSPDR SERIES TRUST | 2,361 | $297K | 0.04% | |
| 118 | HDHOME DEPOT INC | 797 | $292K | 0.04% | |
| 119 | PCARPACCAR INC | 3,016 | $286K | 0.04% | |
| 120 | EJULINNOVATOR ETFS TRUST | 10,234 | $283K | 0.04% | |
| 121 | VTVANGUARD INTL EQUITY INDEX F | 2,165 | $278K | 0.04% | |
| 122 | 4I1PHILIP MORRIS INTL INC | 1,531 | $278K | 0.04% | |
| 123 | MOALTRIA GROUP INC | 4,638 | $271K | 0.04% | |
| 124 | MDYVSPDR SERIES TRUST | 3,395 | $269K | 0.04% | |
| 125 | PEPPEPSICO INC | 2,008 | $265K | 0.04% | |
| 126 | CWBSPDR SERIES TRUST | 3,207 | $265K | 0.04% | |
| 127 | LBRDKLIBERTY BROADBAND CORP | 2,697 | $265K | 0.04% | |
| 128 | XLUSELECT SECTOR SPDR TR | 3,235 | $264K | 0.04% | |
| 129 | NVRNVR INC | 33 | $243K | 0.04% | |
| 130 | LULULULULEMON ATHLETICA INC | 1,016 | $241K | 0.04% | |
| 131 | ABBVABBVIE INC | 1,293 | $240K | 0.04% | |
| 132 | PGPROCTER AND GAMBLE CO | 1,506 | $239K | 0.04% | |
| 133 | VVVANGUARD INDEX FDS | 821 | $234K | 0.03% | |
| 134 | FAIFIRST TR EXCHANGE TRADED FD | 3,921 | $232K | 0.03% | |
| 135 | ABTABBOTT LABS | 1,688 | $229K | 0.03% | |
| 136 | WELLWELLTOWER INC | 1,487 | $228K | 0.03% | |
| 137 | VOTETCW ETF TRUST | 2,974 | $216K | 0.03% | |
| 138 | VOEVANGUARD INDEX FDS | 1,315 | $216K | 0.03% | |
| 139 | SLVISHARES SILVER TR | 6,537 | $214K | 0.03% | |
| 140 | ISCBISHARES TR | 3,572 | $208K | 0.03% | |
| 141 | IWDISHARES TR | 1,054 | $204K | 0.03% | |
| 142 | MRKMERCK & CO INC | 2,561 | $202K | 0.03% | |
| 143 | QBTSD-WAVE QUANTUM INC | 12,500 | $183K | 0.03% | |
| 144 | ICLNISHARES TR | 10,286 | $134K | 0.02% | |
| 145 | PTONPELOTON INTERACTIVE INC | 10,000 | $69K | 0.01% | |
| 146 | GOROGOLD RESOURCE CORP | 23,820 | $14K | 0.00% |
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