Schneider Downs Wealth Management Advisors, LP Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$531.6M
Holdings
138
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (138 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BAMBROOKFIELD ASSET MANAGMT LTD | 7,149 | $387K | 0.07% | |
| 102 | IBMINTERNATIONAL BUSINESS MACHS | 1,614 | $354K | 0.07% | |
| 103 | MRKMERCK & CO INC | 3,493 | $347K | 0.07% | |
| 104 | LNGCHENIERE ENERGY INC | 1,591 | $341K | 0.06% | |
| 105 | CSCOCISCO SYS INC | 5,680 | $336K | 0.06% | |
| 106 | EEMISHARES TR | 7,924 | $331K | 0.06% | |
| 107 | HDHOME DEPOT INC | 834 | $324K | 0.06% | |
| 108 | BWINTHE BALDWIN INSURANCE GRP IN | 8,200 | $317K | 0.06% | |
| 109 | PEPPEPSICO INC | 2,026 | $308K | 0.06% | |
| 110 | AGGISHARES TR | 3,189 | $308K | 0.06% | |
| 111 | RTXRTX CORPORATION | 2,638 | $305K | 0.06% | |
| 112 | RKLBROCKET LAB USA INC | 11,000 | $280K | 0.05% | |
| 113 | VOTVANGUARD INDEX FDS | 1,105 | $280K | 0.05% | |
| 114 | VONVVANGUARD SCOTTSDALE FDS | 3,356 | $272K | 0.05% | |
| 115 | MDYVSPDR SER TR | 3,395 | $272K | 0.05% | |
| 116 | NVRNVR INC | 33 | $269K | 0.05% | |
| 117 | ABBVABBVIE INC | 1,494 | $265K | 0.05% | |
| 118 | NEENEXTERA ENERGY INC | 3,697 | $265K | 0.05% | |
| 119 | BKBANK NEW YORK MELLON CORP | 3,379 | $259K | 0.05% | |
| 120 | PGPROCTER AND GAMBLE CO | 1,540 | $258K | 0.05% | |
| 121 | VTVANGUARD INTL EQUITY INDEX F | 2,165 | $254K | 0.05% | |
| 122 | USX1UNITED STATES STL CORP NEW | 7,361 | $250K | 0.05% | |
| 123 | CWBSPDR SER TR | 3,207 | $249K | 0.05% | |
| 124 | GLWCORNING INC | 5,138 | $244K | 0.05% | |
| 125 | FAIFIRST TR EXCHANGE-TRADED FD | 3,920 | $231K | 0.04% | |
| 126 | XLUSELECT SECTOR SPDR TR | 2,957 | $223K | 0.04% | |
| 127 | VBRVANGUARD INDEX FDS | 1,126 | $223K | 0.04% | |
| 128 | VVVANGUARD INDEX FDS | 821 | $221K | 0.04% | |
| 129 | XLESELECT SECTOR SPDR TR | 2,552 | $218K | 0.04% | |
| 130 | TAT&T INC | 9,612 | $218K | 0.04% | |
| 131 | HCCWARRIOR MET COAL INC | 4,000 | $216K | 0.04% | |
| 132 | VOEVANGUARD INDEX FDS | 1,315 | $212K | 0.04% | |
| 133 | TJXTJX COS INC NEW | 1,752 | $211K | 0.04% | |
| 134 | MAMASTERCARD INCORPORATED | 387 | $203K | 0.04% | |
| 135 | LBRDKLIBERTY BROADBAND CORP | 2,706 | $202K | 0.04% | |
| 136 | QBTSD-WAVE QUANTUM INC | 12,500 | $105K | 0.02% | |
| 137 | PTONPELOTON INTERACTIVE INC | 10,000 | $87K | 0.02% | |
| 138 | GOROGOLD RESOURCE CORP | 23,820 | $5K | 0.00% |
PreviousPage 2 of 2