Higgins & Schmidt Wealth Strategies LLC has disclosed 50 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-06-30. The current portfolio value is calculated to be $181.00 Mil. The turnover rate is 7%.
In Higgins & Schmidt Wealth Strategies LLC's current portfolio as of 2025-06-30, the top 5 holdings are
SPDR Portfolio S&P 500 Growth ETF (SPYG), SPDR Portfolio S&P 500 Value ETF (SPYV), SPDR Portfolio Developed World ex-US ETF (SPDW), SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), Avantis Emerging Markets Equity ETF (AVEM), not including call and put options.
Higgins & Schmidt Wealth Strategies LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Higgins & Schmidt Wealth Strategies LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Higgins & Schmidt Wealth Strategies LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Higgins & Schmidt Wealth Strategies LLC.