Higgins & Schmidt Wealth Strategies LLC Top Holdings and 13F Report (2025) About Higgins & Schmidt Wealth Strategies LLCInvestment ActivityHiggins & Schmidt Wealth Strategies LLC has $169.33 million in total holdings as of March 31, 2025.Higgins & Schmidt Wealth Strategies LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.92% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Higgins & Schmidt Wealth Strategies LLC has purchased 46 new stocks and bought additional shares in 16 stocks.Higgins & Schmidt Wealth Strategies LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $25,909,881SPDR Portfolio S&P 500 Value ETF $25,718,886SPDR Portfolio Developed World ex-US ETF $25,633,999SPDR Portfolio S&P 400 Mid Cap ETF $10,461,542SPDR Portfolio S&P 500 ETF $8,541,167 Largest New Holdings this Quarter G0176J109 - Allegion $340,370 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $203,690 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 105,229 shares (about $6.92M)SPDR Portfolio S&P 500 Value ETF 19,962 shares (about $1.02M)Avantis Emerging Markets Equity ETF 15,803 shares (about $950.87K)JPMorgan Municipal ETF 15,524 shares (about $776.20K)Avantis International Small Cap Value ETF 9,447 shares (about $658.83K) Largest Sales this Quarter First Trust Value Line Dividend Index Fund 5,251 shares (about $234.14K)FT Vest Laddered Buffer ETF 7,683 shares (about $228.11K)iShares S&P 500 Growth ETF 2,359 shares (about $218.98K)SPDR Portfolio Emerging Markets ETF 2,470 shares (about $97.24K)Invesco QQQ 145 shares (about $68.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHiggins & Schmidt Wealth Strategies LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$25,909,881$372,355 ▲1.5%322,38215.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$25,718,886$1,019,459 ▲4.1%503,60115.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$25,633,999$380,193 ▲1.5%704,03715.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,461,542$380,062 ▲3.8%204,4076.2%ETFSPLGSPDR Portfolio S&P 500 ETF$8,541,167$6,919,855 ▲426.8%129,8845.0%ETFAVEMAvantis Emerging Markets Equity ETF$8,479,823$950,867 ▲12.6%140,9315.0%ETFFVDFirst Trust Value Line Dividend Index Fund$6,964,134$234,141 ▼-3.3%156,1824.1%ETFIVWiShares S&P 500 Growth ETF$6,770,989$218,985 ▼-3.1%72,9404.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$6,333,611$361,251 ▲6.0%221,6103.7%ETFIDEViShares Core MSCI International Developed Markets ETF$6,118,964$79,637 ▲1.3%88,8223.6%ETFAVUVAvantis U.S. Small Cap Value ETF$5,623,743$598,593 ▲11.9%64,5153.3%ETFAVDVAvantis International Small Cap Value ETF$4,905,078$658,832 ▲15.5%70,3342.9%ETFQQQInvesco QQQ$2,697,323$67,996 ▼-2.5%5,7521.6%FinanceSPEMSPDR Portfolio Emerging Markets ETF$2,277,762$97,244 ▼-4.1%57,8551.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,016,030$16,279 ▼-0.8%34,5511.2%ETFBUFRFT Vest Laddered Buffer ETF$1,893,153$228,108 ▼-10.8%63,7641.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,752,680$276,666 ▲18.7%34,0001.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,541,209$25,312 ▼-1.6%37,8120.9%ETFESGUiShares ESG Aware MSCI USA ETF$1,478,768$13,044 ▼-0.9%12,1300.9%ManufacturingONEQFidelity NASDAQ Composite Index ETF$1,379,865$9,733 ▼-0.7%20,2730.8%ETFJMUBJPMorgan Municipal ETF$1,299,500$776,200 ▲148.3%25,9900.8%ETFAAPLApple$1,229,420$18,658 ▼-1.5%5,5350.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,136,5740.0%10,8690.7%ETFQQQMInvesco NASDAQ 100 ETF$710,893$40,920 ▼-5.4%3,6830.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$685,5910.0%7,3200.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$640,368$43,051 ▼-6.3%7,8390.4%ManufacturingMSFTMicrosoft$572,379$5,630 ▼-1.0%1,5250.3%Computer and TechnologyFNXFirst Trust Mid Cap Core AlphaDEX Fund$535,092$17,110 ▼-3.1%4,9100.3%ManufacturingAMZNAmazon.com$482,309$4,186 ▼-0.9%2,5350.3%Retail/WholesaleBRK.BBerkshire Hathaway$436,7160.0%8200.3%FinanceVIGVanguard Dividend Appreciation ETF$430,852$8,148 ▼-1.9%2,2210.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$403,9390.0%5,9390.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$375,8470.0%6,9640.2%ETFNVDANVIDIA$355,595$24,602 ▲7.4%3,2810.2%Computer and TechnologyALLEAllegion$340,370$340,370 ▲New Holding2,6090.2%IndustrialsASGNASGN$332,115$25,901 ▼-7.2%5,2700.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$330,5990.0%5910.2%FinanceFEMFirst Trust Emerging Markets AlphaDEX Fund$328,7520.0%14,3820.2%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$311,468$520 ▲0.2%1,7980.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$284,076$15,796 ▼-5.3%12,3190.2%ManufacturingVOOVanguard S&P 500 ETF$280,081$514 ▼-0.2%5450.2%ETFGOOGAlphabet$277,769$2,968 ▼-1.1%1,7780.2%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$244,4040.0%1,8600.1%ETFESGEiShares ESG Aware MSCI EM ETF$236,751$8,633 ▼-3.5%6,7740.1%ManufacturingJPMJPMorgan Chase & Co.$222,242$491 ▲0.2%9060.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$203,690$203,690 ▲New Holding2,7260.1%ETFDCDakota Gold$139,750$73,100 ▲109.7%52,7360.1%Basic MaterialsBSMVInvesco BulletShares 2031 Municipal Bond ETF$0$233,272 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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