SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 7K | $407.06K |
 | TJX | 7K | $1.02M |
 | JPM | 7K | $2.21M |
 | UBER | 7K | $670.13K |
 | NEE | 7K | $515.20K |
 | AMZN | 7K | $1.49M |
 | CSCO | 6K | $383.36K |
 | GOOG | 5K | $1.29M |
 | MO | 5K | $317.49K |
 | BAC | 4K | $200.68K |
 | ORCL | 4K | $1.04M |
 | BK | 3K | $360.88K |
 | V | 3K | $1.08M |
 | PCAR | 3K | $296.53K |
 | MRK | 3K | $248.52K |
 | AMGN | 3K | $761.94K |
 | JNJ | 3K | $498.10K |
 | RTX | 2K | $413.81K |
 | PEP | 2K | $332.42K |
 | ABT | 2K | $271.63K |
Brookfield Asset Management Ltd.
BAM
Shares Held
7K
Value
$407.06K
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$1.02M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.21M
Uber Technologies, Inc.
UBER
Shares Held
7K
Value
$670.13K
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$515.20K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.49M
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$383.36K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.29M
Altria Group, Inc.
MO
Shares Held
5K
Value
$317.49K
Bank of America Corporation
BAC
Shares Held
4K
Value
$200.68K
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.04M
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$360.88K
Visa Inc.
V
Shares Held
3K
Value
$1.08M
PACCAR Inc
PCAR
Shares Held
3K
Value
$296.53K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$248.52K
Amgen Inc.
AMGN
Shares Held
3K
Value
$761.94K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$498.10K
RTX Corporation
RTX
Shares Held
2K
Value
$413.81K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$332.42K
Abbott Laboratories
ABT
Shares Held
2K
Value
$271.63K