SCHWALLIER WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPV | 45K | $906.49K |
 | AAPL | 4K | $991.86K |
 | NVDA | 3K | $623.81K |
 | AMZN | 2K | $371.95K |
 | DHR | 1K | $204.80K |
 | PSA | 884 | $255.34K |
 | JPM | 812 | $256.21K |
 | META | 740 | $543.41K |
 | MSFT | 682 | $353.36K |
 | TSLA | 661 | $293.96K |
 | CAT | 450 | $214.85K |
Barings Participation Investors
MPV
Shares Held
45K
Value
$906.49K
Apple Inc.
AAPL
Shares Held
4K
Value
$991.86K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$623.81K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$371.95K
Danaher Corporation
DHR
Shares Held
1K
Value
$204.80K
Public Storage
PSA
Shares Held
884
Value
$255.34K
JPMorgan Chase & Co.
JPM
Shares Held
812
Value
$256.21K
Meta Platforms, Inc.
META
Shares Held
740
Value
$543.41K
Microsoft Corporation
MSFT
Shares Held
682
Value
$353.36K
Tesla, Inc.
TSLA
Shares Held
661
Value
$293.96K
Caterpillar Inc.
CAT
Shares Held
450
Value
$214.85K