SCHWALLIER WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPV | 45K | $848.46K |
 | CMS | 4K | $278.62K |
 | AAPL | 3K | $874.90K |
 | NVDA | 3K | $625.26K |
 | XOM | 2K | $274.76K |
 | AMZN | 2K | $417.34K |
 | SYK | 1K | $420.40K |
 | DHR | 1K | $226.11K |
 | PSA | 884 | $244.15K |
 | JPM | 848 | $259.49K |
 | META | 734 | $525.63K |
 | GOOG | 723 | $244.64K |
 | MSFT | 671 | $288.87K |
 | TSLA | 658 | $283.21K |
 | HD | 590 | $220.99K |
 | CAT | 449 | $295.41K |
Barings Participation Investors
MPV
Shares Held
45K
Value
$848.46K
CMS Energy Corporation
CMS
Shares Held
4K
Value
$278.62K
Apple Inc.
AAPL
Shares Held
3K
Value
$874.90K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$625.26K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$274.76K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$417.34K
Stryker Corporation
SYK
Shares Held
1K
Value
$420.40K
Danaher Corporation
DHR
Shares Held
1K
Value
$226.11K
Public Storage
PSA
Shares Held
884
Value
$244.15K
JPMorgan Chase & Co.
JPM
Shares Held
848
Value
$259.49K
Meta Platforms, Inc.
META
Shares Held
734
Value
$525.63K
Alphabet Inc.
GOOG
Shares Held
723
Value
$244.64K
Microsoft Corporation
MSFT
Shares Held
671
Value
$288.87K
Tesla, Inc.
TSLA
Shares Held
658
Value
$283.21K
The Home Depot, Inc.
HD
Shares Held
590
Value
$220.99K
Caterpillar Inc.
CAT
Shares Held
449
Value
$295.41K