SCHULZ WEALTH, LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 4K | $433.78K |
 | AAPL | 3K | $836.71K |
 | DUK | 3K | $309.99K |
 | AMZN | 2K | $522.58K |
 | OKTA | 2K | $209.44K |
 | CYBR | 2K | $773.04K |
 | TSM | 1K | $396.59K |
 | RSG | 1K | $300.62K |
 | MMC | 1K | $228.74K |
 | MSFT | 651 | $337.19K |
 | BRK-B | 460 | $231.26K |
 | MA | 398 | $226.39K |
 | COST | 331 | $306.38K |
Walmart Inc.
WMT
Shares Held
4K
Value
$433.78K
Apple Inc.
AAPL
Shares Held
3K
Value
$836.71K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$309.99K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$522.58K
Okta, Inc.
OKTA
Shares Held
2K
Value
$209.44K
CyberArk Software Ltd.
CYBR
Shares Held
2K
Value
$773.04K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$396.59K
Republic Services, Inc.
RSG
Shares Held
1K
Value
$300.62K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$228.74K
Microsoft Corporation
MSFT
Shares Held
651
Value
$337.19K
Berkshire Hathaway Inc.
BRK-B
Shares Held
460
Value
$231.26K
Mastercard Incorporated
MA
Shares Held
398
Value
$226.39K
Costco Wholesale Corporation
COST
Shares Held
331
Value
$306.38K