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| Name: |
Schneider Downs Wealth Management Advisors LP |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15222 |
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data |
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| Holdings
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20 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FTRB |
Federated Hermes Total Retu... |
47 |
New |
$0.00 |
$1,171,000 |
46,977 |
0.27% |
1,171,000 |
46,977 |
0.522 |
N/A |
|
|
GBTC |
Grayscale Bitcoin |
63 |
New |
$0.00 |
$628,000 |
9,949 |
0.14% |
628,000 |
9,949 |
0.002 |
N/A |
|
|
MCD |
McDonalds Corp |
70 |
New |
$273.87 |
$563,000 |
1,996 |
0.13% |
563,000 |
1,996 |
0 |
Restaurants |
|
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GOOG |
Alphabet Inc |
73 |
New |
$173.88 |
$530,000 |
3,484 |
0.12% |
530,000 |
3,484 |
0 |
Search Engines & Info... |
|
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MRK |
Merck & Co Inc |
74 |
New |
$131.20 |
$527,000 |
3,991 |
0.12% |
527,000 |
3,991 |
0 |
Drug Manufacturers - ... |
|
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VBK |
Vanguard Small Cap Gr VIPERS |
75 |
New |
$257.67 |
$521,000 |
2,000 |
0.12% |
521,000 |
2,000 |
0.004 |
Closed - End Fund - E... |
|
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CSCO |
Cisco Systems Inc |
92 |
New |
$49.67 |
$375,000 |
7,513 |
0.09% |
375,000 |
7,513 |
0 |
Networking & Communic... |
|
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JGRO |
Jpmorgan Active Growth Etf |
94 |
New |
$0.00 |
$360,000 |
5,130 |
0.08% |
360,000 |
5,130 |
0.006 |
N/A |
|
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HD |
Home Depot Inc |
96 |
New |
$348.67 |
$352,000 |
918 |
0.08% |
352,000 |
918 |
0 |
Home Improvement Stores |
|
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PG |
Procter & Gamble Co |
101 |
New |
$166.51 |
$311,000 |
1,918 |
0.07% |
311,000 |
1,918 |
0 |
Cleaning Products |
|
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RTX |
RTX Corp |
109 |
New |
$101.02 |
$269,000 |
2,761 |
0.06% |
269,000 |
2,761 |
0 |
Conglomerates |
|
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VTV |
Vanguard Value VIPERS |
110 |
New |
$163.36 |
$265,000 |
1,626 |
0.06% |
265,000 |
1,626 |
0 |
Closed - End Fund - E... |
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NEE |
NextEra Energy |
111 |
New |
$77.05 |
$262,000 |
4,100 |
0.06% |
262,000 |
4,100 |
0 |
Electric Utilities |
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FB |
Meta Platforms Inc |
115 |
New |
$481.54 |
$257,000 |
530 |
0.06% |
257,000 |
530 |
0 |
Internet Service Prov... |
|
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DIS |
Walt Disney Co |
123 |
New |
$102.77 |
$233,000 |
1,903 |
0.05% |
233,000 |
1,903 |
0 |
Entertainment - Diver... |
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PFE |
Pfizer Inc |
124 |
New |
$28.82 |
$232,000 |
8,364 |
0.05% |
232,000 |
8,364 |
0 |
Drug Manufacturers - ... |
|
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PBH |
Prestige Brands Holdings Inc |
127 |
New |
$66.46 |
$222,000 |
3,065 |
0.05% |
222,000 |
3,065 |
0.006 |
Diagnostic Substances |
|
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NUSC |
Nushares Esg Small Cap Etf |
129 |
New |
$0.00 |
$208,000 |
5,004 |
0.05% |
208,000 |
5,004 |
0.022 |
N/A |
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VOE |
Vanguard Mid-Cap Value ETF |
130 |
New |
$155.77 |
$205,000 |
1,315 |
0.05% |
205,000 |
1,315 |
0.001 |
Closed - End Fund - E... |
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ABT |
Abbott Laboratories |
131 |
New |
$104.59 |
$200,000 |
1,761 |
0.05% |
200,000 |
1,761 |
0 |
Drug Manufacturers - ... |
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