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  Name: Schwallier Wealth Management LLC
  City: GRAND RAPIDS
  State: MI
  Zip: 49546
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,127,000
  Total Value Change : $3,486,000
  Securities Held Change : -6
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 9
  Increased Positions : 9
  Unchanged Positions : 2
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (SQQQ)1 Year Chart         SQQQ Proshares Ultrapro Short Qq... 21 New $9.76 $455,000 43,460 0.37% 455,000 43,460 0.066    Closed - End Fund - Debt
   (WWJD)1 Year Chart         WWJD Inspire International Esg Etf 25 New $0.00 $242,000 8,046 0.19% 242,000 8,046 0.09    N/A
   (SPXU)1 Year Chart         SPXU Proshares Ultrapro Short S&... 29 New $6.64 $193,000 29,800 0.16% 193,000 29,800 0.028    Closed - End Fund - Debt

      3 Records Found
  1    
Page 1 of 1
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