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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

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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... 27 - $0.00 $229,000 5,725 0.18% 11,000 0 0.006    N/A
   (FMC)1 Year Chart         FMC FMC Corp 28 - $63.87 $204,000 3,207 0.16% 2,000 0 0.002    Diversified Chemicals

      2 Records Found
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