Higgins & Schmidt Wealth Strategies LLC
Top Portfolio Positions
12 positions ·
$6,987,834 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
4,573 | $2,639,444 | 37.77% |
| AAPL |
Apple Inc.
Technology
|
3,590 | $911,106 | 13.04% |
| NVDA |
Nvidia Corp
Technology
|
3,811 | $664,638 | 9.51% |
| MSFT |
Microsoft Corp
Technology
|
1,485 | $549,702 | 7.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,512 | $523,174 | 7.49% |
| SPY |
Spdr S&P 500 Etf Trust
|
474 | $308,261 | 4.41% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
936 | $275,333 | 3.94% |
| GOOGL |
Alphabet Inc.
Communication Services
|
957 | $275,194 | 3.94% |
| DC |
Dakota Gold Corp.
Basic Materials
|
52,736 | $266,316 | 3.81% |
| CAT |
Caterpillar Inc
Industrials
|
359 | $254,337 | 3.64% |
Portfolio Trend
Holdings in DC
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,316 | 52,736 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $299,540 | 52,736 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $239,948 | 52,736 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $194,595 | 52,736 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $139,750 | 52,736 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $55,332 | 25,151 | Shares | Sole | 2025-03-25 | |
| 2024-09-30 | $59,356 | 25,151 | Shares | Sole | 2025-03-25 | |
| 2024-06-30 | $64,135 | 25,151 | Shares | Sole | 2025-03-25 | |
| 2024-03-31 | $59,607 | 25,151 | Shares | Sole | 2025-03-25 | |
| No quarters match your search. | ||||||