Schneider Downs Wealth Management Advisors, LP
Top Portfolio Positions
73 positions ·
$226,396,404 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FHI |
Federated Hermes, Inc.
Financial Services
|
2,727,878 | $154,697,961 | 68.33% | |
| AAPL |
Apple Inc.
Technology
|
33,719 | $8,557,545 | 3.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,343 | $7,376,806 | 3.26% | |
| MSFT |
Microsoft Corp
Technology
|
12,707 | $4,703,750 | 2.08% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
21,546 | $3,119,645 | 1.38% | |
| GLD |
Spdr Gold Trust
|
6,802 | $2,926,832 | 1.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,332 | $2,683,509 | 1.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,876 | $2,610,964 | 1.15% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
11,817 | $2,458,999 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,863 | $2,054,167 | 0.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GORO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,584 | 23,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,770 | 23,820 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,008 | 23,820 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,530 | 23,820 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,148 | 23,820 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,478 | 23,820 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,337 | 23,820 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,813 | 23,820 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,242 | 23,820 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,051 | 23,820 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||