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 SLDE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $727,722 | 40,429 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||