Long-term investor
Higgins & Schmidt Wealth Strategies LLC @higginsschmidtwealthstra
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001941260).
Record
- Tracked since 2025-06-30 (446 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +12.0% · 6 months n/a · 1 year +21.7% · all +21.7%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 17.1% · long · since 2025-06-30
- 78464A508 · 17.0% · long · since 2025-06-30
- 78463X889 · 14.2% · long · since 2025-06-30
- 78464A847 · 6.4% · long · since 2025-06-30
- 025072604 · 5.9% · long · since 2025-06-30
- 78464A672 · 4.8% · long · since 2025-06-30
- 025072877 · 4.0% · long · since 2025-06-30
- 464287309 · 3.2% · long · since 2025-06-30
- 46435G326 · 3.1% · long · since 2025-06-30
- 025072802 · 3.1% · long · since 2025-06-30
- 33734H106 · 2.3% · long · since 2025-06-30
- 46090E103 · 1.4% · long · since 2025-06-30