S. R. Schill & Associates has disclosed 80 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $228.00 Mil. The turnover rate is 9%.
In S. R. Schill & Associates's current portfolio as of 2024-06-30, the top 5 holdings are
United Parcel Service Inc (UPS), iShares Core U.S. REIT ETF (USRT), iShares Core MSCI EAFE ETF (IEFA), Vanguard Russell 2000 Index Fund (VTWO), SPDR Portfolio S&P 500 ETF (SPLG), not including call and put options.
S. R. Schill & Associates did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for S. R. Schill & Associates, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for S. R. Schill & Associates, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for S. R. Schill & Associates.