Schnieders Capital Management as of Sept. 30, 2020
Portfolio Holdings for Schnieders Capital Management
Schnieders Capital Management holds 157 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.0 | $19M | 88k | 210.33 | |
Apple (AAPL) | 6.8 | $18M | 156k | 115.81 | |
Johnson & Johnson (JNJ) | 3.1 | $8.2M | 55k | 148.89 | |
Amazon (AMZN) | 3.0 | $8.1M | 2.6k | 3148.89 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $7.9M | 24k | 334.90 | |
Abbott Laboratories (ABT) | 2.9 | $7.8M | 72k | 108.83 | |
Disney Walt Com Disney (DIS) | 2.7 | $7.3M | 59k | 124.09 | |
Select Sector Spdr Tr Technology (XLK) | 2.3 | $6.2M | 53k | 116.71 | |
Alphabet Cap Stk Cl C (GOOG) | 2.3 | $6.2M | 4.2k | 1469.65 | |
Verizon Communications (VZ) | 2.3 | $6.1M | 103k | 59.49 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $6.0M | 4.1k | 1465.56 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $5.2M | 55k | 96.27 | |
Intel Corporation (INTC) | 2.0 | $5.2M | 101k | 51.78 | |
At&t (T) | 1.9 | $5.2M | 182k | 28.51 | |
Pepsi (PEP) | 1.9 | $5.1M | 37k | 138.60 | |
Amgen (AMGN) | 1.8 | $4.8M | 19k | 254.16 | |
Facebook Cl A (META) | 1.8 | $4.7M | 18k | 261.92 | |
Visa Com Cl A (V) | 1.7 | $4.6M | 23k | 199.98 | |
Medical Properties Trust (MPW) | 1.6 | $4.3M | 244k | 17.63 | |
Southern Company (SO) | 1.5 | $4.1M | 76k | 54.21 | |
Wal-Mart Stores (WMT) | 1.5 | $4.0M | 29k | 139.91 | |
Waste Management (WM) | 1.5 | $4.0M | 35k | 113.16 | |
Bank of America Corporation (BAC) | 1.5 | $3.9M | 162k | 24.09 | |
UnitedHealth (UNH) | 1.4 | $3.7M | 12k | 311.77 | |
Duke Energy Corp Com New (DUK) | 1.4 | $3.6M | 41k | 88.56 | |
Procter & Gamble Company (PG) | 1.4 | $3.6M | 26k | 138.98 | |
Nextera Energy (NEE) | 1.1 | $2.9M | 11k | 277.61 | |
Home Depot (HD) | 1.0 | $2.8M | 9.9k | 277.76 | |
International Business Machines (IBM) | 1.0 | $2.6M | 22k | 121.68 | |
Dominion Resources (D) | 0.9 | $2.4M | 30k | 78.95 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.4M | 8.5k | 277.88 | |
McDonald's Corporation (MCD) | 0.9 | $2.3M | 10k | 219.45 | |
Dow (DOW) | 0.9 | $2.3M | 49k | 47.06 | |
Digital Realty Trust (DLR) | 0.9 | $2.3M | 16k | 146.79 | |
Costco Wholesale Corporation (COST) | 0.8 | $2.2M | 6.3k | 355.02 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $2.1M | 14k | 147.69 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $2.0M | 7.2k | 277.51 | |
Paypal Holdings (PYPL) | 0.7 | $1.9M | 9.5k | 197.02 | |
Union Pacific Corporation (UNP) | 0.7 | $1.9M | 9.5k | 196.86 | |
Pfizer (PFE) | 0.6 | $1.7M | 46k | 36.71 | |
Chevron Corporation (CVX) | 0.6 | $1.6M | 23k | 71.98 | |
Qualcomm (QCOM) | 0.6 | $1.6M | 14k | 117.67 | |
Merck & Co (MRK) | 0.6 | $1.5M | 19k | 82.94 | |
American Water Works (AWK) | 0.6 | $1.5M | 11k | 144.84 | |
Welltower Inc Com reit (WELL) | 0.6 | $1.5M | 28k | 55.09 | |
Cisco Systems (CSCO) | 0.6 | $1.5M | 38k | 39.38 | |
Abbvie (ABBV) | 0.6 | $1.5M | 17k | 87.60 | |
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.6 | $1.5M | 1.1k | 1341.82 | |
Us Bancorp Del Com New (USB) | 0.5 | $1.5M | 41k | 35.85 | |
PPL Corporation (PPL) | 0.5 | $1.3M | 49k | 27.21 | |
Honeywell International (HON) | 0.5 | $1.3M | 8.1k | 164.56 | |
3M Company (MMM) | 0.5 | $1.2M | 7.7k | 160.17 | |
Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.4 | $1.2M | 46k | 25.93 | |
Mondelez Intl Cl A (MDLZ) | 0.4 | $1.2M | 21k | 57.45 | |
Stag Industrial (STAG) | 0.4 | $1.2M | 38k | 30.49 | |
Nuveen Dow 30 Dyn Overwr SHS (DIAX) | 0.4 | $1.1M | 85k | 13.52 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $1.1M | 24k | 46.27 | |
Colgate-Palmolive Company (CL) | 0.4 | $1.0M | 14k | 77.14 | |
United Parcel Service CL B (UPS) | 0.4 | $1.0M | 6.1k | 166.64 | |
General Mills (GIS) | 0.4 | $1.0M | 17k | 61.70 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $963k | 5.4k | 177.15 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $945k | 3.2k | 293.84 | |
Raytheon Technologies Corp (RTX) | 0.3 | $901k | 16k | 57.56 | |
Mgm Growth Pptys Cl A Com | 0.3 | $898k | 32k | 27.98 | |
Realty Income (O) | 0.3 | $878k | 15k | 60.76 | |
Ventas (VTR) | 0.3 | $863k | 21k | 41.95 | |
EastGroup Properties (EGP) | 0.3 | $848k | 6.6k | 129.33 | |
Ishares Tr Rus 100 Grw Etf (IWF) | 0.3 | $847k | 3.9k | 217.01 | |
Coca-Cola Company (KO) | 0.3 | $843k | 17k | 49.37 | |
American Elec Pwr Unit 03/15/2022 | 0.3 | $779k | 16k | 48.54 | |
Sempra Energy 6% Pfd Conv A | 0.3 | $774k | 7.9k | 98.51 | |
Caterpillar (CAT) | 0.3 | $756k | 5.1k | 149.26 | |
Crown Castle Intl (CCI) | 0.3 | $740k | 4.4k | 166.59 | |
Cohen & Steers Total Return Real (RFI) | 0.3 | $714k | 60k | 11.92 | |
American Tower Reit (AMT) | 0.3 | $691k | 2.9k | 241.61 | |
American Electric Power Company (AEP) | 0.3 | $688k | 8.4k | 81.76 | |
Gaming & Leisure Pptys (GLPI) | 0.2 | $651k | 18k | 36.95 | |
Square Cl A (SQ) | 0.2 | $639k | 3.9k | 162.60 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $618k | 2.9k | 212.88 | |
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.2 | $597k | 25k | 24.33 | |
Wells Fargo & Company (WFC) | 0.2 | $570k | 24k | 23.51 | |
Novocure Ord Shs (NVCR) | 0.2 | $560k | 5.0k | 111.29 | |
Clorox Company (CLX) | 0.2 | $553k | 2.6k | 210.27 | |
Select Sector Spdr Fund Sbi Int-finl (XLF) | 0.2 | $541k | 23k | 24.09 | |
Enterprise Products Partners (EPD) | 0.2 | $538k | 34k | 15.79 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $524k | 9.5k | 54.92 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $522k | 6.3k | 82.90 | |
Monmouth Real Estate Invt Cl A | 0.2 | $500k | 36k | 13.86 | |
Store Capital Corp reit | 0.2 | $499k | 18k | 27.43 | |
Nexpoint Residential Tr (NXRT) | 0.2 | $487k | 11k | 44.37 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $480k | 1.6k | 300.94 | |
CenterPoint Energy (CNP) | 0.2 | $451k | 23k | 19.36 | |
Becton, Dickinson and (BDX) | 0.2 | $444k | 1.9k | 232.46 | |
Exxon Mobil Corporation (XOM) | 0.2 | $440k | 13k | 34.34 | |
Jd.com Spon Adr Cl A (JD) | 0.2 | $437k | 5.6k | 77.58 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $437k | 1.3k | 337.97 | |
Bristol Myers Squibb (BMY) | 0.2 | $434k | 7.2k | 60.35 | |
Norfolk Southern (NSC) | 0.2 | $424k | 2.0k | 213.82 | |
SYSCO Corporation (SYY) | 0.2 | $412k | 6.6k | 62.19 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $398k | 11k | 36.44 | |
Philip Morris International (PM) | 0.1 | $396k | 5.3k | 75.09 | |
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $395k | 1.9k | 206.37 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $395k | 5.0k | 78.91 | |
Dupont De Nemours (DD) | 0.1 | $387k | 7.0k | 55.52 | |
Tesla Motors (TSLA) | 0.1 | $387k | 902.00 | 429.05 | |
Citigroup Com New (C) | 0.1 | $383k | 8.9k | 43.16 | |
CVS Caremark Corporation (CVS) | 0.1 | $375k | 6.4k | 58.44 | |
Linde SHS | 0.1 | $370k | 1.6k | 238.25 | |
Consolidated Edison (ED) | 0.1 | $368k | 4.7k | 77.85 | |
Boeing Company (BA) | 0.1 | $364k | 2.2k | 165.45 | |
Williams-Sonoma (WSM) | 0.1 | $362k | 4.0k | 90.50 | |
Texas Instruments Incorporated (TXN) | 0.1 | $358k | 2.5k | 142.80 | |
Altria (MO) | 0.1 | $358k | 9.3k | 38.70 | |
MercadoLibre (MELI) | 0.1 | $357k | 330.00 | 1081.82 | |
Outfront Media (OUT) | 0.1 | $354k | 24k | 14.55 | |
Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $350k | 13k | 27.50 | |
Alexandria Real Estate Equities (ARE) | 0.1 | $339k | 2.1k | 159.98 | |
Royal Dutch Shell Spons Adr A | 0.1 | $330k | 13k | 25.19 | |
Intuit (INTU) | 0.1 | $326k | 1.0k | 326.00 | |
Prologis (PLD) | 0.1 | $321k | 3.2k | 100.56 | |
NVIDIA Corporation (NVDA) | 0.1 | $319k | 590.00 | 540.68 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $319k | 4.6k | 69.44 | |
Oracle Corporation (ORCL) | 0.1 | $318k | 5.3k | 59.74 | |
Starbucks Corporation (SBUX) | 0.1 | $315k | 3.7k | 85.83 | |
Apartment Invt & Mgmt Cl A | 0.1 | $314k | 9.3k | 33.73 | |
AvalonBay Communities (AVB) | 0.1 | $306k | 2.0k | 149.34 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $301k | 3.7k | 81.48 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $295k | 2.0k | 149.90 | |
Canadian Pacific Railway | 0.1 | $295k | 969.00 | 304.44 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $295k | 1.9k | 155.59 | |
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $294k | 12k | 24.99 | |
Atmos Energy Corporation (ATO) | 0.1 | $292k | 3.1k | 95.74 | |
Kraft Heinz (KHC) | 0.1 | $291k | 9.7k | 29.93 | |
Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $290k | 1.7k | 174.28 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $287k | 932.00 | 307.94 | |
Prudential Financial (PRU) | 0.1 | $286k | 4.5k | 63.47 | |
NiSource (NI) | 0.1 | $283k | 13k | 21.99 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $277k | 13k | 21.94 | |
ConAgra Foods (CAG) | 0.1 | $271k | 7.6k | 35.66 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $257k | 9.0k | 28.56 | |
Equity Comwlth Cum Pfd S D 6.5% (EQC.PD) | 0.1 | $256k | 8.8k | 29.07 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $246k | 2.3k | 108.18 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $243k | 11k | 21.62 | |
Xcel Energy (XEL) | 0.1 | $241k | 3.5k | 69.13 | |
DTE Energy Company (DTE) | 0.1 | $241k | 2.1k | 114.98 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $238k | 1.3k | 188.14 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $235k | 2.0k | 114.69 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $234k | 2.9k | 79.48 | |
Public Service Enterprise (PEG) | 0.1 | $230k | 4.2k | 54.81 | |
Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $223k | 1.5k | 146.23 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $219k | 1.2k | 185.59 | |
General Electric Company | 0.1 | $217k | 35k | 6.24 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $211k | 677.00 | 311.67 | |
DNP Select Income Fund (DNP) | 0.1 | $140k | 14k | 10.05 | |
Preferred Apartment Communitie | 0.1 | $136k | 25k | 5.39 | |
Apple Hospitality Reit Com New (APLE) | 0.0 | $115k | 12k | 9.58 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $115k | 29k | 4.01 |