Blake Schutter Theil Wealth Advisors, LLC New Holdings in Q3 2024

Blake Schutter Theil Wealth Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
311K
New
$49.82 - $55.29 $15.5M - $17.2M
311K $17.2B
AAPL
Apple Inc.

Technology
24.6K
New
$207.23 - $234.82 $5.09M - $5.77M
24.6K $5.72B
SCHR
Schwab Intermediate Term Us Tr

ETFs
98.6K
New
$48.4 - $50.91 $4.77M - $5.02M
98.6K $4.99B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
68.2K
New
$57.32 - $62.65 $3.91M - $4.27M
68.2K $4.25B
MSFT
Microsoft Corp

Technology
8.83K
New
$395.15 - $467.56 $3.49M - $4.13M
8.83K $3.8B
AMZN
Amazon Com Inc

Consumer Cyclical
16.8K
New
$161.02 - $200.0 $2.71M - $3.36M
16.8K $3.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.77K
New
$405.19 - $478.57 $2.34M - $2.76M
5.77K $2.66B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.2K
New
$162.64 - $179.3 $2.31M - $2.55M
14.2K $2.55B
JPM
Jpmorgan Chase & CO

Financial Services
12K
New
$194.9 - $224.8 $2.33M - $2.69M
12K $2.52B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26.7K
New
$83.76 - $91.82 $2.24M - $2.46M
26.7K $2.44B
GOOGL
Alphabet Inc.

Communication Services
13.8K
New
$148.65 - $191.18 $2.05M - $2.64M
13.8K $2.29B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.24K
New
$175.46 - $203.3 $1.45M - $1.68M
8.24K $1.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.11K
New
$475.2 - $527.7 $1.48M - $1.64M
3.11K $1.64B
ORCL
Oracle Corp

Technology
9.16K
New
$125.9 - $170.35 $1.15M - $1.56M
9.16K $1.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.4K
New
$117.9 - $128.2 $1.34M - $1.46M
11.4K $1.46B
V
Visa Inc.

Financial Services
5.2K
New
$253.74 - $291.56 $1.32M - $1.52M
5.2K $1.43B
JNJ
Johnson & Johnson

Healthcare
8.57K
New
$145.48 - $167.38 $1.25M - $1.43M
8.57K $1.39B
MRK
Merck & Co., Inc.

Healthcare
12K
New
$111.15 - $128.97 $1.33M - $1.54M
12K $1.36B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.7K
New
$76.94 - $79.54 $1.28M - $1.33M
16.7K $1.33B
COST
Costco Wholesale Corp

Consumer Defensive
1.47K
New
$801.83 - $917.05 $1.17M - $1.34M
1.47K $1.3B
GOOG
Alphabet Inc.

Communication Services
7.69K
New
$149.54 - $192.66 $1.15M - $1.48M
7.69K $1.29B
BAC
Bank Of America Corp

Financial Services
32.1K
New
$36.65 - $44.13 $1.18M - $1.42M
32.1K $1.28B
NEE
Nextera Energy Inc

Utilities
14.6K
New
$69.9 - $84.97 $1.02M - $1.24M
14.6K $1.24B
DGRO
Ishares Core Dividend Growth E

ETFs
19.6K
New
$57.47 - $62.76 $1.13M - $1.23M
19.6K $1.23B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
17K
New
$63.28 - $70.06 $1.08M - $1.19M
17K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
2.92K
New
$333.64 - $405.2 $973K - $1.18M
2.92K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
2K
New
$488.01 - $604.18 $977K - $1.21M
2K $1.17B
SCHO
Schwab Short Term Us Treasury

ETFs
23.2K
New
$47.93 - $49.06 $1.11M - $1.14M
23.2K $1.13B
BLK
Black Rock Inc.

Financial Services
1.18K
New
$782.27 - $949.51 $922K - $1.12M
1.18K $1.12B
DUK
Duke Energy Corp

Utilities
9.6K
New
$99.35 - $117.71 $954K - $1.13M
9.6K $1.11B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.78K
New
$531.86 - $624.21 $949K - $1.11M
1.78K $1.1B
IVE
Ishares S&P 500 Value ETF

ETFs
5.58K
New
$181.06 - $197.17 $1.01M - $1.1M
5.58K $1.1B
MUB
Ishares National Muni Bond ETF

ETFs
9.44K
New
$106.13 - $108.7 $1M - $1.03M
9.44K $1.03B
XOM
Exxon Mobil Corp

Energy
8.69K
New
$109.72 - $119.0 $953K - $1.03M
8.69K $1.02B
META
Meta Platforms, Inc.

Communication Services
1.72K
New
$453.41 - $572.44 $781K - $986K
1.72K $986M
PRF
Invesco Exchange Traded Fd Tr

ETFs
23.7K
New
$37.33 - $40.63 $885K - $964K
23.7K $964M
PEP
Pepsico Inc

Consumer Defensive
5.65K
New
$161.9 - $179.3 $915K - $1.01M
5.65K $961M
VIG
Vanguard Dividend Appreciation

ETFs
4.8K
New
$182.15 - $182.15 $874K - $874K
4.8K $950M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13.2K
New
$64.57 - $71.76 $853K - $948K
13.2K $948M
SHYD
Vaneck Short High Yield Muni E

ETFs
41K
New
$22.24 - $22.81 $912K - $935K
41K $932M
AVGO
Broadcom Inc.

Technology
5.32K
New
$136.27 - $1745.86 $725K - $9.29M
5.32K $918M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
101K
New
$8.59 - $9.07 $870K - $919K
101K $914M
CVX
Chevron Corp

Energy
6.13K
New
$137.88 - $161.97 $845K - $992K
6.13K $902M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
65K
New
$12.49 - $13.7 $812K - $891K
65K $892M
LMT
Lockheed Martin Corp

Industrials
1.52K
New
$460.3 - $584.56 $698K - $887K
1.52K $887M
MCD
Mcdonalds Corp

Consumer Cyclical
2.74K
New
$245.82 - $304.51 $674K - $835K
2.74K $835M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.7K
New
$434.77 - $502.96 $740K - $857K
1.7K $831M
SO
Southern CO

Utilities
9.02K
New
$77.0 - $90.52 $694K - $816K
9.02K $813M
SUB
Ishares Short Term National Mu

ETFs
7.59K
New
$104.3 - $106.3 $792K - $807K
7.59K $806M
Activity Summary
Buys All Purchases 158 New Holdings 158 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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