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
PANW
Palo Alto Networks Inc

Technology
2.36K
New
$294.18 - $368.01 $693K - $867K
2.36K $805M
CMCSA
Comcast Corp

Communication Services
17.4K
New
$37.33 - $41.78 $649K - $727K
17.4K $726M
BX
Blackstone Inc.

Financial Services
4.73K
New
$120.77 - $159.66 $571K - $756K
4.73K $725M
FLRN
Spdr Bloomberg Investment Grad

ETFs
22.7K
New
$30.55 - $30.85 $694K - $700K
22.7K $700M
MDT
Medtronic PLC

Healthcare
7.78K
New
$76.84 - $91.03 $598K - $708K
7.78K $700M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.14K
New
$75.32 - $84.37 $613K - $687K
8.14K $681M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.1K
New
$75.88 - $83.21 $615K - $674K
8.1K $674M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
72.3K
New
$9.0 - $9.4 $650K - $679K
72.3K $669M
CB
Chubb LTD

Financial Services
2.32K
New
$252.51 - $292.2 $585K - $677K
2.32K $668M
NFLX
Netflix Inc

Communication Services
941
New
$598.55 - $722.26 $563K - $680K
941 $667M
XLE
Energy Sector Spdr

ETFs
7.39K
New
$84.35 - $93.39 $623K - $690K
7.39K $649M
VZ
Verizon Communications Inc

Communication Services
14.3K
New
$38.89 - $45.0 $555K - $642K
14.3K $641M
MA
Mastercard Inc

Financial Services
1.28K
New
$429.6 - $500.99 $552K - $643K
1.28K $634M
IWM
Ishares Russell 2000 ETF

ETFs
2.78K
New
$200.87 - $224.6 $559K - $625K
2.78K $614M
IWS
Ishares Russell Midcap Value E

ETFs
4.53K
New
$119.52 - $132.25 $541K - $599K
4.53K $599M
SRLN
Ssga Active Trust

ETFs
14.1K
New
$40.93 - $41.85 $576K - $589K
14.1K $588M
DOW
Dow Inc.

Basic Materials
10.4K
New
$50.15 - $55.41 $521K - $576K
10.4K $568M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.6K
New
$77.02 - $85.06 $508K - $561K
6.6K $558M
AMT
American Tower Corp

Real Estate
2.39K
New
$192.27 - $242.73 $460K - $581K
2.39K $557M
VICI
Vici Properties Inc.

Real Estate
16.2K
New
$27.64 - $34.08 $448K - $552K
16.2K $540M
RTX
Raytheon Technologies Corp

Industrials
4.45K
New
$99.55 - $123.34 $443K - $549K
4.45K $540M
C
Citigroup Inc

Financial Services
8.5K
New
$56.11 - $67.61 $477K - $575K
8.5K $532M
GD
General Dynamics Corp

Industrials
1.75K
New
$279.51 - $308.09 $489K - $539K
1.75K $528M
MS
Morgan Stanley

Financial Services
5.05K
New
$92.07 - $106.96 $465K - $540K
5.05K $526M
PM
Philip Morris International Inc.

Consumer Defensive
4.32K
New
$101.25 - $127.45 $437K - $550K
4.32K $524M
AMD
Advanced Micro Devices Inc

Technology
3.18K
New
$128.67 - $183.96 $409K - $585K
3.18K $522M
IRM
Iron Mountain Inc

Real Estate
4.32K
New
$89.69 - $119.32 $388K - $516K
4.32K $514M
TGT
Target Corp

Consumer Defensive
3.24K
New
$133.47 - $159.25 $432K - $515K
3.24K $505M
JCI
Johnson Controls International PLC

Industrials
6.35K
New
$65.52 - $77.61 $416K - $493K
6.35K $493M
PG
Procter & Gamble CO

Consumer Defensive
2.84K
New
$160.76 - $177.82 $457K - $506K
2.84K $493M
CSCO
Cisco Systems, Inc.

Technology
9.14K
New
$44.74 - $53.22 $409K - $486K
9.14K $486M
NOW
Service Now, Inc.

Technology
535
New
$730.87 - $937.36 $391K - $501K
535 $478M
HON
Honeywell International Inc

Industrials
2.28K
New
$196.73 - $220.21 $449K - $503K
2.28K $472M
LLY
Eli Lilly & CO

Healthcare
515
New
$772.14 - $960.02 $398K - $494K
515 $456M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
29.1K
New
$14.34 - $15.17 $417K - $441K
29.1K $439M
CINF
Cincinnati Financial Corp

Financial Services
3.2K
New
$115.7 - $138.2 $370K - $443K
3.2K $436M
BCE
Bce Inc

Communication Services
12.5K
New
$31.33 - $36.08 $392K - $452K
12.5K $436M
MO
Altria Group, Inc.

Consumer Defensive
8.5K
New
$45.95 - $54.71 $391K - $465K
8.5K $434M
T
At&T Inc.

Communication Services
19.7K
New
$18.21 - $22.28 $358K - $438K
19.7K $432M
ADBE
Adobe Inc.

Technology
815
New
$508.13 - $586.55 $414K - $478K
815 $422M
UPS
United Parcel Service Inc

Industrials
3.09K
New
$123.32 - $147.38 $381K - $455K
3.09K $421M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.55K
New
$84.81 - $93.54 $386K - $426K
4.55K $419M
COP
Conocophillips

Energy
3.94K
New
$102.3 - $116.61 $403K - $460K
3.94K $415M
FNDX
Schwab Fundamental U S Large C

ETFs
5.75K
New
$65.36 - $71.76 $376K - $412K
5.75K $412M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.56K
New
$141.31 - $161.48 $362K - $413K
2.56K $412M
UL
Unilever PLC

Consumer Defensive
6.25K
New
$54.7 - $65.59 $342K - $410K
6.25K $406M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
29.5K
New
$13.62 - $15.59 $401K - $459K
29.5K $405M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
36.1K
New
$10.65 - $11.21 $385K - $405K
36.1K $405M
SYK
Stryker Corp

Healthcare
1.11K
New
$315.94 - $371.96 $351K - $414K
1.11K $402M
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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