Blake Schutter Theil Wealth Advisors, LLC Portfolio Holdings

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024

Blake Schutter Theil Wealth Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $94.7 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 1000 Index with a value of $17.6B, Schwab Intermediate Term Us Tr with a value of $5.13B, Ishares Core S&P Mid Cap ETF with a value of $4.27B, Apple Inc. with a value of $3.23B, and Berkshire Hathaway Inc Class B with a value of $2.49B.

Examining the 13F form we can see an decrease of $44.5B in the current position value, from $139B to 94.7B.

Blake Schutter Theil Wealth Advisors, LLC is based out at Dayton, OH

Below you can find more details about Blake Schutter Theil Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.7 Billion
ETFs: $55.8 Billion
Financial Services: $12.1 Billion
Technology: $7.18 Billion
Communication Services: $3.36 Billion
Consumer Defensive: $2.85 Billion
Utilities: $2.66 Billion
Energy: $2.6 Billion
Healthcare: $2.32 Billion
Other: $4.85 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $94.7 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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