Schwarz Dygos Wheeler Investment Advisors LLC Sells in Q4 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-320
- 2.52%
$485.52 - $625.25 $155K - $200K
12.4K $6.26M
CVS
Cvs Health Corp

Healthcare
-10.9K
- 52.78%
$43.78 - $67.46 $475K - $732K
9.71K $435K
VZ
Verizon Communications Inc

Communication Services
-13.5K
- 51.07%
$39.6 - $45.21 $534K - $610K
12.9K $516K
LAND
Gladstone Land Corp

Real Estate
-7.6K
- 4.64%
$10.48 - $13.85 $79.7K - $105K
156K $1.7M
MDT
Medtronic PLC

Healthcare
-5.78K
- 54.09%
$79.61 - $92.24 $460K - $533K
4.9K $391K
MSFT
Microsoft Corp

Technology
-783
- 5.07%
$406.35 - $454.46 $318K - $356K
14.7K $6.18M
DIS
Walt Disney CO

Communication Services
-6.72K
- 35.1%
$92.39 - $117.6 $621K - $790K
12.4K $1.38M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.82K
- 4.1%
$60.9 - $66.69 $111K - $121K
42.5K $2.61M
NVO
Novo Nordisk A S

Healthcare
-540
- 5.71%
$85.0 - $120.04 $45.9K - $64.8K
8.92K $767K
MMM
3 M CO

Industrials
-1.98K
- 50.17%
$124.74 - $137.12 $246K - $271K
1.96K $253K
JNJ
Johnson & Johnson

Healthcare
-106
- 0.77%
$143.34 - $165.86 $15.2K - $17.6K
13.7K $1.98M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-364
- 1.5%
$53.86 - $60.27 $19.6K - $21.9K
23.9K $1.29M
META
Meta Platforms, Inc.

Communication Services
-511
- 7.29%
$554.08 - $632.68 $283K - $323K
6.5K $3.83M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.01K
- 2.44%
$24.94 - $26.14 $50.2K - $52.6K
80.5K $2.01M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-50
- 0.45%
$64.29 - $75.41 $3.21K - $3.77K
11.1K $718K
AVEM
American Centy ETF Tr Avantis

ETFs
-84
- 0.62%
$58.59 - $66.14 $4.92K - $5.56K
13.5K $794K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.82K
- 3.4%
$94.36 - $102.06 $171K - $185K
51.6K $5M
DFAX
Dimensional ETF Tr
-150
- 0.49%
$24.76 - $27.04 $3.71K - $4.06K
30.7K $763K
UNP
Union Pacific Corp

Industrials
-71
- 3.46%
$223.15 - $249.32 $15.8K - $17.7K
1.98K $451K
XOM
Exxon Mobil Corp

Energy
-28
- 0.56%
$105.51 - $125.37 $2.95K - $3.51K
4.95K $532K
ORCL
Oracle Corp

Technology
-11
- 0.17%
$165.41 - $192.43 $1.82K - $2.12K
6.32K $1.05M
ACWI
Ishares Msci Acwi ETF

ETFs
-137
- 6.83%
$117.05 - $123.03 $16K - $16.9K
1.87K $219K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-850
- 6.49%
$47.66 - $57.86 $40.5K - $49.2K
12.3K $694K
PRU
Prudential Financial Inc

Financial Services
-33
- 1.07%
$114.59 - $129.52 $3.78K - $4.27K
3.06K $362K
XLP
Consumer Staples Sector Spdr

ETFs
-166
- 0.51%
N/A
32.7K $2.49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.42K
- 1.15%
$33.92 - $36.6 $48K - $51.8K
122K $4.21M
Abrdn Asia Pacific Income Fu
-3.12K
- 6.46%
N/A
45.1K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-668
- 2.35%
N/A
27.7K $0
Sezzle Inc
-3.1K
- 77.5%
N/A
900 $0
BA
Boeing CO

Industrials
-356
- 9.15%
$138.14 - $180.72 $49.2K - $64.3K
3.53K $625K
HON
Honeywell International Inc

Industrials
-680
- 5.59%
$202.84 - $236.0 $138K - $160K
11.5K $2.6M
KKR
Kkr & Co. Inc.

Financial Services
-144
- 2.24%
$129.87 - $162.87 $18.7K - $23.5K
6.27K $927K
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 1.18%
$873.59 - $994.69 $55.9K - $63.7K
5.35K $4.9M
APO
Apollo Global Management, Inc.

Financial Services
-433
- 9.77%
$131.36 - $178.61 $56.9K - $77.3K
4K $660K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 3.91%
$4100.99 - $5300.34 $36.9K - $47.7K
221 $1.1M
KARO
Karooooo Ltd.

Technology
-17.4K
- 9.95%
$37.0 - $49.59 $646K - $865K
158K $7.13M
NVDA
Nvidia Corp

Technology
-139
- 0.87%
$117.0 - $148.88 $16.3K - $20.7K
15.8K $2.12M
WFC
Wells Fargo & Company

Financial Services
-1.76K
- 4.3%
$54.98 - $77.35 $96.5K - $136K
39.1K $2.74M
GOOGL
Alphabet Inc.

Communication Services
-546
- 0.74%
$161.86 - $196.66 $88.4K - $107K
72.8K $13.8M
AAPL
Apple Inc.

Technology
-2.84K
- 1.92%
$221.69 - $259.02 $630K - $737K
145K $36.4M
Activity Summary
Buys All Purchases 92 New Holdings 10 Increased Positions 82 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 2
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