Blake Schutter Theil Wealth Advisors, LLC Purchases in Q3 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIVB
Ishares Tr U S Divid & Buyback

ETFs
79.8K
New
$49.55 - $52.25 $3.95M - $4.17M
79.8K $4.17B
HDV
Ishares Core High Dividend ETF

ETFs
34K
New
$118.16 - $123.66 $4.02M - $4.2M
34K $4.16B
SCHR
Schwab Intermediate Term Us Tr

ETFs
25.5K
+ 9.24%
$24.69 - $25.26 $629K - $644K
301K $7.57B
Travelers Companies Inc
1.53K
New
N/A
1.53K $427M
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.76%
$174.36 - $254.72 $7.67K - $11.2K
5.81K $1.41B
UNH
Unitedhealth Group Inc

Healthcare
863
New
$237.77 - $353.61 $205K - $305K
863 $298M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.92K
New
$66.38 - $71.68 $260K - $281K
3.92K $280M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$175.16 - $255.24 $175 - $255
3.71K $903M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.95K
New
$108.08 - $121.73 $211K - $237K
1.95K $235M
BDX
Becton Dickinson & CO

Healthcare
1.21K
New
$172.41 - $199.66 $208K - $241K
1.21K $226M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
19.4K
+ 15.06%
$8.46 - $9.02 $164K - $175K
148K $1.33B
AZO
Autozone Inc

Consumer Cyclical
48
New
$3649.42 - $4354.54 $175K - $209K
48 $206M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 3.17%
$567.77 - $614.76 $56.8K - $61.5K
3.25K $1.99B
TGT
Target Corp

Consumer Defensive
2.24K
New
$86.56 - $107.43 $194K - $240K
2.24K $201M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
18.1K
+ 16.27%
$9.0 - $9.32 $163K - $168K
129K $1.2B
VO
Vanguard Mid Cap ETF

ETFs
526
+ 44.65%
$279.83 - $293.74 $147K - $155K
1.7K $501M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24
+ 0.11%
$132.9 - $142.03 $3.19K - $3.41K
21.1K $2.97B
VB
Vanguard Small Cap ETF

ETFs
476
+ 53.48%
$237.58 - $259.17 $113K - $123K
1.37K $347M
OMC
Omnicom Group Inc.

Communication Services
1.01K
+ 26.98%
$70.41 - $81.53 $70.8K - $81.9K
4.73K $386M
TFC
Truist Financial Corp

Financial Services
1.75K
+ 24.9%
$42.83 - $47.07 $75.1K - $82.6K
8.8K $402M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
975
+ 11.27%
$100.37 - $100.74 $97.9K - $98.2K
9.63K $969M
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.24%
$157.1 - $178.94 $1.57K - $1.79K
4.16K $735M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.09%
$284.45 - $324.95 $569 - $650
2.32K $741M
NEE
Nextera Energy Inc

Utilities
533
+ 8.6%
$69.77 - $77.54 $37.2K - $41.3K
6.73K $508M
LOW
Lowes Companies Inc

Consumer Cyclical
82
+ 4.38%
$215.01 - $273.02 $17.6K - $22.4K
1.95K $491M
GPC
Genuine Parts CO

Consumer Cyclical
129
+ 4.33%
$122.23 - $142.77 $15.8K - $18.4K
3.11K $431M
BCE
Bce Inc

Communication Services
2.35K
+ 24.8%
$22.63 - $25.74 $53.3K - $60.6K
11.8K $277M
MDT
Medtronic PLC

Healthcare
200
+ 3.66%
$87.67 - $95.74 $17.5K - $19.1K
5.67K $540M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.06%
N/A
4.87K $1.05B
LVHI
Franklin International Low Vol

ETFs
70
+ 0.3%
$32.69 - $35.19 $2.29K - $2.46K
23.1K $804M
QCOM
Qualcomm Inc

Technology
213
+ 12.41%
$145.84 - $173.55 $31.1K - $37K
1.93K $321M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
159
+ 0.23%
$13.87 - $14.46 $2.21K - $2.3K
68.8K $993M
XOM
Exxon Mobil Corp

Energy
121
+ 2.38%
$105.83 - $117.22 $12.8K - $14.2K
5.21K $587M
PEP
Pepsico Inc

Consumer Defensive
118
+ 5.71%
$133.81 - $152.16 $15.8K - $18K
2.18K $307M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.03%
$145.8 - $158.1 $146 - $158
3.21K $507M
KO
Coca Cola CO

Consumer Defensive
264
+ 9.21%
$65.67 - $71.67 $17.3K - $18.9K
3.13K $208M
SRLN
Ssga Active Trust

ETFs
108
+ 0.91%
$41.28 - $41.65 $4.46K - $4.5K
12K $500M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18
+ 0.28%
$78.96 - $80.04 $1.42K - $1.44K
6.47K $517M
CCI
Crown Castle International Corp

Real Estate
199
+ 7.76%
$92.96 - $113.91 $18.5K - $22.7K
2.76K $267M
VICI
Vici Properties Inc.

Real Estate
5
+ 0.05%
$31.43 - $33.93 $157 - $170
10.9K $354M
PG
Procter & Gamble CO

Consumer Defensive
67
+ 2.29%
$150.47 - $161.22 $10.1K - $10.8K
3K $461M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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