Blake Schutter Theil Wealth Advisors, LLC Purchases in Q4 2024

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
4.45K
New
$114.45 - $127.21 $510K - $566K
4.45K $515M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
21.8K
New
$22.1 - $22.59 $481K - $492K
21.8K $483M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.9K
New
$21.81 - $22.48 $478K - $493K
21.9K $480M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
22.4K
New
$21.25 - $22.07 $475K - $494K
22.4K $477M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.54K
New
$100.16 - $100.7 $455K - $457K
4.54K $456M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
311K
+ 100.0%
$27.45 - $55.56 $8.53M - $17.3M
621K $17.6B
TRV
Travelers Companies, Inc.

Financial Services
1.53K
New
$225.97 - $266.66 $346K - $408K
1.53K $369M
TGT
Target Corp

Consumer Defensive
2.31K
New
$121.59 - $160.69 $281K - $371K
2.31K $312M
Trust For Professional Manag
9K
New
N/A
9K $233M
Blackrock Inc
219
New
N/A
219 $224M
SCHR
Schwab Intermediate Term Us Tr

ETFs
113K
+ 114.18%
$24.19 - $50.58 $2.72M - $5.69M
211K $5.13B
MS
Morgan Stanley

Financial Services
7
+ 0.14%
$104.42 - $134.99 $731 - $945
5.05K $635M
C
Citigroup Inc

Financial Services
135
+ 1.59%
$61.31 - $72.5 $8.28K - $9.79K
8.64K $608M
PFE
Pfizer Inc

Healthcare
3.46K
+ 33.19%
$24.8 - $30.19 $85.8K - $104K
13.9K $368M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 1.35%
$521.84 - $558.82 $21.9K - $23.5K
3.16K $1.7B
PEAK
Healthpeak Properties, Inc.

Real Estate
3.7K
+ 31.08%
N/A
15.6K $316M
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.06%
$132.86 - $160.16 $266 - $320
3.2K $460M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
367
+ 0.54%
$61.68 - $67.87 $22.6K - $24.9K
68.6K $4.27B
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
89
+ 0.14%
$13.54 - $14.25 $1.21K - $1.27K
65.1K $911M
T
At&T Inc.

Communication Services
9
+ 0.05%
$21.22 - $23.88 $191 - $215
19.7K $448M
JCI
Johnson Controls International PLC

Industrials
17
+ 0.27%
$74.23 - $86.6 $1.26K - $1.47K
6.37K $503M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 1.55%
$567.81 - $607.81 $3.41K - $3.65K
394 $231M
TFC
Truist Financial Corp

Financial Services
25
+ 0.36%
$41.51 - $48.1 $1.04K - $1.2K
7.04K $305M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.34%
$233.76 - $261.58 $701 - $785
887 $213M
VIG
Vanguard Dividend Appreciation

ETFs
72
+ 1.5%
N/A
4.87K $954M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.17%
$261.5 - $284.63 $523 - $569
1.18K $310M
SRLN
Ssga Active Trust

ETFs
34
+ 0.24%
$41.48 - $42.08 $1.41K - $1.43K
14.1K $589M
LVHI
Franklin International Low Vol

ETFs
50
+ 0.44%
$29.98 - $31.57 $1.5K - $1.58K
11.5K $350M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.12%
$126.68 - $134.74 $1.77K - $1.89K
11.4K $1.45B
FNDX
Schwab Fundamental U S Large C

ETFs
11.4K
+ 198.78%
$23.49 - $71.77 $268K - $820K
17.2K $407M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.2K
+ 200.83%
$26.93 - $84.95 $357K - $1.13M
19.8K $542M
GPC
Genuine Parts CO

Consumer Cyclical
279
+ 13.17%
$113.11 - $143.63 $31.6K - $40.1K
2.4K $280M
COP
Conocophillips

Energy
6
+ 0.15%
$95.12 - $114.72 $571 - $688
3.95K $392M
CB
Chubb LTD

Financial Services
5
+ 0.22%
$271.57 - $301.89 $1.36K - $1.51K
2.32K $642M
Kenvue Inc
43
+ 0.27%
N/A
16K $343M
VICI
Vici Properties Inc.

Real Estate
5
+ 0.03%
$28.27 - $33.19 $141 - $166
16.2K $474M
XOM
Exxon Mobil Corp

Energy
2
+ 0.02%
$105.51 - $125.37 $211 - $251
8.69K $935M
DOW
Dow Inc.

Basic Materials
1.13K
+ 10.88%
$39.1 - $55.34 $44.2K - $62.5K
11.5K $462M
SCHO
Schwab Short Term Us Treasury

ETFs
14.3K
+ 61.85%
$24.06 - $48.88 $345K - $700K
37.5K $902M
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blake Schutter Theil Wealth Advisors, LLC Portfolio

Follow Blake Schutter Theil Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blake Schutter Theil Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blake Schutter Theil Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email