Blake Schutter Theil Wealth Advisors, LLC Purchases in Q3 2024

Blake Schutter Theil Wealth Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
15.6K
New
$25.04 - $25.21 $391K - $393K
15.6K $393M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.17K
New
$111.9 - $124.28 $355K - $394K
3.17K $392M
NVS
Novartis Ag

Healthcare
3.38K
New
$106.13 - $120.89 $358K - $408K
3.38K $388M
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
New
$191.76 - $263.26 $282K - $386K
1.47K $384M
KEY
Keycorp

Financial Services
22.3K
New
$13.95 - $17.34 $311K - $386K
22.3K $373M
Kenvue Inc
16K
New
N/A
16K $370M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.65K
New
$127.29 - $141.5 $337K - $375K
2.65K $370M
GS
Goldman Sachs Group Inc

Financial Services
739
New
$459.02 - $510.25 $339K - $377K
739 $366M
TRV
Travelers Companies, Inc.

Financial Services
1.53K
New
$201.87 - $242.35 $309K - $371K
1.53K $358M
LVHI
Franklin International Low Vol

ETFs
11.4K
New
$28.72 - $31.28 $327K - $357K
11.4K $354M
VO
Vanguard Mid Cap ETF

ETFs
1.17K
New
$237.84 - $263.83 $279K - $309K
1.17K $309M
CCI
Crown Castle International Corp

Real Estate
2.56K
New
$95.29 - $120.24 $244K - $308K
2.56K $304M
PFE
Pfizer Inc

Healthcare
10.4K
New
$27.7 - $31.39 $289K - $327K
10.4K $302M
PPL
Ppl Corp

Utilities
9.11K
New
$27.36 - $33.08 $249K - $301K
9.11K $301M
TFC
Truist Financial Corp

Financial Services
7.02K
New
$38.22 - $44.94 $268K - $315K
7.02K $300M
WMB
Williams Companies, Inc.

Energy
6.55K
New
$41.24 - $46.22 $270K - $303K
6.55K $299M
GPC
Genuine Parts CO

Consumer Cyclical
2.12K
New
$131.04 - $147.11 $278K - $312K
2.12K $296M
WEC
Wec Energy Group, Inc.

Utilities
3.04K
New
$77.68 - $96.19 $236K - $293K
3.04K $293M
GIS
General Mills Inc

Consumer Defensive
3.92K
New
$62.5 - $75.15 $245K - $295K
3.92K $290M
HSY
Hershey CO

Consumer Defensive
1.48K
New
$182.45 - $203.25 $271K - $301K
1.48K $284M
CAT
Caterpillar Inc

Industrials
720
New
$316.8 - $391.12 $228K - $282K
720 $282M
NVO
Novo Nordisk A S

Healthcare
2.3K
New
$119.07 - $145.42 $274K - $335K
2.3K $274M
QCOM
Qualcomm Inc

Technology
1.6K
New
$156.12 - $209.64 $250K - $336K
1.6K $273M
PEAK
Healthpeak Properties, Inc.

Real Estate
11.9K
New
N/A
11.9K $272M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.7K
New
$22.55 - $23.1 $264K - $271K
11.7K $270M
KO
Coca Cola CO

Consumer Defensive
3.76K
New
$62.69 - $73.01 $236K - $275K
3.76K $270M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.5K
New
$23.13 - $23.43 $266K - $269K
11.5K $269M
IBM
International Business Machines Corp

Technology
1.21K
New
$175.1 - $223.38 $212K - $271K
1.21K $268M
IBB
Ishares Biotechnology ETF

ETFs
1.79K
New
$135.09 - $149.47 $241K - $267K
1.79K $260M
LNT
Alliant Energy Corp

Utilities
4.27K
New
$50.74 - $60.74 $216K - $259K
4.27K $259M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.37K
New
$156.14 - $187.2 $214K - $257K
1.37K $253M
ABT
Abbott Laboratories

Healthcare
2.2K
New
$100.07 - $118.13 $221K - $260K
2.2K $251M
APO
Apollo Global Management, Inc.

Financial Services
1.99K
New
$99.16 - $125.81 $197K - $250K
1.99K $248M
VUG
Vanguard Growth ETF

ETFs
637
New
$341.08 - $391.94 $217K - $250K
637 $245M
TFLO
Ishares Treasury Floating Rate

ETFs
4.78K
New
$50.42 - $50.66 $241K - $242K
4.78K $242M
KHC
Kraft Heinz CO

Consumer Defensive
6.86K
New
$31.86 - $36.13 $218K - $248K
6.86K $241M
MMM
3 M CO

Industrials
1.76K
New
$99.69 - $139.42 $175K - $245K
1.76K $240M
TXN
Texas Instruments Inc

Technology
1.16K
New
$194.6 - $194.6 $226K - $226K
1.16K $239M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
489
New
$460.0 - $505.78 $225K - $247K
489 $227M
FANG
Diamondback Energy, Inc.

Energy
1.31K
New
$168.46 - $210.94 $221K - $276K
1.31K $226M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.78K
New
$113.01 - $154.34 $201K - $275K
1.78K $226M
Linde PLC
472
New
N/A
472 $225M
SPY
Spdr S&P 500 ETF Trust

ETFs
388
New
$517.38 - $573.86 $201K - $223K
388 $223M
PSA
Public Storage

Real Estate
609
New
$283.13 - $365.01 $172K - $222K
609 $222M
SCI
Service Corp International

Consumer Cyclical
2.75K
New
$69.55 - $80.63 $191K - $222K
2.75K $217M
DVN
Devon Energy Corp

Energy
5.53K
New
$37.87 - $48.65 $209K - $269K
5.53K $216M
Nuveen Global High Income Fd
16K
New
N/A
16K $214M
SPGI
S&P Global Inc.

Financial Services
411
New
$446.32 - $527.38 $183K - $217K
411 $212M
KMI
Kinder Morgan, Inc.

Energy
9.61K
New
$19.72 - $22.22 $189K - $214K
9.61K $212M
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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