Blake Schutter Theil Wealth Advisors, LLC Incresed Positions in Q1 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
47.1K
+ 22.31%
$24.05 - $24.86 $1.13M - $1.17M
258K $6.42B
LVHI
Franklin International Low Vol

ETFs
12.4K
+ 108.34%
$30.53 - $32.85 $379K - $408K
23.9K $772M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.11K
+ 90.49%
$100.34 - $100.68 $412K - $414K
8.65K $871M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
25.6K
+ 70.89%
$10.1 - $10.61 $259K - $272K
61.7K $633M
MUB
Ishares National Muni Bond ETF

ETFs
2.24K
+ 23.7%
$104.71 - $107.69 $234K - $241K
11.7K $1.23B
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
18.8K
+ 26.02%
$8.73 - $9.39 $164K - $177K
91.1K $849M
UPS
United Parcel Service Inc

Industrials
1.9K
+ 99.69%
$109.66 - $136.26 $208K - $259K
3.81K $419M
Nuveen Global High Income Fd
12.8K
+ 80.18%
N/A
28.8K $377M
SRLN
Ssga Active Trust

ETFs
3.76K
+ 26.65%
$41.02 - $41.99 $154K - $158K
17.9K $735M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.72K
+ 23.76%
$27.01 - $28.54 $127K - $135K
24.6K $687M
PEAK
Healthpeak Properties, Inc.

Real Estate
3.38K
+ 21.68%
N/A
19K $384M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.34K
+ 10.44%
$21.16 - $21.77 $49.4K - $50.9K
24.7K $538M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.28K
+ 10.39%
$21.77 - $22.25 $49.6K - $50.7K
24.2K $538M
VICI
Vici Properties Inc.

Real Estate
6
+ 0.04%
$28.21 - $32.68 $169 - $196
16.2K $529M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.25K
+ 10.33%
$22.11 - $22.43 $49.7K - $50.5K
24K $539M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.19K
+ 18.69%
$22.77 - $22.94 $49.9K - $50.3K
13.9K $319M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.14K
+ 18.64%
$23.29 - $23.38 $49.9K - $50.1K
13.6K $319M
UL
Unilever PLC

Consumer Defensive
12
+ 0.19%
$54.72 - $60.29 $657 - $723
6.26K $373M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.03%
$133.67 - $147.81 $134 - $148
3.21K $473M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.54%
$158.56 - $176.26 $2.22K - $2.47K
2.61K $446M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14
+ 0.22%
$77.7 - $78.94 $1.09K - $1.11K
6.43K $508M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.26%
$251.87 - $277.95 $756 - $834
1.18K $305M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.35K
+ 5.14%
$12.94 - $14.29 $43.3K - $47.8K
68.4K $898M
DOW
Dow Inc.

Basic Materials
13
+ 0.11%
$34.36 - $41.92 $447 - $545
11.5K $403M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 0.89%
$507.05 - $563.67 $14.2K - $15.8K
3.18K $1.64B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$156.06 - $207.71 $156 - $208
3.71K $579M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
285
+ 0.42%
$57.21 - $65.8 $16.3K - $18.8K
68.9K $4.02B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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