Blake Schutter Theil Wealth Advisors, LLC Reduced Holdings in Q3 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-60K
- 18.15%
$29.8 - $32.29 $1.79M - $1.94M
271K $8.69B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.03K
- 37.24%
$87.29 - $93.61 $265K - $284K
5.11K $477M
MUB
Ishares National Muni Bond ETF

ETFs
-937
- 7.82%
$103.24 - $106.68 $96.7K - $100K
11K $1.18B
PFE
Pfizer Inc

Healthcare
-3.44K
- 27.71%
$23.29 - $25.88 $80.1K - $89K
8.98K $229M
AVGO
Broadcom Inc.

Technology
-614
- 21.95%
$264.74 - $369.57 $163K - $227K
2.18K $720M
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 17.21%
$40.84 - $45.06 $51.5K - $56.9K
6.07K $267M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.51K
- 3.97%
$24.23 - $24.42 $36.5K - $36.8K
36.5K $890M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.44K
- 5.97%
$22.36 - $22.52 $32.1K - $32.3K
22.6K $509M
JCI
Johnson Controls International PLC

Industrials
-488
- 8.26%
$103.24 - $111.73 $50.4K - $54.5K
5.42K $596M
CSCO
Cisco Systems, Inc.

Technology
-263
- 3.09%
$66.2 - $71.79 $17.4K - $18.9K
8.25K $564M
T
At&T Inc.

Communication Services
-267
- 1.37%
$26.94 - $29.62 $7.19K - $7.91K
19.2K $542M
AMZN
Amazon Com Inc

Consumer Cyclical
-86
- 4.37%
$211.65 - $238.24 $18.2K - $20.5K
1.88K $413M
Linde PLC
-31
- 6.83%
N/A
423 $201M
Blackrock Inc
-29
- 14.36%
N/A
173 $202M
MA
Mastercard Inc

Financial Services
-23
- 5.01%
$550.18 - $598.96 $12.7K - $13.8K
436 $248M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-411
- 1.56%
$92.18 - $95.14 $37.9K - $39.1K
25.9K $2.46B
NVDA
Nvidia Corp

Technology
-323
- 15.83%
$153.3 - $186.58 $49.5K - $60.3K
1.72K $321M
CVX
Chevron Corp

Energy
-283
- 6.67%
$145.57 - $161.83 $41.2K - $45.8K
3.96K $615M
MSFT
Microsoft Corp

Technology
-102
- 3.37%
$491.09 - $535.64 $50.1K - $54.6K
2.92K $1.51B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.04K
- 6.16%
$74.93 - $80.73 $77.9K - $83.9K
15.8K $1.28B
JPM
Jpmorgan Chase & CO

Financial Services
-316
- 7.13%
$282.78 - $316.06 $89.4K - $99.9K
4.12K $1.3B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3
- 0.27%
$185.88 - $207.44 $558 - $622
1.1K $220M
MO
Altria Group, Inc.

Consumer Defensive
-696
- 8.28%
$57.75 - $67.68 $40.2K - $47.1K
7.71K $509M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-235
- 2.93%
$84.28 - $89.46 $19.8K - $21K
7.79K $693M
WEC
Wec Energy Group, Inc.

Utilities
-6
- 0.28%
$103.66 - $114.59 $622 - $688
2.15K $246M
FNDX
Schwab Fundamental U S Large C

ETFs
-35
- 0.2%
$24.38 - $26.34 $853 - $922
17.1K $450M
DUK
Duke Energy Corp

Utilities
-7
- 0.11%
$116.31 - $125.93 $814 - $882
6.29K $778M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-508
- 2.54%
$42.04 - $45.23 $21.4K - $23K
19.5K $881M
DGRO
Ishares Core Dividend Growth E

ETFs
-325
- 1.76%
$64.12 - $68.08 $20.8K - $22.1K
18.1K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29
- 0.57%
$459.11 - $506.91 $13.3K - $14.7K
5.05K $2.54B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-185
- 2.47%
$236.25 - $257.69 $43.7K - $47.7K
7.29K $1.87B
MS
Morgan Stanley

Financial Services
-101
- 2.0%
$139.09 - $161.16 $14K - $16.3K
4.95K $787M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-379
- 2.85%
$182.33 - $194.5 $69.1K - $73.7K
12.9K $2.51B
RTX
Raytheon Technologies Corp

Industrials
-47
- 1.04%
$144.19 - $167.33 $6.78K - $7.86K
4.46K $746M
JNJ
Johnson & Johnson

Healthcare
-234
- 4.83%
$155.17 - $185.42 $36.3K - $43.4K
4.61K $855M
ORCL
Oracle Corp

Technology
-35
- 1.7%
$218.96 - $328.33 $7.66K - $11.5K
2.03K $570M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-452
- 0.64%
$62.09 - $66.51 $28.1K - $30.1K
70.1K $4.57B
AAPL
Apple Inc.

Technology
-144
- 1.14%
$202.38 - $256.87 $29.1K - $37K
12.5K $3.17B
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
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