Blake Schutter Theil Wealth Advisors, LLC Reduced Holdings in Q2 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $88.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-3.03K
- 32.53%
$112.46 - $124.05 $341K - $376K
6.29K $742M
XOM
Exxon Mobil Corp

Energy
-2.6K
- 33.83%
$99.93 - $119.04 $260K - $310K
5.09K $549M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-21.9K
- 55.11%
$13.63 - $14.4 $299K - $316K
17.9K $251M
C
Citigroup Inc

Financial Services
-4.99K
- 57.82%
$58.13 - $85.12 $290K - $424K
3.64K $310M
VZ
Verizon Communications Inc

Communication Services
-5.4K
- 42.41%
$41.67 - $45.62 $225K - $246K
7.33K $317M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.1%
$483.48 - $539.8 $2.42K - $2.7K
5.08K $2.47B
SRLN
Ssga Active Trust

ETFs
-5.95K
- 33.28%
$39.47 - $41.59 $235K - $247K
11.9K $496M
VICI
Vici Properties Inc.

Real Estate
-5.36K
- 33.02%
$29.41 - $32.97 $157K - $177K
10.9K $354M
CVX
Chevron Corp

Energy
-318
- 6.97%
$133.73 - $168.51 $42.5K - $53.6K
4.24K $608M
UPS
United Parcel Service Inc

Industrials
-805
- 21.15%
$91.92 - $110.2 $74K - $88.7K
3K $303M
PFE
Pfizer Inc

Healthcare
-1.24K
- 9.07%
$21.59 - $24.84 $26.8K - $30.8K
12.4K $301M
BCE
Bce Inc

Communication Services
-800
- 7.77%
$20.87 - $22.95 $16.7K - $18.4K
9.49K $210M
LVHI
Franklin International Low Vol

ETFs
-788
- 3.3%
$28.91 - $33.28 $22.8K - $26.2K
23.1K $751M
CMCSA
Comcast Corp

Communication Services
-33
- 0.36%
$32.84 - $36.72 $1.08K - $1.21K
9.05K $323M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-181
- 0.68%
$85.42 - $94.39 $15.5K - $17.1K
26.3K $2.47B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-555
- 2.25%
$21.57 - $21.99 $12K - $12.2K
24.2K $529M
Linde PLC
-4
- 0.87%
N/A
454 $213M
KMI
Kinder Morgan, Inc.

Energy
-1
- 0.01%
$25.21 - $29.4 $25.2 - $29.4
7.52K $221M
T
At&T Inc.

Communication Services
-200
- 1.02%
$26.33 - $28.94 $5.27K - $5.79K
19.5K $563M
CSCO
Cisco Systems, Inc.

Technology
-473
- 5.27%
$53.19 - $69.38 $25.2K - $32.8K
8.51K $590M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.07%
$35.77 - $42.27 $537 - $634
20K $845M
DGRO
Ishares Core Dividend Growth E

ETFs
-35
- 0.19%
$55.22 - $63.94 $1.93K - $2.24K
18.5K $1.18B
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.04%
$174.82 - $215.79 $175 - $216
2.78K $600M
NVDA
Nvidia Corp

Technology
-73
- 3.45%
$94.31 - $157.99 $6.88K - $11.5K
2.04K $322M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-100
- 0.59%
$60.34 - $74.89 $6.03K - $7.49K
16.9K $1.26B
JCI
Johnson Controls International PLC

Industrials
-458
- 7.19%
$71.14 - $105.62 $32.6K - $48.4K
5.91K $624M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-32
- 1.01%
$456.74 - $568.03 $14.6K - $18.2K
3.15K $1.79B
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.02%
$210.28 - $289.91 $210 - $290
4.43K $1.29B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-26.6K
- 7.45%
$23.87 - $29.82 $635K - $793K
331K $9.86B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50
- 0.66%
$180.84 - $240.32 $9.04K - $12K
7.48K $1.8B
MSFT
Microsoft Corp

Technology
-1
- 0.03%
$354.56 - $497.45 $355 - $497
3.02K $1.5B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 32 Reductions 32 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