Blake Schutter Theil Wealth Advisors, LLC Sells in Q4 2024

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-14.6K
- 86.8%
$180.88 - $232.93 $2.64M - $3.4M
2.22K $487M
AAPL
Apple Inc.

Technology
-11.6K
- 47.41%
$221.69 - $259.02 $2.58M - $3.02M
12.9K $3.23B
MSFT
Microsoft Corp

Technology
-5.56K
- 63.0%
$406.35 - $454.46 $2.26M - $2.53M
3.27K $1.38B
NVDA
Nvidia Corp

Technology
-16.8K
- 88.8%
$117.0 - $148.88 $1.97M - $2.51M
2.13K $286M
JPM
Jpmorgan Chase & CO

Financial Services
-6.65K
- 55.57%
$205.18 - $250.29 $1.36M - $1.66M
5.32K $1.28B
ORCL
Oracle Corp

Technology
-7.02K
- 76.63%
$165.41 - $192.43 $1.16M - $1.35M
2.14K $357M
V
Visa Inc.

Financial Services
-4.45K
- 85.51%
$273.87 - $320.91 $1.22M - $1.43M
754 $238M
GOOGL
Alphabet Inc.

Communication Services
-7.82K
- 56.66%
$161.86 - $196.66 $1.27M - $1.54M
5.98K $1.13B
MRK
Merck & Co., Inc.

Healthcare
-6.69K
- 55.93%
$96.31 - $114.76 $644K - $767K
5.27K $524M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10.3K
- 61.58%
$77.86 - $79.27 $801K - $815K
6.42K $501M
JNJ
Johnson & Johnson

Healthcare
-3.64K
- 42.55%
$143.34 - $165.86 $522K - $604K
4.92K $712M
BAC
Bank Of America Corp

Financial Services
-18.1K
- 56.21%
$39.22 - $47.77 $709K - $863K
14.1K $619M
PEP
Pepsico Inc

Consumer Defensive
-3.55K
- 62.86%
$151.29 - $176.1 $538K - $626K
2.1K $319M
GOOG
Alphabet Inc.

Communication Services
-3.98K
- 51.79%
$163.08 - $198.16 $649K - $789K
3.71K $706M
NFLX
Netflix Inc

Communication Services
-694
- 73.75%
$687.65 - $936.56 $477K - $650K
247 $220M
SO
Southern CO

Utilities
-4.34K
- 48.13%
$81.5 - $94.15 $354K - $409K
4.68K $385M
MA
Mastercard Inc

Financial Services
-825
- 64.25%
$491.3 - $536.15 $405K - $442K
459 $242M
CMCSA
Comcast Corp

Communication Services
-8.31K
- 47.79%
$37.39 - $45.14 $311K - $375K
9.08K $341M
MDT
Medtronic PLC

Healthcare
-2.88K
- 37.01%
$79.61 - $92.24 $229K - $265K
4.9K $391M
AVGO
Broadcom Inc.

Technology
-2.35K
- 44.24%
$159.67 - $250.0 $376K - $589K
2.97K $688M
CVX
Chevron Corp

Energy
-1.47K
- 24.06%
$141.15 - $162.53 $208K - $240K
4.65K $674M
LOW
Lowes Companies Inc

Consumer Cyclical
-556
- 22.79%
$244.52 - $284.07 $136K - $158K
1.88K $465M
UPS
United Parcel Service Inc

Industrials
-1.18K
- 38.32%
$122.65 - $138.35 $145K - $164K
1.91K $240M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-908
- 6.39%
$176.42 - $186.91 $160K - $170K
13.3K $2.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-286
- 4.95%
$442.29 - $483.08 $126K - $138K
5.49K $2.49B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.71K
- 15.64%
$40.15 - $42.9 $149K - $159K
20K $807M
VZ
Verizon Communications Inc

Communication Services
-1.42K
- 9.97%
$39.6 - $45.21 $56.3K - $64.3K
12.8K $514M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-708
- 8.59%
$201.32 - $217.44 $143K - $154K
7.53K $1.56B
GD
General Dynamics Corp

Industrials
-154
- 8.81%
$260.28 - $314.03 $40.1K - $48.4K
1.59K $420M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.08K
- 5.53%
$60.73 - $64.94 $65.8K - $70.4K
18.5K $1.14B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-264
- 0.99%
$88.59 - $94.57 $23.4K - $25K
26.5K $2.35B
DUK
Duke Energy Corp

Utilities
-127
- 1.32%
$105.76 - $120.76 $13.4K - $15.3K
9.47K $1.02B
NVS
Novartis Ag

Healthcare
-14
- 0.41%
$96.78 - $117.18 $1.35K - $1.64K
3.36K $327M
PG
Procter & Gamble CO

Consumer Defensive
-244
- 8.58%
$161.05 - $179.7 $39.3K - $43.8K
2.6K $436M
GIS
General Mills Inc

Consumer Defensive
-233
- 5.94%
$62.78 - $74.62 $14.6K - $17.4K
3.69K $235M
QCOM
Qualcomm Inc

Technology
-90
- 5.61%
$150.4 - $178.04 $13.5K - $16K
1.51K $232M
HSY
Hershey CO

Consumer Defensive
-33
- 2.23%
$168.67 - $193.65 $5.57K - $6.39K
1.45K $246M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-255
- 18.6%
$178.39 - $215.0 $45.5K - $54.8K
1.12K $215M
TXN
Texas Instruments Inc

Technology
-50
- 4.31%
N/A
1.11K $208M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-75
- 0.93%
$80.93 - $85.66 $6.07K - $6.42K
8.03K $649M
LNT
Alliant Energy Corp

Utilities
-150
- 3.52%
$56.24 - $63.63 $8.44K - $9.54K
4.12K $243M
WEC
Wec Energy Group, Inc.

Utilities
-92
- 3.02%
$92.94 - $101.82 $8.55K - $9.37K
2.95K $278M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-136
- 5.31%
$159.11 - $178.39 $21.6K - $24.3K
2.42K $398M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-20
- 0.09%
$30.67 - $30.84 $613 - $617
22.7K $697M
MO
Altria Group, Inc.

Consumer Defensive
-257
- 3.02%
$49.06 - $57.74 $12.6K - $14.8K
8.25K $431M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-10
- 0.06%
$69.3 - $74.3 $693 - $743
17K $1.21B
KMI
Kinder Morgan, Inc.

Energy
-788
- 8.2%
$22.59 - $28.54 $17.8K - $22.5K
8.82K $242M
CSCO
Cisco Systems, Inc.

Technology
-145
- 1.59%
$52.45 - $60.02 $7.61K - $8.7K
9K $533M
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
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