Blake Schutter Theil Wealth Advisors, LLC Portfolio Holdings

Blake Schutter Theil Wealth Advisors, LLC

  • $139 Billion
  • Q3 2024

Blake Schutter Theil Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 1000 Index with a value of $17.2B, Apple Inc. with a value of $5.72B, Schwab Intermediate Term Us Tr with a value of $4.99B, Ishares Core S&P Mid Cap ETF with a value of $4.25B, and Microsoft Corp with a value of $3.8B.

Examining the 13F form we can see an increase of $139B in the current position value.

Blake Schutter Theil Wealth Advisors, LLC is based out at Dayton, OH

Below you can find more details about Blake Schutter Theil Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $59 Billion
Technology: $18.5 Billion
Financial Services: $18.1 Billion
Healthcare: $8.02 Billion
Communication Services: $7.46 Billion
Consumer Cyclical: $7.19 Billion
Consumer Defensive: $5.92 Billion
Utilities: $4.01 Billion
Other: $10.1 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$248 Million 0.18% of portfolio
1,986
Q3 2024 New
$76.1B
$253 Million 0.18% of portfolio
1,371
Q3 2024 New
$199B
$251 Million 0.18% of portfolio
2,204
Q3 2024 New
$71B
$240 Million 0.17% of portfolio
1,755
Q3 2024 New
$41B
$241 Million 0.17% of portfolio
6,856
Q3 2024 New
$177B
$239 Million 0.17% of portfolio
1,159
Q3 2024 New
$122B
$227 Million 0.16% of portfolio
489
Q3 2024 New
$53.8B
$226 Million 0.16% of portfolio
1,780
Q3 2024 New
$31.4B
$226 Million 0.16% of portfolio
1,310
Q3 2024 New
$12.9B
$217 Million 0.16% of portfolio
2,748
Q3 2024 New
$57.8B
$222 Million 0.16% of portfolio
609
Q3 2024 New
$25.3B
$216 Million 0.16% of portfolio
5,530
Q3 2024 New
$57.1B
$209 Million 0.15% of portfolio
66
Q3 2024 New
$75.7B
$211 Million 0.15% of portfolio
777
Q3 2024 New
$93.1B
$209 Million 0.15% of portfolio
2,602
Q3 2024 New
$55.1B
$212 Million 0.15% of portfolio
9,609
Q3 2024 New
$45.3B
$212 Million 0.15% of portfolio
1,489
Q3 2024 New
$22.5B
$168 Million 0.12% of portfolio
11,457
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 158 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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