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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$5.72 Billion 4.11% of portfolio
24,552
Q3 2024 New
$3.03T
$3.8 Billion 2.73% of portfolio
8,827
Q3 2024 New
$1.9T
$3.13 Billion 2.25% of portfolio
16,820
Q3 2024 New
$587B
$2.66 Billion 1.91% of portfolio
5,773
Q3 2024 New
$651B
$2.52 Billion 1.81% of portfolio
11,971
Q3 2024 New
$331B
$2.3 Billion 1.66% of portfolio
18,975
Q3 2024 New
$1.03T
$2.29 Billion 1.64% of portfolio
13,796
Q3 2024 New
$453B
$1.56 Billion 1.12% of portfolio
9,163
Q3 2024 New
$474B
$1.43 Billion 1.03% of portfolio
5,204
Q3 2024 New
$418B
$1.39 Billion 1.0% of portfolio
8,565
Q3 2024 New
$259B
$1.36 Billion 0.98% of portfolio
11,957
Q3 2024 New
$387B
$1.3 Billion 0.93% of portfolio
1,465
Q3 2024 New
$1.05T
$1.29 Billion 0.92% of portfolio
7,689
Q3 2024 New
$336B
$1.28 Billion 0.92% of portfolio
32,148
Q3 2024 New
$403B
$1.18 Billion 0.85% of portfolio
2,917
Q3 2024 New
$528B
$1.17 Billion 0.84% of portfolio
2,002
Q3 2024 New
$487B
$1.02 Billion 0.73% of portfolio
8,689
Q3 2024 New
$1.27T
$986 Million 0.71% of portfolio
1,723
Q3 2024 New
$229B
$961 Million 0.69% of portfolio
5,652
Q3 2024 New
$291B
$902 Million 0.65% of portfolio
6,127
Q3 2024 New
$215B
$835 Million 0.6% of portfolio
2,742
Q3 2024 New
$336B
$667 Million 0.48% of portfolio
941
Q3 2024 New
$477B
$634 Million 0.46% of portfolio
1,284
Q3 2024 New
$206B
$524 Million 0.38% of portfolio
4,318
Q3 2024 New
$233B
$522 Million 0.37% of portfolio
3,179
Q3 2024 New
$391B
$493 Million 0.35% of portfolio
2,844
Q3 2024 New
$225B
$486 Million 0.35% of portfolio
9,141
Q3 2024 New
$788B
$456 Million 0.33% of portfolio
515
Q3 2024 New
$222B
$422 Million 0.3% of portfolio
815
Q3 2024 New
$789B
$384 Million 0.28% of portfolio
1,468
Q3 2024 New
$233B
$388 Million 0.28% of portfolio
3,377
Q3 2024 New
$291B
$310 Million 0.22% of portfolio
1,132
Q3 2024 New
$253B
$274 Million 0.2% of portfolio
2,304
Q3 2024 New
$282B
$270 Million 0.19% of portfolio
3,762
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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