Blake Schutter Theil Wealth Advisors, LLC Incresed Positions in Q2 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $88.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.9K
+ 107.92%
$114.78 - $133.31 $1.25M - $1.46M
21.1K $2.81B
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.7K
+ 6.84%
$24.54 - $25.07 $434K - $443K
276K $6.91B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.63K
+ 2.37%
$51.16 - $62.02 $83.3K - $101K
70.5K $4.37B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
36.1K
+ 38.9%
$8.43 - $8.77 $304K - $317K
129K $1.12B
ORCL
Oracle Corp

Technology
2
+ 0.1%
$122.82 - $218.63 $246 - $437
2.06K $450M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
20K
+ 21.9%
$8.86 - $9.45 $177K - $189K
111K $1.01B
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.31%
$144.7 - $178.6 $2.6K - $3.21K
5.77K $1.02B
Trust For Professional Manag
3.82K
+ 42.49%
N/A
12.8K $340M
BAC
Bank Of America Corp

Financial Services
92
+ 0.67%
$34.39 - $47.46 $3.16K - $4.37K
13.9K $656M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$146.58 - $180.01 $147 - $180
3.71K $658M
RTX
Raytheon Technologies Corp

Industrials
51
+ 1.15%
$113.75 - $148.48 $5.8K - $7.57K
4.5K $658M
GD
General Dynamics Corp

Industrials
113
+ 7.09%
$247.68 - $291.66 $28K - $33K
1.71K $498M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
166
+ 0.24%
$11.71 - $13.88 $1.94K - $2.3K
68.6K $952M
QCOM
Qualcomm Inc

Technology
260
+ 17.84%
$124.66 - $159.48 $32.4K - $41.5K
1.72K $273M
MDT
Medtronic PLC

Healthcare
590
+ 12.09%
$80.68 - $88.86 $47.6K - $52.4K
5.47K $477M
SCHO
Schwab Short Term Us Treasury

ETFs
1.22K
+ 3.32%
$24.19 - $24.45 $29.5K - $29.8K
38K $926M
OMC
Omnicom Group Inc.

Communication Services
798
+ 27.26%
$69.22 - $79.77 $55.2K - $63.7K
3.73K $268M
PG
Procter & Gamble CO

Consumer Defensive
318
+ 12.17%
$157.66 - $172.39 $50.1K - $54.8K
2.93K $467M
MUB
Ishares National Muni Bond ETF

ETFs
302
+ 2.59%
$102.31 - $105.8 $30.9K - $32K
12K $1.25B
TFC
Truist Financial Corp

Financial Services
3
+ 0.04%
$34.79 - $42.99 $104 - $129
7.05K $303M
NEE
Nextera Energy Inc

Utilities
300
+ 5.09%
$64.11 - $75.0 $19.2K - $22.5K
6.2K $430M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18
+ 0.28%
$77.94 - $79.5 $1.4K - $1.43K
6.45K $513M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.03%
$126.6 - $151.6 $127 - $152
3.21K $477M
MO
Altria Group, Inc.

Consumer Defensive
200
+ 2.44%
$55.56 - $60.91 $11.1K - $12.2K
8.4K $493M
CCI
Crown Castle International Corp

Real Estate
2
+ 0.08%
$94.83 - $107.06 $190 - $214
2.57K $264M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.05%
$210.83 - $235.28 $211 - $235
1.87K $415M
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.06%
$73.47 - $87.12 $220 - $261
5.14K $407M
COP
Conocophillips

Energy
5
+ 0.13%
$82.66 - $106.1 $413 - $531
3.95K $355M
AAPL
Apple Inc.

Technology
2
+ 0.02%
$172.42 - $223.89 $345 - $448
12.6K $2.59B
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
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