Blake Schutter Theil Wealth Advisors, LLC Reduced Holdings in Q1 2025

Blake Schutter Theil Wealth Advisors, LLC

  • $88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-264K
- 42.51%
$26.53 - $29.63 $7.01M - $7.83M
357K $9.61B
AAPL
Apple Inc.

Technology
-312
- 2.42%
$209.68 - $247.1 $65.4K - $77.1K
12.6K $2.8B
GOOGL
Alphabet Inc.

Communication Services
-231
- 3.86%
$154.33 - $206.19 $35.7K - $47.6K
5.75K $889M
MSFT
Microsoft Corp

Technology
-242
- 7.41%
$375.39 - $447.2 $90.8K - $108K
3.02K $1.14B
AVGO
Broadcom Inc.

Technology
-170
- 5.73%
$167.43 - $244.7 $28.5K - $41.6K
2.8K $468M
JPM
Jpmorgan Chase & CO

Financial Services
-885
- 16.64%
$225.19 - $279.95 $199K - $248K
4.43K $1.09B
IRM
Iron Mountain Inc

Real Estate
-1K
- 23.14%
$82.79 - $111.31 $82.8K - $111K
3.32K $286M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.28K
- 11.21%
$126.11 - $135.06 $161K - $173K
10.1K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
-252
- 11.35%
$190.26 - $242.06 $47.9K - $61K
1.97K $375M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5
- 0.04%
$168.16 - $186.21 $841 - $931
13.3K $2.27B
ORCL
Oracle Corp

Technology
-83
- 3.88%
$139.81 - $186.47 $11.6K - $15.5K
2.06K $288M
MRK
Merck & Co., Inc.

Healthcare
-135
- 2.56%
$83.01 - $101.02 $11.2K - $13.6K
5.14K $461M
NVDA
Nvidia Corp

Technology
-12
- 0.56%
$106.98 - $149.43 $1.28K - $1.79K
2.11K $229M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-8.48K
- 8.37%
$8.58 - $8.9 $72.7K - $75.4K
92.8K $814M
BAC
Bank Of America Corp

Financial Services
-310
- 2.2%
$39.61 - $47.74 $12.3K - $14.8K
13.8K $574M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5
- 0.07%
$196.12 - $229.48 $981 - $1.15K
7.53K $1.52B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.26K
- 9.51%
$68.32 - $75.06 $85.8K - $94.3K
12K $894M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.69%
$222.66 - $268.42 $2.89K - $3.49K
1.87K $436M
KMI
Kinder Morgan, Inc.

Energy
-1.3K
- 14.78%
$26.1 - $31.22 $34K - $40.7K
7.52K $214M
PFE
Pfizer Inc

Healthcare
-235
- 1.69%
$25.01 - $27.13 $5.88K - $6.38K
13.7K $346M
GIS
General Mills Inc

Consumer Defensive
-95
- 2.58%
$57.56 - $65.3 $5.47K - $6.2K
3.59K $215M
XOM
Exxon Mobil Corp

Energy
-1K
- 11.51%
$105.44 - $118.93 $105K - $119K
7.69K $915M
NEE
Nextera Energy Inc

Utilities
-210
- 3.44%
$66.96 - $76.16 $14.1K - $16K
5.9K $418M
PEP
Pepsico Inc

Consumer Defensive
-34
- 1.62%
$142.64 - $156.42 $4.85K - $5.32K
2.07K $310M
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.04%
N/A
4.87K $944M
QCOM
Qualcomm Inc

Technology
-56
- 3.7%
$151.94 - $175.86 $8.51K - $9.85K
1.46K $224M
LNT
Alliant Energy Corp

Utilities
-462
- 11.23%
$56.66 - $66.04 $26.2K - $30.5K
3.65K $235M
SCHO
Schwab Short Term Us Treasury

ETFs
-722
- 1.93%
$24.1 - $24.34 $17.4K - $17.6K
36.8K $895M
FNDX
Schwab Fundamental U S Large C

ETFs
-40
- 0.23%
$23.03 - $25.01 $921 - $1K
17.1K $405M
HSY
Hershey CO

Consumer Defensive
-25
- 1.72%
$144.74 - $186.36 $3.62K - $4.66K
1.43K $244M
WEC
Wec Energy Group, Inc.

Utilities
-369
- 12.5%
$92.12 - $108.98 $34K - $40.2K
2.58K $281M
C
Citigroup Inc

Financial Services
-13
- 0.15%
$67.23 - $84.63 $874 - $1.1K
8.62K $612M
NFLX
Netflix Inc

Communication Services
-5
- 2.02%
$828.4 - $1058.6 $4.14K - $5.29K
242 $226M
V
Visa Inc.

Financial Services
-57
- 7.56%
$306.92 - $362.71 $17.5K - $20.7K
697 $244M
DGRO
Ishares Core Dividend Growth E

ETFs
-8
- 0.04%
$60.46 - $64.42 $484 - $515
18.5K $1.14B
NVS
Novartis Ag

Healthcare
-352
- 10.47%
$97.14 - $115.57 $34.2K - $40.7K
3.01K $336M
CB
Chubb LTD

Financial Services
-133
- 5.73%
$257.71 - $301.99 $34.3K - $40.2K
2.19K $661M
CSCO
Cisco Systems, Inc.

Technology
-14
- 0.16%
$58.74 - $64.87 $822 - $908
8.98K $554M
SO
Southern CO

Utilities
-120
- 2.57%
$80.96 - $92.96 $9.72K - $11.2K
4.56K $419M
MDT
Medtronic PLC

Healthcare
-18
- 0.37%
$79.84 - $94.5 $1.44K - $1.7K
4.88K $439M
MO
Altria Group, Inc.

Consumer Defensive
-41
- 0.5%
$50.81 - $60.02 $2.08K - $2.46K
8.2K $492M
VZ
Verizon Communications Inc

Communication Services
-110
- 0.86%
$37.81 - $46.49 $4.16K - $5.11K
12.7K $578M
CVX
Chevron Corp

Energy
-92
- 1.98%
$146.71 - $167.97 $13.5K - $15.5K
4.56K $763M
JNJ
Johnson & Johnson

Healthcare
-76
- 1.54%
$142.06 - $167.7 $10.8K - $12.7K
4.85K $803M
PM
Philip Morris International Inc.

Consumer Defensive
-376
- 8.71%
$117.15 - $158.79 $44K - $59.7K
3.94K $626M
DUK
Duke Energy Corp

Utilities
-149
- 1.57%
$105.87 - $121.97 $15.8K - $18.2K
9.33K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-406
- 7.4%
$442.66 - $534.52 $180K - $217K
5.08K $2.71B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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