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
