Schwarz Dygos Wheeler Investment Advisors LLC Purchases in Q1 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.72K
+ 1.44%
$442.66 - $534.52 $763K - $922K
121K $64.5M
PHYS
Sprott Physical Gold Trust

Financial Services
21.4K
+ 2.55%
$20.25 - $24.06 $433K - $515K
860K $20.7M
TGT
Target Corp

Consumer Defensive
37.9K
+ 298.09%
$103.65 - $142.5 $3.92M - $5.4M
50.6K $5.28M
PWFL
Power Fleet, Inc.

Technology
486K
New
N/A
486K $2.43M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.03%
$117.15 - $158.79 $1.05K - $1.43K
29.9K $4.74M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3K
+ 2.23%
$63.07 - $73.5 $189K - $220K
138K $9.66M
DFAI
Dimensional ETF Tr

ETFs
9.85K
+ 2.65%
$28.88 - $32.4 $284K - $319K
382K $11.9M
DVY
Ishares Tr

ETFs
4.67K
+ 4.51%
$128.58 - $138.1 $601K - $645K
108K $14.5M
CELH
Celsius Holdings, Inc.

Consumer Defensive
21K
+ 107.21%
$21.28 - $35.62 $447K - $749K
40.6K $1.45M
DGRO
Ishares Core Dividend Growth E

ETFs
10.2K
+ 3.35%
$60.46 - $64.42 $618K - $659K
315K $19.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.31K
+ 12.63%
$40.79 - $42.32 $380K - $394K
83.1K $3.49M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11K
+ 11.59%
$53.6 - $58.97 $592K - $651K
106K $5.82M
SNBR
Sleep Number Corp

Consumer Cyclical
259K
+ 188.64%
$6.18 - $18.82 $1.6M - $4.88M
397K $2.52M
V
Visa Inc.

Financial Services
74
+ 0.94%
$306.92 - $362.71 $22.7K - $26.8K
7.91K $2.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.57K
+ 3.3%
$42.5 - $46.71 $152K - $167K
112K $5.06M
AVES
American Centy ETF Tr Avantis

ETFs
3.58K
+ 2.85%
$44.71 - $48.65 $160K - $174K
129K $6.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.88K
+ 9.49%
$25.54 - $28.79 $150K - $169K
67.8K $1.88M
CVX
Chevron Corp

Energy
776
+ 13.83%
$146.71 - $167.97 $114K - $130K
6.39K $1.07M
NFG
National Fuel Gas CO

Energy
3.04K
New
$60.71 - $79.19 $185K - $241K
3.04K $240K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.82K
+ 4.65%
$26.09 - $30.21 $73.5K - $85.2K
63.4K $1.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.16K
+ 19.38%
$56.17 - $59.71 $233K - $248K
25.6K $1.46M
CVS
Cvs Health Corp

Healthcare
100
+ 1.03%
$44.22 - $68.64 $4.42K - $6.86K
9.81K $664K
ELY
Callaway Golf CO

Consumer Cyclical
11K
New
N/A
11K $207K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.03K
+ 6.55%
$25.44 - $27.95 $128K - $140K
81.8K $2.21M
VNQ
Vanguard Specialized Funds Van

ETFs
1.91K
+ 14.15%
$85.55 - $94.34 $163K - $180K
15.4K $1.39M
WY
Weyerhaeuser CO

Real Estate
3.41K
+ 4.3%
$27.29 - $31.39 $93.1K - $107K
82.8K $2.42M
IGR
Cbre Global Real Estate Income Fund

Financial Services
18.4K
+ 7.36%
$4.79 - $5.34 $88.2K - $98.3K
269K $1.39M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
270
+ 1.13%
$53.69 - $62.68 $14.5K - $16.9K
24.1K $1.45M
DSL
Double Line Income Solutions Fund

Financial Services
12.2K
+ 13.52%
$12.53 - $12.88 $152K - $157K
102K $1.29M
AMT
American Tower Corp

Real Estate
150
+ 4.44%
$173.46 - $217.6 $26K - $32.6K
3.53K $767K
SPY
Spdr S&P 500 ETF Trust

ETFs
314
+ 22.02%
$551.42 - $612.93 $173K - $192K
1.74K $973K
WFC
Wells Fargo & Company

Financial Services
797
+ 2.04%
$66.78 - $81.42 $53.2K - $64.9K
39.9K $2.86M
DFAX
Dimensional ETF Tr
2.82K
+ 9.18%
$24.45 - $27.2 $68.9K - $76.7K
33.5K $878K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.04%
$225.19 - $279.95 $1.58K - $1.96K
18.8K $4.61M
VZ
Verizon Communications Inc

Communication Services
395
+ 3.06%
$37.81 - $46.49 $14.9K - $18.4K
13.3K $604K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.31K
+ 2.56%
$50.39 - $50.66 $65.9K - $66.3K
52.5K $2.66M
DLY
Double Line Yield Opportunities Fund

N/A
3.51K
+ 5.64%
$15.8 - $16.38 $55.4K - $57.5K
65.7K $1.06M
MDT
Medtronic PLC

Healthcare
262
+ 5.34%
$79.84 - $94.5 $20.9K - $24.8K
5.16K $464K
MMM
3 M CO

Industrials
207
+ 10.55%
$129.7 - $155.12 $26.8K - $32.1K
2.17K $318K
BA
Boeing CO

Industrials
492
+ 13.92%
$148.15 - $186.25 $72.9K - $91.6K
4.03K $686K
XOM
Exxon Mobil Corp

Energy
17
+ 0.34%
$105.44 - $118.93 $1.79K - $2.02K
4.97K $590K
PANW
Palo Alto Networks Inc

Technology
730
+ 12.24%
$167.82 - $208.28 $123K - $152K
6.69K $1.14M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
3.59K
+ 10.29%
$8.73 - $9.39 $31.4K - $33.7K
38.5K $359K
IEMG
Ishares Inc

ETFs
894
+ 4.09%
N/A
22.8K $1.22M
FAST
Fastenal CO

Industrials
281
+ 5.86%
$71.11 - $79.98 $20K - $22.5K
5.08K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
528
+ 81.61%
$222.15 - $428.22 $117K - $226K
1.18K $304K
BND
Vanguard Bd Index Fd Inc Total

ETFs
339
+ 5.12%
$71.17 - $73.66 $24.1K - $25K
6.96K $510K
MA
Mastercard Inc

Financial Services
4
+ 0.26%
$504.67 - $576.31 $2.02K - $2.31K
1.51K $829K
COP
Conocophillips

Energy
1
+ 0.03%
$88.6 - $105.85 $88.6 - $106
3.21K $337K
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 1 Puts 0
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