Schwarz Dygos Wheeler Investment Advisors LLC Purchases in Q2 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
691
+ 3.74%
$40.41 - $41.62 $27.9K - $28.8K
19.2K $797K
FAST
Fastenal CO

Industrials
5.08K
+ 100.0%
$40.65 - $83.16 $206K - $422K
10.2K $426K
VNQ
Vanguard Specialized Funds Van

ETFs
580
+ 3.77%
$79.79 - $91.42 $46.3K - $53K
16K $1.42M
IEMG
Ishares Inc

ETFs
361
+ 1.59%
N/A
23.1K $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
169
+ 4.78%
$82.21 - $83.12 $13.9K - $14K
3.7K $306K
LMT
Lockheed Martin Corp

Industrials
9
+ 1.96%
$430.82 - $486.45 $3.88K - $4.38K
469 $217K
HDV
Ishares Core High Dividend ETF

ETFs
134
+ 6.9%
$108.41 - $120.51 $14.5K - $16.1K
2.08K $243K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
1.42K
+ 3.69%
$8.86 - $9.45 $12.6K - $13.4K
39.9K $361K
Dimensional ETF Trust
8.93K
+ 16.97%
N/A
61.5K $0
Fidelity Covington Trust
6.04K
New
N/A
6.04K $0
Sezzle Inc
4.6K
New
N/A
4.6K $0
Abrdn Asia Pacific Income Fu
9.53K
+ 20.61%
N/A
55.8K $0
Pacer Fds Tr
850
+ 4.52%
N/A
19.7K $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
5
+ 0.83%
$430.72 - $497.52 $2.15K - $2.49K
609 $274K
DLY
Double Line Yield Opportunities Fund

N/A
1.64K
+ 2.49%
$14.45 - $16.11 $23.7K - $26.4K
67.4K $1.05M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 0.03%
$84.41 - $106.28 $422 - $531
15K $1.42M
MDT
Medtronic PLC

Healthcare
18
+ 0.35%
$80.68 - $88.86 $1.45K - $1.6K
5.18K $451K
PCAR
Paccar Inc

Industrials
49
+ 0.54%
$86.4 - $99.09 $4.23K - $4.86K
9.07K $862K
VZ
Verizon Communications Inc

Communication Services
291
+ 2.19%
$41.67 - $45.62 $12.1K - $13.3K
13.6K $588K
BP
Bp PLC

Energy
51
+ 0.54%
$26.11 - $33.81 $1.33K - $1.72K
9.57K $286K
COP
Conocophillips

Energy
27
+ 0.84%
$82.66 - $106.1 $2.23K - $2.86K
3.24K $290K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.09%
$170.16 - $206.27 $340 - $413
2.19K $406K
FDX
Fedex Corp

Industrials
49
+ 1.27%
$198.07 - $245.17 $9.71K - $12K
3.92K $891K
GIS
General Mills Inc

Consumer Defensive
467
+ 4.07%
$50.37 - $60.97 $23.5K - $28.5K
11.9K $617K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.12%
$157.66 - $172.39 $2.21K - $2.41K
11.5K $1.83M
CVX
Chevron Corp

Energy
194
+ 3.04%
$133.73 - $168.51 $25.9K - $32.7K
6.58K $942K
SBUX
Starbucks Corp

Consumer Cyclical
70
+ 0.29%
$79.69 - $99.41 $5.58K - $6.96K
24.3K $2.23M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.02%
$285.55 - $321.23 $571 - $642
9.14K $2.67M
WY
Weyerhaeuser CO

Real Estate
3.94K
+ 4.75%
$24.69 - $29.48 $97.2K - $116K
86.7K $2.23M
UNH
Unitedhealth Group Inc

Healthcare
1.49K
+ 12.63%
$274.35 - $599.47 $409K - $894K
13.3K $4.15M
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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