Schwarz Dygos Wheeler Investment Advisors LLC Incresed Positions in Q2 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
52.1K
+ 9.2%
$34.04 - $42.36 $1.77M - $2.21M
618K $26.2M
PANW
Palo Alto Networks Inc

Technology
12.7K
+ 189.93%
$152.44 - $204.64 $1.94M - $2.6M
19.4K $3.97M
GOOGL
Alphabet Inc.

Communication Services
134
+ 0.19%
$144.7 - $178.6 $19.4K - $23.9K
72.4K $12.8M
PHYS
Sprott Physical Gold Trust

Financial Services
6.05K
+ 0.7%
$22.82 - $26.29 $138K - $159K
866K $22M
AVES
American Centy ETF Tr Avantis

ETFs
6.09K
+ 4.71%
$42.02 - $53.63 $256K - $327K
135K $7.25M
DGRO
Ishares Core Dividend Growth E

ETFs
5.54K
+ 1.75%
$55.22 - $63.94 $306K - $354K
321K $20.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
376
+ 0.27%
$62.73 - $78.42 $23.6K - $29.5K
138K $10.7M
META
Meta Platforms, Inc.

Communication Services
14
+ 0.23%
$484.66 - $738.09 $6.79K - $10.3K
6.15K $4.54M
AVUV
American Centy ETF Tr Avantis

ETFs
7.19K
+ 8.98%
$75.17 - $91.21 $541K - $656K
87.3K $7.95M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14.7K
+ 17.65%
$41.1 - $42.37 $603K - $621K
97.7K $4.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.12K
+ 1.6%
$65.84 - $80.81 $73.6K - $90.3K
70.9K $5.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.08K
+ 0.96%
$39.89 - $49.46 $42.9K - $53.2K
113K $5.58M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
5.12K
+ 2.48%
$19.51 - $23.9 $99.9K - $122K
211K $5.05M
ORCL
Oracle Corp

Technology
54
+ 0.9%
$122.82 - $218.63 $6.63K - $11.8K
6.07K $1.33M
WFC
Wells Fargo & Company

Financial Services
1.25K
+ 3.14%
$60.98 - $80.12 $76.2K - $100K
41.1K $3.29M
PWFL
Power Fleet, Inc.

Technology
80K
+ 16.46%
N/A
566K $2.82M
HON
Honeywell International Inc

Industrials
608
+ 5.29%
$182.86 - $232.88 $111K - $142K
12.1K $2.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
582
+ 63.96%
$456.74 - $568.03 $266K - $331K
1.49K $847K
COF
Capital One Financial Corp

Financial Services
1.17K
+ 34.92%
$150.57 - $212.76 $175K - $248K
4.5K $957K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.14K
+ 4.63%
$24.94 - $31.15 $78.3K - $97.8K
71K $2.21M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
504
+ 0.62%
$23.66 - $29.99 $11.9K - $15.1K
82.3K $2.47M
DVY
Ishares Tr

ETFs
3.04K
+ 2.8%
$118.37 - $134.86 $359K - $409K
111K $14.8M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.12%
$908.13 - $1056.85 $5.45K - $6.34K
5.2K $5.15M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.16%
$462.22 - $707.75 $924 - $1.42K
1.29K $913K
DFAT
Dimensional ETF Tr U S Target

ETFs
849
+ 1.44%
$44.8 - $53.97 $38K - $45.8K
59.8K $3.23M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
402
+ 1.67%
$53.75 - $67.21 $21.6K - $27K
24.5K $1.62M
BA
Boeing CO

Industrials
40
+ 0.99%
$136.59 - $217.51 $5.46K - $8.7K
4.07K $851K
IGR
Cbre Global Real Estate Income Fund

Financial Services
23.2K
+ 8.65%
$4.33 - $5.29 $101K - $123K
292K $1.54M
CVS
Cvs Health Corp

Healthcare
1.75K
+ 17.87%
$60.04 - $70.18 $105K - $123K
11.6K $797K
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 3.51%
$498.8 - $620.9 $26.9K - $33.5K
1.59K $988K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 1.03%
$496.48 - $617.85 $8.94K - $11.1K
1.76K $1.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17
+ 0.27%
$108.12 - $135.04 $1.84K - $2.3K
6.42K $866K
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 3.57%
$221.86 - $362.89 $9.32K - $15.2K
1.22K $386K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.45K
+ 2.76%
$50.36 - $50.68 $73K - $73.4K
53.9K $2.73M
AVIV
American Centy ETF Tr Avantis
599
+ 9.38%
$50.27 - $62.84 $30.1K - $37.6K
6.98K $434K
PSLV
Sprott Physical Silver Trust

Financial Services
982
+ 1.12%
$9.98 - $12.51 $9.8K - $12.3K
88.8K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 6.64%
$416.06 - $551.64 $12.1K - $16K
466 $257K
AVLV
American Centy ETF Tr Avantis
522
+ 9.31%
$56.85 - $68.21 $29.7K - $35.6K
6.13K $417K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
2.32K
+ 2.89%
$11.29 - $13.14 $26.1K - $30.4K
82.5K $1.08M
WMT
Walmart Inc.

Consumer Defensive
67
+ 1.67%
$81.79 - $99.98 $5.48K - $6.7K
4.09K $399K
JEPI
J P Morgan Exchange Traded Fd

ETFs
938
+ 3.66%
$51.14 - $57.0 $48K - $53.5K
26.5K $1.51M
AVSU
American Centy ETF Tr Avantis

ETFs
92
+ 1.56%
$55.22 - $68.6 $5.08K - $6.31K
5.99K $410K
DSL
Double Line Income Solutions Fund

Financial Services
6.17K
+ 6.04%
$11.15 - $12.57 $68.8K - $77.5K
108K $1.33M
FAST
Fastenal CO

Industrials
5.08K
+ 100.0%
$40.65 - $83.16 $206K - $422K
10.2K $426K
AVIG
American Centy ETF Tr Avantis

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