Schwarz Dygos Wheeler Investment Advisors LLC Incresed Positions in Q4 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
18K
+ 3.42%
$39.27 - $42.38 $706K - $762K
545K $22.1M
AMZN
Amazon Com Inc

Consumer Cyclical
875
+ 4.69%
$180.88 - $232.93 $158K - $204K
19.6K $4.29M
PLTR
Palantir Technologies Inc.

Technology
1.03K
+ 5.8%
$36.46 - $82.38 $37.7K - $85.1K
18.9K $1.43M
GOOG
Alphabet Inc.

Communication Services
22
+ 0.07%
$163.08 - $198.16 $3.59K - $4.36K
30.8K $5.87M
JPM
Jpmorgan Chase & CO

Financial Services
281
+ 1.52%
$205.18 - $250.29 $57.7K - $70.3K
18.8K $4.5M
PM
Philip Morris International Inc.

Consumer Defensive
5.16K
+ 20.91%
$118.38 - $133.06 $611K - $687K
29.9K $3.59M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
8.77K
+ 4.13%
$22.75 - $25.31 $199K - $222K
221K $5.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
694
+ 173.07%
$521.84 - $558.82 $362K - $388K
1.1K $589K
V
Visa Inc.

Financial Services
163
+ 2.12%
$273.87 - $320.91 $44.6K - $52.3K
7.83K $2.48M
AVUV
American Centy ETF Tr Avantis

ETFs
3.17K
+ 4.23%
$94.37 - $106.41 $299K - $337K
78.1K $7.54M
PHYS
Sprott Physical Gold Trust

Financial Services
22.9K
+ 2.8%
$19.66 - $21.66 $450K - $495K
839K $16.9M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
10
+ 0.06%
$97.09 - $120.01 $971 - $1.2K
17K $1.83M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.67K
+ 6.33%
$56.06 - $61.35 $318K - $348K
95.2K $5.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.81K
+ 21.59%
$57.53 - $60.83 $219K - $232K
21.4K $1.23M
PANW
Palo Alto Networks Inc

Technology
3.33K
+ 126.13%
$181.96 - $405.9 $605K - $1.35M
5.96K $1.09M
CVX
Chevron Corp

Energy
1.25K
+ 28.65%
$141.15 - $162.53 $176K - $203K
5.61K $812K
DLY
Double Line Yield Opportunities Fund

N/A
12.6K
+ 25.41%
$15.64 - $16.56 $197K - $209K
62.2K $984K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.54K
+ 7.44%
$50.37 - $50.6 $178K - $179K
51.1K $2.58M
DVY
Ishares Tr

ETFs
3.99K
+ 4.01%
$129.55 - $143.41 $517K - $572K
104K $13.6M
AVSU
American Centy ETF Tr Avantis

ETFs
2.05K
+ 59.01%
$64.29 - $69.59 $132K - $143K
5.52K $365K
VNQ
Vanguard Specialized Funds Van

ETFs
2.29K
+ 20.43%
$87.85 - $98.6 $201K - $225K
13.5K $1.2M
DSL
Double Line Income Solutions Fund

Financial Services
11.1K
+ 14.02%
$12.32 - $13.0 $136K - $144K
90K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
146
+ 11.2%
$570.51 - $610.59 $83.3K - $89.1K
1.45K $853K
MA
Mastercard Inc

Financial Services
87
+ 6.11%
$491.3 - $536.15 $42.7K - $46.6K
1.51K $795K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2K
+ 1.7%
$442.29 - $483.08 $884K - $965K
119K $54.1M
IEMG
Ishares Inc

ETFs
1.47K
+ 7.22%
N/A
21.9K $1.17M
CSCO
Cisco Systems, Inc.

Technology
254
+ 3.57%
$52.45 - $60.02 $13.3K - $15.2K
7.37K $436K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 4.7%
$567.81 - $607.81 $36.3K - $38.9K
1.43K $835K
FAST
Fastenal CO

Industrials
700
+ 17.08%
$69.99 - $84.35 $49K - $59K
4.8K $345K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
642
+ 0.87%
$13.24 - $14.35 $8.5K - $9.21K
74K $1.02M
GIS
General Mills Inc

Consumer Defensive
2.22K
+ 24.02%
$62.78 - $74.62 $139K - $166K
11.5K $730K
WMT
Walmart Inc.

Consumer Defensive
73
+ 1.86%
$79.1 - $95.7 $5.77K - $6.99K
3.99K $360K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.85%
$172.07 - $207.36 $2.24K - $2.7K
1.54K $304K
BNDX
Vanguard Total International B

ETFs
882
+ 18.2%
$48.91 - $50.61 $43.1K - $44.6K
5.73K $281K
BX
Blackstone Inc.

Financial Services
5
+ 0.3%
$148.45 - $199.05 $742 - $995
1.66K $285K
FDX
Fedex Corp

Industrials
1
+ 0.03%
$260.5 - $305.15 $261 - $305
3.82K $1.08M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
358
+ 9.84%
$81.68 - $82.93 $29.2K - $29.7K
4K $327K
BND
Vanguard Bd Index Fd Inc Total

ETFs
592
+ 9.82%
$71.75 - $75.11 $42.5K - $44.5K
6.62K $475K
TSCO
Tractor Supply CO

Consumer Cyclical
5.79K
+ 483.47%
$52.59 - $303.74 $305K - $1.76M
6.99K $370K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.13%
$124.26 - $134.12 $994 - $1.07K
6.28K $807K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.48K
+ 4.95%
$41.17 - $43.34 $143K - $151K
73.8K $3.05M
AVLV
American Centy ETF Tr Avantis
126
+ 2.3%
$65.51 - $71.22 $8.25K - $8.97K
5.61K $374K
DGRO
Ishares Core Dividend Growth E

ETFs
6.77K
+ 2.27%
$60.73 - $64.94 $411K - $439K
305K $18.7M
MO
Altria Group, Inc.

Consumer Defensive
108
+ 2.16%
$49.06 - $57.74 $5.3K - $6.24K
5.11K $267K
AVIG
American Centy ETF Tr Avantis

ETFs
1.06K
+ 6.12%
$40.48 - $42.48 $42.9K - $45K
18.4K $745K
LMT
Lockheed Martin Corp

Industrials
90
+ 24.32%
$479.66 - $614.62 $43.2K - $55.3K
460 $223K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
1.7K
+ 19.02%
$25.49 - $42.02 $43.3K - $71.4K
10.6K $310K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.07%
$167.23 - $183.84 $167 - $184
1.47K $252K
DFAT
Dimensional ETF Tr U S Target

ETFs
4
+ 0.01%
$54.54 - $61.04 $218 - $244
57K $3.18M
Activity Summary
Buys All Purchases 92 New Holdings 10 Increased Positions 82 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 2
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