Schwarz Dygos Wheeler Investment Advisors LLC Incresed Positions in Q3 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.87K
+ 1.55%
$459.11 - $506.91 $860K - $950K
123K $61.7M
DFAU
Dimensional ETF Tr

ETFs
13.8K
+ 2.24%
$42.42 - $45.96 $586K - $635K
632K $28.9M
DGRO
Ishares Core Dividend Growth E

ETFs
17.5K
+ 5.44%
$64.12 - $68.08 $1.12M - $1.19M
338K $23M
DVY
Ishares Tr

ETFs
5.91K
+ 5.31%
$133.88 - $142.57 $791K - $843K
117K $16.7M
AVUV
American Centy ETF Tr Avantis

ETFs
3.29K
+ 3.77%
$90.37 - $102.12 $297K - $336K
90.6K $9.02M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.3K
+ 19.75%
$41.8 - $43.15 $807K - $833K
117K $5M
UNH
Unitedhealth Group Inc

Healthcare
684
+ 5.14%
$237.77 - $353.61 $163K - $242K
14K $4.83M
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 107.98%
$40.84 - $45.06 $600K - $662K
28.3K $1.24M
NVDA
Nvidia Corp

Technology
767
+ 4.94%
$153.3 - $186.58 $118K - $143K
16.3K $3.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
308
+ 0.27%
$49.43 - $54.52 $15.2K - $16.8K
113K $6.13M
AVUS
American Centy ETF Tr Avantis

ETFs
1.21K
+ 2.51%
$101.2 - $109.16 $122K - $132K
49.3K $5.35M
MDT
Medtronic PLC

Healthcare
3.59K
+ 69.2%
$87.67 - $95.74 $314K - $343K
8.77K $835K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
456
+ 0.64%
$79.76 - $85.78 $36.4K - $39.1K
71.3K $6.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
538
+ 0.39%
$75.26 - $80.19 $40.5K - $43.1K
138K $11.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.61K
+ 1.52%
$55.15 - $58.11 $88.8K - $93.6K
107K $6.17M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
2.25K
+ 1.06%
$23.8 - $25.39 $53.5K - $57.1K
214K $5.37M
MSFT
Microsoft Corp

Technology
19
+ 0.13%
$491.09 - $535.64 $9.33K - $10.2K
14.5K $7.49M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 1.31%
$293.94 - $444.72 $4.7K - $7.12K
1.23K $548K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
148
+ 9.92%
$567.77 - $614.76 $84K - $91K
1.64K $1M
FAST
Fastenal CO

Industrials
1.21K
+ 11.9%
$42.47 - $50.39 $51.3K - $60.9K
11.4K $557K
AVIG
American Centy ETF Tr Avantis

ETFs
2.34K
+ 12.22%
$41.02 - $42.32 $96.1K - $99.1K
21.5K $905K
CVS
Cvs Health Corp

Healthcare
305
+ 2.64%
$58.75 - $76.5 $17.9K - $23.3K
11.9K $894K
DFAX
Dimensional ETF Tr
928
+ 2.89%
$29.25 - $31.56 $27.1K - $29.3K
33.1K $1.04M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.63%
$620.67 - $670.08 $6.21K - $6.7K
1.6K $1.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.14%
$135.0 - $146.02 $1.22K - $1.31K
6.43K $936K
VNQ
Vanguard Specialized Funds Van

ETFs
331
+ 2.07%
$88.47 - $93.24 $29.3K - $30.9K
16.3K $1.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.16K
+ 2.15%
$50.47 - $50.74 $58.5K - $58.9K
55.1K $2.79M
AVLV
American Centy ETF Tr Avantis
283
+ 4.62%
$68.33 - $72.69 $19.3K - $20.6K
6.41K $463K
AVIV
American Centy ETF Tr Avantis
90
+ 1.29%
$61.83 - $67.44 $5.56K - $6.07K
7.07K $477K
DSL
Double Line Income Solutions Fund

Financial Services
3.12K
+ 2.88%
$11.99 - $12.67 $37.5K - $39.6K
111K $1.37M
WMT
Walmart Inc.

Consumer Defensive
160
+ 3.91%
$94.4 - $104.27 $15.1K - $16.7K
4.25K $438K
DFIV
Dimensional ETF Tr

ETFs
334
+ 4.76%
$42.66 - $46.53 $14.2K - $15.5K
7.36K $339K
JEPI
J P Morgan Exchange Traded Fd

ETFs
424
+ 1.6%
$55.61 - $57.37 $23.6K - $24.3K
27K $1.54M
WY
Weyerhaeuser CO

Real Estate
3.92K
+ 4.52%
$24.1 - $26.83 $94.6K - $105K
90.7K $2.25M
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.1K
+ 4.15%
$4.81 - $5.36 $58.2K - $64.9K
304K $1.56M
COP
Conocophillips

Energy
1
+ 0.03%
$91.0 - $98.99 $91 - $99
3.24K $306K
BNDX
Vanguard Total International B

ETFs
307
+ 6.33%
$49.0 - $49.51 $15K - $15.2K
5.15K $254K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
2
+ 0.01%
$9.0 - $9.32 $18 - $18.6
39.9K $368K
IEMG
Ishares Inc

ETFs
117
+ 0.51%
N/A
23.2K $1.25M
Arm Holdings PLC
30
+ 0.59%
N/A
5.14K $0
Abrdn Asia Pacific Income Fu
6.09K
+ 10.91%
N/A
61.9K $0
Dimensional ETF Trust
6.35K
+ 10.31%
N/A
67.9K $0
Pacer Fds Tr
2.91K
+ 14.81%
N/A
22.6K $0
Ge Healthcare Technologies I
814
+ 11.65%
N/A
7.8K $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
12
+ 1.97%
$422.75 - $485.53 $5.07K - $5.83K
621 $268K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
314
+ 0.38%
$12.93 - $13.4 $4.06K - $4.21K
82.8K $1.07M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.02%
$129.95 - $152.16 $130 - $152
6.27K $815K
NFLX
Netflix Inc

Communication Services
4
+ 1.83%
$1147.87 - $1297.18 $4.59K - $5.19K
222 $266K
DLY
Double Line Yield Opportunities Fund

N/A
395
+ 0.59%
$15.08 - $15.65 $5.96K - $6.18K
67.8K $1.02M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 1
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