Schwarz Dygos Wheeler Investment Advisors LLC Incresed Positions in Q3 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
51.3K
+ 10.8%
$35.8 - $39.69 $1.84M - $2.04M
527K $20.9M
PHYS
Sprott Physical Gold Trust

Financial Services
37.4K
+ 4.8%
$18.12 - $20.72 $678K - $775K
816K $16.6M
AVUV
American Centy ETF Tr Avantis

ETFs
17.7K
+ 31.02%
$88.24 - $99.7 $1.57M - $1.77M
74.9K $7.19M
KARO
Karooooo Ltd.

Technology
12
+ 0.01%
$28.8 - $41.23 $346 - $495
175K $6.95M
DGRO
Ishares Core Dividend Growth E

ETFs
3.39K
+ 1.15%
$57.47 - $62.76 $195K - $213K
298K $18.7M
DVY
Ishares Tr

ETFs
2.46K
+ 2.53%
$119.99 - $135.74 $295K - $334K
99.6K $13.5M
AVES
American Centy ETF Tr Avantis

ETFs
26K
+ 26.93%
$46.0 - $52.55 $1.2M - $1.37M
123K $6.39M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
37.7K
+ 115.58%
$41.34 - $43.55 $1.56M - $1.64M
70.3K $3.04M
PM
Philip Morris International Inc.

Consumer Defensive
7.8K
+ 46.18%
$101.25 - $127.45 $790K - $994K
24.7K $3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
160
+ 228.57%
$3305.62 - $4268.05 $529K - $683K
230 $968K
META
Meta Platforms, Inc.

Communication Services
46
+ 0.66%
$453.41 - $572.44 $20.9K - $26.3K
7.01K $4.01M
WY
Weyerhaeuser CO

Real Estate
616
+ 0.79%
$27.05 - $33.84 $16.7K - $20.8K
78.5K $2.66M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.91K
+ 4.15%
$31.05 - $34.29 $152K - $168K
123K $4.22M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.46K
+ 2.41%
$66.31 - $74.08 $96.8K - $108K
62K $4.55M
DISV
Dimensional ETF Tr Dimensional

ETFs
9.35K
+ 18.24%
$26.06 - $29.18 $244K - $273K
60.6K $1.76M
IGR
Cbre Global Real Estate Income Fund

Financial Services
2.29K
+ 0.97%
$5.02 - $6.62 $11.5K - $15.2K
238K $1.56M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
973
+ 1.1%
$53.41 - $57.9 $52K - $56.3K
89.5K $5.18M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.12K
+ 3.86%
$51.0 - $57.07 $108K - $121K
57K $3.17M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.02K
+ 15.39%
$25.36 - $28.37 $203K - $228K
60.1K $1.69M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.8K
+ 9.77%
$25.73 - $28.81 $175K - $196K
76.4K $2.17M
PLTR
Palantir Technologies Inc.

Technology
63
+ 0.35%
$24.09 - $37.95 $1.52K - $2.39K
17.8K $662K
MDT
Medtronic PLC

Healthcare
712
+ 7.15%
$76.84 - $91.03 $54.7K - $64.8K
10.7K $961K
VNQ
Vanguard Specialized Funds Van

ETFs
196
+ 1.78%
$82.97 - $98.97 $16.3K - $19.4K
11.2K $1.09M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.02%
$104.51 - $133.23 $105 - $133
6.42K $837K
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 8.03%
$161.02 - $200.0 $223K - $278K
18.7K $3.48M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
109
+ 0.45%
$55.51 - $61.51 $6.05K - $6.7K
24.2K $1.48M
V
Visa Inc.

Financial Services
20
+ 0.26%
$253.74 - $291.56 $5.07K - $5.83K
7.67K $2.11M
NVDA
Nvidia Corp

Technology
1.08K
+ 7.32%
$98.91 - $134.91 $107K - $146K
15.9K $1.93M
WMT
Walmart Inc.

Consumer Defensive
574
+ 17.18%
$66.91 - $81.4 $38.4K - $46.7K
3.92K $316K
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 6.89%
$520.18 - $576.82 $43.7K - $48.5K
1.3K $752K
MA
Mastercard Inc

Financial Services
20
+ 1.43%
$429.6 - $500.99 $8.59K - $10K
1.42K $702K
DSL
Double Line Income Solutions Fund

Financial Services
3.35K
+ 4.43%
$12.42 - $13.06 $41.6K - $43.8K
78.9K $1.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
426
+ 2.47%
$54.98 - $59.51 $23.4K - $25.4K
17.6K $1.05M
DIS
Walt Disney CO

Communication Services
1.23K
+ 6.89%
$85.6 - $98.61 $106K - $122K
19.1K $1.84M
CVX
Chevron Corp

Energy
622
+ 16.63%
$137.88 - $161.97 $85.8K - $101K
4.36K $642K
AVEM
American Centy ETF Tr Avantis

ETFs
50
+ 0.37%
$57.2 - $65.59 $2.86K - $3.28K
13.6K $878K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
2.03K
+ 2.85%
$12.6 - $13.59 $25.6K - $27.6K
73.4K $966K
AVLV
American Centy ETF Tr Avantis
429
+ 8.49%
$60.05 - $65.83 $25.8K - $28.2K
5.48K $360K
DLY
Double Line Yield Opportunities Fund

N/A
75
+ 0.15%
$15.67 - $16.79 $1.18K - $1.26K
49.6K $822K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
517
+ 1.1%
$50.25 - $50.74 $26K - $26.2K
47.6K $2.42M
PANW
Palo Alto Networks Inc

Technology
17
+ 0.65%
$294.18 - $368.01 $5K - $6.26K
2.64K $901K
IEMG
Ishares Inc

ETFs
135
+ 0.67%
$53.64 - $53.64 $7.24K - $7.24K
20.4K $1.09M
LLY
Eli Lilly & CO

Healthcare
12
+ 5.33%
$772.14 - $960.02 $9.27K - $11.5K
237 $209K
DFSE
Dimensional ETF Tr Dimen Emrgn
902
+ 10.46%
N/A
9.53K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.12K
+ 16.96%
N/A
28.4K $0
DFSI
Dimensional ETF Tr Dimen Intl
3.14K
+ 16.91%
N/A
21.7K $0
Dimensional ETF Trust
41.3K
+ 558.95%
N/A
48.7K $0
FDX
Fedex Corp

Industrials
1
+ 0.03%
$254.64 - $313.52 $255 - $314
3.82K $1.05M
GOOG
Alphabet Inc.

Communication Services
919
+ 3.08%
$149.54 - $192.66 $137K - $177K
30.8K $5.15M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 0
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