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
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.16%
$201.81 - $250.45 $404 - $501
1.22K $256K
Arm Holdings PLC
155
+ 3.05%
N/A
5.23K $0
Dimensional ETF Trust
3.71K
+ 7.62%
N/A
52.4K $0
Thomson Reuters Corp
12
+ 0.88%
N/A
1.38K $0
Ge Healthcare Technologies I
58
+ 1.09%
N/A
5.4K $0
HD
Home Depot, Inc.

Consumer Cyclical
167
+ 3.93%
$385.02 - $431.37 $64.3K - $72K
4.42K $1.72M
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 0.67%
$408.59 - $476.19 $1.63K - $1.9K
604 $253K
XLV
Select Sector Spdr Fund Health

ETFs
150
+ 8.98%
$136.28 - $154.74 $20.4K - $23.2K
1.82K $250K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
1.03K
+ 3.04%
$8.65 - $9.34 $8.91K - $9.62K
34.9K $304K
NSC
Norfolk Southern Corp

Industrials
6
+ 0.48%
$230.6 - $277.0 $1.38K - $1.66K
1.26K $295K
COP
Conocophillips

Energy
1
+ 0.03%
$95.12 - $114.72 $95.1 - $115
3.21K $318K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.74%
$164.99 - $203.87 $2.97K - $3.67K
2.44K $432K
KO
Coca Cola CO

Consumer Defensive
37
+ 0.72%
$61.74 - $71.71 $2.28K - $2.65K
5.19K $322K
PG
Procter & Gamble CO

Consumer Defensive
33
+ 0.29%
$161.05 - $179.7 $5.31K - $5.93K
11.5K $1.92M
PSLV
Sprott Physical Silver Trust

Financial Services
1K
+ 1.15%
$9.65 - $11.76 $9.65K - $11.8K
87.8K $847K
MCD
Mcdonalds Corp

Consumer Cyclical
176
+ 1.95%
$288.47 - $316.54 $50.8K - $55.7K
9.21K $2.67M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.83K
+ 3.05%
$25.61 - $28.0 $47K - $51.4K
62K $1.6M
CELH
Celsius Holdings, Inc.

Consumer Defensive
158
+ 0.81%
$25.66 - $34.91 $4.05K - $5.52K
19.6K $516K
AMT
American Tower Corp

Real Estate
200
+ 6.3%
$179.4 - $232.01 $35.9K - $46.4K
3.38K $619K
DISV
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.01%
$26.18 - $28.77 $183 - $201
60.6K $1.61M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.8K
+ 4.52%
$67.29 - $73.38 $189K - $206K
64.8K $4.4M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
394
+ 0.52%
$26.16 - $29.13 $10.3K - $11.5K
76.8K $2.01M
TGT
Target Corp

Consumer Defensive
422
+ 3.44%
$121.59 - $160.69 $51.3K - $67.8K
12.7K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.94K
+ 2.79%
$44.04 - $49.49 $129K - $145K
108K $4.76M
AVDV
American Centy ETF Tr Avantis

ETFs
1.12K
+ 1.61%
$63.85 - $70.4 $71.4K - $78.7K
70.7K $4.6M
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.2K
+ 5.14%
$4.81 - $6.44 $58.9K - $78.8K
250K $1.2M
SNBR
Sleep Number Corp

Consumer Cyclical
1.5K
+ 1.1%
$11.67 - $20.41 $17.5K - $30.5K
137K $2.09M
WY
Weyerhaeuser CO

Real Estate
886
+ 1.13%
$27.21 - $33.7 $24.1K - $29.9K
79.4K $2.23M
DFAI
Dimensional ETF Tr

ETFs
12.8K
+ 3.56%
$29.0 - $31.6 $370K - $404K
372K $10.9M
AVES
American Centy ETF Tr Avantis

ETFs
3.12K
+ 2.54%
$46.2 - $53.09 $144K - $166K
126K $5.81M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.95K
+ 3.02%
$63.27 - $70.31 $250K - $278K
135K $8.54M
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
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email