Schwarz Dygos Wheeler Investment Advisors LLC Reduced Holdings in Q2 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-396
- 0.33%
$483.48 - $539.8 $191K - $214K
121K $58.7M
AAPL
Apple Inc.

Technology
-751
- 0.54%
$172.42 - $223.89 $129K - $168K
139K $28.5M
SNBR
Sleep Number Corp

Consumer Cyclical
-209K
- 52.65%
$4.71 - $11.38 $984K - $2.38M
188K $1.27M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-149
- 68.04%
$4164.15 - $5789.24 $620K - $863K
70 $405K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-20.6K
- 50.66%
$33.89 - $46.39 $698K - $955K
20K $929K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-17.1K
- 29.21%
$24.98 - $25.66 $427K - $439K
41.5K $1.06M
TGT
Target Corp

Consumer Defensive
-16
- 0.03%
$88.76 - $105.77 $1.42K - $1.69K
50.6K $4.99M
JNJ
Johnson & Johnson

Healthcare
-536
- 3.93%
$146.36 - $159.82 $78.4K - $85.7K
13.1K $2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.33K
- 19.15%
$72.02 - $73.82 $95.9K - $98.3K
5.63K $414K
UNP
Union Pacific Corp

Industrials
-325
- 16.4%
$208.27 - $238.46 $67.7K - $77.5K
1.66K $381K
LAND
Gladstone Land Corp

Real Estate
-1.41K
- 0.97%
$8.95 - $10.51 $12.6K - $14.8K
145K $1.47M
STZ
Constellation Brands, Inc.

Consumer Defensive
-91
- 4.08%
$160.0 - $195.62 $14.6K - $17.8K
2.14K $348K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1K
- 8.89%
N/A
10.3K $590K
AZO
Autozone Inc

Consumer Cyclical
-4
- 1.57%
$3478.38 - $3880.15 $13.9K - $15.5K
250 $928K
TSCO
Tractor Supply CO

Consumer Cyclical
-50
- 0.72%
$47.86 - $55.77 $2.39K - $2.79K
6.94K $366K
MMM
3 M CO

Industrials
-199
- 9.17%
$126.09 - $154.15 $25.1K - $30.7K
1.97K $299K
NVO
Novo Nordisk A S

Healthcare
-60
- 0.7%
$58.08 - $81.05 $3.48K - $4.86K
8.46K $583K
XLP
Consumer Staples Sector Spdr

ETFs
-28
- 0.09%
N/A
32.7K $2.48M
J P Morgan Exchange Traded F
-200
- 3.71%
N/A
5.19K $0
Atlanta Braves Hldgs Inc
-400
- 5.95%
N/A
6.32K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-937
- 3.36%
N/A
27K $0
Arm Holdings PLC
-85
- 1.64%
N/A
5.11K $0
ACWI
Ishares Msci Acwi ETF

ETFs
-126
- 6.84%
$103.59 - $128.6 $13.1K - $16.2K
1.72K $220K
AMT
American Tower Corp

Real Estate
-25
- 0.71%
$203.96 - $228.19 $5.1K - $5.7K
3.5K $773K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-494
- 0.46%
$47.46 - $55.3 $23.4K - $27.3K
106K $5.83M
NFG
National Fuel Gas CO

Energy
-100
- 3.29%
$73.0 - $86.01 $7.3K - $8.6K
2.94K $249K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-1.32K
- 5.8%
$24.53 - $29.78 $32.3K - $39.3K
21.4K $637K
MA
Mastercard Inc

Financial Services
-9
- 0.59%
$479.92 - $590.74 $4.32K - $5.32K
1.51K $845K
VTI
Vanguard Total Stock Market Et

ETFs
-65
- 2.87%
$243.75 - $303.93 $15.8K - $19.8K
2.2K $669K
DFAX
Dimensional ETF Tr
-1.38K
- 4.12%
$23.37 - $29.39 $32.3K - $40.6K
32.1K $943K
AVEM
American Centy ETF Tr Avantis

ETFs
-271
- 2.03%
$53.08 - $68.54 $14.4K - $18.6K
13.1K $897K
KARO
Karooooo Ltd.

Technology
-13.8K
- 11.52%
$36.9 - $63.1 $510K - $872K
106K $5.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.6K
- 6.51%
$59.32 - $74.36 $154K - $193K
37.4K $2.76M
DISV
Dimensional ETF Tr Dimensional

ETFs
-425
- 0.67%
$25.93 - $32.91 $11K - $14K
63K $2.07M
DIS
Walt Disney CO

Communication Services
-64
- 0.54%
$81.72 - $124.01 $5.23K - $7.94K
11.8K $1.47M
AVUS
American Centy ETF Tr Avantis

ETFs
-820
- 1.68%
$81.38 - $100.82 $66.7K - $82.7K
48K $4.84M
AMZN
Amazon Com Inc

Consumer Cyclical
-928
- 4.91%
$167.32 - $223.3 $155K - $207K
18K $3.94M
PLTR
Palantir Technologies Inc.

Technology
-350
- 4.55%
$74.01 - $144.25 $25.9K - $50.5K
7.34K $1M
GOOG
Alphabet Inc.

Communication Services
-1.13K
- 4.05%
$146.58 - $180.01 $165K - $203K
26.7K $4.73M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.86K
- 2.65%
$61.76 - $79.32 $115K - $148K
68.4K $5.42M
PM
Philip Morris International Inc.

Consumer Defensive
-158
- 0.53%
$149.23 - $184.95 $23.6K - $29.2K
29.7K $5.41M
NVDA
Nvidia Corp

Technology
-666
- 4.12%
$94.31 - $157.99 $62.8K - $105K
15.5K $2.45M
DFAI
Dimensional ETF Tr

ETFs
-3.42K
- 0.9%
$28.02 - $34.71 $95.7K - $119K
378K $13.1M
MSFT
Microsoft Corp

Technology
-128
- 0.88%
$354.56 - $497.45 $45.4K - $63.7K
14.4K $7.18M
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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