Schwarz Dygos Wheeler Investment Advisors LLC Reduced Holdings in Q3 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-808
- 1.09%
$148.65 - $191.18 $120K - $154K
73.3K $12.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-41.4K
- 33.4%
$24.86 - $26.33 $1.03M - $1.09M
82.5K $2.16M
AVUS
American Centy ETF Tr Avantis

ETFs
-10.5K
- 16.41%
$86.27 - $95.15 $905K - $998K
53.4K $5.08M
DFAX
Dimensional ETF Tr
-27.5K
- 47.14%
$24.29 - $27.25 $668K - $750K
30.9K $833K
AVDE
American Centy ETF Tr Avantis

ETFs
-12.8K
- 22.41%
$60.09 - $67.67 $769K - $866K
44.3K $2.97M
TELL
Tellurian Inc.

Energy
-1.11M
- 57.53%
$0.57 - $0.97 $632K - $1.08M
819K $794K
MSFT
Microsoft Corp

Technology
-169
- 1.08%
$395.15 - $467.56 $66.8K - $79K
15.4K $6.64M
NVO
Novo Nordisk A S

Healthcare
-656
- 6.48%
$119.07 - $145.42 $78.1K - $95.4K
9.46K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
-721
- 24.12%
$255.18 - $283.2 $184K - $204K
2.27K $642K
BA
Boeing CO

Industrials
-84
- 2.11%
$152.04 - $190.6 $12.8K - $16K
3.89K $591K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-1.88K
- 0.88%
$21.12 - $23.6 $39.7K - $44.3K
212K $4.88M
BP
Bp PLC

Energy
-1K
- 9.24%
$30.78 - $37.05 $30.8K - $37.1K
9.82K $308K
EQNR
Equinor Asa

Energy
-500
- 4.22%
$24.19 - $29.0 $12.1K - $14.5K
11.4K $287K
XLP
Consumer Staples Sector Spdr

ETFs
-404
- 1.21%
$76.04 - $76.04 $30.7K - $30.7K
32.8K $2.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-611
- 14.38%
$81.31 - $83.29 $49.7K - $50.9K
3.64K $302K
COP
Conocophillips

Energy
-124
- 3.72%
$102.3 - $116.61 $12.7K - $14.5K
3.21K $337K
XOM
Exxon Mobil Corp

Energy
-265
- 5.05%
$109.72 - $119.0 $29.1K - $31.5K
4.98K $583K
FGRO
Fidelity Covington Tr

ETFs
-20
- 0.19%
$21.1 - $24.63 $422 - $493
10.5K $234K
BNDX
Vanguard Total International B

ETFs
-316
- 6.12%
$48.42 - $50.35 $15.3K - $15.9K
4.85K $243K
CVS
Cvs Health Corp

Healthcare
-1.33K
- 6.07%
$55.81 - $63.18 $74.1K - $83.9K
20.6K $1.29M
Arm Holdings PLC
-100
- 1.93%
N/A
5.07K $0
Ge Healthcare Technologies I
-8
- 0.15%
N/A
5.34K $0
VZ
Verizon Communications Inc

Communication Services
-2.35K
- 8.16%
$38.89 - $45.0 $91.3K - $106K
26.4K $1.19M
AVIV
American Centy ETF Tr Avantis
-372
- 5.65%
$50.37 - $56.43 $18.7K - $21K
6.21K $348K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-178
- 2.87%
$71.45 - $75.64 $12.7K - $13.5K
6.03K $452K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.25%
$475.2 - $527.7 $475 - $528
401 $211K
COST
Costco Wholesale Corp

Consumer Defensive
-213
- 3.78%
$801.83 - $917.05 $171K - $195K
5.42K $4.8M
LAND
Gladstone Land Corp

Real Estate
-1.28K
- 0.78%
$13.38 - $15.2 $17.2K - $19.5K
164K $2.28M
TSCO
Tractor Supply CO

Consumer Cyclical
-5
- 0.42%
$251.95 - $290.93 $1.26K - $1.45K
1.2K $348K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-92
- 1.45%
$113.41 - $125.62 $10.4K - $11.6K
6.27K $787K
UNP
Union Pacific Corp

Industrials
-37
- 1.77%
$221.78 - $256.09 $8.21K - $9.48K
2.05K $505K
KO
Coca Cola CO

Consumer Defensive
-150
- 2.83%
$62.69 - $73.01 $9.4K - $11K
5.15K $370K
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 0.87%
$517.38 - $573.86 $6.21K - $6.89K
1.36K $781K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-52
- 0.46%
$68.44 - $75.62 $3.56K - $3.93K
11.2K $844K
PG
Procter & Gamble CO

Consumer Defensive
-87
- 0.75%
$160.76 - $177.82 $14K - $15.5K
11.4K $1.98M
TGT
Target Corp

Consumer Defensive
-76
- 0.62%
$133.47 - $159.25 $10.1K - $12.1K
12.3K $1.91M
JPM
Jpmorgan Chase & CO

Financial Services
-305
- 1.62%
$194.9 - $224.8 $59.4K - $68.6K
18.5K $3.9M
HD
Home Depot, Inc.

Consumer Cyclical
-130
- 2.97%
$333.64 - $405.2 $43.4K - $52.7K
4.25K $1.72M
JNJ
Johnson & Johnson

Healthcare
-33
- 0.24%
$145.48 - $167.38 $4.8K - $5.52K
13.8K $2.24M
DFAI
Dimensional ETF Tr

ETFs
-14.9K
- 3.98%
$28.69 - $32.06 $427K - $477K
359K $11.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-608
- 0.57%
$41.9 - $48.26 $25.5K - $29.3K
105K $5.03M
MCD
Mcdonalds Corp

Consumer Cyclical
-134
- 1.46%
$245.82 - $304.51 $32.9K - $40.8K
9.04K $2.75M
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 0.82%
$72.51 - $98.6 $15.2K - $20.7K
25.4K $2.48M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-330
- 0.25%
$65.06 - $71.72 $21.5K - $23.7K
131K $9.29M
UNH
Unitedhealth Group Inc

Healthcare
-280
- 2.16%
$488.01 - $604.18 $137K - $169K
12.7K $7.42M
SNBR
Sleep Number Corp

Consumer Cyclical
-31.7K
- 18.91%
$8.63 - $19.59 $274K - $621K
136K $2.49M
AAPL
Apple Inc.

Technology
-4.07K
- 2.67%
$207.23 - $234.82 $843K - $956K
148K $34.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-537
- 0.46%
$405.19 - $478.57 $218K - $257K
117K $54.1M
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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