Schwarz Dygos Wheeler Investment Advisors LLC Reduced Holdings in Q1 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.82K
- 4.0%
$209.68 - $247.1 $1.22M - $1.44M
139K $31M
GOOGL
Alphabet Inc.

Communication Services
-539
- 0.74%
$154.33 - $206.19 $83.2K - $111K
72.2K $11.2M
KARO
Karooooo Ltd.

Technology
-37.9K
- 23.99%
$40.0 - $50.0 $1.52M - $1.89M
120K $5.11M
GOOG
Alphabet Inc.

Communication Services
-3K
- 9.74%
$156.06 - $207.71 $468K - $623K
27.8K $4.34M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-14.6K
- 6.62%
$21.85 - $25.19 $320K - $369K
206K $4.57M
PLTR
Palantir Technologies Inc.

Technology
-11.2K
- 59.23%
$64.98 - $124.62 $726K - $1.39M
7.69K $648K
MSFT
Microsoft Corp

Technology
-91
- 0.62%
$375.39 - $447.2 $34.2K - $40.7K
14.6K $5.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-646
- 3.3%
$190.26 - $242.06 $123K - $156K
18.9K $3.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-21.9K
- 27.24%
$24.73 - $25.62 $542K - $562K
58.6K $1.5M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.76K
- 5.35%
$90.7 - $101.57 $250K - $280K
48.9K $4.51M
META
Meta Platforms, Inc.

Communication Services
-364
- 5.6%
$576.36 - $736.67 $210K - $268K
6.13K $3.53M
ORCL
Oracle Corp

Technology
-301
- 4.76%
$139.81 - $186.47 $42.1K - $56.1K
6.02K $841K
DIS
Walt Disney CO

Communication Services
-538
- 4.33%
$96.87 - $114.0 $52.1K - $61.3K
11.9K $1.17M
NVO
Novo Nordisk A S

Healthcare
-400
- 4.48%
$69.3 - $90.95 $27.7K - $36.4K
8.52K $591K
APO
Apollo Global Management, Inc.

Financial Services
-400
- 10.0%
$126.01 - $172.06 $50.4K - $68.8K
3.6K $492K
LAND
Gladstone Land Corp

Real Estate
-10.2K
- 6.55%
$10.4 - $11.84 $107K - $121K
146K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-185
- 16.89%
$507.05 - $563.67 $93.8K - $104K
910 $467K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.9%
$4295.4 - $5141.88 $8.59K - $10.3K
219 $1.01M
STZ
Constellation Brands, Inc.

Consumer Defensive
-25
- 1.11%
$161.05 - $222.93 $4.03K - $5.57K
2.23K $409K
UNH
Unitedhealth Group Inc

Healthcare
-567
- 4.58%
$461.52 - $548.18 $262K - $311K
11.8K $6.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 14.98%
$468.34 - $539.52 $36.1K - $41.5K
437 $204K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1K
- 8.16%
$54.94 - $69.15 $54.9K - $69.2K
11.3K $648K
BNDX
Vanguard Total International B

ETFs
-882
- 15.4%
$48.33 - $49.5 $42.6K - $43.7K
4.85K $236K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-464
- 11.61%
$81.83 - $82.73 $38K - $38.4K
3.53K $292K
ACWI
Ishares Msci Acwi ETF

ETFs
-28
- 1.5%
$115.16 - $124.13 $3.22K - $3.48K
1.84K $214K
Arm Holdings PLC
-35
- 0.67%
N/A
5.19K $0
Amplify ETF Tr
-100
- 2.18%
N/A
4.49K $0
Atlanta Braves Hldgs Inc
-103
- 1.51%
N/A
6.72K $0
Thomson Reuters Corp
-17
- 1.24%
N/A
1.36K $0
DFSI
Dimensional ETF Tr Dimen Intl
-626
- 2.89%
N/A
21.1K $0
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-424
- 1.83%
$26.51 - $28.57 $11.2K - $12.1K
22.7K $622K
COST
Costco Wholesale Corp

Consumer Defensive
-159
- 2.97%
$890.62 - $1076.86 $142K - $171K
5.19K $4.91M
AVEM
American Centy ETF Tr Avantis

ETFs
-137
- 1.01%
$57.11 - $62.4 $7.82K - $8.55K
13.4K $804K
PG
Procter & Gamble CO

Consumer Defensive
-41
- 0.36%
$158.56 - $176.26 $6.5K - $7.23K
11.4K $1.95M
ABBV
Abb Vie Inc.

Healthcare
-250
- 10.26%
$169.2 - $216.66 $42.3K - $54.2K
2.19K $458K
BP
Bp PLC

Energy
-300
- 3.06%
$29.93 - $35.31 $8.98K - $10.6K
9.52K $321K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.55K
- 6.0%
$60.63 - $68.55 $155K - $175K
40K $2.65M
AZO
Autozone Inc

Consumer Cyclical
-3
- 1.17%
$3193.96 - $3828.11 $9.58K - $11.5K
254 $968K
SBUX
Starbucks Corp

Consumer Cyclical
-26
- 0.11%
$91.75 - $115.81 $2.39K - $3.01K
24.3K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
-78
- 0.85%
$279.74 - $321.29 $21.8K - $25.1K
9.14K $2.85M
JNJ
Johnson & Johnson

Healthcare
-87
- 0.63%
$142.06 - $167.7 $12.4K - $14.6K
13.6K $2.26M
AVDV
American Centy ETF Tr Avantis

ETFs
-432
- 0.61%
$63.74 - $71.96 $27.5K - $31.1K
70.2K $4.9M
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 1 Puts 0
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