Schwarz Dygos Wheeler Investment Advisors LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $369 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $48M, Apple Inc. with a value of $32.1M, Dimensional ETF Tr with a value of $17.8M, Ishares Core Dividend Growth E with a value of $17M, and Sprott Physical Gold Trust with a value of $14.1M.
Examining the 13F form we can see an increase of $15M in the current position value, from $354M to 369M.
Schwarz Dygos Wheeler Investment Advisors LLC is based out at Minneapolis, MN
Below you can find more details about Schwarz Dygos Wheeler Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$369 Million
ETFs: $147 Million
Financial Services: $87.1 Million
Technology: $49.3 Million
Communication Services: $25.8 Million
Consumer Cyclical: $15.3 Million
Healthcare: $13.4 Million
Consumer Defensive: $12.8 Million
Industrials: $5.88 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions