Blake Schutter Theil Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Blake Schutter Theil Wealth Advisors, LLCInvestment ActivityBlake Schutter Theil Wealth Advisors, LLC has $139.21 million in total holdings as of September 30, 2024.Blake Schutter Theil Wealth Advisors, LLC owns shares of 158 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab 1000 Index ETF $17,174,014Apple $5,720,700Schwab Intermediate-Term U.S. Treasury ETF $4,987,776iShares Core S&P Mid-Cap ETF $4,251,533Microsoft $3,798,070 Sector AllocationMap of 500 Largest Holdings ofBlake Schutter Theil Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHKSchwab 1000 Index ETF$17,174,014310,61712.3%ETFAAPLApple$5,720,70024,5524.1%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,987,77698,5733.6%ETFIJHiShares Core S&P Mid-Cap ETF$4,251,53368,2213.1%ETFMSFTMicrosoft$3,798,0708,8272.7%Computer and TechnologyAMZNAmazon.com$3,134,07116,8202.3%Retail/WholesaleBRK.BBerkshire Hathaway$2,657,0815,7731.9%FinanceQUALiShares MSCI USA Quality Factor ETF$2,546,95714,2051.8%ETFJPMJPMorgan Chase & Co.$2,524,23811,9711.8%FinanceUSMViShares MSCI USA Min Vol Factor ETF$2,442,17726,7461.8%ETFNVDANVIDIA$2,304,32418,9751.7%Computer and TechnologyGOOGLAlphabet$2,288,03613,7961.6%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,670,9458,2411.2%ETFVOOVanguard S&P 500 ETF$1,642,8693,1131.2%ETFORCLOracle$1,561,3759,1631.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,459,97911,3881.0%ETFVVisa$1,430,8405,2041.0%Business ServicesJNJJohnson & Johnson$1,388,0448,5651.0%MedicalMRKMerck & Co., Inc.$1,357,83711,9571.0%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,326,29616,7001.0%ETFCOSTCostco Wholesale$1,298,7521,4650.9%Retail/WholesaleGOOGAlphabet$1,285,4827,6890.9%Computer and TechnologyBACBank of America$1,275,63332,1480.9%FinanceNEENextEra Energy$1,237,35014,6380.9%UtilitiesDGROiShares Core Dividend Growth ETF$1,228,66119,5990.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,190,17916,9880.9%ETFHDHome Depot$1,181,9682,9170.8%Retail/WholesaleUNHUnitedHealth Group$1,170,6832,0020.8%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$1,134,23023,1570.8%ETFBLKBlackRock$1,119,4721,1790.8%FinanceDUKDuke Energy$1,106,9579,6010.8%UtilitiesTMOThermo Fisher Scientific$1,103,5291,7840.8%MedicalIVEiShares S&P 500 Value ETF$1,100,4065,5810.8%ETFMUBiShares National Muni Bond ETF$1,025,1419,4370.7%ETFXOMExxon Mobil$1,018,5258,6890.7%Oils/EnergyMETAMeta Platforms$986,3141,7230.7%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$963,54023,7150.7%ETFPEPPepsiCo$961,1235,6520.7%Consumer StaplesVIGVanguard Dividend Appreciation ETF$950,3614,7980.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$947,84013,2140.7%ETFSHYDVanEck Short High Yield Muni ETF$931,52041,0000.7%ETFAVGOBroadcom$917,8735,3210.7%Computer and TechnologyNUVNuveen Municipal Value Fund$913,915101,3210.7%FinanceCVXChevron$902,3236,1270.6%Oils/EnergyBXMXNuveen S&P 500 Buy-Write Income Fund$891,80965,0010.6%Financial ServicesLMTLockheed Martin$886,7781,5170.6%AerospaceMCDMcDonald's$834,9662,7420.6%Retail/WholesaleQQQInvesco QQQ$831,1831,7030.6%FinanceSOSouthern$813,2439,0180.6%UtilitiesSUBiShares Short-Term National Muni Bond ETF$806,3017,5930.6%ETFPANWPalo Alto Networks$805,2812,3560.6%Computer and TechnologyCMCSAComcast$726,33917,3890.5%Consumer DiscretionaryBXBlackstone$724,6114,7320.5%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$700,44922,7050.5%ETFMDTMedtronic$700,0737,7760.5%MedicalEFAiShares MSCI EAFE ETF$680,6658,1390.5%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$674,0018,1000.5%ManufacturingNIMNuveen Select Maturities Municipal Fund$669,28572,2770.5%FinanceCBChubb$668,2002,3170.5%FinanceNFLXNetflix$667,4239410.5%Consumer DiscretionaryLOWLowe's Companies$660,8742,4400.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$648,8277,3900.5%ETFVZVerizon Communications$640,66914,2660.5%Computer and TechnologyMAMastercard$634,0391,2840.5%Business ServicesIWMiShares Russell 2000 ETF$614,2952,7810.4%FinanceIWSiShares Russell Mid-Cap Value ETF$598,9604,5290.4%ETFSRLNSPDR Blackstone Senior Loan ETF$587,64014,0720.4%ETFDOWDOW$567,60610,3900.4%Basic MaterialsSCHDSchwab US Dividend Equity ETF$557,6116,5970.4%ETFAMTAmerican Tower$556,7492,3940.4%FinanceVICIVICI Properties$539,88916,2080.4%FinanceRTXRTX$539,5254,4530.4%AerospaceCCitigroup$532,2258,5020.4%FinanceGDGeneral Dynamics$528,2461,7480.4%AerospaceMSMorgan Stanley$525,9955,0460.4%FinancePMPhilip Morris International$524,2054,3180.4%Consumer StaplesAMDAdvanced Micro Devices$521,6103,1790.4%Computer and TechnologyIRMIron Mountain$513,5834,3220.4%FinanceTGTTarget$504,5193,2370.4%Retail/WholesaleJCIJohnson Controls International$492,8246,3500.4%ConstructionPGProcter & Gamble$492,5612,8440.4%Consumer StaplesCSCOCisco Systems$486,4849,1410.3%Computer and TechnologyNOWServiceNow$478,4995350.3%Computer and TechnologyHONHoneywell International$472,1262,2840.3%Multi-Sector ConglomeratesLLYEli Lilly and Company$456,4585150.3%MedicalNXPNuveen Select Tax-Free Income Portfolio$439,24829,0700.3%FinanceCINFCincinnati Financial$435,9003,2020.3%FinanceBCEBCE$435,87012,5250.3%UtilitiesMOAltria Group$433,9428,5020.3%Consumer StaplesTAT&T$432,45419,6570.3%Computer and TechnologyADBEAdobe$421,9918150.3%Computer and TechnologyUPSUnited Parcel Service$421,2913,0900.3%TransportationIJKiShares S&P Mid-Cap 400 Growth ETF$418,6494,5540.3%ETFCOPConocoPhillips$415,0143,9420.3%Oils/EnergyFNDXSchwab Fundamental U.S. Large Company Index ETF$412,4765,7480.3%ETFVFMOVanguard U.S. Momentum Factor ETF$411,8712,5590.3%ETFULUnilever$405,6756,2450.3%Consumer StaplesGSBDGoldman Sachs BDC$405,23229,4500.3%FinanceNUVEEN DYNAMIC MUN OPPORTUNI$404,77136,1080.3%COM SHSSYKStryker$401,7211,1120.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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