Blake Schutter Theil Wealth Advisors, LLC
- SEC CIK
- 0002042011
- 最新申報
- 2026/7/15
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/31 申報。只含多頭部位。
- 持股檔數
- 158
- 2024 年第 2 季沒有申報
- 總值
- $1.39 億
- 2024 年第 2 季沒有申報
Blake Schutter Theil Wealth Advisors, LLC 沒有申報 2024 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SABRSabre Corp | COM | 12,477 | $4.58 萬 | <0.1% | – | – | 歷史 |
| NMAINuveen Multi-Asset Income Fund | COM | 12,214 | $16.1 萬 | 0.1% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 11,457 | $16.8 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 2,602 | $20.9 萬 | 0.1% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 66 | $20.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 884 | $21.0 萬 | 0.2% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 777 | $21.1 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,489 | $21.2 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,609 | $21.2 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 411 | $21.2 萬 | 0.2% | – | – | 歷史 |
| JGHNuveen Global High Income Fund | SHS | 16,000 | $21.4 萬 | 0.2% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 5,530 | $21.6 萬 | 0.2% | – | – | 歷史 |
| SCIService Corp International | COM | 2,748 | $21.7 萬 | 0.2% | – | – | 歷史 |
| PSAPublic Storage | COM | 609 | $22.2 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 388 | $22.3 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 472 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,780 | $22.6 萬 | 0.2% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,310 | $22.6 萬 | 0.2% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 489 | $22.7 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,159 | $23.9 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,755 | $24.0 萬 | 0.2% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 6,856 | $24.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 4,782 | $24.2 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $24.5 萬 | 0.2% | – | – | – |
| APOApollo Global Management, Inc. | COM | 1,986 | $24.8 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,204 | $25.1 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,371 | $25.3 萬 | 0.2% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 4,265 | $25.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,787 | $26.0 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,211 | $26.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 11,489 | $26.9 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,762 | $27.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 11,724 | $27.0 萬 | 0.2% | – | – | – |
| DOCHealthpeak Properties, Inc. | COM | 11,893 | $27.2 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,603 | $27.3 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 2,304 | $27.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 720 | $28.2 萬 | 0.2% | – | – | 歷史 |
| HSYHershey Co | COM | 1,483 | $28.4 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 3,922 | $29.0 萬 | 0.2% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,043 | $29.3 萬 | 0.2% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 2,118 | $29.6 萬 | 0.2% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 6,550 | $29.9 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 7,017 | $30.0 萬 | 0.2% | – | – | 歷史 |
| PPLPPL Corp | COM | 9,107 | $30.1 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,428 | $30.2 萬 | 0.2% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 2,563 | $30.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,173 | $30.9 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,132 | $31.0 萬 | 0.2% | – | – | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 11,402 | $35.4 萬 | 0.3% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 1,531 | $35.8 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 739 | $36.6 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,650 | $37.0 萬 | 0.3% | – | – | – |
| KVUEKenvue Inc. | Stock | 16,005 | $37.0 萬 | 0.3% | – | – | 歷史 |
| KEYKeycorp | COM | 22,279 | $37.3 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,468 | $38.4 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,377 | $38.8 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,172 | $39.2 萬 | 0.3% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 15,608 | $39.3 萬 | 0.3% | – | – | – |
| SYKStryker Corp | Stock | 1,112 | $40.2 萬 | 0.3% | – | – | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 36,108 | $40.5 萬 | 0.3% | – | – | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 29,450 | $40.5 萬 | 0.3% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,245 | $40.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,559 | $41.2 萬 | 0.3% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 5,748 | $41.2 萬 | 0.3% | – | – | – |
| COPConocoPhillips | Stock | 3,942 | $41.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,554 | $41.9 萬 | 0.3% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,090 | $42.1 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 815 | $42.2 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,657 | $43.2 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,502 | $43.4 萬 | 0.3% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 12,525 | $43.6 萬 | 0.3% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 3,202 | $43.6 萬 | 0.3% | – | – | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 29,070 | $43.9 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 515 | $45.6 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,284 | $47.2 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 535 | $47.8 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,141 | $48.6 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,844 | $49.3 萬 | 0.4% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 6,350 | $49.3 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,237 | $50.5 萬 | 0.4% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 4,322 | $51.4 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,179 | $52.2 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,318 | $52.4 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 5,046 | $52.6 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,748 | $52.8 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,502 | $53.2 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,453 | $54.0 萬 | 0.4% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 16,208 | $54.0 萬 | 0.4% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,394 | $55.7 萬 | 0.4% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,597 | $55.8 萬 | 0.4% | – | – | – |
| DOWDow Inc. | Stock | 10,390 | $56.8 萬 | 0.4% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 14,072 | $58.8 萬 | 0.4% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,529 | $59.9 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,781 | $61.4 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 1,284 | $63.4 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 14,266 | $64.1 萬 | 0.5% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,390 | $64.9 萬 | 0.5% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,440 | $66.1 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 941 | $66.7 萬 | 0.5% | – | – | 歷史 |
| CBChubb Ltd | Stock | 2,317 | $66.8 萬 | 0.5% | – | – | 歷史 |