Blake Schutter Theil Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Dayton, OH
CIK
0002042011
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 115 94,694 SCHK, SCHR, IJH, AAPL 13F-HR 2/7/2025 000204201125000001
Q3 2024 158 139,211 SCHK, AAPL, SCHR, IJH 13F-HR 10/31/2024 000204201124000001