Holdings
Blake Schutter Theil Wealth Advisors, LLC
As of Jun 30, 2026, Blake Schutter Theil Wealth Advisors, LLC reported 53 positions worth US$34.3M. Largest: Apple Inc, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 12,246 | US$3.54M | +25 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,399 | US$3.36M | −171 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,748 | US$2.38M | −295 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,086 | US$1.34M | −2 | Jun 30, 2026 |
| Microsoft Corp. | 3,137 | US$1.17M | +223 | Jun 30, 2026 |
| Johnson & Johnson | 4,361 | US$1.11M | −476 | Jun 30, 2026 |
| Morgan Stanley | 4,782 | US$1000K | no change | Jun 30, 2026 |
| Cisco Systems, Inc. | 7,956 | US$935K | −102 | Jun 30, 2026 |
| Bank Of America Corporation | 14,562 | US$830K | +165 | Jun 30, 2026 |
| Rtx Corporation | 4,280 | US$812K | no change | Jun 30, 2026 |