Blake Schutter Theil Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$139M
Signature - Title
Stephanie West - Compliane Consultant
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by Blake Schutter Theil Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blake Schutter Theil Wealth Advisors, LLC reported 158 stock holdings with total value $139M as of Q3 2024. Top holdings included SCHK, AAPL, SCHR, IJH, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 158 $139M $0 $0 SCHK, AAPL, SCHR, IJH, MSFT 13F-HR 10/31/2024, 10:33 AM