Blake Schutter Theil Wealth Advisors, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Stephanie West - Compliane Consultant
Location
Dayton, OH
Holdings as of
30 Sep 2024
Value $
$139,211,709
Num holdings
158
Filing time
31 Oct 2024, 10:33:56 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHK, AAPL, SCHR, IJH, and MSFT.
Next filing
Q4 2024 - 07 Feb 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stephanie West Compliane Consultant Indianapolis, Indiana 31 Oct 2024