• 13F History

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$405M
Signature - Title
Benjamin J Wheeler - Managing Member, CCO
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 157 stock holdings with total value $405M as of Q4 2024. Top holdings included BRKB, AAPL, DFAU, DGRO, and PHYS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 157 $405M +$14.1M -$8.3M +$5.82M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 2/7/2025, 01:54 PM
Q3 2024 150 $401M +$18.9M -$9.91M +$8.97M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 11/8/2024, 02:53 PM
Q2 2024 143 $362M +$12M -$7.57M +$4.38M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 8/2/2024, 02:52 PM
Q1 2024 145 $352M +$19.7M -$14M +$5.7M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 5/3/2024, 05:21 PM
Q4 2023 143 $325M +$11.9M -$6.28M +$5.59M BRKB, AAPL, DGRO, DFAU, PHYS 13F-HR 2/2/2024, 09:41 PM
Q3 2023 145 $295M +$6.94M -$6.11M +$830K BRKB, AAPL, DGRO, GOOGL, DFAU 13F-HR 11/3/2023, 11:33 AM
Q2 2023 140 $303M +$17.7M -$2.08M +$15.6M BRKB, AAPL, DGRO, DFAU, PHYS 13F-HR 8/11/2023, 12:14 PM
Q1 2023 137 $276M +$18M -$2.84M +$15.2M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 4/27/2023, 02:02 PM
Q4 2022 131 $254M +$16.6M -$3.09M +$13.5M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 2/8/2023, 08:35 PM
Q3 2022 117 $226M +$15.1M -$5.48M +$9.64M BRKB, AAPL, DGRO, PHYS, GOOGL 13F-HR 11/4/2022, 10:32 AM
Q2 2022 128 $249M +$20.3M -$6.26M +$14.1M BRKB, AAPL, DGRO, GOOGL, PHYS 13F-HR 8/9/2022, 04:24 PM
Q1 2022 137 $296M +$18.4M -$5.06M +$13.3M BRKB, AAPL, GOOGL, DGRO, PHYS 13F-HR 5/11/2022, 01:12 PM
Q4 2021 134 $295M +$9.76M -$3.68M +$6.08M BRKB, AAPL, GOOGL, DGRO, PHYS 13F-HR 2/8/2022, 06:30 AM
Q3 2021 129 $273M +$15.6M -$6.99M +$8.59M BRKB, AAPL, GOOGL, DGRO, SNBR 13F-HR 10/21/2021, 04:36 PM
Q2 2021 130 $272M +$21.7M -$3.63M +$18M BRKB, AAPL, GOOGL, DGRO, SNBR 13F-HR 7/27/2021, 09:14 PM
Q1 2021 124 $240M +$26.2M -$7.08M +$19.2M BRKB, AAPL, SNBR, DGRO, GOOGL 13F-HR 5/6/2021, 09:28 PM
Q4 2020 113 $208M +$13.3M -$1.92M +$11.4M BRKB, AAPL, DGRO, JMIA, PHYS 13F-HR 2/12/2021, 04:28 PM
Q3 2020 106 $177M +$30.9M -$2.26M +$28.7M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 11/3/2020, 03:01 PM
Q2 2020 95 $152M +$12.1M -$2.38M +$9.73M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 7/15/2020, 09:56 AM
Q1 2020 84 $118M +$7.71M -$3.31M +$4.41M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 4/14/2020, 11:48 AM
Q4 2019 85 $146M +$9.24M -$984K +$8.25M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 1/9/2020, 06:34 AM
Q3 2019 84 $126M +$4.63M -$1.24M +$3.39M BRKB, AAPL, PHYS, DGRO, DVY 13F-HR 11/14/2019, 05:17 PM
Q2 2019 85 $121M +$4.24M -$2.21M +$2.03M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 11/14/2019, 05:22 PM
Q1 2019 81 $116M +$16.7M -$1.56M +$15.2M BRKB, AAPL, DGRO, SNBR, GOOGL 13F-HR 11/14/2019, 05:22 PM
Q4 2018 70 $92.8M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 11/14/2019, 05:27 PM