• 13F History

Blake Schutter Theil Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$94.7M
Signature - Title
Stephanie West - Compliance 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 115 stock holdings with total value $94.7M as of Q4 2024. Top holdings included SCHK, SCHR, IJH, AAPL, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 115 $94.7M +$15.4M -$48.4M -$33M SCHK, SCHR, IJH, AAPL, BRKB 13F-HR 2/7/2025, 11:31 AM
Q3 2024 158 $139M $0 $0 SCHK, AAPL, SCHR, IJH, MSFT 13F-HR 10/31/2024, 10:33 AM