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Benjamin J Wheeler

@Schwarz Dygos Wheeler Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$401.029MTotal holdings150
Assets growth rate7.56%Assets growth rate (2-Q avg)5.9%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Schwarz Dygos Wheeler Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Schwarz Dygos Wheeler Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 401.029M in assets, with a quarterly growth rate of 7.56% and a 2-quarter average growth rate of 5.9%. The portfolio is managed by Benjamin J Wheeler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.45%
13.49%
$54.06M
117,456 shares@ $460.27 avg price
AAPLApple Inc
Recent Activity
Decreased -2.67%
8.61%
$34.521M
148,157 shares@ $233.01 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.09%
3.04%
$12.158M
73,305 shares@ $165.86 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -3.97%
2.85%
$11.407M
358,932 shares@ $31.79 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -0.25%
2.32%
$9.288M
130,627 shares@ $71.11 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.15%
1.86%
$7.423M
12,695 shares@ $584.71 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.08%
1.66%
$6.644M
15,440 shares@ $430.32 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -16.4%
1.27%
$5.085M
53,441 shares@ $95.16 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.57%
1.26%
$5.033M
105,192 shares@ $47.86 avg price
XNIEXVirtus Equity & Conv Incm Fd
Recent Activity
Decreased -0.87%
1.22%
$4.883M
212,207 shares@ $23.02 avg price