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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
FAXAbrdn Asia Pacific Income Fu
Recent Activity
New Position
0.21%
$839,828
48,266 shares@ $17.4 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
New Position
0.19%
$735,807
17,309 shares@ $42.52 avg price
SEZLSezzle Inc
Recent Activity
New Position
0.18%
$682,360
4,000 shares@ $170.59 avg price
CELHCelsius Hldgs Inc
Recent Activity
New Position
0.16%
$609,889
19,448 shares@ $31.36 avg price
HACKAmplify Etf Tr
Recent Activity
New Position
0.08%
$313,064
4,585 shares@ $68.29 avg price
TRIThomson Reuters Corp.
Recent Activity
New Position
0.06%
$232,668
1,363 shares@ $170.71 avg price
AVSUAmerican Centy Etf Tr
Recent Activity
New Position
0.06%
$226,725
3,472 shares@ $65.31 avg price
SVIXVs Trust
Recent Activity
New Position
0.06%
$221,027
8,165 shares@ $27.08 avg price
LMTLockheed Martin Corp
Recent Activity
New Position
0.06%
$216,287
370 shares@ $584.56 avg price
LOCLLocal Bounti Corp
Recent Activity
New Position
0.04%
$122,063
48,825 shares@ $2.51 avg price