Fund HoldingsBlake Schutter Theil Wealth Advisors, LLC

Total Portfolio Value
$88.15M
Total Bought
$6.57M
Total Sold
$10.09M
Net Transaction
-$3.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD WHITEHALL FDS021,050+21,05002,8063.18%+2,806
ISHARES TR02,315+2,31506620.75%+662
ISHARES TR04,150+4,15006550.74%+655
SCHWAB STRATEGIC TR258,210275,878+17,6686,4196,9057.83%+486
MICROSOFT CORP(MSFT)03,023+3,02301,5041.71%+1,504
ISHARES TR070,502+70,50204,3734.96%+4,373
NUVEEN MUN VALUE FD INC(NUV)92,845128,959+36,1148141,1211.27%+306
BROADCOM INC(AVGO)02,797+2,79707710.87%+771
ISHARES TR
MSCI USA MMENTM
7,5287,478-501,5221,7972.04%+275
SCHWAB STRATEGIC TR0330,530+330,53009,85611.18%+9,856
TEXAS INSTRS INC(TXN)01,078+1,07802240.25%+224
BLACKROCK INC(BLK)0202+20202120.24%+212
VANGUARD INDEX FDS0890+89002110.24%+211
PNC FINL SVCS GROUP INC(PNC)01,100+1,10002050.23%+205
COCA COLA CO(KO)02,866+2,86602030.23%+203
JPMORGAN CHASE & CO.(JPM)04,433+4,43301,2851.46%+1,285
ORACLE CORP(ORCL)2,0582,060+22884500.51%+163
ISHARES TR
MSCI USA QLT FCT
13,29213,29202,2712,4302.76%+159
NUVEEN SELECT MAT MUN FD91,082111,032+19,9508491,0061.14%+157
VANGUARD INDEX FDS3,1833,151-321,6361,7902.03%+154
ALPHABET INC(GOOG)05,766+5,76601,0161.15%+1,016
MORGAN STANLEY(MS)5,0535,05305907120.81%+122
JOHNSON CTLS INTL PLC
SHS
6,3675,909-4585106240.71%+114
TRUST FOR PROFESSIONAL MANAG
JENSEN QUALITY
9,00012,824+3,8242293400.39%+111
SPDR SERIES TRUST
ST STR PR SP1500
16,97816,878-1001,1551,2641.43%+109
NETFLIX INC(NFLX)24224202263240.37%+98
NVIDIA CORPORATION(NVDA)2,1142,041-732293220.37%+93
PHILIP MORRIS INTL INC(PM)3,9423,94206267180.81%+92
BANK AMERICA CORP13,76713,859+925746560.74%+81
ALPHABET INC(GOOG)03,709+3,70906580.75%+658
GENUINE PARTS CO(GPC)2,3972,978+5812863610.41%+76
RTX CORPORATION(RTX)4,4534,504+515906580.75%+68
GENERAL DYNAMICS CORP(GD)1,5941,707+1134344980.56%+63
ISHARES TR8,1398,13906657280.83%+62
AMAZON COM INC(AMZN)01,969+1,96904320.49%+432
NUVEEN S&P 500 BUY-WRITE INC68,43868,604+1668989521.08%+54
VANGUARD SPECIALIZED FUNDS4,8684,86809449961.13%+52
QUALCOMM INC(QCOM)1,4571,717+2602242730.31%+50
ISHARES TR2,7812,780-15556000.68%+45
MEDTRONIC PLC(MDT)4,8805,470+5904394770.54%+38
ISHARES TR
CORE DIV GRWTH
18,50718,472-351,1431,1811.34%+38
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
20,00719,992-158088450.96%+37
CISCO SYS INC(CSCO)8,9828,509-4735545900.67%+36
SCHWAB STRATEGIC TR36,75837,978+1,2208959261.05%+31
WISDOMTREE TR(WT)8,0258,02506416720.76%+31
NOVARTIS AG(NVS)3,0113,01103363640.41%+29
ISHARES TR4,5294,52905715980.68%+28
ISHARES TR5,5815,58101,0641,0911.24%+27
OMNICOM GROUP INC(OMC)2,9273,725+7982432680.30%+25
VANGUARD INDEX FDS1,1781,17803053300.37%+25
PROCTER AND GAMBLE CO(PG)2,6142,932+3184464670.53%+22
ISHARES TR11,67411,976+3021,2311,2511.42%+20
SCHWAB STRATEGIC TR17,13417,13404054200.48%+16
TRUIST FINL CORP(TFC)7,0427,045+32903030.34%+13
NEXTERA ENERGY INC(NEE)5,8976,197+3004184300.49%+12
UNILEVER PLC(UL)6,2576,25703733830.43%+10
AT&T INC(T)19,66619,466-2005565630.64%+7
KINDER MORGAN INC DEL(KMI)7,5177,516-12142210.25%+7
MASTERCARD INCORPORATED(MA)45945902522580.29%+6
ISHARES TR7,5937,59308028070.92%+6
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,4306,448+185085130.58%+5
TRAVELERS COMPANIES INC(TRV)1,5311,53104054100.46%+5
VANECK ETF TRUST
SHRT HGH YLD MUN
41,00041,00009229261.05%+4
CINCINNATI FINL CORP(CINF)3,2053,206+14734770.54%+4
VISA INC(V)69769702442470.28%+3
ISHARES TR24,19124,19105385410.61%+3
ISHARES TR24,02124,02105395400.61%+2
ALTRIA GROUP INC(MO)8,2048,404+2004924930.56%0
SPDR SERIES TRUST
ST STR RATE ETF
22,68522,68506996990.79%0
ISHARES TR8,6508,65008718710.99%0
ISHARES TR13,63113,63103193180.36%-0
ISHARES TR13,91513,91503193190.36%-0
LINDE PLC(LIN)458454-42132130.24%-0
CROWN CASTLE INC(CCI)2,5632,565+22672640.30%-4
HERSHEY CO(HSY)1,4251,42502442360.27%-7
ISHARES TR24,70824,153-5555385290.60%-8
ISHARES TR
MSCI USA MIN ETF
26,48226,301-1812,4802,4692.80%-11
COMCAST CORP NEW(CCZ)9,0799,046-333353230.37%-12
TARGET CORP(TGT)2,2382,23802342210.25%-13
LOWES COS INC(LOW)1,8711,872+14364150.47%-21
LEGG MASON ETF INVT
FRANKLIN INTL LW
23,85923,071-7887727510.85%-21
INVESCO EXCH TRADED FD TR II11,95811,95808948710.99%-23
BCE INC(BCE)10,2919,491-8002362100.24%-26
CHUBB LIMITED
COM
2,1892,18906616340.72%-27
PEPSICO INC(PEP)2,0652,06503102730.31%-37
PFIZER INC(PFE)13,65412,415-1,2393463010.34%-45
HEALTHPEAK PROPERTIES INC(DOC)18,96918,96903843320.38%-51
MERCK & CO INC(MRK)5,1355,138+34614070.46%-54
WEC ENERGY GROUP INC(WEC)2,5822,157-4252812250.25%-57
CONOCOPHILLIPS(COP)3,9483,953+54153550.40%-60
JOHNSON & JOHNSON(JNJ)4,8454,84508037400.84%-63
UNITED PARCEL SERVICE INC(UPS)3,8063,001-8054193030.34%-116
CHEVRON CORP NEW(CVX)4,5614,243-3187636080.69%-155
HUNTINGTON BANCSHARES INC(HBAN)11,4570-11,4571720-172
VICI PPTYS INC(VICI)16,21910,864-5,3555293540.40%-175
APPLE INC(AAPL)012,601+12,60102,5852.93%+2,585
CNA FINL CORP(CNA)4,2000-4,2002130-213
GENERAL MLS INC(GIS)3,5940-3,5942150-215
PUBLIC STORAGE OPER CO(PSA)7210-7212160-216
ALLIANT ENERGY CORP(LNT)3,6530-3,6532350-235
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