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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Q2 2024 · 13F-HR

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCholdings as filed

Filed 2024-08-02 · accession 0001085146-24-003447

$372.9M
Reported value
145
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$48.0M12.9%117,993CommonNONE
037833100AAPLAPPLE INC$32.1M8.60%152,227CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$17.8M4.78%475,315CommonNONE
46434V621DGROISHARES TR$17.0M4.56%295,091CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$14.1M3.77%778,552CommonNONE
02079K305GOOGLALPHABET INC$13.5M3.62%74,113CommonNONE
464287168DVYISHARES TR$11.8M3.15%97,163CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$11.1M2.97%373,806CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$10.9M2.92%20,000CALLSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$8.7M2.35%130,957CommonNONE
594918104MSFTMICROSOFT CORP$7.0M1.87%15,609CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6.6M1.77%12,975CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$5.8M1.55%63,929CommonNONE
02079K107GOOGALPHABET INC$5.5M1.47%29,858CommonNONE
Y4600W108KAROKAROOOOO LTD$5.1M1.38%175,349CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.1M1.38%57,187CommonNONE
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$5.0M1.33%214,085CommonNONE
69374H881COWZPACER FDS TR$4.8M1.29%88,569CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.8M1.28%5,629CommonNONE
025072372AVESAMERICAN CENTY ETF TR$4.7M1.26%96,628CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.6M1.24%105,800CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$4.4M1.18%67,781CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$4.1M1.11%60,550CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.8M1.02%118,244CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.8M1.02%18,801CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$3.6M0.95%57,127CommonNONE
30303M102METAMETA PLATFORMS INC$3.5M0.94%6,960CommonNONE
023135106AMZNAMAZON COM INC$3.3M0.90%17,288CommonNONE
78464A649SPABSPDR SER TR$3.1M0.83%123,880CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.1M0.82%5CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$2.8M0.76%54,922CommonNONE
438516106HONHONEYWELL INTL INC$2.6M0.70%12,221CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.5M0.68%33,253CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.4M0.65%40,830CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M0.64%47,088CommonNONE
580135101MCDMCDONALDS CORP$2.3M0.63%9,171CommonNONE
376549101LANDGLADSTONE LD CORP$2.3M0.61%165,293CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2.2M0.59%77,891CommonNONE
478160104JNJJOHNSON & JOHNSON$2.0M0.54%13,849CommonNONE
92826C839VVISA INC$2.0M0.54%7,651CommonNONE
855244109SBUXSTARBUCKS CORP$2.0M0.53%25,614CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$1.9M0.51%69,584CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.51%11,536CommonNONE
87612E106TGTTARGET CORP$1.9M0.50%12,356CommonNONE
67066G104NVDANVIDIA CORPORATION$1.8M0.49%14,805CommonNONE
254687106DISDISNEY WALT CO$1.8M0.48%17,905CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M0.46%16,890CommonNONE
83125X103SNBRSLEEP NUMBER CORP$1.6M0.43%167,678CommonNONE
437076102HDHOME DEPOT INC$1.5M0.40%4,382CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.5M0.40%58,370CommonNONE
670100205NVONOVO-NORDISK A S$1.4M0.39%10,117CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$1.4M0.37%51,233CommonNONE
46434V738IEURISHARES TR$1.4M0.37%24,115CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$1.4M0.37%52,103CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$1.4M0.36%32,602CommonNONE
87968A104TELLEURTELLURIAN INC NEW$1.3M0.36%1,927,750CommonNONE
126650100CVSCVS HEALTH CORP$1.3M0.35%21,887CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.3M0.34%16,947CommonNONE
12504G100IGRCBRE GBL REAL ESTATE INC FD$1.2M0.32%235,732CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.32%28,755CommonNONE
31428X106FDXFEDEX CORP$1.1M0.31%3,820CommonNONE
46434G103IEMGISHARES INC$1.1M0.29%20,260CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$975,6330.26%17,213CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$946,3890.25%75,590CommonNONE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$923,3810.25%71,358CommonNONE
922908553VNQVANGUARD INDEX FDS$920,5520.25%10,990CommonNONE
974250102WINAWINMARK CORP$916,8380.25%2,600CommonNONE
68389X105ORCLORACLE CORP$893,7570.24%6,329CommonNONE
697435105PANWPALO ALTO NETWORKS INC$888,2060.24%2,620CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$861,8450.23%86,792CommonNONE
042068205ARMARM HOLDINGS PLC$846,5700.23%5,174CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$846,4010.23%24,280CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$827,3550.22%13,543CommonNONE
922908769VTIVANGUARD INDEX FDS$799,8390.21%2,989CommonNONE
92189F700MOOVANECK ETF TRUST$787,7280.21%11,234CommonNONE
G5960L103MDTMEDTRONIC PLC$784,3450.21%9,965CommonNONE
25862D105DLYDOUBLELINE YIELD OPPORTUNITI$781,5880.21%49,530CommonNONE
003009107ABRDN ASIA PACIFIC INCOME FU$777,8010.21%290,224CommonNONE
053332102AZOAUTOZONE INC$761,7740.20%257CommonNONE
464287150ITOTISHARES TR$755,3330.20%6,359CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$752,0020.20%25,949CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$748,1080.20%1,374CommonNONE
097023105BABOEING CO$723,4790.19%3,974CommonNONE
48251W104KKRKKR & CO INC$675,3030.18%6,416CommonNONE
464287200IVVISHARES TR$667,9750.18%1,220CommonNONE
88023U101SGITEMPUR SEALY INTL INC$620,1540.17%13,100CommonNONE
57636Q104MAMASTERCARD INCORPORATED$619,0840.17%1,403CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$617,1570.17%3,175CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$611,2350.16%18,556CommonNONE
30231G102XOMEXXON MOBIL CORP$603,7290.16%5,244CommonNONE
166764100CVXCHEVRON CORP NEW$585,1930.16%3,741CommonNONE
370334104GISGENERAL MLS INC$584,5860.16%9,241CommonNONE
21036P108STZCONSTELLATION BRANDS INC$580,9380.16%2,258CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$523,4040.14%4,433CommonNONE
907818108UNPUNION PAC CORP$472,8830.13%2,090CommonNONE
14040H105COFCAPITAL ONE FINL CORP$461,8690.12%3,336CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$449,7850.12%17,757CommonNONE
921937835BNDVANGUARD BD INDEX FDS$446,9980.12%6,204CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$432,8700.12%957CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$416,5600.11%5,346CommonNONE
00287Y109ABBVABBVIE INC$414,7350.11%2,418CommonNONE
88579Y101MMM3M CO$402,3390.11%3,937CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$391,1640.10%7,393CommonNONE
055622104BPBP PLC$390,4940.10%10,817CommonNONE
20825C104COPCONOCOPHILLIPS$381,1400.10%3,332CommonNONE
58155Q103MCKMCKESSON CORP$373,7860.10%640CommonNONE
744320102PRUPRUDENTIAL FINL INC$362,1170.10%3,090CommonNONE
238337109PLAYDAVE & BUSTERS ENTMT INC$355,9010.10%8,940CommonNONE
464287457SHYISHARES TR$346,9960.09%4,249CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$345,3700.09%6,586CommonNONE
29446M102EQNREQUINOR ASA$338,7220.09%11,860CommonNONE
17275R102CSCOCISCO SYS INC$337,9390.09%7,113CommonNONE
191216100KOCOCA COLA CO$337,3590.09%5,300CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$326,6340.09%6,426CommonNONE
892356106TSCOTRACTOR SUPPLY CO$324,8100.09%1,203CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$317,4050.09%5,051CommonNONE
25754A201DPZDOMINOS PIZZA INC$309,7980.08%600CommonNONE
67061T101NIMNUVEEN SELECT MAT MUN FD$306,4560.08%33,900CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$288,5590.08%8,624CommonNONE
047726104BATRAATLANTA BRAVES HLDGS INC$282,0770.08%6,825CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$277,3050.07%70CommonNONE
655844108NSCNORFOLK SOUTHN CORP$269,4360.07%1,255CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$265,9290.07%1,530CommonNONE
609207105MDLZMONDELEZ INTL INC$265,2280.07%4,053CommonNONE
311900104FASTFASTENAL CO$257,5180.07%4,098CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$252,3350.07%7,021CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$251,2830.07%5,163CommonNONE
354613101BENFRANKLIN RESOURCES INC$250,1190.07%11,191CommonNONE
464287671IUSGISHARES TR$249,9880.07%1,961CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$248,2540.07%10,497CommonNONE
46090E103QQQINVESCO QQQ TR$246,2630.07%514CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$243,4030.07%1,670CommonNONE
458140100INTCINTEL CORP$243,3620.07%7,858CommonNONE
747525103QCOMQUALCOMM INC$229,8280.06%1,153CommonNONE
02209S103MOALTRIA GROUP INC$227,8410.06%5,002CommonNONE
931142103WMTWALMART INC$226,2390.06%3,341CommonNONE
464288257ACWIISHARES TR$225,5870.06%2,007CommonNONE
922475108VEEVVEEVA SYS INC$223,0890.06%1,219CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$222,6910.06%1,467CommonNONE
46429B663HDVISHARES TR$211,2040.06%1,943CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$205,9500.06%6,095CommonNONE
09260D107BXBLACKSTONE INC$204,2700.05%1,650CommonNONE
532457108LLYELI LILLY & CO$203,7820.05%225CommonNONE
922908363VOOVANGUARD INDEX FDS$201,1410.05%402CommonNONE
87968A104TELLEURTELLURIAN INC NEW$4,1560.00%6,000CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.