Blake Schutter Theil Wealth Advisors, LLC
Top Portfolio Positions
66 positions ·
$38,314,743 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,221 | $3,101,567 | 8.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,043 | $2,416,605 | 6.31% | |
| NIM |
Nuveen Select Maturities Municipal Fund
Financial Services
|
181,427 | $1,714,485 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,868 | $1,687,402 | 4.40% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
148,378 | $1,333,918 | 3.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,088 | $1,202,526 | 3.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,837 | $1,182,356 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
2,914 | $1,078,675 | 2.82% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
57,379 | $922,080 | 2.41% | |
| DUK |
Duke Energy CORP
Utilities
|
6,347 | $831,076 | 2.17% |
Portfolio Trend
7 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,333,918 | 148,378 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,344,304 | 148,378 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,332,434 | 148,378 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,120,653 | 128,959 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $814,250 | 92,845 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $870,347 | 101,321 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $913,915 | 101,321 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||