SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 19K | $5.86M |
 | AMZN | 18K | $3.88M |
 | NVDA | 16K | $3.04M |
 | ALSN | 15K | $1.27M |
 | MSFT | 14K | $7.49M |
 | UNH | 14K | $4.83M |
 | JNJ | 13K | $2.40M |
 | PLAY | 13K | $234.99K |
 | HON | 12K | $2.55M |
 | GIS | 12K | $601.41K |
 | CVS | 12K | $894.64K |
 | DIS | 11K | $1.31M |
 | FAST | 11K | $557.44K |
 | EQNR | 11K | $276.96K |
 | PG | 11K | $1.73M |
 | BEN | 11K | $258.85K |
 | BP | 10K | $329.71K |
 | PCAR | 9K | $891.86K |
 | MCD | 9K | $2.72M |
 | MDT | 9K | $835.13K |
JPMorgan Chase & Co.
JPM
Shares Held
19K
Value
$5.86M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.88M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$3.04M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
15K
Value
$1.27M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.49M
UnitedHealth Group Incorporated
UNH
Shares Held
14K
Value
$4.83M
Johnson & Johnson
JNJ
Shares Held
13K
Value
$2.40M
Dave & Buster's Entertainment, Inc.
PLAY
Shares Held
13K
Value
$234.99K
Honeywell International Inc.
HON
Shares Held
12K
Value
$2.55M
General Mills, Inc.
GIS
Shares Held
12K
Value
$601.41K
CVS Health Corporation
CVS
Shares Held
12K
Value
$894.64K
The Walt Disney Company
DIS
Shares Held
11K
Value
$1.31M
Fastenal Company
FAST
Shares Held
11K
Value
$557.44K
Equinor ASA
EQNR
Shares Held
11K
Value
$276.96K
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.73M
Franklin Resources, Inc.
BEN
Shares Held
11K
Value
$258.85K
BP p.l.c.
BP
Shares Held
10K
Value
$329.71K
PACCAR Inc
PCAR
Shares Held
9K
Value
$891.86K
McDonald's Corporation
MCD
Shares Held
9K
Value
$2.72M
Medtronic plc
MDT
Shares Held
9K
Value
$835.13K