SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEHC | 8K | $585.92K |
 | V | 8K | $2.57M |
 | NVO | 7K | $415.56K |
 | CSCO | 7K | $504.05K |
 | PLTR | 7K | $1.28M |
 | TSCO | 7K | $394.68K |
 | CVX | 7K | $1.02M |
 | TAP | 6K | $285.50K |
 | KKR | 6K | $815.32K |
 | AB | 6K | $232.95K |
 | BATRA | 6K | $273.82K |
 | META | 6K | $4.37M |
 | CELC | 6K | $281.58K |
 | ORCL | 6K | $1.58M |
 | KO | 5K | $344.02K |
 | ARM | 5K | $727.13K |
 | MO | 5K | $337.57K |
 | COST | 5K | $4.69M |
 | XOM | 5K | $551.91K |
 | SEZL | 5K | $365.84K |
GE HealthCare Technologies Inc.
GEHC
Shares Held
8K
Value
$585.92K
Visa Inc.
V
Shares Held
8K
Value
$2.57M
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$415.56K
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$504.05K
Palantir Technologies Inc.
PLTR
Shares Held
7K
Value
$1.28M
Tractor Supply Company
TSCO
Shares Held
7K
Value
$394.68K
Chevron Corporation
CVX
Shares Held
7K
Value
$1.02M
Molson Coors Beverage Company
TAP
Shares Held
6K
Value
$285.50K
KKR & Co. Inc.
KKR
Shares Held
6K
Value
$815.32K
AllianceBernstein Holding L.P.
AB
Shares Held
6K
Value
$232.95K
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
6K
Value
$273.82K
Meta Platforms, Inc.
META
Shares Held
6K
Value
$4.37M
Celcuity Inc.
CELC
Shares Held
6K
Value
$281.58K
Oracle Corporation
ORCL
Shares Held
6K
Value
$1.58M
The Coca-Cola Company
KO
Shares Held
5K
Value
$344.02K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
5K
Value
$727.13K
Altria Group, Inc.
MO
Shares Held
5K
Value
$337.57K
Costco Wholesale Corporation
COST
Shares Held
5K
Value
$4.69M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$551.91K
Sezzle Inc.
SEZL
Shares Held
5K
Value
$365.84K