
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | COF | 5K | $956.82K |
![]() | HD | 4K | $1.79M |
![]() | BAC | 4K | $220.13K |
![]() | WMT | 4K | $438.02K |
![]() | BA | 4K | $861.22K |
![]() | MDLZ | 4K | $247.05K |
![]() | FDX | 4K | $916.71K |
![]() | APO | 4K | $479.77K |
![]() | AMT | 3K | $661.00K |
![]() | COP | 3K | $306.37K |
![]() | PRU | 3K | $317.13K |
![]() | NFG | 3K | $271.57K |
![]() | ABBV | 2K | $506.61K |
![]() | WINA | 2K | $1.07M |
![]() | STZ | 2K | $288.46K |
![]() | MMM | 2K | $301.06K |
![]() | BX | 2K | $282.76K |
![]() | TSM | 2K | $430.94K |
![]() | MA | 2K | $856.24K |
![]() | UNP | 1K | $347.23K |

Capital One Financial Corporation
COF
Shares Held
5K
Value
$956.82K

The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.79M

Bank of America Corporation
BAC
Shares Held
4K
Value
$220.13K

Walmart Inc.
WMT
Shares Held
4K
Value
$438.02K

The Boeing Company
BA
Shares Held
4K
Value
$861.22K

Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$247.05K

FedEx Corporation
FDX
Shares Held
4K
Value
$916.71K

Apollo Global Management, Inc.
APO
Shares Held
4K
Value
$479.77K

American Tower Corporation
AMT
Shares Held
3K
Value
$661.00K

ConocoPhillips
COP
Shares Held
3K
Value
$306.37K

Prudential Financial, Inc.
PRU
Shares Held
3K
Value
$317.13K

National Fuel Gas Company
NFG
Shares Held
3K
Value
$271.57K

AbbVie Inc.
ABBV
Shares Held
2K
Value
$506.61K

Winmark Corporation
WINA
Shares Held
2K
Value
$1.07M

Constellation Brands, Inc.
STZ
Shares Held
2K
Value
$288.46K

3M Company
MMM
Shares Held
2K
Value
$301.06K

Blackstone Inc.
BX
Shares Held
2K
Value
$282.76K

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$430.94K

Mastercard Incorporated
MA
Shares Held
2K
Value
$856.24K

Union Pacific Corporation
UNP
Shares Held
1K
Value
$347.23K
