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  Name: SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
  City: MINNEAPOLIS
  State: MN
  Zip: 55402
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $352,261,000
  Total Value Change : $27,632,000
  Securities Held Change : 1
   
All Securities Held : 145
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 66
  Unchanged Positions : 27
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 153 Closed $0.00 $0 0 0% -424,000 -16,991 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 146 Closed $177.81 $0 0 0% -266,000 -1,070 0    Auto Manufacturers
   (LIN)1 Year Chart         LIN Linde Plc 152 Closed $435.52 $0 0 0% -203,000 -494 0    N/A
   (DOCU)1 Year Chart         DOCU Docusign Inc 151 Closed $54.74 $0 0 0% -396,000 -6,657 0    N/A
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 150 Closed $63.39 $0 0 0% -277,000 -4,585 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 149 Closed $470.34 $0 0 0% -308,000 -680 0    Aerospace/Defense - M...
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 148 Closed $0.00 $0 0 0% -283,000 -4,893 0    N/A
   (TRI)1 Year Chart         TRI Thomson Reuters Corp 154 Closed $172.11 $0 0 0% -202,000 -1,382 0    Business Services
   (NKE)1 Year Chart         NKE Nike Inc B 147 Closed $95.05 $0 0 0% -232,000 -2,138 0    Textile - Apparel Foo...

      9 Records Found
  1    
Page 1 of 1
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