SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

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Schwarz Dygos Wheeler Investment Advisors is based out of Minneapolis. Schwarz Dygos Wheeler Investment Advisors is a large advisory firm with 268 clients and discretionary assets under management (AUM) of $264,120,980 (Form ADV from 2019-03-19). Their last reported 13F filing for Q3 2019 included $125,989,000 in managed 13F securities and a top 10 holdings concentration of 53.77%. Schwarz Dygos Wheeler Investment Advisors's largest holding is Berkshire Hathaway Inc Class B with shares held of 98,386. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $125.989 Million
  • Prior Market Value $121.256 Million
  • New Purchases4 stocks
  • Additional Purchases33 stocks
  • Sold out of5 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 53.77 %
  • Turnover % [1]:10.71%
  • Turnover Alt % [2]: 3.67 %
  • Time Held Top20:2.60 quarters
  • Time Held Top10:2.90 quarters
  • Time Held All:2.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.76%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS MN    55402
Country: United States

Business Phone: (612) 355 - 4360
Fax: (612) 355 - 4361
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 91,404,500
Total Number of Clients: 268
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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