Andrew Wheeler
0trades
$2.2Mest. assets · Termination
No published trades on file.
Asset holdings
Termination · filed —All positions
45 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Faegre Baker Daniels LLP Defined Contribution Plan | Self | — | — |
| Vanguard Instl Trgt Retire 2030 Instl VTTWX | Self | $500K – $1M | $15K – $50K |
| T. Rowe Price Growth Stock I PRUFX | Self | $1K – $15K | $201 – $1K |
| Vanguard Total Stock Market Idx I VITSX | Self | $15K – $50K | $201 – $1K |
| Vanguard Windsor II Admiral VWNAX | Self | $1K – $15K | $201 – $1K |
| Baron Small Cap Instl BSFIX | Self | $1K – $15K | $201 – $1K |
| American Funds Europacific Growth R6 RERGX | Self | $1K – $15K | $201 – $1K |
| Metropolitan West Total Return Bd Plan MWTSX | Self | $1K – $15K | $201 – $1K |
| Victory Sycamore Small Company Opportunity Fund Class A Shares SSGSX | Self | $1K – $15K | $201 – $1K |
| IRA | Self | — | — |
| Congress Mid Cap Growth INSTL IMIDX | Self | $1K – $15K | $201 – $1K |
| T Rowe Price Blue Chip GR TRBCX | Self | $1K – $15K | $201 – $1K |
| AAM/Bahl & Gaynor Income Growth Fund Class I Shares AFNIX | Self | $1K – $15K | $201 – $1K |
| AAM/HIMCO Short Duration Fund Class I Shares ASDIX | Self | $1K – $15K | — |
| Catalyst Millburn HGD Strat I MBXIX | Self | Under $1K | $1K – $2.5K |
| Delaware Value Fund Institutional Class Shares DDVIX | Self | $1K – $15K | $201 – $1K |
| Fidelity Adv Intl Cap App I FCPIX | Self | $1K – $15K | $201 – $1K |
| Franklin Intl Growth ADV FNGZX | Self | $1K – $15K | $201 – $1K |
| INVESCO Opp Dev MKTS Y ODVYX | Self | Under $1K | $1K – $2.5K |
| PGIM JENN GLBL Opp Z PRJZX | Self | $1K – $15K | $201 – $1K |
| PGIM Total Return Bond Z PDBZX | Self | $1K – $15K | — |
| Putnam Ultra Short Duration Income Fund Class Y Shares PSDYX | Self | $1K – $15K | — |
| Virtus KAR Small-Cap Growth Fund Class I Shares PXSGX | Self | $1K – $15K | — |
| Wells Fargo special MDCP VL I WFMIX | Self | $1K – $15K | — |
| First Trust US Equity Opportunities ETF FPX | Self | $1K – $15K | — |
| First Trust Value Line Dividend Index Fund FVD | Self | $1K – $15K | — |
| Undeveloped Property - 5 acres, Jackson County, WV | — | $1K – $15K | — |
| Residential Real Estate, Arlington, VA | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| US Credit Union accounts (cash) | — | $250K – $500K | Interest · $1K – $2.5K |
| Congress Mid Cap Growth Instl IMIDX | — | $15K – $50K | $2.5K – $5K |
| Upshur Burger Concepts (in kind receivable up to $2000/month at restaurant) (value not readily ascertainable) | — | Under $1K | $5K |
| AAM/Bahl & Gaynor Income Growth Fund Class I Shares AFNIX | — | $50K – $100K | $5K – $15K |
| AAM/HIMCO Short Dur I ASDIX | — | $15K – $50K | $201 – $1K |
| Catalyst Millburn HGD Strat I MBXIX | — | Under $1K | $5K – $15K |
| Delaware Value Instl DDVIX | — | $15K – $50K | $1K – $2.5K |
| Fidelity Adv Intl Cap App I FCPIX | — | $15K – $50K | $1K – $2.5K |
| Franklin Intl Growth ADV FNGZX | — | $15K – $50K | $2.5K – $5K |
| Invesco Opp Dev MKTS Y ODVYX | — | Under $1K | $5K – $15K |
| PGIM Jenn GLBL Opp Z PRJZX | — | $15K – $50K | $1K – $2.5K |
| PGIM Total Return Bond Z PDBZX | — | $15K – $50K | $201 – $1K |
| Putnam Ultra SHT Dur Inc Y PSDYX | — | $15K – $50K | $201 – $1K |
| Virtus Kar Small - Cap Growth I PXSGX | — | $15K – $50K | $1K – $2.5K |
| Wells Fargo Special MDCP VL I WFMIX | — | $15K – $50K | $201 – $1K |
| First Trust US Equity Opportunities ETF FPX | — | $15K – $50K | — |
| First Trust Value Line Dividend Index Fund FVD | — | $15K – $50K | $201 – $1K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.