WEALTH ADVISORS, INC. holdings history

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186 is the total number of securities WEALTH ADVISORS, INC. has owned. The longest WEALTH ADVISORS, INC. has owned a single stock is 16 quarters.

WEALTH ADVISORS, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC161612.65%18.55%24.08%Q4 2019Q3 202316
AMZN AMAZON COM INC16169.46%15.58%21.85%Q4 2019Q3 202316
QQQ INVESCO QQQ TR16163.96%5.89%6.71%Q4 2019Q3 202316
GOOGL ALPHABET INC16164.22%5.78%7.25%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16164.63%5.75%7.26%Q4 2019Q3 202316
XLV SELECT SECTOR SPDR TR16160.81%4.65%6.66%Q4 2019Q3 202316
MSFT MICROSOFT CORP16162.15%3.68%4.51%Q4 2019Q3 202316
V VISA INC16162.71%3.59%4.71%Q4 2019Q3 202316
ESS ESSEX PPTY TR INC16162.60%3.48%5.06%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16160.92%3.13%3.96%Q4 2019Q3 202316
NVDA NVIDIA CORPORATION16161.03%2.73%4.22%Q4 2019Q3 202316
FB META PLATFORMS INC16161.14%2.07%2.64%Q4 2019Q3 202316
QCOM QUALCOMM INC16160.15%1.79%2.90%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16161.20%1.53%2.08%Q4 2019Q3 202316
VYM VANGUARD WHITEHALL FDS...16160.58%1.52%7.34%Q4 2019Q3 202316
HD HOME DEPOT INC16160.50%1.44%1.90%Q4 2019Q3 202316
RDVY FIRST TR EXCHANGE-TRAD...16160.86%1.17%1.48%Q4 2019Q3 202316
IYJ ISHARES TR16160.56%0.88%1.47%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.48%0.79%1.11%Q4 2019Q3 202316
PPA INVESCO EXCHANGE TRADE...16160.49%0.67%1.48%Q4 2019Q3 202316
SDY SPDR SER TR16160.35%0.43%0.56%Q4 2019Q3 202316
BAC BK OF AMERICA CORP16160.22%0.35%0.58%Q4 2019Q3 202316
IJR ISHARES TR16160.27%0.32%0.38%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS...16160.21%0.28%0.38%Q4 2019Q3 202316
MDY SPDR S&P MIDCAP 400 ET...16160.22%0.26%0.33%Q4 2019Q3 202316
GOOG ALPHABET INC16160.14%0.24%0.41%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.12%0.19%0.76%Q4 2019Q3 202316
XLK SELECT SECTOR SPDR TR15150.46%0.65%0.94%Q1 2020Q3 202315
NXTG FIRST TR EXCHANGE TRAD...15150.55%0.62%0.71%Q1 2020Q3 202315
VUG VANGUARD INDEX FDS15150.34%0.37%0.41%Q1 2020Q3 202315
FEX FIRST TR LRGE CP CORE ...1410.12%0.13%0.16%Q4 2019Q3 202315
MCD MCDONALDS CORP1140.08%0.10%0.12%Q4 2019Q3 202315
ABBV ABBVIE INC14140.22%0.47%1.07%Q2 2020Q3 202314
MU MICRON TECHNOLOGY INC14140.15%0.28%0.42%Q4 2019Q1 202314
VIS VANGUARD WORLD FDS1310.10%0.22%0.30%Q4 2019Q3 202314
TQQQ PROSHARES TR13130.95%1.72%2.89%Q1 2020Q1 202313
TMO THERMO FISHER SCIENTIF...13130.96%1.16%1.46%Q3 2020Q3 202313
STZ CONSTELLATION BRANDS INC1210.01%0.27%0.54%Q2 2020Q3 202313
PM PHILIP MORRIS INTL INC13130.08%0.11%0.16%Q3 2020Q3 202313
LUV SOUTHWEST AIRLS CO12120.45%1.13%2.02%Q4 2019Q3 202212
XLF SELECT SECTOR SPDR TR1020.05%0.58%5.72%Q4 2019Q2 202312
FPXI FIRST TR EXCHANGE TRAD...12120.26%0.39%0.51%Q4 2019Q3 202212
AXP AMERICAN EXPRESS CO12120.04%0.38%0.61%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS1020.20%0.29%0.35%Q4 2019Q3 202312
GM GENERAL MTRS CO12120.04%0.14%0.19%Q4 2020Q3 202312
EPD ENTERPRISE PRODS PARTN...11110.08%0.24%0.40%Q1 2021Q3 202311
T AT&T INC920.07%0.14%0.19%Q4 2019Q3 202311
IDXX IDEXX LABS INC740.10%0.12%0.14%Q3 2020Q3 202311
GILD GILEAD SCIENCES INC430.06%0.10%0.16%Q1 2020Q3 202311
COST COSTCO WHSL CORP NEW10100.04%0.48%0.70%Q2 2021Q3 202310
DIS DISNEY WALT CO910.08%0.14%0.44%Q4 2019Q1 202310
AMD ADVANCED MICRO DEVICES...10100.10%0.13%0.21%Q3 2020Q4 202210
CLF CLEVELAND-CLIFFS INC NEW730.01%0.10%0.18%Q1 2021Q3 202310
PAVE GLOBAL X FDS990.15%0.26%0.38%Q3 2021Q3 20239
FXL FIRST TR EXCHANGE TRAD...990.14%0.20%0.31%Q1 2020Q1 20229
VIAC VIACOMCBS INC540.00%0.03%0.10%Q3 2020Q4 20229
FTCS FIRST TR NASDAQ-100 TE...880.09%0.32%0.80%Q1 2020Q4 20218
AAPL APPLE INC710.08%0.27%0.65%Q1 2020Q1 20228
TGT TARGET CORP710.10%0.11%0.12%Q3 2020Q1 20238
VBR VANGUARD INDEX FDS440.08%0.09%0.11%Q2 2021Q3 20238
SBUX STARBUCKS CORP770.06%0.33%0.65%Q2 2020Q4 20217
BABA ALIBABA GROUP HLDG LTD770.08%0.29%0.66%Q4 2019Q2 20217
QCOM QUALCOMM INC770.01%0.23%0.61%Q1 2020Q3 20217
BRKB BERKSHIRE HATHAWAY INC...770.14%0.17%0.23%Q1 2022Q3 20237
DKNG DRAFTKINGS INC770.10%0.17%0.22%Q2 2020Q4 20217
VIAC VIACOMCBS INC610.08%0.13%0.20%Q2 2020Q1 20227
UPS UNITED PARCEL SERVICE INC410.08%0.12%0.16%Q2 2021Q3 20237
MU MICRON TECHNOLOGY INC770.01%0.04%0.09%Q1 2020Q3 20217
XLE SELECT SECTOR SPDR TR660.23%0.41%0.55%Q2 2022Q3 20236
NOW SERVICENOW INC660.26%0.32%0.41%Q4 2019Q1 20216
IBB ISHARES TR660.08%0.13%0.20%Q3 2020Q4 20216
XLV SELECT SECTOR SPDR TR660.03%0.12%0.23%Q2 2020Q3 20216
ABBV ABBVIE INC310.00%0.06%0.14%Q1 2021Q4 20226
AMZN AMAZON COM INC550.33%0.57%0.71%Q4 2019Q4 20205
CRM SALESFORCE COM INC550.21%0.26%0.44%Q4 2019Q4 20205
LUV SOUTHWEST AIRLS CO550.00%0.18%0.48%Q1 2020Q1 20215
UPST UPSTART HLDGS INC550.08%0.16%0.30%Q1 2021Q1 20225
QCLN FIRST TR EXCHANGE-TRAD...550.09%0.11%0.16%Q1 2021Q1 20225
DVN DEVON ENERGY CORP NEW550.10%0.11%0.12%Q3 2022Q3 20235
BABA ALIBABA GROUP HLDG LTD550.00%0.04%0.13%Q2 2020Q2 20215
QQQ INVESCO QQQ TR550.01%0.01%0.02%Q1 2020Q1 20215
NFLX NETFLIX INC442.26%2.62%2.98%Q4 2019Q3 20204
DFAC DIMENSIONAL ETF TRUST440.45%0.47%0.51%Q4 2022Q3 20234
CRWD CROWDSTRIKE HLDGS INC440.04%0.42%0.69%Q3 2020Q2 20214
MSFT MICROSOFT CORP440.27%0.34%0.40%Q1 2020Q4 20204
NVDA NVIDIA CORPORATION440.14%0.25%0.37%Q1 2020Q4 20204
DIMENSIONAL ETF TRUST440.14%0.15%0.17%Q4 2022Q3 20234
GOOGL ALPHABET INC310.06%0.14%0.21%Q1 2020Q3 20214
QUIDELORTHO CORP440.10%0.12%0.14%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.10%0.12%0.16%Q2 2022Q1 20234
KNG FIRST TR EXCHANGE-TRAD...440.11%0.12%0.13%Q4 2022Q3 20234
BA BOEING CO310.07%0.12%0.24%Q4 2019Q3 20214
SE SEA LTD440.08%0.11%0.14%Q1 2021Q4 20214
SBUX STARBUCKS CORP440.05%0.11%0.18%Q2 2020Q1 20214
AXP AMERICAN EXPRESS CO440.07%0.09%0.11%Q4 2020Q3 20214
GM GENERAL MTRS CO440.05%0.08%0.13%Q4 2020Q3 20214
SKYY FIRST TR EXCHANGE TRAD...440.07%0.08%0.08%Q1 2021Q4 20214
JNJ JOHNSON & JOHNSON440.02%0.03%0.04%Q4 2020Q3 20214
DIS DISNEY WALT CO310.01%0.03%0.06%Q1 2021Q4 20224
AMD ADVANCED MICRO DEVICES...440.01%0.03%0.04%Q4 2020Q3 20214
F FORD MTR CO DEL440.00%0.02%0.06%Q1 2022Q4 20224
DKNG DRAFTKINGS INC440.01%0.01%0.02%Q4 2020Q3 20214
CHPT CHARGEPOINT HOLDINGS INC440.00%0.01%0.02%Q1 2022Q4 20224
IBB ISHARES TR440.00%0.00%0.01%Q3 2020Q2 20214
SCHW SCHWAB CHARLES CORP330.28%1.14%1.59%Q1 2023Q3 20233
CERN CERNER CORP330.27%0.31%0.33%Q4 2019Q2 20203
IPAY ETF MANAGERS TR330.27%0.28%0.29%Q4 2019Q2 20203
PENN PENN NATL GAMING INC330.16%0.24%0.32%Q2 2020Q4 20203
LRCX LAM RESEARCH CORP330.18%0.18%0.18%Q4 2019Q2 20203
UBER UBER TECHNOLOGIES INC330.10%0.16%0.21%Q1 2023Q3 20233
PYPL PAYPAL HLDGS INC330.05%0.07%0.09%Q1 2021Q3 20213
FB FACEBOOK INC330.06%0.06%0.07%Q2 2020Q4 20203
CLF CLEVELAND-CLIFFS INC NEW330.04%0.05%0.07%Q1 2021Q3 20213
XLF SELECT SECTOR SPDR TR330.02%0.04%0.05%Q1 2021Q3 20213
BA BOEING CO330.00%0.03%0.05%Q1 2021Q3 20213
V VISA INC330.02%0.02%0.02%Q2 2020Q4 20203
UBER UBER TECHNOLOGIES INC210.01%0.02%0.02%Q1 2022Q1 20233
BAC BK OF AMERICA CORP330.01%0.01%0.02%Q1 2021Q3 20213
VZ VERIZON COMMUNICATIONS...330.00%0.01%0.01%Q4 2020Q2 20213
FVD FIRST TR VALUE LINE DI...220.23%0.66%1.09%Q4 2019Q1 20202
NETL ETF SER SOLUTIONS220.22%0.27%0.31%Q4 2019Q1 20202
PROSHARES TR110.23%0.24%0.25%Q3 2022Q1 20232
RXL PROSHARES TR220.22%0.24%0.25%Q1 2020Q2 20202
BMY BRISTOL-MYERS SQUIBB CO220.23%0.23%0.24%Q4 2019Q1 20202
TECL DIREXION SHS ETF TR220.12%0.14%0.16%Q4 2022Q1 20232
MAIN MAIN STR CAP CORP220.13%0.14%0.14%Q2 2023Q3 20232
LB L BRANDS INC220.12%0.13%0.13%Q1 2021Q2 20212
KOIN EXCHANGE TRADED CONCEP...220.10%0.12%0.15%Q1 2022Q2 20222
ORCL ORACLE CORP220.12%0.12%0.12%Q2 2023Q3 20232
STZ CONSTELLATION BRANDS INC110.11%0.12%0.13%Q2 2020Q4 20202
CDNS CADENCE DESIGN SYSTEM INC220.11%0.11%0.12%Q2 2023Q3 20232
SCHW SCHWAB CHARLES CORP220.06%0.10%0.15%Q1 2023Q2 20232
TSLA TESLA INC220.08%0.08%0.09%Q4 2021Q1 20222
MCD MCDONALDS CORP220.08%0.08%0.09%Q1 2020Q2 20202
COST COSTCO WHSL CORP NEW220.07%0.08%0.09%Q2 2021Q3 20212
FTC FIRST TRUST LRGCP GWT ...220.08%0.08%0.08%Q2 2021Q3 20212
CAT CATERPILLAR INC220.06%0.07%0.08%Q1 2021Q2 20212
VIG VANGUARD SPECIALIZED F...220.04%0.05%0.06%Q2 2020Q3 20202
MGM MGM RESORTS INTERNATIONAL220.04%0.05%0.05%Q1 2020Q2 20202
MGM MGM RESORTS INTERNATIONAL220.02%0.04%0.05%Q1 2020Q2 20202
PYPL PAYPAL HLDGS INC220.02%0.03%0.04%Q1 2021Q2 20212
CRWD CROWDSTRIKE HLDGS INC220.02%0.03%0.03%Q1 2021Q2 20212
CAT CATERPILLAR INC220.02%0.02%0.03%Q1 2021Q2 20212
GILD GILEAD SCIENCES INC220.00%0.02%0.03%Q2 2020Q3 20202
CRM SALESFORCE COM INC220.01%0.01%0.02%Q3 2020Q4 20202
XLK SELECT SECTOR SPDR TR220.01%0.01%0.01%Q2 2020Q3 20202
VALE VALE S A220.00%0.01%0.02%Q2 2021Q3 20212
FDL FIRST TR MORNINGSTAR D...111.46%1.46%1.46%Q4 2019Q4 20191
AVGO BROADCOM INC110.89%0.89%0.89%Q4 2019Q4 20191
FBT FIRST TR EXCHANGE TRAD...110.54%0.54%0.54%Q4 2019Q4 20191
FDD FIRST TR STOXX EURO DI...110.47%0.47%0.47%Q4 2019Q4 20191
EEM ISHARES TR110.46%0.46%0.46%Q4 2019Q4 20191
FTHI FIRST TR EXCHANGE TRAD...110.35%0.35%0.35%Q4 2019Q4 20191
EMLP FIRST TR EXCHANGE TRAD...110.30%0.30%0.30%Q4 2019Q4 20191
C CITIGROUP INC110.26%0.26%0.26%Q4 2019Q4 20191
TMO THERMO FISHER SCIENTIF...110.23%0.23%0.23%Q2 2020Q2 20201
BSV VANGUARD BD INDEX FDS110.17%0.17%0.17%Q2 2023Q2 20231
LLY ELI LILLY & CO110.15%0.15%0.15%Q3 2023Q3 20231
EXPE EXPEDIA GROUP INC110.14%0.14%0.14%Q1 2021Q1 20211
LUMN LUMEN TECHNOLOGIES INC110.14%0.14%0.14%Q3 2020Q3 20201
SCHX SCHWAB STRATEGIC TR110.14%0.14%0.14%Q3 2023Q3 20231
SMCI SUPER MICRO COMPUTER INC110.13%0.13%0.13%Q3 2023Q3 20231
CMG CHIPOTLE MEXICAN GRILL...110.12%0.12%0.12%Q1 2021Q1 20211
LITMAN GREGORY FDS TR110.12%0.12%0.12%Q4 2022Q4 20221
VCIT VANGUARD SCOTTSDALE FDS110.12%0.12%0.12%Q3 2023Q3 20231
NKE NIKE INC110.12%0.12%0.12%Q4 2019Q4 20191
BATH & BODY WORKS INC110.11%0.11%0.11%Q4 2021Q4 20211
AKAM AKAMAI TECHNOLOGIES INC110.11%0.11%0.11%Q2 2020Q2 20201
XLI SELECT SECTOR SPDR TR110.10%0.10%0.10%Q3 2023Q3 20231
FSLY FASTLY INC110.10%0.10%0.10%Q3 2020Q3 20201
VEA VANGUARD TAX-MANAGED FDS110.09%0.09%0.09%Q3 2023Q3 20231
FIRST TR EXCHANGE-TRAD...110.09%0.09%0.09%Q1 2022Q1 20221
CELH CELSIUS HLDGS INC110.08%0.08%0.08%Q3 2021Q3 20211
COIN COINBASE GLOBAL INC110.07%0.07%0.07%Q4 2021Q4 20211
CELH CELSIUS HLDGS INC110.05%0.05%0.05%Q3 2021Q3 20211
CCL CARNIVAL CORP110.02%0.02%0.02%Q1 2021Q1 20211
PLTR PALANTIR TECHNOLOGIES INC110.02%0.02%0.02%Q1 2021Q1 20211
PAVE GLOBAL X FDS110.02%0.02%0.02%Q3 2021Q3 20211
AURORA INNOVATION INC110.02%0.02%0.02%Q2 2023Q2 20231
FSLY FASTLY INC110.01%0.01%0.01%Q3 2020Q3 20201
DOFSQ DIAMOND OFFSHORE DRILL...110.01%0.01%0.01%Q1 2020Q1 20201
UPST UPSTART HLDGS INC110.00%0.00%0.00%Q2 2021Q2 20211
ATER ATERIAN INC110.00%0.00%0.00%Q2 2021Q2 20211
EXPE EXPEDIA GROUP INC110.00%0.00%0.00%Q1 2021Q1 20211
ATER ATERIAN INC110.00%0.00%0.00%Q2 2021Q2 20211
UPST UPSTART HLDGS INC110.00%0.00%0.00%Q3 2021Q3 20211
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The securities at the top of the list , including APPLE INC, AMAZON COM INC, and INVESCO QQQ TR, are the highest-conviction holdings of WEALTH ADVISORS, INC..

The conviction is calculated by counting the number of quarters a security has been reported by WEALTH ADVISORS, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WEALTH ADVISORS, INC. owns currently or has owned in the past.