$227 Million is the total value of WEALTH ADVISORS, INC.'s 82 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STZ | New | CONSTELLATION BRANDS INCcall | $293,000 | – | 5,300 | +100.0% | 0.13% | – |
| AXP | New | AMERICAN EXPRESS COcall | $187,000 | – | 6,000 | +100.0% | 0.08% | – |
| GM | New | GENERAL MTRS COcall | $127,000 | – | 12,900 | +100.0% | 0.06% | – |
| GM | New | GENERAL MTRS CO | $96,000 | – | 2,300 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $88,000 | – | 725 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSONcall | $86,000 | – | 4,200 | +100.0% | 0.04% | – |
| VZ | New | VERIZON COMMUNICATIONS INCcall | $31,000 | – | 10,000 | +100.0% | 0.01% | – |
| DKNG | New | DRAFTKINGS INCcall | $15,000 | – | 600 | +100.0% | 0.01% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $14,000 | – | 65 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $14,000 | – | 500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 24.1% |
| AMAZON COM INC | 16 | Q3 2023 | 21.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 6.7% |
| ALPHABET INC | 16 | Q3 2023 | 7.2% |
| MASTERCARD INCORPORATED | 16 | Q3 2023 | 7.3% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 6.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.5% |
| VISA INC | 16 | Q3 2023 | 4.7% |
| ESSEX PPTY TR INC | 16 | Q3 2023 | 5.1% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 4.0% |
View WEALTH ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-04 |
View WEALTH ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.