$196 Million is the total value of WEALTH ADVISORS, INC.'s 57 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KOIN | Exit | EXCHANGE TRADED CONCEPTS TRcapital link gbl | $0 | – | -6,220 | -100.0% | -0.10% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -885 | -100.0% | -0.11% | – |
| ABBV | Exit | ABBVIE INCcall | $0 | – | -5,800 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
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.