WEALTH ADVISORS, INC. - Q4 2022 holdings

$188 Million is the total value of WEALTH ADVISORS, INC.'s 68 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
DFAC NewDIMENSIONAL ETF TRUSTus core equity 2$959,30339,510
+100.0%
0.51%
NewDIMENSIONAL ETF TRUSTworld ex us core$324,54015,025
+100.0%
0.17%
UPS NewUNITED PARCEL SERVICE INCcl b$309,5341,781
+100.0%
0.16%
TECL NewDIREXION SHS ETF TRdly tech bull 3x$291,01513,050
+100.0%
0.16%
NewQUIDELORTHO CORP$269,7753,149
+100.0%
0.14%
GILD NewGILEAD SCIENCES INC$269,5693,140
+100.0%
0.14%
ABBV NewABBVIE INCcall$258,7525,000
+100.0%
0.14%
KNG NewFIRST TR EXCHANGE-TRADED FDft cboe vest s&p$242,5484,747
+100.0%
0.13%
IDXX NewIDEXX LABS INC$231,721568
+100.0%
0.12%
NewLITMAN GREGORY FDS TRimgp dbi managed$227,4077,812
+100.0%
0.12%
MCD NewMCDONALDS CORP$220,048835
+100.0%
0.12%
VBR NewVANGUARD INDEX FDSsm cp val etf$201,6761,270
+100.0%
0.11%
UBER NewUBER TECHNOLOGIES INCcall$22,22112,000
+100.0%
0.01%
DIS NewDISNEY WALT COcall$16,47912,400
+100.0%
0.01%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC16Q3 202324.1%
AMAZON COM INC16Q3 202321.8%
INVESCO QQQ TR16Q3 20236.7%
ALPHABET INC16Q3 20237.2%
MASTERCARD INCORPORATED16Q3 20237.3%
SELECT SECTOR SPDR TR16Q3 20236.7%
MICROSOFT CORP16Q3 20234.5%
VISA INC16Q3 20234.7%
ESSEX PPTY TR INC16Q3 20235.1%
VANGUARD SPECIALIZED FUNDS16Q3 20234.0%

View WEALTH ADVISORS, INC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2023-10-24
13F-HR2023-07-18
13F-HR2023-05-08
13F-HR2023-01-26
13F-HR2022-10-14
13F-HR2022-08-05
13F-HR2022-04-14
13F-HR2022-01-24
13F-HR2021-11-15
13F-HR2021-08-04

View WEALTH ADVISORS, INC.'s complete filings history.

Compare quarters

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