$210 Million is the total value of WEALTH ADVISORS, INC.'s 66 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | Exit | FORD MTR CO DELcall | $0 | – | -30,000 | -100.0% | 0.00% | – |
| CHPT | Exit | CHARGEPOINT HOLDINGS INCcall | $0 | – | -10,000 | -100.0% | 0.00% | – |
| VIAC | Exit | PARAMOUNT GLOBALcall | $0 | – | -24,900 | -100.0% | 0.00% | – |
| DIS | Exit | DISNEY WALT COcall | $0 | – | -12,400 | -100.0% | -0.01% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -3,100 | -100.0% | -0.11% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -7,812 | -100.0% | -0.12% | – | |
| ABBV | Exit | ABBVIE INCcall | $0 | – | -5,000 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.