$234 Million is the total value of WEALTH ADVISORS, INC.'s 65 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $456,473 | – | 1,114 | +100.0% | 0.20% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $407,894 | – | 5,394 | +100.0% | 0.17% | – |
| T | New | AT&T INC | $326,713 | – | 21,608 | +100.0% | 0.14% | – |
| MAIN | New | MAIN STR CAP CORP | $313,286 | – | 7,770 | +100.0% | 0.13% | – |
| ORCL | New | ORACLE CORP | $283,669 | – | 2,445 | +100.0% | 0.12% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $257,178 | – | 1,105 | +100.0% | 0.11% | – |
| New | AURORA INNOVATION INC | $42,066 | – | 12,300 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
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.