$380 Million is the total value of Wealth Advisory Solutions, LLC's 182 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $24,330,000 | – | 75,593 | +100.0% | 6.41% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $23,952,000 | – | 116,378 | +100.0% | 6.31% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $15,918,000 | – | 96,087 | +100.0% | 4.19% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $12,509,000 | – | 58,839 | +100.0% | 3.30% | – |
| IGSB | New | ISHARES TR | $10,688,000 | – | 199,295 | +100.0% | 2.82% | – |
| AAPL | New | APPLE INC | $9,322,000 | – | 31,748 | +100.0% | 2.46% | – |
| USMV | New | ISHARES TRmsci min vol etf | $7,996,000 | – | 121,896 | +100.0% | 2.11% | – |
| JPM | New | JPMORGAN CHASE & CO | $7,921,000 | – | 56,830 | +100.0% | 2.09% | – |
| SHY | New | ISHARES TRibonds dec 29 | $7,290,000 | – | 116,853 | +100.0% | 1.92% | – |
| SONY | New | SONY CORP ADR NEW | $6,192,000 | – | 91,060 | +100.0% | 1.63% | – |
| WMT | New | WALMART INC | $6,162,000 | – | 51,854 | +100.0% | 1.62% | – |
| LLY | New | LILLY ELI & CO | $6,127,000 | – | 46,625 | +100.0% | 1.61% | – |
| EFA | New | ISHARES TRmsci eafe etf | $6,105,000 | – | 87,926 | +100.0% | 1.61% | – |
| UNH | New | UNITEDHEALTH GROUP INC COM | $5,891,000 | – | 20,039 | +100.0% | 1.55% | – |
| FDX | New | FEDEX CORPORATION | $5,341,000 | – | 35,328 | +100.0% | 1.41% | – |
| CVS | New | CVS HEALTH CORPORATION COM | $4,845,000 | – | 65,226 | +100.0% | 1.28% | – |
| SPVU | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $4,775,000 | – | 108,841 | +100.0% | 1.26% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $4,692,000 | – | 80,944 | +100.0% | 1.24% | – |
| PG | New | PROCTER AND GAMBLE COMPANY | $4,674,000 | – | 37,429 | +100.0% | 1.23% | – |
| BLK | New | BLACKROCK INC | $4,459,000 | – | 8,870 | +100.0% | 1.18% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,442,000 | – | 99,897 | +100.0% | 1.17% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $4,419,000 | – | 46,116 | +100.0% | 1.16% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $4,408,000 | – | 98,240 | +100.0% | 1.16% | – |
| HD | New | HOME DEPOT INCORPORATED | $4,264,000 | – | 19,527 | +100.0% | 1.12% | – |
| UPS | New | UNITED PARCEL SERVICE-B | $4,227,000 | – | 36,110 | +100.0% | 1.11% | – |
| ERIC | New | ERICSSONadr b sek 10 | $4,120,000 | – | 469,330 | +100.0% | 1.09% | – |
| MPC | New | MARATHON PETE CORP | $4,031,000 | – | 66,908 | +100.0% | 1.06% | – |
| V | New | VISA INC COM CL A | $4,007,000 | – | 21,325 | +100.0% | 1.06% | – |
| MTUM | New | ISHARES TRusa momentum fct | $3,927,000 | – | 31,283 | +100.0% | 1.04% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $3,783,000 | – | 37,464 | +100.0% | 1.00% | – |
| VLO | New | VALERO ENERGY CORP | $3,633,000 | – | 38,800 | +100.0% | 0.96% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,603,000 | – | 15,910 | +100.0% | 0.95% | – |
| NTRS | New | NORTHERN TR CORP | $3,538,000 | – | 33,310 | +100.0% | 0.93% | – |
| SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $3,287,000 | – | 111,880 | +100.0% | 0.87% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $3,151,000 | – | 42,275 | +100.0% | 0.83% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $2,967,000 | – | 100,766 | +100.0% | 0.78% | – |
| RMD | New | RESMED INC | $2,935,000 | – | 18,940 | +100.0% | 0.77% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $2,891,000 | – | 94,749 | +100.0% | 0.76% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $2,879,000 | – | 97,357 | +100.0% | 0.76% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,866,000 | – | 7,634 | +100.0% | 0.76% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $2,857,000 | – | 88,492 | +100.0% | 0.75% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $2,818,000 | – | 58,955 | +100.0% | 0.74% | – |
| CBOE | New | CBOE GLOBAL MARKETS INC | $2,779,000 | – | 23,155 | +100.0% | 0.73% | – |
| AMZN | New | AMAZON COM INC COM | $2,772,000 | – | 1,500 | +100.0% | 0.73% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $2,759,000 | – | 34,824 | +100.0% | 0.73% | – |
| DLTR | New | DOLLAR TREE INC | $2,726,000 | – | 28,986 | +100.0% | 0.72% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $2,693,000 | – | 21,376 | +100.0% | 0.71% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $2,563,000 | – | 30,573 | +100.0% | 0.68% | – |
| MSFT | New | MICROSOFT CORP | $2,541,000 | – | 16,114 | +100.0% | 0.67% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,409,000 | – | 54,696 | +100.0% | 0.64% | – |
| HAS | New | HASBRO INC | $2,381,000 | – | 22,544 | +100.0% | 0.63% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $2,361,000 | – | 94,362 | +100.0% | 0.62% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $2,340,000 | – | 38,915 | +100.0% | 0.62% | – |
| HUM | New | HUMANA INC | $2,282,000 | – | 6,225 | +100.0% | 0.60% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,277,000 | – | 22,353 | +100.0% | 0.60% | – |
| TIP | New | ISHARES TRtips bd etf | $2,248,000 | – | 19,284 | +100.0% | 0.59% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,122,000 | – | 16,583 | +100.0% | 0.56% | – |
| SMMV | New | ISHARES TRedge msci minm | $2,095,000 | – | 59,087 | +100.0% | 0.55% | – |
| EUSA | New | ISHARES INCmsci equal weite | $2,043,000 | – | 31,938 | +100.0% | 0.54% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $2,001,000 | – | 34,122 | +100.0% | 0.53% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $1,923,000 | – | 127,022 | +100.0% | 0.51% | – |
| PSR | New | INVESCO ACTIVELY MANAGD ETFactive us real | $1,921,000 | – | 20,066 | +100.0% | 0.51% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $1,770,000 | – | 34,804 | +100.0% | 0.47% | – |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $1,733,000 | – | 45,848 | +100.0% | 0.46% | – |
| EWG | New | ISHARES INCmsci germany etf | $1,622,000 | – | 55,181 | +100.0% | 0.43% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $1,592,000 | – | 51,724 | +100.0% | 0.42% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,587,000 | – | 41,050 | +100.0% | 0.42% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,563,000 | – | 30,181 | +100.0% | 0.41% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,556,000 | – | 15,325 | +100.0% | 0.41% | – |
| MHK | New | MOHAWK INDS INC | $1,534,000 | – | 11,245 | +100.0% | 0.40% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,513,000 | – | 16,501 | +100.0% | 0.40% | – |
| IEMG | New | ISHARES INCcore msci emkt | $1,446,000 | – | 26,903 | +100.0% | 0.38% | – |
| PKG | New | PACKAGING CORP AMER | $1,444,000 | – | 12,897 | +100.0% | 0.38% | – |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $1,428,000 | – | 54,577 | +100.0% | 0.38% | – |
| DBEM | New | DBX ETF TRxtrack msci emrg | $1,419,000 | – | 59,724 | +100.0% | 0.37% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $1,358,000 | – | 4 | +100.0% | 0.36% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,327,000 | – | 9,100 | +100.0% | 0.35% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FD | $1,307,000 | – | 51,395 | +100.0% | 0.34% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $1,302,000 | – | 36,878 | +100.0% | 0.34% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $1,245,000 | – | 29,710 | +100.0% | 0.33% | – |
| DIS | New | WALT DISNEY COMPANY (THE) COM | $1,197,000 | – | 8,282 | +100.0% | 0.32% | – |
| BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $1,113,000 | – | 14,165 | +100.0% | 0.29% | – |
| PFE | New | PFIZER INC COM | $1,065,000 | – | 27,191 | +100.0% | 0.28% | – |
| AOK | New | ISHARES TRconser alloc etf | $1,068,000 | – | 29,491 | +100.0% | 0.28% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $1,050,000 | – | 10,426 | +100.0% | 0.28% | – |
| IXUS | New | ISHARES TRcore msci total | $975,000 | – | 15,753 | +100.0% | 0.26% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $964,000 | – | 37,094 | +100.0% | 0.25% | – |
| MO | New | ALTRIA GROUP INC | $918,000 | – | 18,400 | +100.0% | 0.24% | – |
| LII | New | LENNOX INTERNATIONAL | $919,000 | – | 3,768 | +100.0% | 0.24% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $896,000 | – | 32,294 | +100.0% | 0.24% | – |
| TSCO | New | TRACTOR SUPPLY COMPANY | $857,000 | – | 9,177 | +100.0% | 0.23% | – |
| BUFF | New | INNOVATOR ETFS TR IIlunt low vol hig | $835,000 | – | 21,640 | +100.0% | 0.22% | – |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $797,000 | – | 22,004 | +100.0% | 0.21% | – |
| STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $784,000 | – | 15,863 | +100.0% | 0.21% | – |
| XOM | New | EXXON MOBIL CORP | $769,000 | – | 11,019 | +100.0% | 0.20% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $760,000 | – | 12,396 | +100.0% | 0.20% | – |
| FLRN | New | SPDR SERIES TRUSTblomberg brc inv | $741,000 | – | 24,134 | +100.0% | 0.20% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $731,000 | – | 15,738 | +100.0% | 0.19% | – |
| FTSM | New | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $726,000 | – | 12,095 | +100.0% | 0.19% | – |
| PEP | New | PEPSICO INC | $708,000 | – | 5,180 | +100.0% | 0.19% | – |
| MRK | New | MERCK & CO INC COM | $693,000 | – | 7,621 | +100.0% | 0.18% | – |
| FCTR | New | FIRST TR EXCHANGE TRADED FDlunt us factor | $682,000 | – | 29,964 | +100.0% | 0.18% | – |
| IDLV | New | INVESCO EXCH TRADED FD TR IIs&p intl low | $664,000 | – | 19,457 | +100.0% | 0.18% | – |
| IDMO | New | INVESCO EXCH TRADED FD TR IIs&p intl momnt | $665,000 | – | 23,809 | +100.0% | 0.18% | – |
| GSY | New | INVESCO ACTIVELY MANAGD ETFultra shrt dur | $652,000 | – | 12,943 | +100.0% | 0.17% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $642,000 | – | 3,927 | +100.0% | 0.17% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $634,000 | – | 5,532 | +100.0% | 0.17% | – |
| T | New | AT&T INC | $620,000 | – | 15,870 | +100.0% | 0.16% | – |
| PSX | New | PHILLIPS 66 | $578,000 | – | 5,190 | +100.0% | 0.15% | – |
| VOOV | New | VANGUARD INDEX FDS500 val idx fd | $562,000 | – | 4,477 | +100.0% | 0.15% | – |
| FFTY | New | INNOVATOR ETFS TRibd 50 etf | $552,000 | – | 15,900 | +100.0% | 0.14% | – |
| IMMU | New | IMMUNOMEDICS INC | $541,000 | – | 25,600 | +100.0% | 0.14% | – |
| IEFA | New | ISHARES TRcore msci eafe | $542,000 | – | 8,313 | +100.0% | 0.14% | – |
| DG | New | DOLLAR GEN CORP NEW | $538,000 | – | 3,446 | +100.0% | 0.14% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $538,000 | – | 21,023 | +100.0% | 0.14% | – |
| EV | New | EATON VANCE CORP | $533,000 | – | 11,410 | +100.0% | 0.14% | – |
| KMX | New | CARMAX INC | $525,000 | – | 5,993 | +100.0% | 0.14% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $497,000 | – | 20,055 | +100.0% | 0.13% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $486,000 | – | 4,438 | +100.0% | 0.13% | – |
| FRME | New | FIRST MERCHANTS CORPORATION | $478,000 | – | 11,500 | +100.0% | 0.13% | – |
| MBB | New | ISHARES TRmbs etf | $469,000 | – | 4,341 | +100.0% | 0.12% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $460,000 | – | 14,695 | +100.0% | 0.12% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $457,000 | – | 11,481 | +100.0% | 0.12% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $449,000 | – | 335 | +100.0% | 0.12% | – |
| EXPE | New | EXPEDIA GROUP INC | $441,000 | – | 4,082 | +100.0% | 0.12% | – |
| DWLD | New | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $437,000 | – | 17,428 | +100.0% | 0.12% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $432,000 | – | 16,920 | +100.0% | 0.11% | – |
| MUB | New | ISHARES TRnational mun etf | $433,000 | – | 3,800 | +100.0% | 0.11% | – |
| LNC | New | LINCOLN NATL CORP IND | $429,000 | – | 7,263 | +100.0% | 0.11% | – |
| BP | New | BP PLCsponsored adr | $429,000 | – | 11,373 | +100.0% | 0.11% | – |
| PTMC | New | PACER FDS TRtrendp us mid cp | $418,000 | – | 13,629 | +100.0% | 0.11% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $411,000 | – | 16,009 | +100.0% | 0.11% | – |
| LFEQ | New | VANECK VECTORS ETF TRUSTndr cmg ln flt | $402,000 | – | 13,368 | +100.0% | 0.11% | – |
| IAGG | New | ISHARES TRcore intl aggr | $371,000 | – | 6,775 | +100.0% | 0.10% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $364,000 | – | 4,490 | +100.0% | 0.10% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $357,000 | – | 11,271 | +100.0% | 0.09% | – |
| SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $357,000 | – | 10,970 | +100.0% | 0.09% | – |
| JPHF | New | JP MORGAN EXCHANGE TRADED FDdiversified et | $341,000 | – | 14,464 | +100.0% | 0.09% | – |
| GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $336,000 | – | 4,395 | +100.0% | 0.09% | – |
| SPIP | New | SPDR SERIES TRUSTportfli tips etf | $336,000 | – | 11,786 | +100.0% | 0.09% | – |
| PPG | New | P P G INDUSTRIES INC | $327,000 | – | 2,450 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS | $315,000 | – | 4,854 | +100.0% | 0.08% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $314,000 | – | 9,325 | +100.0% | 0.08% | – |
| XSHQ | New | INVESCO EXCH TRADED FD TR IIs&p smlcap qty | $304,000 | – | 10,442 | +100.0% | 0.08% | – |
| SPTS | New | SPDR SERIES TRUSTportfolio sh tsr | $300,000 | – | 10,037 | +100.0% | 0.08% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $301,000 | – | 4,685 | +100.0% | 0.08% | – |
| BIL | New | SPDR SERIES TRUSTspdr bloomberg | $299,000 | – | 3,279 | +100.0% | 0.08% | – |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $300,000 | – | 11,321 | +100.0% | 0.08% | – |
| SDY | New | SPDR SER TRs&p divid etf | $297,000 | – | 2,765 | +100.0% | 0.08% | – |
| GLD | New | SPDR GOLD TRUST | $290,000 | – | 2,033 | +100.0% | 0.08% | – |
| ATUS | New | ALTICE USA INCcl a | $280,000 | – | 10,252 | +100.0% | 0.07% | – |
| WFC | New | WELLS FARGO CO NEW | $276,000 | – | 5,123 | +100.0% | 0.07% | – |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $274,000 | – | 4,217 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $272,000 | – | 1,155 | +100.0% | 0.07% | – |
| SO | New | SOUTHERN CO | $271,000 | – | 4,256 | +100.0% | 0.07% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $267,000 | – | 5,942 | +100.0% | 0.07% | – |
| DHR | New | DANAHER CORPORATION | $264,000 | – | 1,725 | +100.0% | 0.07% | – |
| PLD | New | PROLOGIS INC | $260,000 | – | 2,921 | +100.0% | 0.07% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $248,000 | – | 9,578 | +100.0% | 0.06% | – |
| PFF | New | ISHARES TRpfd and incm sec | $247,000 | – | 6,575 | +100.0% | 0.06% | – |
| SPSB | New | SPDR SER TRportfolio short | $247,000 | – | 8,006 | +100.0% | 0.06% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $242,000 | – | 6,713 | +100.0% | 0.06% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $238,000 | – | 9,553 | +100.0% | 0.06% | – |
| AGG | New | ISHARES TRcore us aggbd et | $241,000 | – | 2,142 | +100.0% | 0.06% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $234,000 | – | 175 | +100.0% | 0.06% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $235,000 | – | 9,109 | +100.0% | 0.06% | – |
| FALN | New | ISHARES TRfaln angls usd | $235,000 | – | 8,674 | +100.0% | 0.06% | – |
| XHR | New | XENIA HOTELS & RESORTS INC | $219,000 | – | 10,117 | +100.0% | 0.06% | – |
| GILD | New | GILEAD SCIENCES INC | $221,000 | – | 3,413 | +100.0% | 0.06% | – |
| IMTM | New | ISHARES TRmsci intl moment | $220,000 | – | 7,068 | +100.0% | 0.06% | – |
| YUM | New | YUM BRANDS INC | $218,000 | – | 2,160 | +100.0% | 0.06% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $212,000 | – | 658 | +100.0% | 0.06% | – |
| LOW | New | LOWES COMPANIES INC | $214,000 | – | 1,790 | +100.0% | 0.06% | – |
| CMBS | New | ISHARES TRcmbs etf | $209,000 | – | 3,964 | +100.0% | 0.06% | – |
| BOUT | New | INNOVATOR ETFS TRibd breakout | $205,000 | – | 9,792 | +100.0% | 0.05% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $200,000 | – | 11,293 | +100.0% | 0.05% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $202,000 | – | 2,141 | +100.0% | 0.05% | – |
| SAND | New | SANDSTORM GOLD LTD | $90,000 | – | 12,128 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $85,000 | – | 11,935 | +100.0% | 0.02% | – |
| MOTS | New | MOTUS GI HLDGS INC | $23,000 | – | 10,435 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TRUST TR UNIT ETF | 14 | Q2 2023 | 8.4% |
| ISHARES TR | 14 | Q2 2023 | 7.6% |
| APPLE INC COM | 14 | Q2 2023 | 17.8% |
| SPDR SER TR | 14 | Q2 2023 | 7.8% |
| ISHARES TR | 14 | Q2 2023 | 4.4% |
| INVESCO QQQ TR | 14 | Q2 2023 | 3.7% |
| JPMORGAN CHASE & CO. COM | 14 | Q2 2023 | 3.7% |
| LILLY ELI CO | 14 | Q2 2023 | 2.9% |
| ISHARES TRUST RUSSELL 2000 ETF | 14 | Q2 2023 | 4.2% |
| ISHARES TRUST MSCI EAFE ETF | 14 | Q2 2023 | 4.3% |
View Wealth Advisory Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-16 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2021-11-03 |
View Wealth Advisory Solutions, LLC'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.