$406 Million is the total value of Wealth Advisory Solutions, LLC's 145 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,013,000 | -26.4% | 68,955 | -11.9% | 6.40% | -12.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $25,767,000 | -24.9% | 113,896 | -11.0% | 6.34% | -11.2% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $16,903,000 | -7.9% | 204,171 | -7.3% | 4.16% | +8.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $12,325,000 | +37.2% | 277,959 | +64.4% | 3.03% | +62.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $11,798,000 | -1.0% | 119,484 | -5.8% | 2.90% | +17.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $9,851,000 | -19.4% | 128,279 | -18.2% | 2.42% | -4.6% |
| NEM | Sell | NEWMONT CORP | $9,657,000 | -37.4% | 161,843 | -16.6% | 2.38% | -25.9% |
| LLY | Buy | LILLY ELI & CO | $9,573,000 | +19.6% | 29,523 | +5.7% | 2.36% | +41.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $9,000,000 | -8.9% | 65,473 | +3.1% | 2.22% | +7.7% |
| TJX | Buy | TJX COS INC NEW | $8,710,000 | -7.7% | 155,955 | +0.2% | 2.14% | +9.3% |
| KO | Buy | COCA COLA CO | $8,583,000 | +21.8% | 136,431 | +20.1% | 2.11% | +44.2% |
| TFC | Buy | TRUIST FINL CORP | $8,381,000 | -11.5% | 176,697 | +5.8% | 2.06% | +4.7% |
| CVX | Sell | CHEVRON CORP NEW | $7,680,000 | -18.9% | 53,044 | -8.8% | 1.89% | -4.1% |
| AAPL | Sell | APPLE INC | $7,385,000 | -29.3% | 54,014 | -9.7% | 1.82% | -16.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,245,000 | -15.1% | 55,464 | +2.8% | 1.54% | +0.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $6,209,000 | +29.1% | 79,746 | +32.9% | 1.53% | +52.8% |
| CMI | Buy | CUMMINS INC | $6,062,000 | +35.1% | 31,326 | +43.2% | 1.49% | +59.7% |
| MDT | Buy | MEDTRONIC PLC | $5,629,000 | +1.5% | 62,720 | +25.5% | 1.38% | +20.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,414,000 | -17.1% | 86,637 | -2.4% | 1.33% | -2.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $5,382,000 | +1.9% | 36,315 | +17.4% | 1.32% | +20.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $5,315,000 | -11.6% | 10,348 | -12.2% | 1.31% | +4.6% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $5,296,000 | +86.5% | 201,003 | +96.8% | 1.30% | +120.5% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $5,263,000 | +42.8% | 50,188 | +90.3% | 1.30% | +68.8% |
| Buy | WORLD GOLD TRspdr gld minis | $5,012,000 | -6.2% | 139,701 | +0.6% | 1.23% | +11.0% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,524,000 | -24.8% | 43,226 | -24.8% | 1.11% | -11.0% |
| CME | Sell | CME GROUP INC | $4,518,000 | -20.6% | 22,070 | -7.7% | 1.11% | -6.0% |
| V | Buy | VISA INC | $4,342,000 | -11.0% | 22,051 | +0.3% | 1.07% | +5.4% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $4,308,000 | +354.9% | 119,730 | +432.0% | 1.06% | +438.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,227,000 | +390.4% | 23,156 | +476.0% | 1.04% | +481.0% |
| BAC | Buy | BK OF AMERICA CORP | $4,177,000 | -24.2% | 134,172 | +0.4% | 1.03% | -10.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,138,000 | -32.0% | 24,435 | -17.5% | 1.02% | -19.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,073,000 | +7.6% | 58,318 | +78.2% | 1.00% | +27.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $4,009,000 | -20.8% | 71,233 | +0.4% | 0.99% | -6.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,996,000 | -4.1% | 42,326 | +11.4% | 0.98% | +13.4% |
| AMZN | Buy | AMAZON COM INC | $3,932,000 | +137.9% | 37,018 | +7201.4% | 0.97% | +181.4% |
| PNR | Sell | PENTAIR PLC | $3,908,000 | -15.8% | 85,375 | -0.3% | 0.96% | -0.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,847,000 | -16.6% | 92,358 | -7.6% | 0.95% | -1.4% |
| EFV | Buy | ISHARES TReafe value etf | $3,841,000 | -8.4% | 88,494 | +6.1% | 0.94% | +8.4% |
| DIS | Sell | DISNEY WALT CO | $3,799,000 | -32.7% | 40,239 | -2.2% | 0.94% | -20.3% |
| PFE | Sell | PFIZER INC | $3,728,000 | +0.7% | 71,099 | -0.6% | 0.92% | +19.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,692,000 | -73.1% | 13,173 | -65.2% | 0.91% | -68.2% |
| VOO | New | VANGUARD INDEX FDS | $3,686,000 | – | 10,627 | +100.0% | 0.91% | – |
| MSFT | Sell | MICROSOFT CORP | $3,676,000 | -25.1% | 14,314 | -10.0% | 0.90% | -11.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,664,000 | -12.3% | 48,678 | -7.4% | 0.90% | +3.8% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $3,564,000 | -31.2% | 27,189 | -13.1% | 0.88% | -18.6% |
| RMD | New | RESMED INC | $3,476,000 | – | 16,581 | +100.0% | 0.86% | – |
| ESGU | Sell | ISHARES TResg awr msci usa | $3,396,000 | -33.5% | 40,481 | -19.6% | 0.84% | -21.3% |
| LNG | New | CHENIERE ENERGY INC | $3,289,000 | – | 24,722 | +100.0% | 0.81% | – |
| IEMG | New | ISHARES INCcore msci emkt | $3,050,000 | – | 62,174 | +100.0% | 0.75% | – |
| MRK | Sell | MERCK & CO INC | $2,998,000 | +8.5% | 32,888 | -2.3% | 0.74% | +28.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,711,000 | -0.1% | 27,355 | +1.0% | 0.67% | +18.3% |
| PSX | Buy | PHILLIPS 66 | $2,580,000 | -2.8% | 31,470 | +2.4% | 0.64% | +15.0% |
| GLD | Buy | SPDR GOLD TR | $2,544,000 | -3.4% | 15,102 | +3.6% | 0.63% | +14.2% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $2,419,000 | – | 83,860 | +100.0% | 0.60% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,339,000 | -3.7% | 46,093 | -3.4% | 0.58% | +14.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,201,000 | -4.7% | 30,781 | +1.9% | 0.54% | +12.7% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,175,000 | -6.5% | 43,569 | -5.4% | 0.54% | +10.5% |
| USB | Buy | US BANCORP DEL | $2,175,000 | +3.5% | 47,262 | +19.5% | 0.54% | +22.4% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $2,072,000 | +13.0% | 50,667 | +16.9% | 0.51% | +33.9% |
| KHC | Buy | KRAFT HEINZ CO | $2,051,000 | +1.5% | 53,764 | +4.8% | 0.50% | +20.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,007,000 | -20.4% | 63,825 | -3.0% | 0.49% | -5.9% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,914,000 | -15.3% | 47,951 | -6.8% | 0.47% | +0.2% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $1,885,000 | +79.0% | 68,485 | +96.7% | 0.46% | +111.9% |
| IGSB | Sell | ISHARES TR | $1,860,000 | -8.5% | 36,795 | -6.4% | 0.46% | +8.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,845,000 | -10.3% | 14,389 | -4.1% | 0.45% | +6.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,783,000 | +1.5% | 10,045 | +1.3% | 0.44% | +20.3% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $1,629,000 | -22.4% | 70,500 | -23.9% | 0.40% | -8.2% |
| IGIB | Sell | ISHARES TR | $1,608,000 | -13.6% | 31,495 | -7.2% | 0.40% | +2.3% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $1,602,000 | -21.2% | 39,271 | -7.2% | 0.39% | -6.9% |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $1,548,000 | – | 42,050 | +100.0% | 0.38% | – |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,533,000 | +160.3% | 30,786 | +172.5% | 0.38% | +206.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,495,000 | -5.6% | 10,393 | +0.3% | 0.37% | +11.9% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,381,000 | -12.3% | 34,800 | +4.3% | 0.34% | +4.0% |
| HD | Sell | HOME DEPOT INC | $1,325,000 | -10.7% | 4,831 | -2.5% | 0.33% | +5.8% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,298,000 | -14.7% | 27,917 | +2.0% | 0.32% | +0.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,290,000 | -15.7% | 3,120 | 0.0% | 0.32% | -0.3% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,240,000 | -30.6% | 4,543 | -10.2% | 0.30% | -18.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,103,000 | -17.4% | 2,909 | -1.2% | 0.27% | -2.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,064,000 | -28.2% | 8,373 | -10.1% | 0.26% | -14.9% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,000,000 | -74.9% | 21,560 | -73.2% | 0.25% | -70.3% |
| FALN | Buy | ISHARES TRfaln angls usd | $965,000 | -1.7% | 39,215 | +10.9% | 0.24% | +16.2% |
| IWN | ISHARES TRrus 2000 val etf | $953,000 | -15.7% | 7,000 | 0.0% | 0.24% | 0.0% | |
| MBB | Buy | ISHARES TRmbs etf | $893,000 | -3.9% | 9,161 | +0.5% | 0.22% | +14.0% |
| MMM | Buy | 3M CO | $765,000 | -4.5% | 5,913 | +10.0% | 0.19% | +12.6% |
| IDV | Sell | ISHARES TRintl sel div etf | $757,000 | -17.2% | 27,864 | -3.2% | 0.19% | -2.1% |
| XOM | Buy | EXXON MOBIL CORP | $738,000 | +20.6% | 8,623 | +16.4% | 0.18% | +43.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $704,000 | -14.9% | 6,398 | -6.5% | 0.17% | +0.6% |
| ANTM | Buy | ELEVANCE HEALTH INC | $677,000 | +16.7% | 1,402 | +18.7% | 0.17% | +38.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $670,000 | -19.1% | 54,318 | -11.0% | 0.16% | -4.1% |
| CSCO | Sell | CISCO SYS INC | $642,000 | -34.3% | 15,058 | -14.0% | 0.16% | -22.2% |
| TIP | Sell | ISHARES TRtips bd etf | $638,000 | -16.2% | 5,602 | -8.3% | 0.16% | -0.6% |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $586,000 | -76.8% | 25,766 | -75.3% | 0.14% | -72.5% |
| PEP | Sell | PEPSICO INC | $581,000 | -9.4% | 3,486 | -9.0% | 0.14% | +7.5% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $565,000 | -25.3% | 13,822 | -11.6% | 0.14% | -11.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $562,000 | -30.8% | 258 | -11.6% | 0.14% | -18.3% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $527,000 | -11.7% | 6,178 | +1.2% | 0.13% | +4.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $502,000 | +7.7% | 1,964 | +5.9% | 0.12% | +27.8% |
| SO | Sell | SOUTHERN CO | $494,000 | -5.0% | 6,927 | -3.5% | 0.12% | +13.0% |
| FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $496,000 | -20.9% | 18,254 | -4.6% | 0.12% | -6.2% |
| ULTA | Sell | ULTA BEAUTY INC | $429,000 | -7.9% | 1,114 | -4.7% | 0.11% | +9.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $423,000 | -19.6% | 2,242 | -3.0% | 0.10% | -4.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.10% | -8.2% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $405,000 | -31.9% | 185 | -13.1% | 0.10% | -19.4% |
| DLR | Buy | DIGITAL RLTY TR INC | $365,000 | -7.4% | 2,810 | +1.2% | 0.09% | +9.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $360,000 | -0.6% | 9,171 | +7.8% | 0.09% | +18.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $361,000 | -3.2% | 3,369 | +0.9% | 0.09% | +14.1% |
| LOW | Sell | LOWES COS INC | $355,000 | -17.8% | 2,034 | -4.8% | 0.09% | -3.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $349,000 | +41.9% | 1,256 | +72.1% | 0.09% | +68.6% |
| CLX | Sell | CLOROX CO DEL | $330,000 | -0.9% | 2,340 | -2.3% | 0.08% | +17.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $324,000 | +45.9% | 2,396 | +33.0% | 0.08% | +73.9% |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $323,000 | – | 9,163 | +100.0% | 0.08% | – |
| DDWM | Buy | WISDOMTREE TRcurrncy int eq | $317,000 | +7.5% | 11,344 | +18.2% | 0.08% | +27.9% |
| WMT | Sell | WALMART INC | $314,000 | -40.1% | 2,578 | -26.7% | 0.08% | -29.4% |
| MCD | Buy | MCDONALDS CORP | $313,000 | +18.6% | 1,268 | +18.9% | 0.08% | +40.0% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $300,000 | -28.9% | 1,019 | 0.0% | 0.07% | -15.9% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $297,000 | +13.4% | 691 | +16.3% | 0.07% | +35.2% |
| PGR | Buy | PROGRESSIVE CORP | $291,000 | +13.7% | 2,504 | +11.5% | 0.07% | +35.8% |
| COP | Sell | CONOCOPHILLIPS | $285,000 | -10.4% | 3,173 | -0.1% | 0.07% | +6.1% |
| AMGN | Sell | AMGEN INC | $285,000 | -0.7% | 1,172 | -1.1% | 0.07% | +16.7% |
| PPG | Sell | PPG INDS INC | $280,000 | -13.3% | 2,453 | -0.4% | 0.07% | +3.0% |
| JNK | Sell | SPDR SER TRbloomberg high y | $273,000 | -13.3% | 3,005 | -2.4% | 0.07% | +1.5% |
| CVS | Sell | CVS HEALTH CORP | $269,000 | -30.7% | 2,908 | -24.1% | 0.07% | -18.5% |
| PTMC | PACER FDS TRtrendp us mid cp | $267,000 | 0.0% | 7,740 | 0.0% | 0.07% | +17.9% | |
| INTC | Sell | INTEL CORP | $269,000 | -95.9% | 7,195 | -94.6% | 0.07% | -95.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $267,000 | +32.2% | 1,464 | +52.0% | 0.07% | +57.1% |
| T | New | AT&T INC | $266,000 | – | 12,714 | +100.0% | 0.06% | – |
| STOR | Sell | STORE CAP CORP | $265,000 | -20.4% | 10,150 | -11.0% | 0.06% | -5.8% |
| LFEQ | Sell | VANECK ETF TRUSTlong/flat trend | $259,000 | -16.7% | 6,941 | -6.0% | 0.06% | -1.5% |
| TSLA | Sell | TESLA INC | $256,000 | -46.2% | 380 | -14.0% | 0.06% | -36.4% |
| ABBV | New | ABBVIE INC | $254,000 | – | 1,659 | +100.0% | 0.06% | – |
| SBUX | New | STARBUCKS CORP | $254,000 | – | 3,330 | +100.0% | 0.06% | – |
| FB | Buy | META PLATFORMS INCcl a | $248,000 | +21.6% | 1,535 | +67.0% | 0.06% | +45.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $239,000 | +2.1% | 2,485 | +5.4% | 0.06% | +20.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $238,000 | -20.1% | 496 | -4.2% | 0.06% | -4.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $237,000 | -25.7% | 4,019 | -12.4% | 0.06% | -12.1% |
| DHR | Buy | DANAHER CORPORATION | $232,000 | -4.5% | 916 | +10.4% | 0.06% | +11.8% |
| TRV | New | TRAVELERS COMPANIES INC | $225,000 | – | 1,332 | +100.0% | 0.06% | – |
| CI | New | CIGNA CORP NEW | $211,000 | – | 801 | +100.0% | 0.05% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $205,000 | – | 3,488 | +100.0% | 0.05% | – |
| SIVB | Buy | SVB FINANCIAL GROUP | $204,000 | -27.9% | 516 | +2.0% | 0.05% | -15.3% |
| GILD | New | GILEAD SCIENCES INC | $201,000 | – | 3,252 | +100.0% | 0.05% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $152,000 | – | 13,555 | +100.0% | 0.04% | – |
| CTXR | CITIUS PHARMACEUTICALS INC | $144,000 | -48.8% | 156,850 | 0.0% | 0.04% | -39.7% | |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $74,000 | – | 10,225 | +100.0% | 0.02% | – |
| EPZM | EPIZYME INC | $15,000 | +25.0% | 10,000 | 0.0% | 0.00% | +100.0% | |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -623 | -100.0% | -0.05% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,684 | -100.0% | -0.05% | – |
| PSR | Exit | INVESCO ACTIVELY MANAGED ETFactive us real | $0 | – | -2,118 | -100.0% | -0.05% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,992 | -100.0% | -0.05% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,353 | -100.0% | -0.05% | – |
| DWLD | Exit | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $0 | – | -9,673 | -100.0% | -0.06% | – |
| UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -10,443 | -100.0% | -0.06% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,310 | -100.0% | -0.06% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -999 | -100.0% | -0.06% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,101 | -100.0% | -0.06% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,752 | -100.0% | -0.07% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -8,533 | -100.0% | -0.09% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -31,601 | -100.0% | -0.44% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -120,040 | -100.0% | -0.65% | – |
| DBEM | Exit | DBX ETF TRxtrack msci emrg | $0 | – | -143,321 | -100.0% | -0.73% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -61,456 | -100.0% | -1.28% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -62,791 | -100.0% | -1.76% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -84,528 | -100.0% | -1.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.