$362 Million is the total value of Wealth Advisory Solutions, LLC's 132 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 38.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Sell | ISHARES TRcore s&p mcp etf | $24,798,000 | -3.8% | 113,098 | -0.7% | 6.85% | +8.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $23,654,000 | +91.9% | 563,273 | +102.6% | 6.54% | +115.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $22,860,000 | -12.1% | 64,002 | -7.2% | 6.32% | -1.3% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $15,945,000 | -5.7% | 196,338 | -3.8% | 4.41% | +5.9% |
| CVX | Buy | CHEVRON CORP NEW | $10,289,000 | +34.0% | 71,614 | +35.0% | 2.84% | +50.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $9,792,000 | -17.0% | 117,958 | -1.3% | 2.71% | -6.8% |
| LLY | Sell | LILLY ELI & CO | $9,227,000 | -3.6% | 28,535 | -3.3% | 2.55% | +8.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $9,191,000 | +170.6% | 115,739 | +185.9% | 2.54% | +203.8% |
| TJX | Sell | TJX COS INC NEW | $8,746,000 | +0.4% | 140,792 | -9.7% | 2.42% | +12.7% |
| KO | Sell | COCA COLA CO | $7,611,000 | -11.3% | 135,857 | -0.4% | 2.10% | -0.4% |
| AAPL | Buy | APPLE INC | $7,610,000 | +3.0% | 55,063 | +1.9% | 2.10% | +15.7% |
| NEM | Buy | NEWMONT CORP | $7,536,000 | -22.0% | 179,305 | +10.8% | 2.08% | -12.4% |
| TFC | Sell | TRUIST FINL CORP | $6,658,000 | -20.6% | 152,910 | -13.5% | 1.84% | -10.8% |
| CMI | Sell | CUMMINS INC | $6,281,000 | +3.6% | 30,862 | -1.5% | 1.74% | +16.4% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $5,819,000 | -6.3% | 78,273 | -1.8% | 1.61% | +5.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $5,749,000 | -7.9% | 55,015 | -0.8% | 1.59% | +3.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $5,210,000 | -2.0% | 10,317 | -0.3% | 1.44% | +10.1% |
| Buy | WORLD GOLD TRspdr gld minis | $4,772,000 | -4.8% | 144,707 | +3.6% | 1.32% | +7.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $4,517,000 | -16.6% | 80,652 | -6.9% | 1.25% | -6.3% |
| MDT | Sell | MEDTRONIC PLC | $4,462,000 | -20.7% | 55,262 | -11.9% | 1.23% | -11.0% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,418,000 | -2.3% | 43,035 | -0.4% | 1.22% | +9.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,305,000 | +1133.5% | 16,733 | +1232.2% | 1.19% | +1283.7% |
| HD | Buy | HOME DEPOT INC | $4,167,000 | +214.5% | 15,102 | +212.6% | 1.15% | +253.4% |
| LNG | Sell | CHENIERE ENERGY INC | $4,040,000 | +22.8% | 24,348 | -1.5% | 1.12% | +37.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,032,000 | -2.6% | 24,451 | +0.1% | 1.11% | +9.4% |
| AMZN | Sell | AMAZON COM INC | $3,988,000 | +1.4% | 35,292 | -4.7% | 1.10% | +13.8% |
| CME | Sell | CME GROUP INC | $3,897,000 | -13.7% | 22,000 | -0.3% | 1.08% | -3.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,683,000 | -12.9% | 22,797 | -1.6% | 1.02% | -2.1% |
| V | Sell | VISA INC | $3,658,000 | -15.8% | 20,590 | -6.6% | 1.01% | -5.4% |
| RMD | Sell | RESMED INC | $3,548,000 | +2.1% | 16,253 | -2.0% | 0.98% | +14.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,524,000 | -4.6% | 13,186 | +0.1% | 0.97% | +7.2% |
| SPIB | New | SPDR SER TRportfolio intrmd | $3,411,000 | – | 108,916 | +100.0% | 0.94% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,342,000 | -13.1% | 91,589 | -0.8% | 0.92% | -2.4% |
| EFV | Sell | ISHARES TReafe value etf | $3,330,000 | -13.3% | 86,431 | -2.3% | 0.92% | -2.6% |
| OXY | New | OCCIDENTAL PETE CORP | $3,292,000 | – | 53,576 | +100.0% | 0.91% | – |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,267,000 | -10.8% | 45,804 | -5.9% | 0.90% | +0.1% |
| MSFT | Sell | MICROSOFT CORP | $3,265,000 | -11.2% | 14,021 | -2.0% | 0.90% | -0.3% |
| NVO | New | NOVO-NORDISK A Sadr | $3,172,000 | – | 31,836 | +100.0% | 0.88% | – |
| EFG | New | ISHARES TReafe grwth etf | $3,098,000 | – | 42,699 | +100.0% | 0.86% | – |
| ZTS | New | ZOETIS INCcl a | $3,022,000 | – | 20,380 | +100.0% | 0.84% | – |
| PFE | Sell | PFIZER INC | $3,004,000 | -19.4% | 68,638 | -3.5% | 0.83% | -9.5% |
| MRK | Sell | MERCK & CO INC | $2,644,000 | -11.8% | 30,695 | -6.7% | 0.73% | -0.9% |
| PSX | Buy | PHILLIPS 66 | $2,630,000 | +1.9% | 32,576 | +3.5% | 0.73% | +14.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,574,000 | +16.9% | 35,735 | +16.1% | 0.71% | +31.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $2,540,000 | -71.8% | 19,764 | -69.8% | 0.70% | -68.3% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,470,000 | -74.9% | 33,014 | -74.3% | 0.68% | -71.8% |
| GLD | Buy | SPDR GOLD TR | $2,384,000 | -6.3% | 15,412 | +2.1% | 0.66% | +5.3% |
| GOVT | New | ISHARES TRus treas bd etf | $2,350,000 | – | 103,255 | +100.0% | 0.65% | – |
| IAGG | Buy | ISHARES TRcore intl aggr | $2,146,000 | +40.0% | 44,399 | +44.2% | 0.59% | +57.3% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,051,000 | – | 16,613 | +100.0% | 0.57% | – |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,933,000 | -3.7% | 63,682 | -0.2% | 0.53% | +8.1% |
| USB | Sell | US BANCORP DEL | $1,901,000 | -12.6% | 47,150 | -0.2% | 0.52% | -1.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,835,000 | -57.4% | 53,884 | -55.0% | 0.51% | -52.2% |
| KHC | Buy | KRAFT HEINZ CO | $1,800,000 | -12.2% | 53,976 | +0.4% | 0.50% | -1.6% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,775,000 | -55.6% | 19,727 | -53.4% | 0.49% | -50.1% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $1,761,000 | -6.6% | 69,447 | +1.4% | 0.49% | +5.0% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $1,762,000 | -15.0% | 50,832 | +0.3% | 0.49% | -4.5% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,764,000 | -50.5% | 13,879 | -49.0% | 0.49% | -44.5% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,740,000 | -5.7% | 14,366 | -0.2% | 0.48% | +5.9% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,693,000 | -11.5% | 47,721 | -0.5% | 0.47% | -0.6% |
| IGSB | Sell | ISHARES TR | $1,651,000 | -11.2% | 33,494 | -9.0% | 0.46% | -0.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,603,000 | -31.5% | 42,228 | -8.4% | 0.44% | -23.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,504,000 | +8.9% | 39,001 | +12.1% | 0.42% | +22.4% |
| VIAC | New | PARAMOUNT GLOBAL | $1,477,000 | – | 77,558 | +100.0% | 0.41% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $1,470,000 | -17.6% | 8,998 | -10.4% | 0.41% | -7.5% |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $1,451,000 | -10.9% | 70,500 | 0.0% | 0.40% | 0.0% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,430,000 | -34.3% | 28,446 | -34.7% | 0.40% | -26.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,416,000 | -11.6% | 38,933 | -0.9% | 0.39% | -0.8% |
| IGIB | Sell | ISHARES TR | $1,390,000 | -13.6% | 28,782 | -8.6% | 0.38% | -3.0% |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $1,373,000 | – | 65,415 | +100.0% | 0.38% | – |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,336,000 | +2.9% | 30,296 | +8.5% | 0.37% | +15.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,291,000 | -13.6% | 10,229 | -1.6% | 0.36% | -3.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,253,000 | -2.9% | 3,120 | 0.0% | 0.35% | +9.1% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,053,000 | -4.5% | 2,936 | +0.9% | 0.29% | +7.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,050,000 | -15.3% | 3,933 | -13.4% | 0.29% | -4.9% |
| HDV | New | ISHARES TRcore high dv etf | $1,045,000 | – | 11,448 | +100.0% | 0.29% | – |
| USMV | New | ISHARES TRmsci usa min vol | $1,040,000 | – | 15,728 | +100.0% | 0.29% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,011,000 | – | 11,598 | +100.0% | 0.28% | – |
| FALN | Buy | ISHARES TRfaln angls usd | $972,000 | +0.7% | 40,664 | +3.7% | 0.27% | +13.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $966,000 | -9.2% | 8,133 | -2.9% | 0.27% | +1.9% |
| ESGE | New | ISHARES INCesg awr msci em | $924,000 | – | 33,387 | +100.0% | 0.26% | – |
| IWN | ISHARES TRrus 2000 val etf | $903,000 | -5.2% | 7,000 | 0.0% | 0.25% | +6.4% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $675,000 | -87.2% | 8,976 | -82.1% | 0.19% | -85.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $678,000 | -10.4% | 30,106 | +8.0% | 0.19% | +0.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $651,000 | -7.5% | 6,358 | -0.6% | 0.18% | +4.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $603,000 | -10.0% | 50,767 | -6.5% | 0.17% | +1.2% |
| CSCO | Sell | CISCO SYS INC | $593,000 | -7.6% | 14,820 | -1.6% | 0.16% | +3.8% |
| PEP | Buy | PEPSICO INC | $579,000 | -0.3% | 3,545 | +1.7% | 0.16% | +11.9% |
| TIP | Sell | ISHARES TRtips bd etf | $579,000 | -9.2% | 5,519 | -1.5% | 0.16% | +1.9% |
| CVS | Buy | CVS HEALTH CORP | $560,000 | +108.2% | 5,878 | +102.1% | 0.16% | +134.8% |
| DIS | Sell | DISNEY WALT CO | $555,000 | -85.4% | 5,887 | -85.4% | 0.15% | -83.6% |
| XOM | Sell | EXXON MOBIL CORP | $539,000 | -27.0% | 6,174 | -28.4% | 0.15% | -18.1% |
| IUSB | New | ISHARES TRcore total usd | $525,000 | – | 11,795 | +100.0% | 0.14% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $513,000 | – | 11,327 | +100.0% | 0.14% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $502,000 | -4.7% | 6,320 | +2.3% | 0.14% | +6.9% |
| IYW | New | ISHARES TRu.s. tech etf | $484,000 | – | 6,600 | +100.0% | 0.13% | – |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $484,000 | -14.3% | 13,451 | -2.7% | 0.13% | -3.6% |
| IFRA | New | ISHARES TRus infrastruc | $480,000 | – | 14,894 | +100.0% | 0.13% | – |
| FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $425,000 | -14.3% | 16,250 | -11.0% | 0.12% | -4.1% |
| ANTM | Sell | ELEVANCE HEALTH INC | $414,000 | -38.8% | 912 | -35.0% | 0.11% | -31.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -0.7% | 1 | 0.0% | 0.11% | +10.9% | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $401,000 | – | 11,221 | +100.0% | 0.11% | – |
| BAC | Sell | BK OF AMERICA CORP | $393,000 | -90.6% | 13,008 | -90.3% | 0.11% | -89.4% |
| SO | Sell | SOUTHERN CO | $385,000 | -22.1% | 5,661 | -18.3% | 0.11% | -13.1% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $375,000 | -25.3% | 1,747 | -11.0% | 0.10% | -16.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $373,000 | -33.6% | 3,900 | +1411.6% | 0.10% | -25.4% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $357,000 | – | 6,885 | +100.0% | 0.10% | – |
| LOW | Sell | LOWES COS INC | $342,000 | -3.7% | 1,819 | -10.6% | 0.10% | +9.2% |
| TSLA | Buy | TESLA INC | $310,000 | +21.1% | 1,168 | +207.4% | 0.09% | +36.5% |
| DDWM | WISDOMTREE TRcurrncy int eq | $295,000 | -6.9% | 11,344 | 0.0% | 0.08% | +5.1% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $294,000 | -9.0% | 9,163 | 0.0% | 0.08% | +2.5% | |
| COP | Sell | CONOCOPHILLIPS | $291,000 | +2.1% | 2,840 | -10.5% | 0.08% | +14.3% |
| CLX | Sell | CLOROX CO DEL | $285,000 | -13.6% | 2,223 | -5.0% | 0.08% | -2.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $270,000 | -26.0% | 2,722 | -3.1% | 0.08% | -16.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $270,000 | -33.3% | 2,810 | +1418.9% | 0.08% | -25.0% |
| PPG | Sell | PPG INDS INC | $266,000 | -5.0% | 2,400 | -2.2% | 0.07% | +7.2% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $262,000 | -12.7% | 1,000 | -1.9% | 0.07% | -2.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $259,000 | -5.1% | 2,946 | -2.0% | 0.07% | +7.5% |
| MCD | Sell | MCDONALDS CORP | $256,000 | -18.2% | 1,110 | -12.5% | 0.07% | -7.8% |
| AMGN | Sell | AMGEN INC | $242,000 | -15.1% | 1,072 | -8.5% | 0.07% | -4.3% |
| SBUX | Sell | STARBUCKS CORP | $242,000 | -4.7% | 2,876 | -13.6% | 0.07% | +6.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $237,000 | -44.0% | 1,320 | -41.1% | 0.06% | -37.5% |
| TLH | New | ISHARES TR10-20 yr trs etf | $222,000 | – | 2,042 | +100.0% | 0.06% | – |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $222,000 | -16.9% | 6,890 | -11.0% | 0.06% | -7.6% |
| FIX | New | COMFORT SYS USA INC | $222,000 | – | 2,282 | +100.0% | 0.06% | – |
| DUK | Sell | DUKE ENERGY CORP NEW | $202,000 | -44.0% | 2,168 | -35.6% | 0.06% | -37.1% |
| WMT | Sell | WALMART INC | $200,000 | -36.3% | 1,543 | -40.1% | 0.06% | -28.6% |
| LFEQ | Sell | VANECK ETF TRUSTlong/flat trend | $200,000 | -22.8% | 5,966 | -14.0% | 0.06% | -14.1% |
| CTXR | CITIUS PHARMACEUTICALS INC | $190,000 | +31.9% | 156,850 | 0.0% | 0.05% | +51.4% | |
| AEO | Sell | AMERICAN EAGLE OUTFITTERS IN | $131,000 | -13.8% | 13,500 | -0.4% | 0.04% | -2.7% |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD | $75,000 | +1.4% | 11,375 | +11.2% | 0.02% | +16.7% |
| EPZM | Exit | EPIZYME INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,252 | -100.0% | -0.05% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -516 | -100.0% | -0.05% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -3,488 | -100.0% | -0.05% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -801 | -100.0% | -0.05% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,332 | -100.0% | -0.06% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -916 | -100.0% | -0.06% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,019 | -100.0% | -0.06% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -496 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,485 | -100.0% | -0.06% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,535 | -100.0% | -0.06% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,659 | -100.0% | -0.06% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -10,150 | -100.0% | -0.06% | – |
| T | Exit | AT&T INC | $0 | – | -12,714 | -100.0% | -0.06% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,464 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,195 | -100.0% | -0.07% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -2,504 | -100.0% | -0.07% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -691 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,396 | -100.0% | -0.08% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -9,171 | -100.0% | -0.09% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,114 | -100.0% | -0.11% | – |
| DEED | Exit | FIRST TR EXCHNG TRADED FD VItcw securitized | $0 | – | -25,766 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -5,913 | -100.0% | -0.19% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -9,161 | -100.0% | -0.22% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -21,560 | -100.0% | -0.25% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -42,050 | -100.0% | -0.38% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -83,860 | -100.0% | -0.60% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -27,355 | -100.0% | -0.67% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -62,174 | -100.0% | -0.75% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -10,627 | -100.0% | -0.91% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -85,375 | -100.0% | -0.96% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -71,233 | -100.0% | -0.99% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -58,318 | -100.0% | -1.00% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -201,003 | -100.0% | -1.30% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -36,315 | -100.0% | -1.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-16
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.