44 is the total number of securities Wheelhouse Advisory Group LLC has owned. The longest Wheelhouse Advisory Group LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VOO | VANGUARD S&P 500 ETF | 3 | 3 | 11.54% | 11.70% | 11.79% | Q4 2023 | Q2 2024 | 3 |
| VHT | VANGUARD HEALTH CARE ETF | 3 | 3 | 10.11% | 10.51% | 10.74% | Q4 2023 | Q2 2024 | 3 |
| VOOG | VANGUARD S&P 500 GROWT... | 3 | 3 | 9.78% | 10.06% | 10.32% | Q4 2023 | Q2 2024 | 3 |
| VV | VANGUARD LARGE CAP ETF | 3 | 3 | 9.17% | 9.20% | 9.24% | Q4 2023 | Q2 2024 | 3 |
| VIG | VANGUARD DIVIDEND APPR... | 3 | 3 | 8.66% | 8.82% | 8.93% | Q4 2023 | Q2 2024 | 3 |
| MGK | VANGUARD MEGA CAP GROW... | 3 | 3 | 8.48% | 8.66% | 8.96% | Q4 2023 | Q2 2024 | 3 |
| VGT | VANGUARD INFORMATION T... | 3 | 3 | 7.49% | 7.80% | 8.22% | Q4 2023 | Q2 2024 | 3 |
| AVANTIS US SMALL CAP V... | 3 | 3 | 6.69% | 6.88% | 6.99% | Q4 2023 | Q2 2024 | 3 | |
| VO | VANGUARD MID CAP ETF | 3 | 3 | 5.42% | 5.55% | 5.76% | Q4 2023 | Q2 2024 | 3 |
| VFH | VANGUARD FINANCIALS ETF | 3 | 3 | 4.53% | 4.74% | 4.89% | Q4 2023 | Q2 2024 | 3 |
| BIL | SPDR BLOOMBERG 1 3 MNT... | 3 | 3 | 2.69% | 3.02% | 3.49% | Q4 2023 | Q2 2024 | 3 |
| VTEB | VANGUARD MUNI BND TAX ... | 3 | 3 | 1.27% | 1.37% | 1.46% | Q4 2023 | Q2 2024 | 3 |
| BIV | VANGUARD INTERMEDIATE ... | 3 | 3 | 1.14% | 1.21% | 1.29% | Q4 2023 | Q2 2024 | 3 |
| AAPL | APPLE INC | 3 | 3 | 0.86% | 1.00% | 1.14% | Q4 2023 | Q2 2024 | 3 |
| EMR | EMERSON ELECTRIC CO | 3 | 3 | 0.77% | 0.94% | 1.22% | Q4 2023 | Q2 2024 | 3 |
| VBK | VANGUARD SMALL CAP GRO... | 3 | 3 | 0.56% | 0.85% | 1.09% | Q4 2023 | Q2 2024 | 3 |
| TSLA | TESLA INC | 3 | 3 | 0.57% | 0.72% | 0.90% | Q4 2023 | Q2 2024 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 0.49% | 0.64% | 0.77% | Q4 2023 | Q2 2024 | 3 |
| PG | PROCTER & GAMBLE | 3 | 3 | 0.58% | 0.62% | 0.67% | Q4 2023 | Q2 2024 | 3 |
| MYD | BLACKROCK MUNIYIELD CF | 3 | 3 | 0.39% | 0.56% | 0.74% | Q4 2023 | Q2 2024 | 3 |
| AMZN | AMAZON.COM INC | 3 | 3 | 0.42% | 0.50% | 0.58% | Q4 2023 | Q2 2024 | 3 |
| FBND | FIDELITY TOTAL BOND ETF | 3 | 3 | 0.39% | 0.44% | 0.49% | Q4 2023 | Q2 2024 | 3 |
| FMB | FIRST TRUST MANAGED MU... | 3 | 3 | 0.33% | 0.41% | 0.51% | Q4 2023 | Q2 2024 | 3 |
| VTI | VANGUARD TOTAL STOCK M... | 3 | 3 | 0.37% | 0.40% | 0.44% | Q4 2023 | Q2 2024 | 3 |
| T | A T & T INC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q4 2023 | Q2 2024 | 3 |
| MUB | ISHARES NATIONAL MUNI ... | 3 | 3 | 0.28% | 0.35% | 0.44% | Q4 2023 | Q2 2024 | 3 |
| XOM | EXXON MOBIL CORP | 3 | 3 | 0.29% | 0.33% | 0.36% | Q4 2023 | Q2 2024 | 3 |
| LQD | ISHARES IBOXX INVT GRA... | 3 | 3 | 0.23% | 0.27% | 0.32% | Q4 2023 | Q2 2024 | 3 |
| HD | HOME DEPOT INC | 3 | 3 | 0.21% | 0.25% | 0.32% | Q4 2023 | Q2 2024 | 3 |
| PM | PHILIP MORRIS INTL | 3 | 3 | 0.16% | 0.24% | 0.35% | Q4 2023 | Q2 2024 | 3 |
| WMT | WALMART INC | 3 | 3 | 0.22% | 0.24% | 0.25% | Q4 2023 | Q2 2024 | 3 |
| GOOG | ALPHABET INC. CLASS C | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2023 | Q2 2024 | 3 |
| MQY | BLACKROCK MUNIYLD QUALIT | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2023 | Q2 2024 | 3 |
| LIACF | AMERICAN LITHIUM CRP F | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
| NVDA | NVIDIA CORP | 2 | 2 | 0.37% | 0.46% | 0.55% | Q1 2024 | Q2 2024 | 2 |
| VYM | VANGUARD HIGH DIVIDEND... | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2023 | Q1 2024 | 2 |
| AEE | AMEREN CORP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2024 | Q2 2024 | 1 |
| TIP | ISHARES TIPS BOND ETF | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 |
| NKE | NIKE INC CLASS B | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2024 | Q1 2024 | 1 |
| BND | VANGUARD TOTAL BOND MA... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2024 | Q2 2024 | 1 |
| VTIP | VANGUARD SHRT INF PROT... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
| MO | ALTRIA GROUP INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2024 | Q2 2024 | 1 |
| V | VISA INC CLASS A | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2024 | Q1 2024 | 1 |
| KONA GOLD BEVERAGE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
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The securities at the top of the list , including VANGUARD S&P 500 ETF, VANGUARD HEALTH CARE ETF, and VANGUARD S&P 500 GROWTH ETF, are the highest-conviction holdings of Wheelhouse Advisory Group LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Wheelhouse Advisory Group LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Wheelhouse Advisory Group LLC owns currently or has owned in the past.