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Wealth Advisors

Latest statistics and disclosures from Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AMZN, GOOGL, QQQ, MA, and represent 53.73% of Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL, LLY, SCHX, SMCI, VCIT, XLI, VEA, UBER, COST, GOOGL.
Started 6 new stock positions in SCHX, XLI, LLY, SMCI, VEA, VCIT.
Reduced shares in these 10 stocks: VYM, NVDA, AMZN, SCHW, BSV, QQQ, , XLV, VIG, QCOM.
Sold out of its positions in AUR, XLF, BSV.
Wealth Advisors was a net seller of stock by $-1.7M.
Wealth Advisors has $223M in assets under management (AUM), dropping by -4.99%.
Central Index Key (CIK): 0001806580

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Positions held by Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Advisors

Wealth Advisors holds 67 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	23.1	$52M		301k	171.21	View chart
Amazon (AMZN)	10.9	$24M	-2%	191k	127.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	7.2	$16M		124k	130.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$15M	-2%	41k	358.27	View chart
Mastercard Incorporated Cl A (MA)	5.9	$13M		33k	395.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.7	$11M	-2%	81k	128.74	View chart
Microsoft Corporation (MSFT)	4.4	$9.9M		31k	315.75	View chart
NVIDIA Corporation (NVDA)	4.1	$9.2M	-5%	21k	434.98	View chart
Visa Com Cl A (V)	3.6	$8.0M		35k	230.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$6.6M	-2%	42k	155.38	View chart
Essex Property Trust (ESS)	2.6	$5.8M		27k	212.09	View chart
Meta Platforms Cl A (META)	2.4	$5.4M		18k	300.21	View chart
Charles Schwab Corporation (SCHW)	1.6	$3.5M	-13%	65k	54.90	View chart
Home Depot (HD)	1.5	$3.4M		11k	302.16	View chart
Johnson & Johnson (JNJ)	1.4	$3.1M		20k	155.75	View chart
Qualcomm (QCOM)	1.2	$2.7M	-3%	24k	111.06	View chart
Thermo Fisher Scientific (TMO)	1.1	$2.5M		5.0k	506.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.5M		5.8k	427.49	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$2.2M		48k	45.95	View chart
Abbvie (ABBV)	0.9	$2.0M		13k	149.06	View chart
Ishares Tr Us Industrials (IYJ)	0.7	$1.7M		16k	100.89	View chart
Costco Wholesale Corporation (COST)	0.7	$1.6M	+5%	2.8k	564.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.4M		8.2k	163.93	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$1.3M		17k	79.80	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.6	$1.3M		20k	67.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.3M	-36%	13k	103.32	View chart
American Express Company (AXP)	0.5	$1.2M		7.8k	149.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$1.0M		39k	26.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$923k		8.0k	115.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$911k		3.3k	272.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$910k		6.9k	131.85	View chart
Enterprise Products Partners (EPD)	0.4	$871k		32k	27.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$714k		7.6k	94.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$628k	+9%	6.9k	90.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$519k		1.5k	350.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$510k	-10%	1.1k	456.64	View chart
Bank of America Corporation (BAC)	0.2	$494k		18k	27.38	View chart
Verizon Communications (VZ)	0.2	$488k	-13%	15k	32.41	View chart
Uber Technologies (UBER)	0.2	$472k	+23%	10k	45.99	View chart
Constellation Brands Cl A (STZ)	0.2	$465k		1.9k	251.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$438k		1.1k	392.70	View chart
JPMorgan Chase & Co. (JPM)	0.2	$379k		2.6k	145.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$338k		11k	30.38	View chart
Eli Lilly & Co. (LLY)	0.2	$336k	NEW	626.00	536.76	View chart
At&t (T)	0.1	$327k		22k	15.02	View chart
Philip Morris International (PM)	0.1	$322k		3.5k	92.58	View chart
Main Street Capital Corporation (MAIN)	0.1	$316k		7.8k	40.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$307k	NEW	6.1k	50.60	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$307k		14k	22.52	View chart
Super Micro Computer (SMCI)	0.1	$293k	NEW	1.1k	274.22	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$277k		3.4k	81.10	View chart
Vanguard World Fds Industrial Etf (VIS)	0.1	$277k	-12%	1.4k	194.98	View chart
United Parcel Service CL B (UPS)	0.1	$274k		1.8k	155.87	View chart
Cadence Design Systems (CDNS)	0.1	$264k		1.1k	234.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$263k	NEW	3.5k	75.98	View chart
Oracle Corporation (ORCL)	0.1	$261k		2.5k	105.92	View chart
IDEXX Laboratories (IDXX)	0.1	$248k		568.00	437.27	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.1	$236k		4.8k	49.36	View chart
Gilead Sciences (GILD)	0.1	$235k		3.1k	74.94	View chart
Cleveland-cliffs (CLF)	0.1	$234k	-2%	15k	15.63	View chart
Quidel Corp (QDEL)	0.1	$230k		3.1k	73.04	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$230k	NEW	2.3k	101.39	View chart
Devon Energy Corporation (DVN)	0.1	$225k	-2%	4.7k	47.70	View chart
McDonald's Corporation (MCD)	0.1	$220k		835.00	263.44	View chart
General Motors Company (GM)	0.1	$206k	-10%	6.2k	32.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$203k	NEW	4.6k	43.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$203k		1.3k	159.49	View chart

Past Filings by Wealth Advisors

SEC 13F filings are viewable for Wealth Advisors going back to 2019

Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Wealth Advisors 2023 Q2 filed July 18, 2023
Wealth Advisors 2023 Q1 filed May 8, 2023
Wealth Advisors 2022 Q4 filed Jan. 26, 2023
Wealth Advisors 2022 Q3 filed Oct. 14, 2022
Wealth Advisors 2022 Q2 filed Aug. 5, 2022
Wealth Advisors 2022 Q1 filed April 14, 2022
Wealth Advisors 2021 Q4 filed Jan. 24, 2022
Wealth Advisors 2021 Q3 filed Nov. 15, 2021
Wealth Advisors 2021 Q2 filed Aug. 4, 2021
Wealth Advisors 2021 Q1 filed April 28, 2021
Wealth Advisors 2020 Q4 filed Feb. 4, 2021
Wealth Advisors 2020 Q3 filed Oct. 19, 2020
Wealth Advisors 2020 Q2 filed July 13, 2020
Wealth Advisors 2020 Q1 filed April 17, 2020
Wealth Advisors 2019 Q4 filed March 16, 2020

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