Wealth Advisors

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

  • Wealth Advisors was a net seller of stock by $0.

Portfolio Holdings for Wealth Advisors

Companies in the Wealth Advisors portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 19.12 15787 2155.67
Apple (AAPL) 12.46 69547 318.99
Vanguard High Dividend Yield ETF (VYM) 7.23 137290 93.77
MasterCard Incorporated (MA) 7.15 37323 341.24
Financial Select Sector SPDR (XLF) 5.63 324501 30.90
Essex Property Trust (ESS) 4.99 27413 323.93
Alphabet Inc Class A cs 4.95 5797 1519.41
Visa (V) 4.64 39114 211.20
Invesco Qqq Trust Series 1 3.90 29601 234.72
Netflix (NFLX) 2.23 10245 387.80
Microsoft Corporation (MSFT) 2.12 20133 187.25
Facebook Inc cl a 2.09 17055 217.82
Invesco Aerospace & Defense Etf 1.46 35419 73.49
iShares Dow Jones US Industrial (IYJ) 1.45 14899 173.17
First Trust Morningstar Divid Ledr (FDL) 1.43 80790 31.58
Johnson & Johnson (JNJ) 1.19 14157 149.11
First Trust Value Line Dividend Indx Fnd (FVD) 1.07 51970 36.79
First Tr Exchange Traded Fd first tr nasdaq 1.03 50730 36.25
NVIDIA Corporation (NVDA) 1.01 6070 296.54
Vanguard Dividend Appreciation ETF (VIG) 0.91 12402 130.30
Broadcom Ltd 0.87 5000 310.80
Health Care SPDR (XLV) 0.80 13756 103.59
JPMorgan Chase & Co. (JPM) 0.75 9865 135.63
Southwest Airlines (LUV) 0.65 20155 57.60
Alibaba Group Holding Ltd Spon 0.64 5205 220.56
Bank of America Corporation (BAC) 0.57 29460 34.28
SPDR S&P; Dividend (SDY) 0.55 9025 108.37
First Trust Amex Biotech Index Fnd (FBT) 0.53 6108 154.39
SPDR S&P; 500 ETF (SPY) 0.50 2640 336.74
Home Depot (HD) 0.49 3565 244.04
First Trust DJ STOX Sel Div 30 IDX (FDD) 0.47 57985 14.33
iShares MSCI Emerging Markets Indx (EEM) 0.46 18570 43.89
Walt Disney Company (DIS) 0.43 5515 139.08
salesforce (CRM) 0.43 4000 191.00
Servicenow 0.40 2000 357.50
First Tr Exchange Traded Fd intl ipo etf 0.40 16750 42.69
iShares S&P; SmallCap 600 Index (IJR) 0.36 7644 83.20
First Tr Exchange Traded Fd high income etf 0.35 27000 22.85
Vanguard S&p 500 Etf idx fd 0.34 1965 309.41
SPDR S&P; MidCap 400 ETF (MDY) 0.32 1515 380.86
Cerner Corporation (CERN) 0.31 7220 76.73
Etf Ser Solutions netlease corp 0.31 18350 29.70
First Tr Exchange-traded Fd no amer energy 0.30 20000 26.35
Etf Managers Tr purefunds ise mo 0.27 8800 54.43
Citigroup Inc 0.26 6000 77.50
Alphabet Inc Class C cs 0.26 300 1520.00
Boeing Company (BA) 0.24 1267 338.60
Verizon Communications (VZ) 0.23 6920 57.95
Bristol Myers Squibb (BMY) 0.22 6000 66.00
Micron Technology (MU) 0.22 6850 57.81
Lam Research Corporation (LRCX) 0.18 1000 325.00
AT&T; (T) 0.16 7636 38.24
Vanguard Industrials ETF (VIS) 0.15 1630 158.90
QUALCOMM (QCOM) 0.14 2935 87.90
First Trust Large Cap Core Alp Fnd (FEX) 0.14 3815 67.10
McDonald's Corporation (MCD) 0.12 974 216.63
NIKE (NKE) 0.11 2000 102.00