Exit Wealth Advisors

Exit Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Exit Wealth Advisors

Exit Wealth Advisors holds 124 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 5.8 $8.7M 20k 444.72
Microsoft Corporation (MSFT) 5.4 $8.2M 16k 517.94
Ishares Gold Tr Ishares New (IAU) 5.3 $7.9M 108k 72.77
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 4.5 $6.8M 74k 91.75
Ishares Silver Tr Ishares (SLV) 4.0 $6.0M 141k 42.37
NVIDIA Corporation (NVDA) 3.3 $4.9M 26k 186.58
Apple (AAPL) 2.6 $3.8M 15k 254.63
Amazon (AMZN) 2.4 $3.7M 17k 219.57
Wisdomtree Tr Floatng Rat Trea (USFR) 2.4 $3.6M 72k 50.27
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.3 $3.4M 34k 99.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $3.2M 5.4k 600.37
Ishares Tr Latn Amer 40 Etf (ILF) 2.1 $3.1M 107k 28.89
United Sts Gasoline Units (UGA) 2.1 $3.1M 48k 64.49
Shopify Cl A Sub Vtg Shs (SHOP) 2.1 $3.1M 21k 148.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $2.9M 15k 189.70
Exelixis (EXEL) 1.6 $2.3M 57k 41.30
Arista Networks Com Shs (ANET) 1.4 $2.1M 15k 145.71
Expedia Group Com New (EXPE) 1.4 $2.1M 9.8k 213.75
Sprott Asset Management Physical Silver (PSLV) 1.3 $2.0M 128k 15.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.9M 3.2k 612.30
Visa Com Cl A (V) 1.2 $1.9M 5.4k 341.36
Stonex Group (SNEX) 1.2 $1.8M 18k 100.92
Jabil Circuit (JBL) 1.1 $1.7M 7.8k 217.18
Etf Opportunities Trust Rex-osprey Sol (SSK) 1.1 $1.7M 52k 32.00
salesforce (CRM) 1.1 $1.7M 7.1k 236.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $1.6M 18k 89.37
Colgate-Palmolive Company (CL) 1.1 $1.6M 20k 79.94
Kontoor Brands (KTB) 1.0 $1.5M 19k 79.77
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.0 $1.5M 17k 89.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $1.5M 23k 65.00
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.9 $1.4M 23k 62.22
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 5.5k 243.53
Genworth Finl Com Shs (GNW) 0.8 $1.3M 141k 8.90
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 5.2k 243.10
Brighthouse Finl (BHF) 0.8 $1.2M 23k 53.08
Goldman Sachs Physical Gold Unit (AAAU) 0.8 $1.2M 31k 38.12
Visteon Corp Com New (VC) 0.8 $1.2M 9.9k 119.86
Alps Etf Tr Alerian Mlp (AMLP) 0.8 $1.2M 25k 46.93
Tri Pointe Homes (TPH) 0.8 $1.2M 34k 33.97
Grayscale Ethereum Trust Etf SHS (ETHE) 0.7 $1.1M 33k 34.27
Solaredge Technologies (SEDG) 0.7 $1.0M 28k 37.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.0M 14k 73.46
Canaan Sponsored Ads (CAN) 0.6 $956k 1.1M 0.88
Celestica (CLS) 0.6 $880k 3.6k 246.38
Sea Sponsord Ads (SE) 0.6 $872k 4.9k 178.73
Coinbase Global Com Cl A (COIN) 0.6 $844k 2.5k 337.49
Up Fintech Hldg Sponsored Ads (TIGR) 0.6 $841k 79k 10.67
Spdr Series Trust Portfolio S&p500 (SPYM) 0.5 $820k 11k 78.34
Garmin SHS (GRMN) 0.5 $803k 3.3k 246.22
Spotify Technology S A SHS (SPOT) 0.5 $784k 1.1k 698.00
Ehang Hldgs Ads (EH) 0.5 $779k 42k 18.57
Ishares Tr Mbs Etf (MBB) 0.5 $737k 7.8k 95.15
Makemytrip Limited Mauritius SHS (MMYT) 0.5 $727k 7.8k 93.60
Ishares Tr Tips Bd Etf (TIP) 0.5 $720k 6.5k 111.23
Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $644k 17k 37.11
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $641k 5.7k 111.46
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.4 $638k 31k 20.93
Robinhood Mkts Com Cl A (HOOD) 0.4 $625k 4.4k 143.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $619k 4.2k 145.67
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $611k 8.0k 76.40
Meta Platforms Cl A (META) 0.4 $593k 808.00 733.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $584k 8.9k 65.26
Home Depot (HD) 0.4 $559k 1.4k 405.16
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $555k 2.7k 206.53
Bitwise Ethereum Etf SHS (ETHW) 0.4 $549k 18k 29.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $521k 1.0k 502.74
Philip Morris International (PM) 0.3 $514k 3.2k 162.19
Hci (HCI) 0.3 $503k 2.6k 191.96
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $489k 7.3k 67.26
Altria (MO) 0.3 $481k 7.3k 66.06
Mercury General Corporation (MCY) 0.3 $452k 5.3k 84.78
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $448k 1.8k 247.11
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.3 $447k 2.9k 155.43
Medpace Hldgs (MEDP) 0.3 $441k 858.00 514.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $441k 5.1k 87.21
3M Company (MMM) 0.3 $440k 2.8k 155.18
Core Natural Resources Com Shs (CNR) 0.3 $427k 5.1k 83.47
Palantir Technologies Cl A (PLTR) 0.3 $426k 2.3k 182.42
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $424k 4.1k 103.00
Crowdstrike Hldgs Cl A (CRWD) 0.3 $410k 835.00 490.38
Monster Beverage Corp (MNST) 0.3 $408k 6.1k 67.31
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $405k 5.2k 78.37
International Business Machines (IBM) 0.3 $405k 1.4k 282.09
Coca-Cola Company (KO) 0.3 $404k 6.1k 66.32
Lithia Motors (LAD) 0.3 $393k 1.2k 315.89
Ea Series Trust Strive 500 Etf (STRV) 0.3 $389k 9.0k 43.20
Vodafone Group Sponsored Adr (VOD) 0.3 $386k 33k 11.60
British Amern Tob Sponsored Adr (BTI) 0.3 $382k 7.2k 53.08
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.3 $381k 9.7k 39.18
Metropcs Communications (TMUS) 0.3 $376k 1.6k 239.34
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $371k 3.8k 97.08
Kroger (KR) 0.2 $365k 5.4k 67.41
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $359k 8.1k 44.20
Progyny (PGNY) 0.2 $357k 17k 21.52
Boston Beer Cl A (SAM) 0.2 $354k 1.7k 211.42
Advanced Micro Devices (AMD) 0.2 $351k 2.2k 161.79
Qfin Holdings American Dep (QFIN) 0.2 $342k 12k 28.78
Cadence Bank 0.2 $342k 9.1k 37.54
Kemper Corp Del (KMPR) 0.2 $337k 6.5k 51.55
Wal-Mart Stores (WMT) 0.2 $332k 3.2k 103.07
Vanguard World Inf Tech Etf (VGT) 0.2 $321k 429.00 747.31
Exxon Mobil Corporation (XOM) 0.2 $316k 2.8k 112.74
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $298k 3.1k 96.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $285k 1.5k 194.46
Strategy Cl A New (MSTR) 0.2 $272k 844.00 322.21
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $263k 6.7k 38.97
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $257k 11k 23.94
Vanguard Wellington Us Value Factr (VFVA) 0.2 $256k 2.0k 127.52
Spdr Gold Tr Gold Shs (GLD) 0.2 $249k 699.00 355.47
Select Sector Spdr Tr Energy (XLE) 0.2 $243k 2.7k 89.34
Raytheon Technologies Corp (RTX) 0.2 $234k 1.4k 167.27
Franco-Nevada Corporation (FNV) 0.1 $224k 1.0k 222.91
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $224k 2.3k 99.40
W.R. Berkley Corporation (WRB) 0.1 $220k 2.9k 76.62
Talen Energy Corp (TLN) 0.1 $218k 512.00 425.38
Johnson & Johnson (JNJ) 0.1 $215k 1.2k 185.38
First Tr Exchange-traded Growth Strength (FTGS) 0.1 $215k 6.0k 35.91
Costco Wholesale Corporation (COST) 0.1 $209k 225.00 926.61
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $207k 6.5k 31.89
Goldman Sachs (GS) 0.1 $206k 258.00 796.87
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $206k 4.5k 46.13
Broadcom (AVGO) 0.1 $203k 615.00 329.96
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $146k 31k 4.79
Vsee Health *w Exp 99/99/999 (VSEEW) 0.0 $169.000000 10k 0.02