Wealth Advisors

Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Wealth Advisors

Wealth Advisors holds 59 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 18.2 $44M 14k 3256.92
Apple (AAPL) 17.6 $43M 321k 132.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $14M 45k 313.74
Mastercard Incorporated Cl A (MA) 5.6 $14M 38k 356.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.0 $12M 106k 113.43
Alphabet Cap Stk Cl A (GOOGL) 4.4 $11M 6.1k 1752.58
Microsoft Corporation (MSFT) 3.7 $9.1M 41k 222.44
Visa Com Cl A (V) 3.6 $8.7M 40k 218.74
Qualcomm (QCOM) 3.1 $7.5M 49k 152.33
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $7.4M 53k 141.18
Essex Property Trust (ESS) 2.9 $7.0M 29k 237.43
Facebook Cl A (META) 2.4 $5.7M 21k 273.15
NVIDIA Corporation (NVDA) 2.2 $5.2M 10k 522.26
Proshares Tr Ultrapro Qqq (TQQQ) 1.9 $4.5M 25k 181.80
Southwest Airlines (LUV) 1.8 $4.5M 96k 46.61
Johnson & Johnson (JNJ) 1.6 $3.8M 24k 157.36
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $3.4M 37k 91.52
Home Depot (HD) 1.3 $3.1M 12k 265.61
Thermo Fisher Scientific (TMO) 1.0 $2.3M 5.0k 465.80
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.9 $2.2M 54k 39.94
Select Sector Spdr Tr Technology (XLK) 0.9 $2.1M 16k 130.03
Starbucks Corporation (SBUX) 0.6 $1.6M 15k 106.75
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.6M 7.4k 211.79
Ishares Tr Us Industrials (IYJ) 0.6 $1.4M 15k 97.12
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.6 $1.4M 20k 69.18
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.6 $1.4M 20k 67.86
Verizon Communications (VZ) 0.5 $1.3M 22k 58.74
Constellation Brands Cl A (STZ) 0.5 $1.2M 5.4k 215.38
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.5 $1.2M 17k 68.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.1M 2.9k 373.72
Micron Technology (MU) 0.4 $1.1M 14k 75.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.1M 4.5k 232.78
salesforce (CRM) 0.4 $1.0M 4.6k 222.73
Abbvie (ABBV) 0.4 $859k 8.0k 107.11
Vanguard Index Fds Growth Etf (VUG) 0.3 $841k 3.3k 253.47
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $839k 7.9k 105.87
American Express Company (AXP) 0.3 $816k 6.7k 121.38
Penn National Gaming Call Option (PENN) 0.3 $734k 10k 73.40
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $719k 4.3k 168.07
Bank of America Corporation (BAC) 0.3 $711k 24k 30.31
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $702k 7.6k 91.84
Servicenow (NOW) 0.3 $690k 1.3k 550.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $675k 2.0k 343.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $636k 1.5k 419.80
General Motors Company (GM) 0.3 $634k 15k 41.74
Ishares Tr Nasdaq Biotech (IBB) 0.2 $561k 3.7k 151.67
Vanguard World Fds Industrial Etf (VIS) 0.2 $508k 3.0k 169.90
Draftkings Com Cl A 0.2 $447k 9.6k 46.56
Viacomcbs CL B (PARA) 0.2 $415k 11k 37.22
First Tr Exchange Traded Tech Alphadex (FXL) 0.2 $408k 3.7k 111.69
At&t (T) 0.2 $364k 13k 28.72
Alphabet Cap Stk Cl C (GOOG) 0.1 $350k 200.00 1750.00
Advanced Micro Devices (AMD) 0.1 $330k 3.6k 91.61
JPMorgan Chase & Co. (JPM) 0.1 $327k 2.6k 127.04
IDEXX Laboratories (IDXX) 0.1 $284k 568.00 500.00
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $280k 3.8k 73.39
Target Corporation (TGT) 0.1 $235k 1.3k 176.69
McDonald's Corporation (MCD) 0.1 $206k 960.00 214.58
Philip Morris International (PM) 0.1 $205k 2.5k 82.59