Exit Wealth Advisors, Llc. Portfolio Holdings by Sector
Exit Wealth Advisors, Llc.
- $150 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU BIL SLV USFR QQQ UGA RSP VOO 41 stocks |
$54.2 Million
39.98% of portfolio
|
41
|
- |
41
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD PLTR CRWD 4 stocks |
$9.63 Million
7.1% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$8.75 Million
6.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM COIN MSTR 4 stocks |
$5.87 Million
4.33% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$5.45 Million
4.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE 2 stocks |
$4.53 Million
3.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL SPOT META 4 stocks |
$3.96 Million
2.92% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.83 Million
2.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
ILF 1 stocks |
$3.1 Million
2.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SNEX TIGR GS 3 stocks |
$2.88 Million
2.12% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE MMYT 2 stocks |
$2.82 Million
2.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GNW BHF 2 stocks |
$2.5 Million
1.84% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
EXEL 1 stocks |
$2.34 Million
1.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V QFIN 2 stocks |
$2.19 Million
1.62% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV 1 stocks |
$2 Million
1.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL 1 stocks |
$1.7 Million
1.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1.62 Million
1.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Apparel Manufacturing | Consumer Cyclical
KTB 1 stocks |
$1.54 Million
1.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
HCI MCY KMPR WRB 4 stocks |
$1.51 Million
1.12% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$1.38 Million
1.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
VC 1 stocks |
$1.19 Million
0.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TPH 1 stocks |
$1.15 Million
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
SEDG 1 stocks |
$1.02 Million
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
EH RTX 2 stocks |
$1.01 Million
0.75% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
CAN 1 stocks |
$956,067
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO 2 stocks |
$811,999
0.6% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$802,911
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VOD TMUS 2 stocks |
$761,774
0.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$559,117
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$540,489
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$521,341
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$441,149
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$439,627
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$404,518
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD 1 stocks |
$392,652
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$371,148
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$364,460
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
PGNY 1 stocks |
$357,275
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
SAM 1 stocks |
$353,494
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CADE 1 stocks |
$342,064
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$316,249
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$257,086
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$224,247
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$215,409
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|