Wealth Advisors, Inc. Purchases in Q3 2023

Wealth Advisors, Inc.

  • $223 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
520
+ 0.42%
$116.45 - $138.21 $60.6K - $71.9K
124K $16.2M
LLY
Eli Lilly & CO

Healthcare
626
New
$434.7 - $599.3 $272K - $375K
626 $336K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.07K
New
$50.36 - $54.21 $306K - $329K
6.07K $307K
SMCI
Super Micro Computer, Inc.

Technology
1.07K
New
$231.54 - $353.29 $247K - $377K
1.07K $292K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.47K
New
$75.83 - $79.4 $263K - $275K
3.47K $263K
META
Meta Platforms, Inc.

Communication Services
86
+ 0.48%
$283.25 - $325.48 $24.4K - $28K
18K $5.39M
XLI
Industrial Sector Spdr

ETFs
2.27K
New
$100.74 - $110.75 $228K - $251K
2.27K $229K
VEA
Vanguard Ftse Developed Market

ETFs
4.64K
New
$43.5 - $47.63 $202K - $221K
4.64K $202K
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 5.73%
$525.05 - $568.63 $78.8K - $85.3K
2.77K $1.56M
UBER
Uber Technologies, Inc

Technology
1.96K
+ 23.65%
$42.11 - $49.46 $82.6K - $97K
10.3K $471K
XLE
Energy Sector Spdr

ETFs
583
+ 9.17%
$79.09 - $93.36 $46.1K - $54.4K
6.94K $627K
SCHW
Schwab Charles Corp

Financial Services
2.5K
+ 4.03%
$54.2 - $67.94 $136K - $170K
64.5K $3.54M
CDNS
Cadence Design Systems Inc

Technology
20
+ 1.81%
$220.31 - $246.7 $4.41K - $4.93K
1.13K $263K
T
At&T Inc.

Communication Services
141
+ 0.65%
$13.45 - $16.12 $1.9K - $2.27K
21.7K $326K
ORCL
Oracle Corp

Technology
19
+ 0.78%
$104.62 - $126.71 $1.99K - $2.41K
2.46K $260K
XLK
Technology Sector Spdr

ETFs
12
+ 0.15%
$161.97 - $180.26 $1.94K - $2.16K
8.25K $1.35M
JNJ
Johnson & Johnson

Healthcare
16
+ 0.08%
$155.75 - $174.48 $2.49K - $2.79K
19.8K $3.08M
V
Visa Inc.

Financial Services
54
+ 0.16%
$229.5 - $248.11 $12.4K - $13.4K
34.9K $8.02M
MSFT
Microsoft Corp

Technology
19
+ 0.06%
$312.14 - $359.49 $5.93K - $6.83K
31.4K $9.91M
AAPL
Apple Inc.

Technology
3.28K
+ 1.1%
$170.43 - $196.45 $560K - $645K
301K $51.5M
Activity Summary
Buys All Purchases 21 New Holdings 6 Increased Positions 15 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Advisors, Inc. Portfolio

Follow Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email