Wealth Advisors, Inc. Portfolio Holdings
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
Wealth Advisors, Inc. has filed its 13F form on October 23, 2023 for Q3 2023 where it was disclosed a total value porftolio of $223 Million distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.5M, Amazon Com Inc with a value of $24.3M, Alphabet Inc. with a value of $16.2M, Invesco Qqq Trust, Series 1 with a value of $14.8M, and Mastercard Inc with a value of $13.2M.
Examining the 13F form we can see an decrease of $11.5M in the current position value, from $235M to 223M.
Below you can find more details about Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
Technology: $74.6 Million
ETFs: $50.9 Million
Consumer Cyclical: $28.1 Million
Financial Services: $27.7 Million
Communication Services: $23.3 Million
Healthcare: $8.62 Million
Real Estate: $5.81 Million
Consumer Defensive: $2.35 Million
Other: $1.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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