Wealth Advisory Solutions, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $393 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $37.6M, Ishares Core S&P Mid Cap ETF with a value of $26.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.5M, Eli Lilly & CO with a value of $15M, and Ishares Tr Msci Eafe ETF with a value of $13.4M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $377M to 393M.

Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
ETFs: $226 Million
Technology: $42.3 Million
Financial Services: $30.2 Million
Healthcare: $23.8 Million
Consumer Cyclical: $23.8 Million
Energy: $12.8 Million
Consumer Defensive: $10.9 Million
Industrials: $9.5 Million
Other: $12.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $393 Million
  • Prior Value $377 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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