Wealth Advisory Solutions, LLC Purchases in Q4 2024

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
10.1K
+ 105.36%
$271.57 - $301.89 $2.73M - $3.03M
19.6K $5.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
83K
+ 481.94%
$31.23 - $33.51 $2.59M - $2.78M
100K $3.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.7K
+ 8.13%
$66.77 - $71.52 $1.45M - $1.55M
289K $19.9M
ASML
Asml Holding Nv

Technology
2.6K
New
$658.43 - $872.27 $1.71M - $2.26M
2.6K $1.8M
AAPL
Apple Inc.

Technology
1.4K
+ 2.15%
$221.69 - $259.02 $310K - $362K
66.5K $16.7M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
108K
+ 436.48%
$11.18 - $13.68 $1.21M - $1.48M
133K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
581
+ 1.41%
$205.18 - $250.29 $119K - $145K
41.8K $10M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
170K
+ 551.85%
$7.83 - $8.16 $1.33M - $1.39M
201K $1.58M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
104K
+ 49.18%
$11.91 - $14.14 $1.24M - $1.47M
315K $3.86M
SPMD
Spdr Portfolio

ETFs
8.11K
+ 16.36%
$54.13 - $59.56 $439K - $483K
57.7K $3.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.89K
+ 14.02%
$69.3 - $74.3 $269K - $289K
31.6K $2.26M
KO
Coca Cola CO

Consumer Defensive
4.49K
New
$61.74 - $71.71 $277K - $322K
4.49K $279K
TSLA
Tesla, Inc.

Consumer Cyclical
655
New
$213.65 - $479.86 $140K - $314K
655 $264K
GOOGL
Alphabet Inc.

Communication Services
453
+ 6.07%
$161.86 - $196.66 $73.3K - $89.1K
7.91K $1.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.23K
+ 9.81%
$44.33 - $49.55 $276K - $309K
69.7K $3.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10K
New
N/A
10K $237K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.03%
$486.1 - $608.57 $486 - $609
2.92K $1.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
554
+ 15.07%
$442.29 - $483.08 $245K - $268K
4.23K $1.92M
NWS
News Corp New Cl B Com Stk (De

Communication Services
7.18K
New
$27.03 - $32.79 $194K - $236K
7.18K $218K
PG
Procter & Gamble CO

Consumer Defensive
1.28K
New
$161.05 - $179.7 $207K - $231K
1.28K $215K
BAC
Bank Of America Corp

Financial Services
4.91K
New
$39.22 - $47.77 $192K - $234K
4.91K $215K
IWF
Ishares Russell 1000 Gr ETF

ETFs
529
New
$370.24 - $418.94 $196K - $222K
529 $212K
ABBV
Abb Vie Inc.

Healthcare
1.19K
New
$164.99 - $203.87 $196K - $243K
1.19K $211K
MCO
Moodys Corp

Financial Services
446
New
$454.04 - $500.88 $203K - $223K
446 $211K
GNRC
Generac Holdings Inc.

Industrials
1.91K
+ 8.39%
$154.28 - $195.11 $294K - $372K
24.6K $3.82M
NVO
Novo Nordisk A S

Healthcare
12.6K
+ 47.11%
$85.0 - $120.04 $1.07M - $1.52M
39.4K $3.39M
GRAB
Grab Holdings LTD

Technology
33.8K
New
$3.6 - $5.67 $122K - $192K
33.8K $159K
IVV
Ishares Core S&P 500 ETF

ETFs
224
+ 10.36%
$570.51 - $610.59 $128K - $137K
2.39K $1.41M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.77K
+ 6.82%
$32.65 - $33.68 $254K - $262K
122K $3.98M
BALT
Innovator Etfs Tr
4.07K
+ 27.95%
$30.76 - $31.55 $125K - $128K
18.6K $584K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
10.1K
New
$10.0 - $14.22 $101K - $143K
10.1K $105K
AXP
American Express CO

Financial Services
212
+ 13.45%
$267.35 - $305.57 $56.7K - $64.8K
1.79K $530K
IWN
Ishares Russell2000 Val ETF

ETFs
745
+ 9.81%
$162.69 - $181.35 $121K - $135K
8.34K $1.37M
GOOG
Alphabet Inc.

Communication Services
170
+ 5.75%
$163.08 - $198.16 $27.7K - $33.7K
3.13K $595K
VXF
Vanguard Extended Market ETF

ETFs
59
+ 0.55%
$179.17 - $207.15 $10.6K - $12.2K
10.8K $2.06M
NVDA
Nvidia Corp

Technology
479
+ 20.5%
$117.0 - $148.88 $56K - $71.3K
2.82K $378K
LXP
Lxp Industrial Trust

Real Estate
11.2K
New
$8.12 - $9.89 $91.3K - $111K
11.2K $91K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.13K
+ 8.15%
$26.55 - $27.32 $110K - $113K
54.8K $1.46M
MCD
Mcdonalds Corp

Consumer Cyclical
239
+ 27.82%
$288.47 - $316.54 $68.9K - $75.7K
1.1K $318K
LOW
Lowes Companies Inc

Consumer Cyclical
410
+ 21.23%
$244.52 - $284.07 $100K - $116K
2.34K $577K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.69K
+ 5.78%
$22.39 - $23.45 $82.7K - $86.6K
67.6K $1.55M
BMY
Bristol Myers Squibb CO

Healthcare
284
+ 4.42%
$51.92 - $59.94 $14.7K - $17K
6.71K $379K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 9.5%
$873.59 - $994.69 $33.2K - $37.8K
438 $401K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.48K
+ 5.25%
$49.87 - $52.46 $124K - $130K
49.8K $2.49M
KR
Kroger CO

Consumer Defensive
273
+ 7.25%
$55.21 - $63.3 $15.1K - $17.3K
4.04K $246K
BX
Blackstone Inc.

Financial Services
9
+ 0.66%
$148.45 - $199.05 $1.34K - $1.79K
1.38K $237K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.28K
+ 3.48%
$23.25 - $23.37 $29.7K - $29.8K
38K $885K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.56K
+ 6.11%
$24.94 - $26.14 $88.7K - $93K
61.8K $1.54M
ABT
Abbott Laboratories

Healthcare
105
+ 1.91%
$111.93 - $119.39 $11.8K - $12.5K
5.6K $633K
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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