Wealth Advisory Solutions, LLC Purchases in Q2 2025

Wealth Advisory Solutions, LLC

  • $393 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
105K
+ 234.81%
$72.96 - $90.39 $7.66M - $9.49M
150K $13.4M
PEP
Pepsico Inc

Consumer Defensive
37K
+ 100.88%
$128.02 - $151.37 $4.74M - $5.6M
73.7K $9.73M
MRVL
Marvell Technology, Inc.

Technology
52.6K
New
$49.38 - $79.97 $2.6M - $4.21M
52.6K $4.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.09K
+ 2.35%
$58.41 - $72.69 $414K - $516K
309K $22.5M
EOG
Eog Resources Inc

Energy
18.4K
New
$104.61 - $129.97 $1.92M - $2.39M
18.4K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
644
+ 1.11%
$167.32 - $223.3 $108K - $144K
58.9K $12.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.78K
+ 1.14%
$51.16 - $62.02 $244K - $296K
423K $26.2M
NVDA
Nvidia Corp

Technology
6.02K
+ 204.28%
$94.31 - $157.99 $567K - $950K
8.96K $1.42M
UBER
Uber Technologies, Inc

Technology
1.01K
+ 2.16%
$64.62 - $93.3 $65.1K - $94K
47.7K $4.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6.62K
+ 50.4%
$225.56 - $335.19 $1.49M - $2.22M
19.7K $4.69M
SPMD
Spdr Portfolio

ETFs
4.04K
+ 5.96%
$44.89 - $54.38 $181K - $219K
71.8K $3.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.63K
+ 17.74%
$72.02 - $73.82 $405K - $415K
37.3K $2.75M
CTRA
Coterra Energy Inc.

Energy
13.5K
New
$22.6 - $29.07 $305K - $392K
13.5K $342K
IWM
Ishares Russell 2000 ETF

ETFs
161
+ 0.86%
$174.82 - $215.79 $28.1K - $34.7K
18.8K $4.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
910
+ 2.65%
$60.34 - $74.89 $54.9K - $68.1K
35.3K $2.64M
VZ
Verizon Communications Inc

Communication Services
6.39K
New
$41.67 - $45.62 $266K - $291K
6.39K $276K
PFF
Ishares Trust Ishares Pfd And

ETFs
8.67K
+ 7.0%
$29.0 - $30.68 $251K - $266K
132K $4.06M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
30.5K
+ 12.52%
$7.05 - $8.02 $215K - $245K
275K $2.2M
DE
Deere & CO

Industrials
508
New
$412.99 - $531.48 $210K - $270K
508 $258K
VTV
Vanguard Value ETF

ETFs
976
+ 4.65%
$153.67 - $176.74 $150K - $172K
22K $3.88M
TSLA
Tesla, Inc.

Consumer Cyclical
795
New
$221.86 - $362.89 $176K - $288K
795 $252K
CTAS
Cintas Corp

Industrials
1.08K
New
$190.11 - $227.66 $204K - $245K
1.08K $239K
SUB
Ishares Short Term National Mu

ETFs
2.2K
New
$104.77 - $106.34 $231K - $234K
2.2K $234K
IWF
Ishares Russell 1000 Gr ETF

ETFs
529
New
$320.42 - $421.7 $170K - $223K
529 $223K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.77K
+ 14.41%
$116.93 - $119.39 $207K - $211K
14K $1.67M
DWLD
Davis Fundamental ETF Tr

ETFs
5.13K
New
$33.22 - $41.32 $170K - $212K
5.13K $212K
GOOGL
Alphabet Inc.

Communication Services
156
+ 1.83%
$144.7 - $178.6 $22.6K - $27.9K
8.66K $1.53M
BX
Blackstone Inc.

Financial Services
1.39K
New
$120.07 - $151.11 $167K - $210K
1.39K $207K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.75K
+ 2.43%
$35.35 - $42.68 $61.7K - $74.5K
73.7K $3.14M
META
Meta Platforms, Inc.

Communication Services
275
New
$484.66 - $738.09 $133K - $203K
275 $202K
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 104.98%
$157.66 - $172.39 $213K - $232K
2.63K $419K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.17K
+ 17.3%
$22.87 - $23.14 $187K - $189K
55.4K $1.28M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.5K
+ 25.29%
$10.78 - $11.28 $156K - $163K
71.6K $796K
MUB
Ishares National Muni Bond ETF

ETFs
2.16K
+ 2.68%
$102.31 - $105.8 $220K - $228K
82.5K $8.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.24K
+ 15.47%
$105.23 - $109.61 $131K - $136K
9.26K $1.02M
DIV
Global X Superdividend Us ETF

ETFs
7.58K
+ 44.17%
N/A
24.7K $424K
IWN
Ishares Russell2000 Val ETF

ETFs
419
+ 4.72%
$131.84 - $157.76 $55.2K - $66.1K
9.29K $1.47M
MA
Mastercard Inc

Financial Services
184
+ 41.16%
$479.92 - $590.74 $88.3K - $109K
631 $354K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.5K
+ 3.35%
$10.82 - $12.71 $124K - $146K
354K $4.4M
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.01%
$102.35 - $121.67 $102 - $122
13.4K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
375
+ 34.98%
$285.55 - $321.23 $107K - $120K
1.45K $422K
ADP
Automatic Data Processing Inc

Industrials
200
+ 30.44%
$276.76 - $326.81 $55.4K - $65.4K
857 $264K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
549
+ 5.66%
$69.8 - $85.28 $38.3K - $46.8K
10.3K $850K
KR
Kroger CO

Consumer Defensive
400
+ 9.91%
$64.62 - $74.0 $25.8K - $29.6K
4.44K $318K
JNK
Spdr Bloomberg High Yield Bond

ETFs
349
+ 7.74%
$91.23 - $97.27 $31.8K - $33.9K
4.86K $472K
EMB
Ishares Tr

ETFs
361
+ 11.4%
$86.54 - $92.62 $31.2K - $33.4K
3.53K $326K
BAC
Bank Of America Corp

Financial Services
214
+ 4.36%
$34.39 - $47.46 $7.36K - $10.2K
5.13K $242K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
292
+ 7.96%
$100.04 - $100.54 $29.2K - $29.4K
3.96K $398K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
318
+ 3.46%
$51.1 - $53.29 $16.2K - $16.9K
9.5K $506K
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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