Wealth Advisory Solutions, LLC Purchases in Q3 2024

Wealth Advisory Solutions, LLC

  • $363 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
55K
New
$84.18 - $106.5 $4.63M - $5.86M
55K $5.48M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
20K
New
$233.4 - $302.36 $4.66M - $6.04M
20K $5.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
7.56K
+ 32.89%
$247.34 - $300.11 $1.87M - $2.27M
30.5K $9.09M
AMZN
Amazon Com Inc

Consumer Cyclical
17.6K
+ 58.04%
$161.02 - $200.0 $2.84M - $3.52M
48K $8.94M
CB
Chubb LTD

Financial Services
9.54K
New
$252.51 - $292.2 $2.41M - $2.79M
9.54K $2.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.92K
+ 1.88%
$60.84 - $67.51 $299K - $332K
267K $18M
GLDM
World Gold Trust

ETFs
168
+ 0.12%
$46.2 - $53.01 $7.76K - $8.91K
141K $7.34M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.1K
+ 5.0%
$11.57 - $14.32 $117K - $144K
211K $3M
IWM
Ishares Russell 2000 ETF

ETFs
710
+ 3.32%
$200.87 - $224.6 $143K - $159K
22.1K $4.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.22K
+ 15.17%
$71.45 - $75.64 $373K - $395K
39.6K $2.98M
AMD
Advanced Micro Devices Inc

Technology
2.4K
+ 8.07%
$128.67 - $183.96 $308K - $441K
32.1K $5.26M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.42K
+ 3.96%
$41.02 - $46.01 $99.3K - $111K
63.5K $2.89M
SPMD
Spdr Portfolio

ETFs
3.44K
+ 7.45%
$50.29 - $54.92 $173K - $189K
49.6K $2.71M
EFX
Equifax Inc

Industrials
1.17K
New
$236.42 - $307.13 $277K - $359K
1.17K $343K
UPS
United Parcel Service Inc

Industrials
2.52K
+ 85.68%
$123.32 - $147.38 $311K - $371K
5.46K $744K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.2K
+ 86.44%
$91.42 - $91.82 $292K - $294K
6.9K $633K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 6.18%
$405.19 - $478.57 $86.7K - $102K
3.68K $1.69M
NVDA
Nvidia Corp

Technology
2.34K
New
$98.91 - $134.91 $231K - $315K
2.34K $283K
CVS
Cvs Health Corp

Healthcare
4.24K
New
$55.81 - $63.18 $236K - $268K
4.24K $266K
MCD
Mcdonalds Corp

Consumer Cyclical
859
New
$245.82 - $304.51 $211K - $262K
859 $261K
TTEK
Tetra Tech Inc

Industrials
5.52K
New
$45.59 - $237.74 $252K - $1.31M
5.52K $260K
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$159.75 - $174.57 $160 - $175
18.1K $3.16M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
18.4K
+ 53.89%
$11.52 - $12.52 $212K - $230K
52.6K $649K
F
Ford Motor CO

Consumer Cyclical
22.6K
New
$9.71 - $14.55 $220K - $329K
22.6K $239K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.76K
+ 6.79%
$63.28 - $70.06 $112K - $124K
27.7K $1.94M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.62K
+ 2.35%
$32.36 - $33.78 $84.7K - $88.4K
114K $3.84M
KR
Kroger CO

Consumer Defensive
3.76K
New
$50.43 - $57.3 $190K - $216K
3.76K $215K
BX
Blackstone Inc.

Financial Services
1.37K
New
$120.77 - $159.66 $166K - $219K
1.37K $209K
IDV
Ishares Tr

ETFs
698
+ 0.97%
$27.62 - $30.64 $19.3K - $21.4K
72.8K $2.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.27K
+ 20.56%
$106.11 - $113.72 $135K - $144K
7.44K $840K
PFE
Pfizer Inc

Healthcare
5.12K
+ 23.54%
$27.7 - $31.39 $142K - $161K
26.9K $777K
IWN
Ishares Russell2000 Val ETF

ETFs
274
+ 3.74%
$150.05 - $171.34 $41.1K - $46.9K
7.6K $1.27M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.21%
$145.48 - $167.38 $2.62K - $3.01K
8.7K $1.41M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
966
+ 2.08%
$49.77 - $51.95 $48.1K - $50.2K
47.3K $2.45M
ABT
Abbott Laboratories

Healthcare
599
+ 12.24%
$100.07 - $118.13 $59.9K - $70.8K
5.49K $626K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.7K
+ 70.28%
$7.45 - $8.23 $94.6K - $105K
30.8K $248K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
631
+ 7.6%
$90.87 - $102.43 $57.3K - $64.6K
8.94K $882K
BMY
Bristol Myers Squibb CO

Healthcare
850
+ 15.25%
$39.66 - $51.75 $33.7K - $44K
6.42K $332K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.3K
+ 2.63%
$26.01 - $27.41 $33.8K - $35.6K
50.7K $1.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.29K
+ 2.06%
$22.38 - $23.66 $28.9K - $30.5K
63.9K $1.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
924
+ 1.61%
$24.86 - $26.33 $23K - $24.3K
58.3K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.65%
$520.18 - $576.82 $7.28K - $8.08K
2.16K $1.25M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.05K
+ 6.51%
$31.18 - $33.5 $32.8K - $35.2K
17.2K $572K
PSX
Phillips 66

Energy
889
+ 14.75%
$125.0 - $147.17 $111K - $131K
6.92K $909K
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 12.68%
$801.83 - $917.05 $36.1K - $41.3K
400 $354K
DIV
Global X Superdividend Us ETF

ETFs
3.15K
+ 22.34%
$17.18 - $17.18 $54.1K - $54.1K
17.3K $296K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
602
+ 1.54%
$25.19 - $26.39 $15.2K - $15.9K
39.7K $1.04M
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 2.34%
$156.14 - $187.2 $4.84K - $5.8K
1.35K $250K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
42
+ 1.7%
$125.95 - $142.04 $5.29K - $5.97K
2.51K $356K
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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