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
F
Ford Motor CO

Consumer Cyclical
450
+ 2.17%
$8.69 - $10.85 $3.91K - $4.88K
21.2K $230K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
179
+ 2.57%
$45.11 - $52.34 $8.07K - $9.37K
7.13K $373K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
628
+ 3.13%
$22.09 - $22.44 $13.9K - $14.1K
20.7K $463K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
582
+ 2.77%
$23.96 - $24.27 $13.9K - $14.1K
21.6K $523K
LMT
Lockheed Martin Corp

Industrials
15
+ 3.29%
$430.82 - $486.45 $6.46K - $7.3K
471 $218K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
78
+ 3.11%
$121.58 - $136.74 $9.48K - $10.7K
2.58K $350K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.11K
+ 1.69%
$13.7 - $14.31 $29K - $30.3K
127K $1.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
97
+ 2.57%
$91.43 - $91.74 $8.87K - $8.9K
3.87K $354K
NVO
Novo Nordisk A S

Healthcare
340
+ 0.8%
$58.08 - $81.05 $19.7K - $27.6K
42.9K $2.96M
DVY
Ishares Tr

ETFs
44
+ 2.74%
$118.37 - $134.86 $5.21K - $5.93K
1.65K $218K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31
+ 0.31%
$50.1 - $51.02 $1.55K - $1.58K
10.1K $517K
Thomson Reuters Corp
1.39K
New
N/A
1.39K $0
Kenvue Inc
16.2K
New
N/A
16.2K $0
Lam Research Corp
2.24K
New
N/A
2.24K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
9.42K
+ 106.8%
N/A
18.2K $0
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
364
+ 1.23%
$20.19 - $23.59 $7.35K - $8.59K
30K $660K
PSX
Phillips 66

Energy
30
+ 0.49%
$92.87 - $125.73 $2.79K - $3.77K
6.11K $728K
PFE
Pfizer Inc

Healthcare
129
+ 0.47%
$21.59 - $24.84 $2.79K - $3.2K
27.5K $666K
COP
Conocophillips

Energy
131
+ 3.84%
$82.66 - $106.1 $10.8K - $13.9K
3.54K $317K
UPS
United Parcel Service Inc

Industrials
5
+ 0.1%
$91.92 - $110.2 $460 - $551
5.05K $509K
JNJ
Johnson & Johnson

Healthcare
101
+ 1.67%
$146.36 - $159.82 $14.8K - $16.1K
6.14K $937K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
111
+ 0.26%
$38.81 - $44.28 $4.31K - $4.92K
43.2K $1.84M
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 1.49%
$44.12 - $59.6 $4.41K - $5.96K
6.82K $315K
ACN
Accenture PLC

Technology
265
+ 1.89%
$279.23 - $323.21 $74K - $85.7K
14.3K $4.26M
UNP
Union Pacific Corp

Industrials
65
+ 0.3%
$208.27 - $238.46 $13.5K - $15.5K
21.8K $5.01M
XLE
Energy Sector Spdr

ETFs
425
+ 2.16%
$76.44 - $94.13 $32.5K - $40K
20.1K $1.7M
LLY
Eli Lilly & CO

Healthcare
45
+ 0.23%
$713.71 - $898.95 $32.1K - $40.5K
19.2K $15M
AAPL
Apple Inc.

Technology
36
+ 0.07%
$172.42 - $223.89 $6.21K - $8.06K
54.2K $11.1M
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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