Wealth Advisory Solutions, LLC Incresed Positions 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
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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.23K
+ 9.81%
$44.33 - $49.55 $276K - $309K
69.7K $3.13M
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
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
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
IWN
Ishares Russell2000 Val ETF

ETFs
745
+ 9.81%
$162.69 - $181.35 $121K - $135K
8.34K $1.37M
AXP
American Express CO

Financial Services
212
+ 13.45%
$267.35 - $305.57 $56.7K - $64.8K
1.79K $530K
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
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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.69K
+ 5.78%
$22.39 - $23.45 $82.7K - $86.6K
67.6K $1.55M
LOW
Lowes Companies Inc

Consumer Cyclical
410
+ 21.23%
$244.52 - $284.07 $100K - $116K
2.34K $577K
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
DIV
Global X Superdividend Us ETF

ETFs
150
+ 0.87%
N/A
17.4K $298K
DVY
Ishares Tr

ETFs
35
+ 2.2%
$129.55 - $143.41 $4.53K - $5.02K
1.63K $213K
PEP
Pepsico Inc

Consumer Defensive
159
+ 10.11%
$151.29 - $176.1 $24.1K - $28K
1.73K $263K
JNK
Spdr Bloomberg High Yield Bond

ETFs
42
+ 0.82%
$94.77 - $97.36 $3.98K - $4.09K
5.19K $495K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.08%
$253.56 - $278.5 $254 - $279
1.29K $326K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14
+ 0.21%
$51.09 - $55.27 $715 - $774
6.76K $345K
COP
Conocophillips

Energy
55
+ 1.79%
$95.12 - $114.72 $5.23K - $6.31K
3.13K $310K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
766
+ 1.93%
$25.25 - $26.34 $19.3K - $20.2K
40.5K $1.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.96%
$131.66 - $144.0 $3.16K - $3.46K
2.53K $334K
VTV
Vanguard Value ETF

ETFs
388
+ 2.14%
$168.32 - $181.87 $65.3K - $70.6K
18.5K $3.13M
XLE
Energy Sector Spdr

ETFs
25
+ 0.14%
$83.32 - $97.27 $2.08K - $2.43K
18.3K $1.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
64
+ 0.86%
$106.56 - $113.11 $6.82K - $7.24K
7.51K $801K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.42K
+ 3.39%
$43.02 - $47.32 $60.9K - $67K
43.2K $1.87M
XLV
Select Sector Spdr Fund Health

ETFs
106
+ 2.65%
$136.28 - $154.74 $14.4K - $16.4K
4.1K $563K
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
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email