Wealth Advisory Solutions, LLC Incresed Positions in Q4 2025

Wealth Advisory Solutions, LLC

  • $425 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
43.5K
+ 63.67%
$185.12 - $192.11 $8.06M - $8.36M
112K $21M
FICO
Fair Isaac Corp

Technology
1.62K
+ 115.11%
$1512.71 - $1879.55 $2.46M - $3.05M
3.03K $5.28M
XLE
Energy Sector Spdr

ETFs
21.8K
+ 106.9%
$85.22 - $92.02 $1.86M - $2.01M
42.3K $3.89M
XLK
Technology Sector Spdr

ETFs
5.65K
+ 91.75%
$278.39 - $304.13 $1.57M - $1.72M
11.8K $3.4M
MUB
Ishares National Muni Bond ETF

ETFs
7.5K
+ 9.07%
$106.36 - $107.61 $798K - $807K
90.2K $9.64M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.53K
+ 33.55%
$101.39 - $114.39 $357K - $403K
14K $1.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
432
+ 0.29%
$92.24 - $96.56 $39.8K - $41.7K
150K $14.3M
BALT
Innovator Etfs Tr
9.33K
+ 30.69%
$32.7 - $33.07 $305K - $308K
39.7K $1.31M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
25
+ 0.02%
$58.83 - $63.18 $1.47K - $1.58K
118K $7.34M
VTV
Vanguard Value ETF

ETFs
971
+ 4.37%
$182.87 - $189.72 $178K - $184K
23.2K $4.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.9K
+ 5.03%
$74.09 - $75.1 $141K - $143K
39.7K $2.95M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.25K
+ 3.17%
$78.97 - $83.03 $98.5K - $104K
40.6K $3.3M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
10.7K
+ 13.27%
$11.35 - $11.74 $121K - $126K
91.3K $1.04M
LAMR
Lamar Advertising CO

Real Estate
3
+ 0.02%
$116.11 - $129.63 $348 - $389
13.4K $1.73M
SPMD
Spdr Portfolio

ETFs
2.74K
+ 3.43%
$55.44 - $58.05 $152K - $159K
82.8K $4.66M
DIV
Global X Superdividend Us ETF

ETFs
4.4K
+ 14.78%
N/A
34.2K $587K
ABT
Abbott Laboratories

Healthcare
617
+ 23.83%
$123.62 - $134.59 $76.3K - $83K
3.21K $416K
IVV
Ishares Core S&P 500 ETF

ETFs
76
+ 2.96%
$656.2 - $690.71 $49.9K - $52.5K
2.64K $1.78M
LQD
Ishares Iboxx $ Investment Gra

ETFs
696
+ 7.11%
$110.25 - $112.92 $76.7K - $78.6K
10.5K $1.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
472
+ 11.77%
$91.46 - $91.76 $43.2K - $43.3K
4.48K $410K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.34K
+ 4.45%
$22.45 - $23.63 $30K - $31.6K
31.3K $728K
BMY
Bristol Myers Squibb CO

Healthcare
495
+ 6.74%
$42.6 - $49.08 $21.1K - $24.3K
7.84K $367K
TSLA
Tesla, Inc.

Consumer Cyclical
160
+ 18.96%
$401.99 - $468.37 $64.3K - $74.9K
1K $410K
JNK
Spdr Bloomberg High Yield Bond

ETFs
435
+ 8.95%
$96.34 - $98.02 $41.9K - $42.6K
5.29K $511K
EMB
Ishares Tr

ETFs
316
+ 8.93%
$94.63 - $97.03 $29.9K - $30.7K
3.85K $369K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47
+ 0.1%
$51.27 - $51.8 $2.41K - $2.43K
48.8K $2.52M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
590
+ 5.44%
N/A
11.4K $271K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
88
+ 1.23%
$54.27 - $56.85 $4.78K - $5K
7.24K $406K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
83
+ 1.96%
$100.33 - $100.69 $8.33K - $8.36K
4.32K $434K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
304
+ 1.36%
$24.24 - $24.37 $7.37K - $7.41K
22.7K $550K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
337
+ 1.56%
$22.32 - $22.47 $7.52K - $7.57K
22K $490K
Innovator Etfs Trust
22
+ 0.13%
N/A
17.4K $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
160
+ 0.25%
$25.75 - $26.12 $4.12K - $4.18K
63.3K $1.63M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.7K
+ 140.88%
N/A
37.1K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.31K
+ 1.65%
$44.53 - $47.25 $58.5K - $62K
81K $3.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.62%
$136.06 - $140.64 $2.72K - $2.81K
3.27K $451K
SPIB
Spdr Portfolio Intermediate Te

ETFs
401
+ 0.36%
$33.69 - $34.08 $13.5K - $13.7K
113K $3.8M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
32
+ 0.09%
$26.14 - $26.55 $836 - $850
37.3K $976K
LMT
Lockheed Martin Corp

Industrials
20
+ 3.75%
$452.1 - $514.24 $9.04K - $10.3K
554 $260K
META
Meta Platforms, Inc.

Communication Services
37
+ 13.45%
$609.01 - $751.67 $22.5K - $27.8K
312 $190K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
130
+ 0.26%
$27.24 - $27.76 $3.54K - $3.61K
50.4K $1.37M
VXF
Vanguard Extended Market ETF

ETFs
25
+ 0.41%
$204.22 - $215.05 $5.11K - $5.38K
6.08K $1.24M
BX
Blackstone Inc.

Financial Services
3
+ 0.21%
$138.42 - $168.45 $415 - $505
1.4K $194K
LNG
Cheniere Energy, Inc.

Energy
609
+ 3.82%
$205.63 - $235.74 $125K - $144K
16.5K $3.56M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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