Wealth Advisory Solutions, LLC Incresed Positions in Q1 2025

Wealth Advisory Solutions, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
34.9K
+ 2017.09%
$142.64 - $156.42 $4.98M - $5.46M
36.7K $5.5M
LLY
Eli Lilly & CO

Healthcare
2.92K
+ 18.0%
$725.72 - $929.72 $2.12M - $2.72M
19.2K $15.8M
GOOG
Alphabet Inc.

Communication Services
15.5K
+ 496.93%
$156.06 - $207.71 $2.42M - $3.23M
18.7K $2.91M
ASML
Asml Holding Nv

Technology
2.11K
+ 81.36%
$662.63 - $776.99 $1.4M - $1.64M
4.71K $3.12M
SNOW
Snowflake Inc.

Technology
8.55K
+ 65.41%
$146.16 - $192.78 $1.25M - $1.65M
21.6K $3.16M
GLD
Spdr Gold Trust

ETFs
4
+ 0.03%
$243.19 - $288.14 $973 - $1.15K
14.5K $4.18M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.6K
+ 23.56%
$30.73 - $32.26 $725K - $761K
124K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
10.4K
+ 21.87%
$190.26 - $242.06 $1.99M - $2.53M
58.2K $11.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.42K
+ 8.29%
$74.85 - $84.89 $256K - $290K
44.7K $3.65M
ADBE
Adobe Inc.

Technology
2.27K
+ 38.25%
$377.84 - $464.11 $857K - $1.05M
8.2K $3.14M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
26.7K
+ 8.47%
$12.04 - $13.32 $322K - $356K
342K $4.3M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
43.5K
+ 21.68%
$7.89 - $8.07 $343K - $351K
244K $1.94M
BALT
Innovator Etfs Tr
10.1K
+ 54.1%
$31.31 - $31.89 $315K - $321K
28.7K $900K
IDV
Ishares Tr

ETFs
1.81K
+ 2.55%
$27.0 - $31.7 $48.9K - $57.4K
73K $2.26M
SPMD
Spdr Portfolio

ETFs
10.1K
+ 17.5%
$50.21 - $57.73 $507K - $583K
67.8K $3.47M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
22.5K
+ 16.95%
$11.96 - $13.56 $269K - $305K
155K $1.99M
XLE
Energy Sector Spdr

ETFs
1.35K
+ 7.36%
$85.7 - $93.96 $115K - $126K
19.6K $1.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
341
+ 0.44%
$42.5 - $46.71 $14.5K - $15.9K
77K $3.49M
MCO
Moodys Corp

Financial Services
214
+ 47.98%
$437.8 - $527.48 $93.7K - $113K
660 $307K
VEA
Vanguard Ftse Developed Market

ETFs
346
+ 1.54%
$47.4 - $52.99 $16.4K - $18.3K
22.9K $1.16M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.76K
+ 8.74%
$67.03 - $74.61 $185K - $206K
34.4K $2.34M
IVV
Ishares Core S&P 500 ETF

ETFs
250
+ 10.47%
$554.06 - $615.85 $139K - $154K
2.64K $1.48M
LQD
Ishares Iboxx $ Investment Gra

ETFs
515
+ 6.86%
$105.1 - $109.61 $54.1K - $56.4K
8.02K $871K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.32K
+ 6.12%
$23.29 - $23.38 $54.1K - $54.3K
40.3K $941K
COP
Conocophillips

Energy
275
+ 8.78%
$88.6 - $105.85 $24.4K - $29.1K
3.41K $357K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.13K
+ 9.86%
$11.22 - $11.8 $57.6K - $60.5K
57.2K $641K
IVE
Ishares S&P 500 Value ETF

ETFs
248
+ 1.23%
$185.78 - $198.58 $46.1K - $49.2K
20.4K $3.88M
BMY
Bristol Myers Squibb CO

Healthcare
15
+ 0.22%
$53.9 - $63.11 $809 - $947
6.72K $410K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
192
+ 2.84%
$49.78 - $53.19 $9.56K - $10.2K
6.95K $355K
BAC
Bank Of America Corp

Financial Services
7
+ 0.14%
$39.61 - $47.74 $277 - $334
4.91K $204K
PFE
Pfizer Inc

Healthcare
664
+ 2.49%
$25.01 - $27.13 $16.6K - $18K
27.4K $693K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
771
+ 8.63%
$81.1 - $94.7 $62.5K - $73K
9.7K $786K
IWN
Ishares Russell2000 Val ETF

ETFs
534
+ 6.4%
$149.27 - $169.4 $79.7K - $90.5K
8.87K $1.34M
NVDA
Nvidia Corp

Technology
129
+ 4.58%
$106.98 - $149.43 $13.8K - $19.3K
2.95K $319K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.9K
+ 4.48%
$64.88 - $72.1 $840K - $933K
302K $19.8M
UPS
United Parcel Service Inc

Industrials
16
+ 0.32%
$109.66 - $136.26 $1.75K - $2.18K
5.04K $554K
LAMR
Lamar Advertising CO

Real Estate
176
+ 1.34%
$110.65 - $132.9 $19.5K - $23.4K
13.4K $1.52M
GOOGL
Alphabet Inc.

Communication Services
594
+ 7.51%
$154.33 - $206.19 $91.7K - $122K
8.51K $1.32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.22K
+ 3.19%
$40.03 - $46.81 $89K - $104K
72K $2.93M
NVO
Novo Nordisk A S

Healthcare
3.1K
+ 7.87%
$69.3 - $90.95 $215K - $282K
42.5K $2.95M
Activity Summary
Buys All Purchases 68 New Holdings 27 Increased Positions 41 Sells All Sells 57 Reductions 57 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