Wealth Advisory Solutions, LLC Incresed Positions in Q3 2025

Wealth Advisory Solutions, LLC

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.4K
+ 5.63%
$72.65 - $78.68 $1.26M - $1.37M
326K $25.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.01%
$617.65 - $666.84 $3.71K - $4K
60.8K $40.5M
UBER
Uber Technologies, Inc

Technology
26.3K
+ 55.02%
$86.91 - $99.57 $2.28M - $2.61M
74K $7.25M
LLY
Eli Lilly & CO

Healthcare
2.92K
+ 15.2%
$625.65 - $812.69 $1.83M - $2.37M
22.1K $16.9M
GLDM
World Gold Trust

ETFs
4.9K
+ 3.74%
$64.73 - $76.45 $317K - $374K
136K $10.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.01K
+ 0.48%
$62.09 - $66.51 $125K - $134K
425K $27.7M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
97.1K
+ 27.45%
$12.09 - $12.69 $1.17M - $1.23M
451K $5.62M
GLD
Spdr Gold Trust

ETFs
926
+ 7.84%
$300.96 - $355.47 $279K - $329K
12.7K $4.53M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
70.1K
+ 31.29%
$12.11 - $12.64 $849K - $887K
294K $3.64M
SPMD
Spdr Portfolio

ETFs
8.23K
+ 11.46%
$54.43 - $58.29 $448K - $479K
80K $4.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
393
+ 0.26%
$87.29 - $93.61 $34.3K - $36.8K
150K $14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.93K
+ 8.05%
$42.26 - $47.16 $251K - $280K
79.6K $3.69M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.08K
+ 11.56%
$74.93 - $80.73 $306K - $329K
39.4K $3.17M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.26%
$357.4 - $423.42 $12.5K - $14.8K
13.4K $5.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
234
+ 0.31%
$49.43 - $54.52 $11.6K - $12.8K
75.9K $4.11M
MSFT
Microsoft Corp

Technology
165
+ 1.43%
$491.09 - $535.64 $81K - $88.4K
11.7K $6.04M
IWN
Ishares Russell2000 Val ETF

ETFs
688
+ 7.4%
$157.1 - $178.94 $108K - $123K
9.98K $1.76M
NVDA
Nvidia Corp

Technology
147
+ 1.64%
$153.3 - $186.58 $22.5K - $27.4K
9.11K $1.7M
VTV
Vanguard Value ETF

ETFs
291
+ 1.33%
$175.51 - $186.57 $51.1K - $54.3K
22.2K $4.15M
GOOG
Alphabet Inc.

Communication Services
45
+ 1.27%
$175.16 - $255.24 $7.88K - $11.5K
3.58K $872K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
257
+ 2.51%
$83.08 - $100.2 $21.4K - $25.8K
10.5K $1.05M
MUB
Ishares National Muni Bond ETF

ETFs
178
+ 0.22%
$103.24 - $106.68 $18.4K - $19K
82.7K $8.8M
XLK
Technology Sector Spdr

ETFs
13
+ 0.21%
$250.97 - $282.66 $3.26K - $3.67K
6.16K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 1.99%
$620.67 - $670.08 $31K - $33.5K
2.56K $1.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.55K
+ 3.26%
$33.26 - $34.01 $118K - $121K
112K $3.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
778
+ 0.59%
$30.67 - $32.13 $23.9K - $25K
133K $4.21M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.01K
+ 12.59%
$11.15 - $11.87 $101K - $107K
80.6K $935K
VEA
Vanguard Ftse Developed Market

ETFs
1.16K
+ 5.17%
$56.02 - $60.3 $64.9K - $69.9K
23.6K $1.41M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.26K
+ 7.24%
$25.21 - $25.99 $107K - $111K
63.1K $1.63M
XLE
Energy Sector Spdr

ETFs
375
+ 1.87%
$84.25 - $91.99 $31.6K - $34.5K
20.4K $1.83M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 6.16%
$293.94 - $444.72 $14.4K - $21.8K
844 $375K
CVX
Chevron Corp

Energy
17
+ 0.18%
$145.57 - $161.83 $2.47K - $2.75K
9.73K $1.51M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
665
+ 25.74%
$136.48 - $142.97 $90.8K - $95.1K
3.25K $455K
BALT
Innovator Etfs Tr
2.49K
+ 8.92%
$32.11 - $32.82 $79.9K - $81.7K
30.4K $997K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
679
+ 1.57%
$42.43 - $45.05 $28.8K - $30.6K
43.9K $1.93M
DIV
Global X Superdividend Us ETF

ETFs
5.05K
+ 20.4%
N/A
29.8K $511K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 0.85%
$459.11 - $506.91 $15.6K - $17.2K
4.02K $2.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
521
+ 5.63%
$107.66 - $112.36 $56.1K - $58.5K
9.78K $1.09M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.32K
+ 2.79%
$50.85 - $51.35 $67.2K - $67.8K
48.7K $2.5M
PGF
Invesco Exchange Traded Fd Tr

ETFs
460
+ 0.36%
$14.11 - $14.94 $6.49K - $6.87K
128K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
501
+ 1.34%
$72.57 - $74.72 $36.4K - $37.4K
37.8K $2.81M
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 1.11%
$215.01 - $273.02 $4.3K - $5.46K
1.82K $457K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
539
+ 1.08%
$26.88 - $27.78 $14.5K - $15K
50.3K $1.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.8K
+ 2.87%
$22.64 - $23.22 $40.7K - $41.8K
64.5K $1.49M
LMT
Lockheed Martin Corp

Industrials
63
+ 13.38%
$410.74 - $499.21 $25.9K - $31.5K
534 $266K
PFE
Pfizer Inc

Healthcare
470
+ 1.71%
$23.29 - $25.88 $10.9K - $12.2K
28K $712K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.78K
+ 3.22%
$23.03 - $23.12 $41.1K - $41.2K
57.2K $1.32M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.41K
+ 3.55%
$23.29 - $23.38 $32.9K - $33K
41.2K $962K
BX
Blackstone Inc.

Financial Services
10
+ 0.72%
$152.77 - $188.68 $1.53K - $1.89K
1.4K $239K
Activity Summary
Buys All Purchases 81 New Holdings 4 Increased Positions 77 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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