Wealth Advisory Solutions, LLC Incresed Positions in Q2 2025

Wealth Advisory Solutions, LLC

  • $393 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
105K
+ 234.81%
$72.96 - $90.39 $7.66M - $9.49M
150K $13.4M
PEP
Pepsico Inc

Consumer Defensive
37K
+ 100.88%
$128.02 - $151.37 $4.74M - $5.6M
73.7K $9.73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.09K
+ 2.35%
$58.41 - $72.69 $414K - $516K
309K $22.5M
AMZN
Amazon Com Inc

Consumer Cyclical
644
+ 1.11%
$167.32 - $223.3 $108K - $144K
58.9K $12.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.78K
+ 1.14%
$51.16 - $62.02 $244K - $296K
423K $26.2M
NVDA
Nvidia Corp

Technology
6.02K
+ 204.28%
$94.31 - $157.99 $567K - $950K
8.96K $1.42M
UBER
Uber Technologies, Inc

Technology
1.01K
+ 2.16%
$64.62 - $93.3 $65.1K - $94K
47.7K $4.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6.62K
+ 50.4%
$225.56 - $335.19 $1.49M - $2.22M
19.7K $4.69M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
69K
+ 44.47%
$10.49 - $12.99 $724K - $896K
224K $2.85M
SPMD
Spdr Portfolio

ETFs
4.04K
+ 5.96%
$44.89 - $54.38 $181K - $219K
71.8K $3.9M
IWM
Ishares Russell 2000 ETF

ETFs
161
+ 0.86%
$174.82 - $215.79 $28.1K - $34.7K
18.8K $4.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
910
+ 2.65%
$60.34 - $74.89 $54.9K - $68.1K
35.3K $2.64M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.67K
+ 7.0%
$29.0 - $30.68 $251K - $266K
132K $4.06M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
30.5K
+ 12.52%
$7.05 - $8.02 $215K - $245K
275K $2.2M
VTV
Vanguard Value ETF

ETFs
976
+ 4.65%
$153.67 - $176.74 $150K - $172K
22K $3.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.77K
+ 14.41%
$116.93 - $119.39 $207K - $211K
14K $1.67M
GOOGL
Alphabet Inc.

Communication Services
156
+ 1.83%
$144.7 - $178.6 $22.6K - $27.9K
8.66K $1.53M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.75K
+ 2.43%
$35.35 - $42.68 $61.7K - $74.5K
73.7K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 104.98%
$157.66 - $172.39 $213K - $232K
2.63K $419K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.17K
+ 17.3%
$22.87 - $23.14 $187K - $189K
55.4K $1.28M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.5K
+ 25.29%
$10.78 - $11.28 $156K - $163K
71.6K $796K
MUB
Ishares National Muni Bond ETF

ETFs
2.16K
+ 2.68%
$102.31 - $105.8 $220K - $228K
82.5K $8.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.24K
+ 15.47%
$105.23 - $109.61 $131K - $136K
9.26K $1.02M
DIV
Global X Superdividend Us ETF

ETFs
7.58K
+ 44.17%
N/A
24.7K $424K
IWN
Ishares Russell2000 Val ETF

ETFs
419
+ 4.72%
$131.84 - $157.76 $55.2K - $66.1K
9.29K $1.47M
MA
Mastercard Inc

Financial Services
184
+ 41.16%
$479.92 - $590.74 $88.3K - $109K
631 $354K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.5K
+ 3.35%
$10.82 - $12.71 $124K - $146K
354K $4.4M
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.01%
$102.35 - $121.67 $102 - $122
13.4K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
375
+ 34.98%
$285.55 - $321.23 $107K - $120K
1.45K $422K
ADP
Automatic Data Processing Inc

Industrials
200
+ 30.44%
$276.76 - $326.81 $55.4K - $65.4K
857 $264K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
549
+ 5.66%
$69.8 - $85.28 $38.3K - $46.8K
10.3K $850K
KR
Kroger CO

Consumer Defensive
400
+ 9.91%
$64.62 - $74.0 $25.8K - $29.6K
4.44K $318K
JNK
Spdr Bloomberg High Yield Bond

ETFs
349
+ 7.74%
$91.23 - $97.27 $31.8K - $33.9K
4.86K $472K
EMB
Ishares Tr

ETFs
361
+ 11.4%
$86.54 - $92.62 $31.2K - $33.4K
3.53K $326K
BAC
Bank Of America Corp

Financial Services
214
+ 4.36%
$34.39 - $47.46 $7.36K - $10.2K
5.13K $242K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
292
+ 7.96%
$100.04 - $100.54 $29.2K - $29.4K
3.96K $398K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
318
+ 3.46%
$51.1 - $53.29 $16.2K - $16.9K
9.5K $506K
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
136
+ 1.47%
$37.08 - $42.26 $5.04K - $5.75K
9.37K $388K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31
+ 0.31%
$50.1 - $51.02 $1.55K - $1.58K
10.1K $517K
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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