Wealth Advisory Solutions, LLC Reduced Holdings in Q4 2024

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-130K
- 83.5%
$45.36 - $55.91 $5.91M - $7.29M
25.7K $1.27M
EL
Estee Lauder Companies Inc

Consumer Defensive
-47.5K
- 86.44%
$62.74 - $97.24 $2.98M - $4.62M
7.46K $559K
AMD
Advanced Micro Devices Inc

Technology
-23.8K
- 74.12%
$118.88 - $172.8 $2.83M - $4.11M
8.3K $1M
CVX
Chevron Corp

Energy
-13.8K
- 30.11%
$141.15 - $162.53 $1.95M - $2.24M
32K $4.64M
ADBE
Adobe Inc.

Technology
-2.8K
- 32.04%
$437.39 - $552.96 $1.22M - $1.55M
5.93K $2.64M
CCI
Crown Castle International Corp

Real Estate
-14.4K
- 83.67%
$89.78 - $119.11 $1.29M - $1.71M
2.8K $254K
ZTS
Zoetis Inc.

Healthcare
-3.9K
- 13.13%
$162.24 - $194.42 $633K - $758K
25.8K $4.2M
UNH
Unitedhealth Group Inc

Healthcare
-32
- 0.18%
$485.52 - $625.25 $15.5K - $20K
17.8K $9.03M
JNJ
Johnson & Johnson

Healthcare
-2.61K
- 29.99%
$143.34 - $165.86 $374K - $433K
6.09K $881K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.49K
- 6.29%
$71.75 - $75.11 $179K - $187K
37.1K $2.67M
GLDM
World Gold Trust

ETFs
-4.72K
- 3.35%
$50.76 - $55.23 $239K - $261K
136K $7.07M
IDV
Ishares Tr

ETFs
-1.69K
- 2.32%
$27.03 - $29.92 $45.7K - $50.6K
71.2K $1.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.72K
- 18.73%
$81.68 - $82.93 $222K - $226K
11.8K $968K
GLD
Spdr Gold Trust

ETFs
-908
- 5.89%
$236.59 - $257.5 $215K - $234K
14.5K $3.51M
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.12%
$385.02 - $431.37 $6.55K - $7.33K
13.6K $5.29M
PSX
Phillips 66

Energy
-836
- 12.09%
$110.35 - $138.93 $92.3K - $116K
6.08K $692K
VEA
Vanguard Ftse Developed Market

ETFs
-1.44K
- 6.02%
$47.57 - $52.44 $68.6K - $75.7K
22.5K $1.08M
LAMR
Lamar Advertising CO

Real Estate
-157
- 1.18%
$121.37 - $138.11 $19.1K - $21.7K
13.2K $1.6M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.11%
$365.96 - $514.62 $366 - $515
907 $335K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.55K
- 18.67%
$77.02 - $78.58 $120K - $122K
6.76K $522K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.01K
- 0.46%
$61.68 - $67.87 $124K - $136K
437K $27.2M
UPS
United Parcel Service Inc

Industrials
-435
- 7.97%
$122.65 - $138.35 $53.4K - $60.2K
5.02K $633K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6
- 0.07%
$89.81 - $104.0 $539 - $624
8.93K $804K
PFE
Pfizer Inc

Healthcare
-143
- 0.53%
$24.8 - $30.19 $3.55K - $4.32K
26.7K $708K
XOM
Exxon Mobil Corp

Energy
-203
- 5.3%
$105.51 - $125.37 $21.4K - $25.5K
3.63K $389K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-690
- 6.93%
$51.33 - $53.74 $35.4K - $37.1K
9.27K $477K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-391
- 4.0%
$40.06 - $45.21 $15.7K - $17.7K
9.37K $381K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-549
- 1.04%
$11.42 - $12.5 $6.27K - $6.86K
52K $599K
ACN
Accenture PLC

Technology
-28
- 0.17%
$343.9 - $376.86 $9.63K - $10.6K
16.1K $5.66M
F
Ford Motor CO

Consumer Cyclical
-1.86K
- 8.22%
$9.69 - $11.4 $18K - $21.2K
20.8K $205K
IWM
Ishares Russell 2000 ETF

ETFs
-140
- 0.63%
$216.13 - $242.4 $30.3K - $33.9K
21.9K $4.85M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-310
- 2.77%
$51.54 - $52.55 $16K - $16.3K
10.9K $561K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-151
- 2.19%
$91.29 - $91.8 $13.8K - $13.9K
6.75K $617K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-110
- 8.12%
$178.39 - $215.0 $19.6K - $23.7K
1.24K $239K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4
- 0.04%
$50.73 - $51.08 $203 - $204
11K $559K
V
Visa Inc.

Financial Services
-93
- 10.99%
$273.87 - $320.91 $25.5K - $29.8K
753 $237K
XLK
Technology Sector Spdr

ETFs
-142
- 2.24%
$220.26 - $241.44 $31.3K - $34.3K
6.19K $1.44M
XLF
Financial Sector Spdr

ETFs
-223
- 2.0%
$44.89 - $51.34 $10K - $11.4K
10.9K $527K
DIS
Walt Disney CO

Communication Services
-68
- 1.0%
$92.39 - $117.6 $6.28K - $8K
6.75K $751K
TJX
Tjx Companies Inc

Consumer Cyclical
-91
- 0.19%
$112.15 - $127.2 $10.2K - $11.6K
47.6K $5.75M
CME
Cme Group Inc.

Financial Services
-26
- 0.18%
$221.17 - $246.02 $5.75K - $6.4K
14.3K $3.33M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4
- -0.0%
$121.89 - $135.52 $488 - $542
163K $20.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-86
- 0.67%
$481.22 - $538.17 $41.4K - $46.3K
12.8K $6.54M
SNOW
Snowflake Inc.

Technology
-115
- 0.87%
$109.65 - $186.51 $12.6K - $21.4K
13.1K $2.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-193
- 0.3%
$567.81 - $607.81 $110K - $117K
63.2K $37M
LNG
Cheniere Energy, Inc.

Energy
-32
- 0.16%
$181.07 - $225.92 $5.79K - $7.23K
19.7K $4.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-193
- 0.4%
$180.88 - $232.93 $34.9K - $45K
47.8K $10.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-24
- 0.12%
$260.53 - $404.79 $6.25K - $9.71K
20K $7.63M
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
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