Wealth Advisory Solutions, LLC Reduced Holdings in Q1 2025

Wealth Advisory Solutions, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-17.3K
- 97.02%
$461.52 - $548.18 $7.99M - $9.49M
532 $278K
AAPL
Apple Inc.

Technology
-12.3K
- 18.52%
$209.68 - $247.1 $2.58M - $3.04M
54.2K $12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6.83K
- 34.24%
$283.06 - $421.16 $1.93M - $2.88M
13.1K $3.72M
CVX
Chevron Corp

Energy
-22.1K
- 69.09%
$146.71 - $167.97 $3.25M - $3.72M
9.9K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.17K
- 3.43%
$551.42 - $612.93 $1.19M - $1.33M
61K $34.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19K
- 4.36%
$57.21 - $65.8 $1.09M - $1.25M
418K $24.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-9.94K
- 6.11%
$117.4 - $131.02 $1.17M - $1.3M
153K $18.3M
GNRC
Generac Holdings Inc.

Industrials
-4.77K
- 19.34%
$126.65 - $164.06 $603K - $782K
19.9K $2.52M
ACN
Accenture PLC

Technology
-2.09K
- 13.0%
$300.91 - $398.25 $629K - $833K
14K $4.37M
IWM
Ishares Russell 2000 ETF

ETFs
-3.27K
- 14.89%
$198.1 - $229.79 $647K - $750K
18.7K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
-4.98K
- 11.89%
$225.19 - $279.95 $1.12M - $1.39M
36.9K $9.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.74K
- 12.31%
$283.24 - $338.07 $1.06M - $1.27M
26.7K $7.87M
VXF
Vanguard Extended Market ETF

ETFs
-4.24K
- 39.12%
$170.36 - $201.04 $722K - $853K
6.6K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-485
- 3.79%
$468.34 - $539.52 $227K - $262K
12.3K $5.77M
MSFT
Microsoft Corp

Technology
-60
- 0.51%
$375.39 - $447.2 $22.5K - $26.8K
11.8K $4.43M
LNG
Cheniere Energy, Inc.

Energy
-3.8K
- 19.25%
$209.32 - $253.66 $795K - $964K
15.9K $3.69M
HD
Home Depot, Inc.

Consumer Cyclical
-268
- 1.97%
$347.25 - $424.87 $93.1K - $114K
13.3K $4.88M
AMD
Advanced Micro Devices Inc

Technology
-2K
- 24.12%
$96.63 - $129.55 $193K - $259K
6.3K $647K
GS
Goldman Sachs Group Inc

Financial Services
-487
- 16.67%
$524.81 - $672.19 $256K - $327K
2.44K $1.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.42K
- 14.58%
$71.17 - $73.66 $385K - $399K
31.7K $2.33M
ABT
Abbott Laboratories

Healthcare
-2.88K
- 51.43%
$111.1 - $140.22 $320K - $404K
2.72K $360K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.98K
- 44.1%
$91.45 - $91.75 $272K - $273K
3.77K $346K
AXP
American Express CO

Financial Services
-769
- 43.01%
$255.39 - $325.87 $196K - $251K
1.02K $274K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.57K
- 7.05%
$32.5 - $33.3 $279K - $285K
113K $3.76M
COST
Costco Wholesale Corp

Consumer Defensive
-204
- 46.58%
$890.62 - $1076.86 $182K - $220K
234 $221K
XLK
Technology Sector Spdr

ETFs
-25
- 0.4%
$206.38 - $242.18 $5.16K - $6.05K
6.17K $1.27M
DIS
Walt Disney CO

Communication Services
-223
- 3.3%
$96.87 - $114.0 $21.6K - $25.4K
6.53K $644K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-4.18K
- 7.62%
$26.64 - $27.14 $111K - $113K
50.6K $1.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.19K
- 4.4%
$49.42 - $50.43 $108K - $110K
47.6K $2.38M
LOW
Lowes Companies Inc

Consumer Cyclical
-293
- 12.52%
$222.66 - $268.42 $65.2K - $78.6K
2.05K $477K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.51K
- 5.2%
$22.25 - $23.0 $78.2K - $80.8K
64K $1.47M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-677
- 13.06%
$94.86 - $97.12 $64.2K - $65.8K
4.51K $429K
KO
Coca Cola CO

Consumer Defensive
-1.33K
- 29.63%
$60.81 - $72.32 $80.9K - $96.2K
3.16K $226K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-891
- 8.1%
$50.87 - $51.09 $45.3K - $45.5K
10.1K $515K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-523
- 4.43%
$81.83 - $82.73 $42.8K - $43.3K
11.3K $933K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-505
- 7.47%
$76.94 - $78.28 $38.9K - $39.5K
6.26K $489K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.79K
- 6.9%
$25.21 - $26.38 $70.4K - $73.7K
37.7K $994K
FCTR
First Tr Exchange Traded Fd

ETFs
-15
- 0.13%
$29.79 - $35.91 $447 - $539
11.4K $353K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-481
- 4.43%
$51.52 - $52.37 $24.8K - $25.2K
10.4K $543K
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.08%
$244.9 - $274.48 $245 - $274
1.29K $318K
XOM
Exxon Mobil Corp

Energy
-411
- 11.34%
$105.44 - $118.93 $43.3K - $48.9K
3.21K $382K
DIV
Global X Superdividend Us ETF

ETFs
-250
- 1.44%
N/A
17.2K $294K
XLF
Financial Sector Spdr

ETFs
-269
- 2.47%
$47.32 - $52.19 $12.7K - $14K
10.6K $529K
DVY
Ishares Tr

ETFs
-25
- 1.53%
$128.58 - $138.1 $3.21K - $3.45K
1.6K $215K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-135
- 1.44%
$39.18 - $43.52 $5.29K - $5.88K
9.24K $386K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-85
- 0.92%
$50.82 - $52.7 $4.32K - $4.48K
9.18K $482K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-25
- 0.99%
$128.74 - $138.67 $3.22K - $3.47K
2.51K $340K
XLV
Select Sector Spdr Fund Health

ETFs
-133
- 3.24%
$137.61 - $149.68 $18.3K - $19.9K
3.97K $579K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 2.37%
$279.74 - $321.29 $7.27K - $8.35K
1.07K $334K
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
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