Wealth Advisory Solutions, LLC Reduced Holdings in Q3 2025

Wealth Advisory Solutions, LLC

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-10.5K
- 53.24%
$159.87 - $247.68 $1.68M - $2.6M
9.23K $1.64M
ACN
Accenture PLC

Technology
-7.73K
- 54.23%
$232.56 - $304.78 $1.8M - $2.36M
6.53K $1.61M
ZTS
Zoetis Inc.

Healthcare
-13.4K
- 72.34%
$141.13 - $159.19 $1.9M - $2.14M
5.14K $752K
GNRC
Generac Holdings Inc.

Industrials
-11.4K
- 59.64%
$146.61 - $202.85 $1.68M - $2.32M
7.74K $1.3M
NVO
Novo Nordisk A S

Healthcare
-14.3K
- 33.35%
$45.38 - $71.7 $649K - $1.03M
28.6K $1.59M
ADBE
Adobe Inc.

Technology
-2.27K
- 33.37%
$333.65 - $392.1 $756K - $888K
4.53K $1.6M
LNG
Cheniere Energy, Inc.

Energy
-16
- 0.1%
$222.68 - $244.28 $3.56K - $3.91K
15.9K $3.74M
MCD
Mcdonalds Corp

Consumer Cyclical
-390
- 26.95%
$291.67 - $316.99 $114K - $124K
1.06K $321K
MA
Mastercard Inc

Financial Services
-182
- 28.84%
$550.18 - $598.96 $100K - $109K
449 $255K
DIS
Walt Disney CO

Communication Services
-37
- 0.62%
$112.25 - $124.0 $4.15K - $4.59K
5.9K $675K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-421
- 3.0%
$117.65 - $120.08 $49.5K - $50.6K
13.6K $1.63M
DE
Deere & CO

Industrials
-18
- 3.54%
$457.26 - $524.37 $8.23K - $9.44K
490 $224K
FCTR
First Tr Exchange Traded Fd

ETFs
-1.41K
- 12.35%
$33.33 - $35.6 $46.9K - $50.1K
9.99K $354K
ABT
Abbott Laboratories

Healthcare
-130
- 4.78%
$120.51 - $136.62 $15.7K - $17.8K
2.59K $346K
KR
Kroger CO

Consumer Defensive
-46
- 1.04%
$64.52 - $74.35 $2.97K - $3.42K
4.39K $295K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
-832
- 14.54%
$49.31 - $53.34 $41K - $44.4K
4.89K $260K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.71%
$915.95 - $994.57 $3.66K - $3.98K
230 $212K
KO
Coca Cola CO

Consumer Defensive
-54
- 1.72%
$65.67 - $71.67 $3.55K - $3.87K
3.09K $204K
ADP
Automatic Data Processing Inc

Industrials
-12
- 1.4%
$288.69 - $310.94 $3.46K - $3.73K
845 $248K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-186
- 1.84%
$50.82 - $51.09 $9.45K - $9.5K
9.95K $508K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.84K
- 15.57%
N/A
15.4K $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-251
- 0.67%
$25.83 - $26.47 $6.48K - $6.64K
37.3K $980K
F
Ford Motor CO

Consumer Cyclical
-597
- 2.81%
$10.82 - $12.09 $6.46K - $7.22K
20.6K $246K
SNOW
Snowflake Inc.

Technology
-67
- 0.31%
$191.73 - $241.0 $12.8K - $16.1K
21.5K $4.85M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-250
- 0.09%
$7.98 - $8.29 $2K - $2.07K
274K $2.25M
VXF
Vanguard Extended Market ETF

ETFs
-208
- 3.32%
$193.58 - $213.07 $40.3K - $44.3K
6.05K $1.27M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-249
- 1.34%
$122.57 - $132.57 $30.5K - $33K
18.3K $2.38M
IDV
Ishares Tr

ETFs
-1.16K
- 1.75%
$34.54 - $37.28 $40.2K - $43.4K
65.5K $2.39M
PSX
Phillips 66

Energy
-40
- 0.65%
$118.37 - $139.46 $4.73K - $5.58K
6.07K $825K
IVE
Ishares S&P 500 Value ETF

ETFs
-212
- 1.04%
$194.44 - $206.51 $41.2K - $43.8K
20.1K $4.15M
JNJ
Johnson & Johnson

Healthcare
-44
- 0.72%
$155.17 - $185.42 $6.83K - $8.16K
6.1K $1.13M
IWM
Ishares Russell 2000 ETF

ETFs
-157
- 0.83%
$214.92 - $244.84 $33.7K - $38.4K
18.7K $4.52M
PEP
Pepsico Inc

Consumer Defensive
-378
- 0.51%
$133.81 - $152.16 $50.6K - $57.5K
73.3K $10.3M
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.46%
$174.36 - $254.72 $6.97K - $10.2K
8.62K $2.1M
ASML
Asml Holding Nv

Technology
-198
- 4.21%
$689.63 - $968.09 $137K - $192K
4.51K $4.37M
JPM
Jpmorgan Chase & CO

Financial Services
-788
- 2.16%
$282.78 - $316.06 $223K - $249K
35.8K $11.3M
AAPL
Apple Inc.

Technology
-298
- 0.55%
$202.38 - $256.87 $60.3K - $76.5K
53.9K $13.7M
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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