Wealth Advisory Solutions, LLC Sells in Q3 2024

Wealth Advisory Solutions, LLC

  • $363 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-113K
- 97.58%
$71.09 - $89.44 $8.01M - $10.1M
2.8K $247K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.3K
- 32.84%
$434.77 - $502.96 $2.74M - $3.17M
12.9K $6.28M
SNOW
Snowflake Inc.

Technology
-19.2K
- 59.32%
$108.56 - $143.02 $2.09M - $2.75M
13.2K $1.51M
CME
Cme Group Inc.

Financial Services
-15.9K
- 52.52%
$193.43 - $220.62 $3.07M - $3.51M
14.4K $3.17M
OXY
Occidental Petroleum Corp

Energy
-14.3K
- 8.37%
$49.91 - $63.73 $711K - $908K
156K $8.04M
GNRC
Generac Holdings Inc.

Industrials
-16.5K
- 42.05%
$133.16 - $159.78 $2.2M - $2.64M
22.7K $3.61M
CVX
Chevron Corp

Energy
-5.51K
- 10.74%
$137.88 - $161.97 $760K - $893K
45.8K $6.75M
NVO
Novo Nordisk A S

Healthcare
-3.02K
- 10.13%
$119.07 - $145.42 $360K - $439K
26.8K $3.19M
LLY
Eli Lilly & CO

Healthcare
-494
- 3.01%
$772.14 - $960.02 $381K - $474K
15.9K $14.1M
JPM
Jpmorgan Chase & CO

Financial Services
-5.06K
- 10.93%
$194.9 - $224.8 $987K - $1.14M
41.3K $8.7M
UNH
Unitedhealth Group Inc

Healthcare
-3.81K
- 17.57%
$488.01 - $604.18 $1.86M - $2.3M
17.9K $10.5M
ADBE
Adobe Inc.

Technology
-378
- 4.15%
$508.13 - $586.55 $192K - $222K
8.72K $4.52M
AAPL
Apple Inc.

Technology
-9.14K
- 12.31%
$207.23 - $234.82 $1.89M - $2.15M
65.1K $15.2M
LNG
Cheniere Energy, Inc.

Energy
-3.27K
- 14.2%
$172.24 - $186.09 $564K - $609K
19.8K $3.56M
MSFT
Microsoft Corp

Technology
-550
- 4.44%
$395.15 - $467.56 $217K - $257K
11.8K $5.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-35.4K
- 7.46%
$57.32 - $62.65 $2.03M - $2.22M
439K $27.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.87K
- 25.1%
$81.31 - $83.29 $396K - $406K
14.5K $1.21M
TJX
Tjx Companies Inc

Consumer Cyclical
-6.44K
- 11.9%
$107.93 - $120.23 $695K - $775K
47.7K $5.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5K
- 30.3%
$44.66 - $49.15 $223K - $246K
11.5K $541K
NEP
Nextera Energy Partners, LP

Utilities
-3.27K
- 11.61%
$23.83 - $28.64 $78K - $93.8K
24.9K $688K
XLE
Energy Sector Spdr

ETFs
-307
- 1.65%
$84.35 - $93.39 $25.9K - $28.7K
18.3K $1.6M
GOOG
Alphabet Inc.

Communication Services
-208
- 6.58%
$149.54 - $192.66 $31.1K - $40.1K
2.96K $494K
MRK
Merck & Co., Inc.

Healthcare
-6
- 0.2%
$111.15 - $128.97 $667 - $774
3.04K $345K
XOM
Exxon Mobil Corp

Energy
-331
- 7.96%
$109.72 - $119.0 $36.3K - $39.4K
3.83K $448K
DVY
Ishares Tr

ETFs
-350
- 18.0%
$119.99 - $135.74 $42K - $47.5K
1.59K $215K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-184
- 1.65%
$50.63 - $51.11 $9.32K - $9.4K
11K $561K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-654
- 8.84%
$48.51 - $52.86 $31.7K - $34.6K
6.75K $356K
FCTR
First Tr Exchange Traded Fd

ETFs
-11
- 0.1%
$27.94 - $32.42 $307 - $357
11.4K $355K
TIP
Ishares Tr Tips Bd ETF

ETFs
-18
- 0.94%
$105.92 - $110.83 $1.91K - $1.99K
1.89K $209K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-304
- 2.96%
$50.85 - $53.88 $15.5K - $16.4K
9.96K $534K
LOW
Lowes Companies Inc

Consumer Cyclical
-401
- 17.2%
$213.3 - $270.78 $85.5K - $109K
1.93K $522K
BALT
Innovator Etfs Tr
-102
- 0.7%
$29.76 - $30.83 $3.04K - $3.14K
14.6K $448K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-110
- 0.97%
$51.02 - $52.74 $5.61K - $5.8K
11.2K $588K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
-107
- 1.84%
$43.76 - $48.64 $4.68K - $5.2K
5.72K $278K
V
Visa Inc.

Financial Services
-1
- 0.12%
$253.74 - $291.56 $254 - $292
846 $232K
XLV
Select Sector Spdr Fund Health

ETFs
-140
- 3.39%
$143.3 - $157.24 $20.1K - $22K
3.99K $615K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12
- 0.14%
$76.38 - $78.87 $917 - $946
8.31K $654K
VEA
Vanguard Ftse Developed Market

ETFs
-1.31K
- 5.18%
$47.6 - $53.31 $62.4K - $69.8K
24K $1.27M
CSCO
Cisco Systems, Inc.

Technology
-103
- 2.27%
$44.74 - $53.22 $4.61K - $5.48K
4.44K $236K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-14
- 1.38%
$523.84 - $572.02 $7.33K - $8.01K
1K $569K
XLF
Financial Sector Spdr

ETFs
-437
- 3.78%
$40.84 - $45.74 $17.8K - $20K
11.1K $504K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-743
- 7.07%
$38.04 - $45.36 $28.3K - $33.7K
9.76K $436K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.06K
- 7.43%
$41.9 - $48.26 $254K - $293K
75.6K $3.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.17K
- 5.02%
$75.32 - $84.37 $164K - $183K
41.1K $3.43M
NEE
Nextera Energy Inc

Utilities
-3.22K
- 11.39%
$69.9 - $84.97 $225K - $274K
25K $2.12M
LAMR
Lamar Advertising CO

Real Estate
-546
- 3.93%
$110.9 - $135.58 $60.6K - $74K
13.3K $1.78M
VXF
Vanguard Extended Market ETF

ETFs
-65
- 0.6%
$163.98 - $182.92 $10.7K - $11.9K
10.8K $1.96M
ACN
Accenture PLC

Technology
-2.19K
- 11.97%
$295.44 - $355.81 $647K - $780K
16.1K $5.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-670
- 1.58%
$39.95 - $45.86 $26.8K - $30.7K
41.8K $1.91M
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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