Wealth Advisory Solutions, LLC Portfolio Holdings

Wealth Advisory Solutions, LLC

  • $393 Million
  • Q2 2025

Wealth Advisory Solutions, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $393 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $37.6M, Ishares Core S&P Mid Cap ETF with a value of $26.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.5M, Eli Lilly & CO with a value of $15M, and Ishares Tr Msci Eafe ETF with a value of $13.4M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $377M to 393M.

Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
ETFs: $226 Million
Technology: $42.3 Million
Financial Services: $30.2 Million
Healthcare: $23.8 Million
Consumer Cyclical: $23.8 Million
Energy: $12.8 Million
Consumer Defensive: $10.9 Million
Industrials: $9.5 Million
Other: $12.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$517,000 0.13% of portfolio
10,134
Q2 2025 Added 0.31%
$0
$523,000 0.13% of portfolio
21,558
Q2 2025 Added 2.77%
$0
$463,000 0.12% of portfolio
20,716
Q2 2025 Added 3.13%
$0
$483,000 0.12% of portfolio
6,147
Q2 2025 Reduced 1.76%
$0
$472,000 0.12% of portfolio
4,857
Q2 2025 Added 7.74%
$0
$424,000 0.11% of portfolio
24,725
Q2 2025 Added 44.17%
$0
$373,000 0.1% of portfolio
7,131
Q2 2025 Added 2.57%
$0
$398,000 0.1% of portfolio
3,961
Q2 2025 Added 7.96%
$0
$388,000 0.1% of portfolio
9,374
Q2 2025 Added 1.47%
$0
$387,000 0.1% of portfolio
11,393
Q2 2025 Reduced 0.29%
$0
$350,000 0.09% of portfolio
2,584
Q2 2025 Added 3.11%
$0
$354,000 0.09% of portfolio
3,870
Q2 2025 Added 2.57%
$0
$326,000 0.08% of portfolio
3,527
Q2 2025 Added 11.4%
$0
$282,000 0.07% of portfolio
5,722
Q3 2024 Reduced 1.84%
$0
$237,000 0.06% of portfolio
10,010
Q4 2024 New
$0
$218,000 0.06% of portfolio
1,648
Q2 2025 Added 2.74%
$0
$234,000 0.06% of portfolio
2,202
Q2 2025 New
$0
$212,000 0.05% of portfolio
5,131
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $393 Million
  • Prior Value $377 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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