Wealth Advisory Solutions, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $377 Million distributed in 136 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 $34.1M, Ishares Core S&P Mid Cap ETF with a value of $24.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.8M, Ishares S&P Midcap 400 Value E with a value of $18.3M, and Eli Lilly & CO with a value of $15.8M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $357M to 377M.
Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
ETFs: $223 Million
Technology: $34.6 Million
Financial Services: $27.5 Million
Healthcare: $25.6 Million
Consumer Cyclical: $20.7 Million
Energy: $13.2 Million
Industrials: $9.41 Million
Basic Materials: $8.13 Million
Other: $13.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
