Wealth Advisory Solutions, LLC Portfolio Holdings
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
Wealth Advisory Solutions, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $411 Million distributed in 138 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 $40.5M, Ishares Core S&P Mid Cap ETF with a value of $27.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.6M, Eli Lilly & CO with a value of $16.9M, and Ishares Tr Msci Eafe ETF with a value of $14M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $393M to 411M.
Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $243 Million
Technology: $47.7 Million
Financial Services: $33.1 Million
Consumer Cyclical: $22.8 Million
Healthcare: $22.5 Million
Energy: $13.5 Million
Consumer Defensive: $11 Million
Basic Materials: $7.53 Million
Other: $8.65 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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