Wealth Advisory Solutions, LLC Portfolio Holdings
Wealth Advisory Solutions, LLC
- $363 Million
- Q3 2024
Wealth Advisory Solutions, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $363 Million distributed in 122 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 $36.4M, Ishares Core S&P Mid Cap ETF with a value of $27.4M, Ishares S&P Midcap 400 Value E with a value of $20.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18M, and Apple Inc. with a value of $15.2M.
Examining the 13F form we can see an decrease of $5.47M in the current position value, from $369M to 363M.
Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $188 Million
Healthcare: $37.9 Million
Technology: $37.8 Million
Consumer Cyclical: $26.7 Million
Financial Services: $22.4 Million
Energy: $20 Million
Basic Materials: $9.41 Million
Consumer Defensive: $6.32 Million
Other: $14.5 Million