Wisconsin Wealth Advisors, LLC Reduced Holdings in Q3 2025

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.7K
- 60.43%
$26.38 - $27.95 $414K - $439K
10.3K $281M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.82K
- 17.95%
$59.81 - $60.11 $228K - $230K
17.5K $1.05B
VTV
Vanguard Value ETF

ETFs
-866
- 29.42%
$175.51 - $186.57 $152K - $162K
2.08K $387M
ADBE
Adobe Inc.

Technology
-27
- 1.36%
$333.65 - $392.1 $9.01K - $10.6K
1.96K $693M
CRM
Salesforce, Inc.

Technology
-6
- 0.3%
$231.66 - $273.65 $1.39K - $1.64K
1.97K $466M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-351
- 2.13%
$59.29 - $62.87 $20.8K - $22.1K
16.1K $968M
AMZN
Amazon Com Inc

Consumer Cyclical
-237
- 2.38%
$211.65 - $238.24 $50.2K - $56.5K
9.71K $2.13B
FNDX
Schwab Fundamental U S Large C

ETFs
-2.02K
- 14.0%
$24.38 - $26.34 $49.2K - $53.1K
12.4K $326M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-557
- 1.76%
$49.05 - $49.99 $27.3K - $27.8K
31.2K $1.55B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-206
- 1.35%
$70.85 - $76.96 $14.6K - $15.9K
15K $1.14B
PAUG
Innovator U.S. Equity Power Bu

ETFs
-689
- 9.46%
$40.45 - $42.19 $27.9K - $29.1K
6.6K $280M
CEG
Constellation Energy Corp

Utilities
-5
- 0.38%
$298.82 - $354.89 $1.49K - $1.77K
1.3K $429M
BLDR
Builders First Source, Inc.

Industrials
-61
- 1.28%
$116.91 - $149.21 $7.13K - $9.1K
4.71K $571M
BA
Boeing CO

Industrials
-2
- 0.05%
$209.79 - $237.38 $420 - $475
4.15K $896M
XLE
Energy Sector Spdr

ETFs
-232
- 2.03%
$84.25 - $91.99 $19.5K - $21.3K
11.2K $1B
R
Ryder System Inc

Industrials
-32
- 1.84%
$168.66 - $189.57 $5.4K - $6.07K
1.71K $322M
ORCL
Oracle Corp

Technology
-413
- 15.61%
$218.96 - $328.33 $90.4K - $136K
2.23K $628M
ABT
Abbott Laboratories

Healthcare
-41
- 1.32%
$120.51 - $136.62 $4.94K - $5.6K
3.06K $409M
LEN
Lennar Corp

Consumer Cyclical
-1
- 0.02%
$107.73 - $142.4 $108 - $142
4.52K $570M
ITA
Ishares Tr

ETFs
-95
- 2.02%
$184.73 - $209.26 $17.5K - $19.9K
4.61K $964M
WMT
Walmart Inc.

Consumer Defensive
-137
- 0.79%
$94.4 - $104.27 $12.9K - $14.3K
17.2K $1.77B
VB
Vanguard Small Cap ETF

ETFs
-111
- 1.82%
$237.58 - $259.17 $26.4K - $28.8K
5.99K $1.52B
Ark 21 Shares Bitcoin ETF
-67
- 0.18%
N/A
38.1K $1.45B
VO
Vanguard Mid Cap ETF

ETFs
-63
- 0.86%
$279.83 - $293.74 $17.6K - $18.5K
7.23K $2.12B
MSFT
Microsoft Corp

Technology
-21
- 0.42%
$491.09 - $535.64 $10.3K - $11.2K
4.99K $2.59B
SKYY
First Trust Cloud Computing Et

ETFs
-106
- 1.23%
$118.24 - $138.53 $12.5K - $14.7K
8.54K $1.15B
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 1.46%
$357.4 - $423.42 $16.4K - $19.5K
3.11K $1.26B
FDL
First Tr Morningstar Dividend

ETFs
-556
- 0.57%
$41.96 - $44.59 $23.3K - $24.8K
97.3K $4.22B
AMAT
Applied Materials Inc

Technology
-119
- 1.44%
$156.25 - $204.95 $18.6K - $24.4K
8.14K $1.67B
RDVY
First Trust Rising Dividend Ac

ETFs
-749
- 1.32%
$62.38 - $67.29 $46.7K - $50.4K
56K $3.77B
DHI
Horton D R Inc

Consumer Cyclical
-21
- 0.36%
$129.82 - $184.04 $2.73K - $3.86K
5.84K $989M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-112
- 1.92%
$275.84 - $326.36 $30.9K - $36.6K
5.73K $1.87B
ABBV
Abb Vie Inc.

Healthcare
-47
- 0.78%
$184.85 - $231.54 $8.69K - $10.9K
5.95K $1.38B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-534
- 0.46%
$35.42 - $38.65 $18.9K - $20.6K
115K $4.36B
PLTR
Palantir Technologies Inc.

Technology
-14
- 0.12%
$130.68 - $186.97 $1.83K - $2.62K
12.1K $2.21B
AVGO
Broadcom Inc.

Technology
-138
- 1.07%
$264.74 - $369.57 $36.5K - $51K
12.8K $4.22B
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 38 Reductions 37 Sold out 1 Options Calls 0 Puts 0
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