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Wealth Advisors, Inc.

Portfolio Manager
Wealth Advisors, Inc.
Performance
0% (N/A)
AUM (13F)
$223.34M
# of Holdings
67
Performance Rank
N/A
Allocation (Top 20)
N/A

Wealth Advisors, Inc. Holdings Map

Top 50 Wealth Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
23.06%300.8K$51.5M
+1.10%(+3.28K)
2022-Q3: 308.1K shares2022-Q4: 307.2K shares2023-Q1: 302.1K shares2023-Q2: 297.5K shares2023-Q3: 300.8K shares2023-09-30
AMZN
AMAZON COM INC
10.88%191.1K$24.3M
-2.32%(-4.54K)
2022-Q3: 238.4K shares2022-Q4: 212.0K shares2023-Q1: 199.4K shares2023-Q2: 195.7K shares2023-Q3: 191.1K shares2023-09-30
GOOGL
ALPHABET INC
7.25%123.7K$16.2M
+0.42%(+520)
2022-Q3: 125.3K shares2022-Q4: 121.9K shares2023-Q1: 121.5K shares2023-Q2: 123.2K shares2023-Q3: 123.7K shares2023-09-30
QQQ
INVESCO QQQ TR
6.62%41.3K$14.8M
-2.26%(-953)
2022-Q3: 43.0K shares2022-Q4: 42.5K shares2023-Q1: 42.0K shares2023-Q2: 42.2K shares2023-Q3: 41.3K shares2023-09-30
MA
MASTERCARD INCORPORATED
5.92%33.4K$13.2M
+0.19%(+65)
2022-Q3: 36.8K shares2022-Q4: 34.9K shares2023-Q1: 33.4K shares2023-Q2: 33.3K shares2023-Q3: 33.4K shares2023-09-30
XLV
SELECT SECTOR SPDR TR
4.69%81.3K$10.5M
-2.47%(-2.06K)
2022-Q3: 97.2K shares2022-Q4: 92.2K shares2023-Q1: 88.7K shares2023-Q2: 83.4K shares2023-Q3: 81.3K shares2023-09-30
MSFT
MICROSOFT CORP
4.44%31.4K$9.9M
+0.06%(+19)
2022-Q3: 34.1K shares2022-Q4: 33.0K shares2023-Q1: 31.1K shares2023-Q2: 31.4K shares2023-Q3: 31.4K shares2023-09-30
NVDA
NVIDIA CORPORATION
4.13%21.2K$9.2M
-5.88%(-1.33K)
2022-Q3: 37.2K shares2022-Q4: 37.8K shares2023-Q1: 26.6K shares2023-Q2: 22.6K shares2023-Q3: 21.2K shares2023-09-30
V
VISA INC
3.59%34.9K$8.0M
+0.16%(+54)
2022-Q3: 35.8K shares2022-Q4: 35.8K shares2023-Q1: 34.8K shares2023-Q2: 34.8K shares2023-Q3: 34.9K shares2023-09-30
VIG
VANGUARD SPECIALIZED FUNDS
2.94%42.2K$6.6M
-2.57%(-1.11K)
2022-Q3: 57.2K shares2022-Q4: 47.3K shares2023-Q1: 48.2K shares2023-Q2: 43.3K shares2023-Q3: 42.2K shares2023-09-30

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