StockDriftsStockDriftsTop 50 Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 23.06% | 300.8K | $51.5M | +1.10%(+3.28K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 10.88% | 191.1K | $24.3M | -2.32%(-4.54K) | — | 2023-09-30 | |
| GOOGL | ALPHABET INC | 7.25% | 123.7K | $16.2M | +0.42%(+520) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 6.62% | 41.3K | $14.8M | -2.26%(-953) | — | 2023-09-30 | |
| MA | MASTERCARD INCORPORATED | 5.92% | 33.4K | $13.2M | +0.19%(+65) | — | 2023-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.69% | 81.3K | $10.5M | -2.47%(-2.06K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.44% | 31.4K | $9.9M | +0.06%(+19) | — | 2023-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 21.2K | $9.2M | -5.88%(-1.33K) | — | 2023-09-30 | |
| V | VISA INC | 3.59% | 34.9K | $8.0M | +0.16%(+54) | — | 2023-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.94% | 42.2K | $6.6M | -2.57%(-1.11K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealth Advisors, Inc. reports $223.34M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (23.1%), AMZN (10.9%) and GOOGL (7.3%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806580). View Wealth Advisors, Inc.’s 13F filings on SEC