Wealth Advisory Solutions, LLC
- SEC CIK
- 0001834802
- 最新申報
- 2026/7/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位。
- 持股檔數
- 147
- 2021 年第 4 季沒有申報
- 總值
- $4.81 億
- 2021 年第 4 季沒有申報
Wealth Advisory Solutions, LLC 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 78,230 | $3,533 萬 | 7.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 127,918 | $3,433 萬 | 7.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 220,269 | $1,836 萬 | 3.8% | – | – | – |
| NEMNEWMONT Corp | Stock | 194,050 | $1,542 萬 | 3.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 37,883 | $1,373 萬 | 2.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 156,886 | $1,222 萬 | 2.5% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 126,811 | $1,191 萬 | 2.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 59,848 | $1,045 萬 | 2.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 63,476 | $988.4 萬 | 2.1% | – | – | – |
| CVXChevron Corp | Stock | 58,172 | $947.2 萬 | 2.0% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 166,997 | $946.9 萬 | 2.0% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 155,698 | $943.2 萬 | 2.0% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 169,072 | $898.3 萬 | 1.9% | – | – | – |
| VLOValero Energy Corp | Stock | 84,528 | $858.3 萬 | 1.8% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 62,791 | $845.4 萬 | 1.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 27,939 | $800.1 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 53,967 | $735.7 萬 | 1.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 113,629 | $704.5 萬 | 1.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 133,356 | $660.9 萬 | 1.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 88,741 | $653.1 萬 | 1.4% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 61,456 | $613.2 萬 | 1.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 29,622 | $608.1 萬 | 1.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 57,509 | $601.5 萬 | 1.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 11,791 | $601.3 萬 | 1.3% | – | – | 歷史 |
| CMECME Group Inc. | COM | 23,911 | $568.7 萬 | 1.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 41,128 | $564.1 萬 | 1.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 49,967 | $554.4 萬 | 1.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 133,641 | $550.9 萬 | 1.1% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 138,894 | $534.3 萬 | 1.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 30,921 | $528.3 萬 | 1.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 31,278 | $518.2 萬 | 1.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 50,377 | $510.6 萬 | 1.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 70,965 | $506.4 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,913 | $490.6 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 21,985 | $487.6 萬 | 1.0% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 60,024 | $480.9 萬 | 1.0% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 85,590 | $464.0 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 99,992 | $461.3 萬 | 1.0% | – | – | – |
| CMICummins Inc | Stock | 21,880 | $448.8 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 83,416 | $419.2 萬 | 0.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,553 | $418.0 萬 | 0.9% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,000 | $416.6 萬 | 0.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 80,299 | $398.1 萬 | 0.8% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 32,723 | $378.4 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 71,496 | $370.1 萬 | 0.8% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 26,370 | $368.6 萬 | 0.8% | – | – | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 143,321 | $350.4 萬 | 0.7% | – | – | – |
| ELANElanco Animal Health Inc | COM | 120,040 | $313.2 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 102,159 | $283.9 萬 | 0.6% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 33,662 | $276.2 萬 | 0.6% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 27,082 | $271.3 萬 | 0.6% | – | – | – |
| PSXPhillips 66 | Stock | 30,723 | $265.4 萬 | 0.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,582 | $263.4 萬 | 0.5% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 65,827 | $252.2 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 104,450 | $252.1 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 47,692 | $242.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 46,048 | $232.6 萬 | 0.5% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 30,219 | $231.0 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 51,422 | $226.0 萬 | 0.5% | – | – | – |
| USBUS Bancorp DE | COM NEW | 39,554 | $210.2 萬 | 0.4% | – | – | 歷史 |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 92,700 | $210.0 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 31,601 | $209.2 萬 | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 15,007 | $205.6 萬 | 0.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 39,300 | $203.3 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 42,313 | $203.2 萬 | 0.4% | – | – | – |
| KHCKraft Heinz Co | Stock | 51,278 | $202.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 33,928 | $186.2 萬 | 0.4% | – | – | – |
| HEHawaiian Electric Industries Inc | COM | 43,348 | $183.4 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,060 | $178.6 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,914 | $175.7 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 507 | $165.3 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,367 | $158.4 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 33,372 | $157.4 萬 | 0.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,120 | $153.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 27,361 | $152.1 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,953 | $148.3 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,316 | $148.1 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,944 | $133.6 萬 | 0.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,000 | $113.0 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 34,809 | $105.3 萬 | 0.2% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 35,375 | $98.2 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 17,511 | $97.7 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 22,507 | $94.7 萬 | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 9,117 | $92.9 萬 | 0.2% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 28,773 | $91.4 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,020 | $86.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 60,999 | $82.8 萬 | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,841 | $82.7 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 292 | $81.2 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 5,377 | $80.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,108 | $76.1 萬 | 0.2% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 15,644 | $75.6 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,831 | $64.1 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 19,137 | $62.7 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,406 | $61.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 6,107 | $59.7 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 213 | $59.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 11,296 | $58.9 萬 | 0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,181 | $58.0 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $52.9 萬 | 0.1% | – | – | 歷史 |