FORM Wealth Advisors, LLC
- SEC CIK
- 0002053294
- 最新申報
- 2026/7/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位。
- 持股檔數
- 62
- 2024 年第 4 季沒有申報
- 總值
- $7.36 億
- 2024 年第 4 季沒有申報
FORM Wealth Advisors, LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 250,173 | $1.41 億 | 19.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,600,017 | $1.21 億 | 16.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 929,705 | $9,197 萬 | 12.5% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 1,552,109 | $7,568 萬 | 10.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 664,277 | $4,104 萬 | 5.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 638,284 | $3,724 萬 | 5.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,019 | $3,330 萬 | 4.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 516,377 | $2,787 萬 | 3.8% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 404,292 | $2,227 萬 | 3.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 230,780 | $2,161 萬 | 2.9% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 209,610 | $1,999 萬 | 2.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 187,449 | $1,960 萬 | 2.7% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 306,633 | $1,555 萬 | 2.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 392,891 | $1,446 萬 | 2.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 660,296 | $1,367 萬 | 1.9% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 100,197 | $912.1 萬 | 1.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 16,048 | $305.8 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 13,188 | $292.9 萬 | 0.4% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,450 | $273.4 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,553 | $189.2 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,009 | $188.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,169 | $130.2 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,115 | $125.5 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,246 | $121.9 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 5,772 | $115.5 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,706 | $91.6 萬 | 0.1% | – | – | 歷史 |
| MGEEMge Energy Inc | COM | 8,683 | $80.7 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,126 | $77.7 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 7,869 | $60.3 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,005 | $53.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,717 | $52.7 萬 | 0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 6,499 | $48.5 萬 | 0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,588 | $48.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,616 | $44.4 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 2,552 | $42.7 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,819 | $42.7 萬 | 0.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,727 | $37.9 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,826 | $37.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,780 | $36.8 萬 | <0.1% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,836 | $35.9 萬 | <0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 7,896 | $34.2 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 4,015 | $33.6 萬 | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,915 | $32.6 萬 | <0.1% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,576 | $31.8 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 9,694 | $31.4 萬 | <0.1% | – | – | – |
| LNTAlliant Energy Corp | Stock | 4,743 | $30.5 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 300 | $28.4 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 6,517 | $28.3 萬 | <0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,427 | $28.2 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,086 | $27.6 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 9,653 | $25.8 萬 | <0.1% | – | – | – |
| ALLAllstate Corp | Stock | 1,193 | $24.7 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 930 | $24.6 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 800 | $24.4 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 12,754 | $22.5 萬 | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 2,237 | $22.1 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 466 | $21.9 萬 | <0.1% | – | – | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 8,297 | $21.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 409 | $21.0 萬 | <0.1% | – | – | – |
| EIXEdison International | Stock | 3,534 | $20.8 萬 | <0.1% | – | – | 歷史 |
| EXCExelon Corp | Stock | 4,449 | $20.5 萬 | <0.1% | – | – | 歷史 |
| RFICohen & Steers Total Return Realty Fund Inc | COM | 10,808 | $13.1 萬 | <0.1% | – | – | 歷史 |