FORM Wealth Advisors, LLC
- SEC CIK
- 0002053294
- 最新申報
- 2026/7/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/28 申報。只含多頭部位。
- 持股檔數
- 59
- 2025 年第 3 季沒有申報
- 總值
- $8.54 億
- 2025 年第 3 季沒有申報
FORM Wealth Advisors, LLC 沒有申報 2025 年第 3 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 | 283,872 | $1.94 億 | 22.8% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 2,195,797 | $1.34 億 | 15.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,399,440 | $1.25 億 | 14.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 778,270 | $7,773 萬 | 9.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 76,498 | $4,699 萬 | 5.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 687,276 | $4,536 萬 | 5.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 591,147 | $4,104 萬 | 4.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 540,117 | $3,631 萬 | 4.3% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 384,179 | $2,792 萬 | 3.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 217,827 | $2,618 萬 | 3.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 222,323 | $2,138 萬 | 2.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 146,677 | $1,278 萬 | 1.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 466,928 | $980.5 萬 | 1.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 257,111 | $961.5 萬 | 1.1% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 125,430 | $634.4 萬 | 0.7% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 60,969 | $587.0 萬 | 0.7% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 28,252 | $348.2 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 15,892 | $337.0 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 8,618 | $196.9 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 20,253 | $190.7 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | Stock | 6,142 | $189.2 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,925 | $161.1 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,683 | $150.9 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,694 | $135.4 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,607 | $126.1 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,969 | $121.3 萬 | 0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,679 | $109.7 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,468 | $89.9 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,982 | $88.3 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,003 | $79.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,840 | $68.7 萬 | 0.1% | – | – | – |
| MGEEMge Energy Inc | COM | 8,550 | $67.1 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,308 | $56.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,665 | $55.8 萬 | 0.1% | – | – | – |
| CEGConstellation Energy Corp | Stock | 1,567 | $55.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,560 | $51.3 萬 | 0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 2,754 | $44.2 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,793 | $42.8 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,388 | $42.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 4,076 | $40.2 萬 | <0.1% | – | – | – |
| CVXChevron Corp | Stock | 2,589 | $39.5 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,633 | $37.4 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,030 | $37.2 萬 | <0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 4,925 | $32.0 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,686 | $31.4 萬 | <0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 3,836 | $30.3 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 6,741 | $29.7 萬 | <0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,562 | $28.6 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 9,950 | $27.1 萬 | <0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 930 | $27.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 426 | $26.7 萬 | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,835 | $26.3 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,085 | $25.6 萬 | <0.1% | – | – | – |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 13,339 | $23.5 萬 | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 3,444 | $22.9 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 836 | $21.5 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 242 | $20.9 萬 | <0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 1,551 | $20.1 萬 | <0.1% | – | – | 歷史 |
| PBIPitney Bowes Inc | COM | 14,684 | $15.5 萬 | <0.1% | – | – | 歷史 |