Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位。
- 持股檔數
- 124
- 2025 年第 2 季沒有申報
- 總值
- $1.50 億
- 2025 年第 2 季沒有申報
Exit Wealth Advisors, LLC. 沒有申報 2025 年第 2 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 429 | $32.1 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,805 | $31.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,081 | $29.8 萬 | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,465 | $28.5 萬 | 0.2% | – | – | – |
| MSTRStrategy Inc | Stock | 844 | $27.2 萬 | 0.2% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 6,736 | $26.3 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 10,739 | $25.7 萬 | 0.2% | – | – | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,010 | $25.6 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 699 | $24.8 萬 | 0.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,724 | $24.3 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 1,396 | $23.4 萬 | 0.2% | – | – | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,006 | $22.4 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,254 | $22.4 萬 | 0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 2,876 | $22.0 萬 | 0.1% | – | – | 歷史 |
| TLNTalen Energy Corp | COM | 512 | $21.8 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,162 | $21.5 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 5,977 | $21.5 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 225 | $20.8 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 6,500 | $20.7 萬 | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 258 | $20.6 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,456 | $20.6 萬 | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 615 | $20.3 萬 | 0.1% | – | – | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 30,534 | $14.6 萬 | 0.1% | – | – | – |
| VSEEWVsee Health, Inc. | *W EXP 99/99/999 | 10,000 | $169 | <0.1% | – | – | 歷史 |