Latest WEALTH ADVISORS, INC. Stock Portfolio
$223Million
About WEALTH ADVISORS, INC. and 13F Hedge Fund Stock Holdings
WEALTH ADVISORS, INC. is a hedge fund based in Henderson, NV. On 2023-10-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEALTH ADVISORS, INC. reported an equity portfolio of $223.3 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of WEALTH ADVISORS, INC. are AAPL, AMZN, GOOG. The fund has invested 23.1% of it's portfolio in APPLE INC and 10.9% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), SELECT SECTOR SPDR TR (XLB) and AURORA INNOVATION INC (AUR) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), VERIZON COMMUNICATIONS INC (VZ) and VANGUARD WORLD FDS (VAW). WEALTH ADVISORS, INC. opened new stock positions in ELI LILLY & CO (LLY), SCHWAB STRATEGIC TR (FNDA) and SUPER MICRO COMPUTER INC (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), SELECT SECTOR SPDR TR (XLB) and COSTCO WHSL CORP NEW (COST).
WEALTH ADVISORS, INC. Equity Portfolio Value
Last Reported on: 24 Oct, 2023
$223Million
as of Oct 24, 2023New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 336,011 |
| schwab strategic tr | 307,294 |
| super micro computer inc | 292,867 |
| vanguard scottsdale fds | 263,423 |
| select sector spdr tr | 229,846 |
| vanguard tax-managed fds | 202,817 |
New stocks bought by WEALTH ADVISORS, INC.
Additions
| Ticker | % Inc. |
|---|---|
| uber technologies inc | 23.65 |
| select sector spdr tr | 9.17 |
| costco whsl corp new | 5.73 |
| schwab charles corp | 4.03 |
| cadence design system inc | 1.81 |
| apple inc | 1.1 |
| oracle corp | 0.78 |
| at&t inc | 0.65 |
Additions to existing portfolio by WEALTH ADVISORS, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard whitehall fds | -36.22 |
| verizon communications inc | -13.5 |
| vanguard world fds | -12.33 |
| general mtrs co | -10.76 |
| spdr s&p midcap 400 etf tr | -10.57 |
| nvidia corporation | -5.88 |
| qualcomm inc | -3.52 |
| cleveland-cliffs inc new | -2.61 |
WEALTH ADVISORS, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| aurora innovation inc | -42,066 |
| select sector spdr tr | -273,933 |
| vanguard bd index fds | -407,894 |
WEALTH ADVISORS, INC. got rid off the above stocks
WEALTH ADVISORS, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WEALTH ADVISORS, INC.
$223.34MTotal Value
70.00Positions
24 Oct, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 23.06% | 300,800 | $51.50M 23.06% | 1.1%increased 1.1 percentadded | ||
 Abbvie Inc Abbvie IncABBV WEALTH ADVISORS, INC.'s holding in Abbvie Inc over time | 0.88% | 13,115 | $1.95M 0.88% | 0.04%decreased 0.04 percentreduced | |
 AGG Ishares TrIshares TrAGG | 0.74% | 16,356 | $1.65M 0.74% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.32% | 7,564 | $713.5K 0.32% | 0%unchanged 0 percentunchanged | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.15% | 11,110 | $337.5K 0.15% | 0.27%decreased 0.27 percentreduced | |
 AIRR First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdAIRR | 0.99% | 48,203 | $2.21M 0.99% | 0.27%decreased 0.27 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN WEALTH ADVISORS, INC.'s holding in Amazon Com Inc over time | 10.88% | 191,147 | $24.30M 10.88% | 2.32%decreased 2.32 percentreduced | |
 Aurora Innovation Inc WEALTH ADVISORS, INC.'s holding in Aurora Innovation Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 American Express Co WEALTH ADVISORS, INC.'s holding in American Express Co over time | 0.52% | 7,786 | $1.16M 0.52% | 0%unchanged 0 percentunchanged | |
 Bank America Corp WEALTH ADVISORS, INC.'s holding in Bank America Corp over time | 0.22% | 18,037 | $493.8K 0.22% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 0.41% | 8,025 | $923.0K 0.41% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.12% | 3,467 | $263.4K 0.12% | Newnew position | |
 BRKB Berkshire Hathaway Inc DelBerkshire Hathaway Inc DelBRKB | 0.23% | 1,482 | $519.1K 0.23% | 0.4%decreased 0.4 percentreduced | |
 Cadence Design System Inc WEALTH ADVISORS, INC.'s holding in Cadence Design System Inc over time | 0.12% | 1,125 | $263.6K 0.12% | 1.81%increased 1.81 percentadded | |
 Cleveland-Cliffs Inc New WEALTH ADVISORS, INC.'s holding in Cleveland-Cliffs Inc New over time | 0.1% | 14,945 | $233.6K 0.1% | 2.61%decreased 2.61 percentreduced | |
 Costco Whsl Corp New WEALTH ADVISORS, INC.'s holding in Costco Whsl Corp New over time | 0.7% | 2,770 | $1.56M 0.7% | 5.73%increased 5.73 percentadded | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 0.6% | 16,670 | $1.33M 0.6% | 0%unchanged 0 percentunchanged | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.45% | 38,497 | $1.01M 0.45% | 0%unchanged 0 percentunchanged | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.14% | 13,623 | $306.8K 0.14% | 0%unchanged 0 percentunchanged | |
