13F Filings History of WEALTH ADVISORS, INC.

Latest 13F report
Q3 2023 - 24 Oct 2023
Value $
$223,338,072
Signature - Title
Kenneth D. Fincher - Chief Compliance Officer
Location
Rancho Santa Fe, CA
Summary
This page shows a list of all the recent 13F filings made by WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH ADVISORS, INC. reported 67 stock holdings with total value $223,338,072 as of Q3 2023. Top holdings included AAPL, AMZN, GOOGL, QQQ, and MA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 67 $223,338,072 +$2,710,733 -$3,731,865 -$1,021,132 AAPL, AMZN, GOOGL, QQQ, MA 13F-HR 23 Oct 2023, 20:29
Q2 2023 64 $234,345,859 +$5,901,592 -$11,885,620 -$5,984,028 AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 17 Jul 2023, 21:47
Q1 2023 64 $209,837,387 +$3,578,112 -$10,041,987 -$6,463,875 AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 05 May 2023, 17:54
Q4 2022 62 $187,906,970 +$4,363,451 -$11,571,960 -$7,208,509 AAPL, AMZN, XLV, MA, QQQ 13F-HR 25 Jan 2023, 20:31
Q3 2022 54 $196,327,000 +$13,159,824 -$990,533 +$12,169,291 AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 13 Oct 2022, 20:09
Q2 2022 54 $205,685,000 +$26,651,925 -$9,162,954 +$17,488,971 AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 05 Aug 2022, 13:48
Q1 2022 63 $275,428,000 +$11,394,573 -$4,891,735 +$6,502,838 AAPL, AMZN, GOOGL, QQQ, XLV 13F-HR 14 Apr 2022, 16:39
Q4 2021 68 $287,946,000 +$3,912,303 -$3,031,068 +$881,235 AAPL, AMZN, QQQ, GOOGL, XLV 13F-HR 21 Jan 2022, 19:08
Q3 2021 70 $253,373,000 +$1,485,387 -$4,741,229 -$3,255,842 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 15 Nov 2021, 14:51
Q2 2021 74 $264,036,000 +$5,227,089 -$4,295,111 +$931,978 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 03 Aug 2021, 20:52
Q1 2021 72 $247,750,000 +$21,627,308 -$5,405,321 +$16,221,987 AMZN, AAPL, QQQ, MA, GOOGL 13F-HR 28 Apr 2021, 08:33
Q4 2020 58 $218,268,000 +$7,113,597 -$12,473,703 -$5,360,106 AAPL, AMZN, QQQ, MA, GOOGL 13F-HR 04 Feb 2021, 15:03
Q3 2020 59 $206,493,000 +$39,232,992 -$4,133,870 +$35,099,122 AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 19 Oct 2020, 10:41
Q2 2020 56 $179,434,000 +$5,046,496 -$3,332,150 +$1,714,346 AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 13 Jul 2020, 13:34
Q1 2020 54 $113,270,000 +$20,257,669 -$27,618,250 -$7,360,581 AAPL, MA, QQQ, GOOGL, ESS 13F-HR 17 Apr 2020, 17:26
Q4 2019 57 $172,286,000 $0 $0 $0 AMZN, AAPL, VYM, MA, XLF 13F-HR 16 Mar 2020, 16:32