WEALTH ADVISORS, INC.

13F Portfolio Filings

Latest 13F report
Q3 2023 - Oct 24, 2023
Value $
$223M
Signature - Title
Kenneth D. Fincher - Chief Compliance Officer
Location
16909 Via De Santa Fe, Ste 202, Rancho Santa Fe, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 67 $223M +$2.71M -$3.73M -$1.02M AAPL, AMZN, GOOGL, QQQ, MA 13F-HR 10/23/2023, 08:29 PM
Q2 2023 64 $234M +$5.9M -$11.9M -$5.98M AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 7/17/2023, 09:47 PM
Q1 2023 64 $210M +$3.58M -$10M -$6.46M AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 5/5/2023, 05:54 PM
Q4 2022 62 $188M +$4.36M -$11.6M -$7.21M AAPL, AMZN, XLV, MA, QQQ 13F-HR 1/25/2023, 08:31 PM
Q3 2022 54 $196M +$13.2M -$991K +$12.2M AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 10/13/2022, 08:09 PM
Q2 2022 54 $206M +$26.7M -$9.16M +$17.5M AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 8/5/2022, 01:48 PM
Q1 2022 63 $275M +$11.4M -$4.89M +$6.5M AAPL, AMZN, GOOGL, QQQ, XLV 13F-HR 4/14/2022, 04:39 PM
Q4 2021 67 $288M +$3.91M -$3.03M +$881K AAPL, AMZN, QQQ, GOOGL, XLV 13F-HR 1/21/2022, 07:08 PM
Q3 2021 69 $253M $0 $0 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 11/15/2021, 02:51 PM
Q2 2021 71 $264M $0 $0 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 8/3/2021, 08:52 PM
Q1 2021 71 $248M $0 $0 AMZN, AAPL, QQQ, MA, GOOGL 13F-HR 4/28/2021, 08:33 AM
Q4 2020 57 $218M $0 $0 AAPL, AMZN, QQQ, MA, GOOGL 13F-HR 2/4/2021, 03:03 PM
Q3 2020 58 $207M $0 $0 AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 10/19/2020, 10:41 AM
Q2 2020 55 $179M $0 $0 AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 7/13/2020, 01:34 PM
Q1 2020 51 $146M +$21.1M -$29.7M -$8.53M AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 4/17/2020, 05:26 PM
Q4 2019 57 $175M $0 $0 AMZN, AAPL, VYM, MA, XLF 13F-HR 3/16/2020, 04:32 PM