WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2023 - Oct 24, 2023
Value $
$223M
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 $223M as of Q3 2023. Top holdings included AAPL, AMZN, GOOGL, QQQ, and MA.
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 68 $288M +$3.91M -$3.03M +$881K AAPL, AMZN, QQQ, GOOGL, XLV 13F-HR 1/21/2022, 07:08 PM
Q3 2021 70 $253M +$1.49M -$4.74M -$3.26M AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 11/15/2021, 02:51 PM
Q2 2021 74 $264M +$5.23M -$4.3M +$932K AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 8/3/2021, 08:52 PM
Q1 2021 72 $248M +$21.6M -$5.41M +$16.2M AMZN, AAPL, QQQ, MA, GOOGL 13F-HR 4/28/2021, 08:33 AM
Q4 2020 58 $218M +$7.11M -$12.5M -$5.36M AAPL, AMZN, QQQ, MA, GOOGL 13F-HR 2/4/2021, 03:03 PM
Q3 2020 59 $206M +$39.2M -$4.13M +$35.1M AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 10/19/2020, 10:41 AM
Q2 2020 56 $179M +$5.05M -$3.33M +$1.71M AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 7/13/2020, 01:34 PM
Q1 2020 54 $113M +$20.3M -$27.6M -$7.36M AAPL, MA, QQQ, GOOGL, ESS 13F-HR 4/17/2020, 05:26 PM
Q4 2019 57 $172M $0 $0 AMZN, AAPL, VYM, MA, XLF 13F-HR 3/16/2020, 04:32 PM