Wealth Advisory Solutions, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$363M
Signature - Title
Aaron Larson - Sr. Compliance Consultant
Location
IndIIanapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisory Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisory Solutions, LLC reported 122 stock holdings with total value $363M as of Q3 2024. Top holdings included SPY, IJH, IJJ, SPLG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 122 $363M +$25.5M -$51M -$25.6M SPY, IJH, IJJ, SPLG, AAPL 13F-HR 10/21/2024, 10:34 AM
Q2 2024 124 $369M +$27.3M -$48.8M -$21.5M SPY, IJH, IJJ, SPLG, AAPL 13F-HR 7/26/2024, 09:53 AM
Q1 2024 124 $386M +$149M -$44.2M +$104M SPY, IJH, IJJ, GLDM, SPLG 13F-HR 4/23/2024, 03:57 PM
Q4 2023 79 $286M +$6.18M -$244M -$238M SPY, IJH, IJJ, AAPL, LLY 13F-HR 2/8/2024, 01:02 PM
Q3 2023 120 $499M +$201M -$69.7M +$132M SPY, IJH, IJJ, TJX, UNH 13F-HR 2/7/2024, 04:09 PM
Q2 2023 93 $371M +$12.6M -$35.2M -$22.6M SPY, SPLG, IJH, IJJ, AAPL 13F-HR 8/7/2023, 01:41 PM
Q1 2023 128 $376M +$57.4M -$66M -$8.59M SPY, SPLG, IJH, IJJ, AAPL 13F-HR 5/15/2023, 09:26 AM
Q4 2022 129 $372M +$26.1M -$47.1M -$21M IJH, SPLG, SPY, CVX, PM 13F-HR 2/10/2023, 12:47 PM
Q3 2022 131 $362M +$61.6M -$84.2M -$22.5M IJH, SPLG, SPY, SHY, CVX 13F-HR 11/16/2022, 10:55 AM
Q2 2022 145 $406M +$55.1M -$74.7M -$19.5M SPY, IJH, SHY, SPLG, PM 13F-HR 8/5/2022, 04:37 PM
Q1 2022 147 $481M +$130M -$114M +$15.3M SPY, IJH, SHY, NEM, QQQ 13F-HR 5/16/2022, 09:39 AM
Q3 2021 180 $450M +$69.8M -$33.4M +$36.4M IJH, SPY, SHY, EEM, BSV 13F-HR 11/3/2021, 10:09 AM
Q2 2021 166 $421M +$94.6M -$89.3M +$5.33M IJH, SPY, EEM, QQQ, SHY 13F-HR 7/21/2021, 10:46 AM
Q1 2021 64 $133M $0 $0 AAPL, BAC, TGT, MSFT, EFA New Holdings 5/17/2021, 11:26 AM
Q1 2021 146 $133M $0 $0 AAPL, BAC, TGT, MSFT, EFA 13F-HR 5/13/2021, 04:21 PM
Q4 2020 160 $367M +$53.8M -$88.8M -$35M IJH, SPY, QQQ, LLY, JPM 13F-HR 1/28/2021, 03:59 PM
Q3 2020 179 $373M +$49.8M -$47.3M +$2.47M SPY, IJH, QQQ, LLY, SHY 13F-HR 12/29/2020, 09:47 AM
Q2 2020 181 $355M +$43.1M -$29.6M +$13.5M IJH, SPY, QQQ, AAPL, USMV 13F-HR 12/23/2020, 11:56 AM
Q1 2020 156 $292M +$52.5M -$77.3M -$24.8M SPY, IJH, QQQ, AAPL, BSV 13F-HR 12/18/2020, 11:36 AM
Q4 2019 182 $376M $0 $0 SPY, IJH, IWM, QQQ, IGSB 13F-HR 1/26/2021, 05:45 PM