Notify me when Wealth Advisory Solutions, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $429,042,112 | +$26,047,219 | -$20,282,001 | +$5,765,218 | SPY, IJH, SPYM, LLY, RSP | 13F-HR | 16 Jan 2026, 12:32 |
| Q3 2025 | 138 | $412,821,917 | +$16,111,063 | -$17,313,956 | -$1,202,893 | SPY, IJH, SPLG, LLY, EFA | 13F-HR | 27 Oct 2025, 12:39 |
| Q2 2025 | 140 | $394,778,382 | +$32,573,899 | -$33,903,819 | -$1,329,920 | SPY, IJH, SPLG, LLY, EFA | 13F-HR | 14 Jul 2025, 16:56 |
| Q1 2025 | 136 | $377,925,332 | +$78,823,086 | -$47,972,899 | +$30,850,187 | SPY, IJH, SPLG, IJJ, LLY | 13F-HR | 30 Apr 2025, 11:03 |
| Q4 2024 | 127 | $356,900,076 | +$21,264,904 | -$23,958,307 | -$2,693,403 | SPY, IJH, IJJ, SPLG, AAPL | 13F-HR | 06 Feb 2025, 12:49 |
| Q3 2024 | 122 | $363,286,383 | +$25,456,357 | -$51,035,949 | -$25,579,592 | SPY, IJH, IJJ, SPLG, AAPL | 13F-HR | 21 Oct 2024, 10:34 |
| Q2 2024 | 124 | $368,935,931 | +$27,333,753 | -$48,830,444 | -$21,496,691 | SPY, IJH, IJJ, SPLG, AAPL | 13F-HR | 26 Jul 2024, 09:53 |
| Q1 2024 | 124 | $386,140,012 | +$148,630,676 | -$44,195,963 | +$104,434,713 | SPY, IJH, IJJ, GLDM, SPLG | 13F-HR | 23 Apr 2024, 15:57 |
| Q4 2023 | 79 | $286,437,804 | +$6,183,609 | -$244,393,518 | -$238,209,909 | SPY, IJH, IJJ, AAPL, LLY | 13F-HR | 08 Feb 2024, 13:02 |
| Q3 2023 | 120 | $499,270,557 | +$201,438,217 | -$69,705,985 | +$131,732,232 | SPY, IJH, IJJ, TJX, UNH | 13F-HR | 07 Feb 2024, 16:09 |
| Q2 2023 | 93 | $371,351,915 | +$12,555,320 | -$35,189,229 | -$22,633,909 | SPY, SPLG, IJH, IJJ, AAPL | 13F-HR | 07 Aug 2023, 13:41 |
| Q1 2023 | 128 | $376,201,668 | +$57,426,611 | -$66,017,058 | -$8,590,447 | SPY, SPLG, IJH, IJJ, AAPL | 13F-HR | 15 May 2023, 09:26 |
| Q4 2022 | 129 | $372,352,437 | +$26,056,260 | -$47,101,895 | -$21,045,635 | IJH, SPLG, SPY, CVX, PM | 13F-HR | 10 Feb 2023, 12:47 |
| Q3 2022 | 131 | $361,866,000 | +$61,633,851 | -$84,165,082 | -$22,531,231 | IJH, SPLG, SPY, SHY, CVX | 13F-HR | 16 Nov 2022, 10:55 |
| Q2 2022 | 145 | $406,342,000 | +$55,140,180 | -$74,651,156 | -$19,510,976 | SPY, IJH, SHY, SPLG, PM | 13F-HR | 05 Aug 2022, 16:37 |
| Q1 2022 | 147 | $480,744,000 | +$129,567,489 | -$114,283,427 | +$15,284,062 | SPY, IJH, SHY, NEM, QQQ | 13F-HR | 16 May 2022, 09:39 |
| Q3 2021 | 180 | $450,038,000 | +$69,837,273 | -$33,441,069 | +$36,396,204 | IJH, SPY, SHY, EEM, BSV | 13F-HR | 03 Nov 2021, 10:09 |
| Q2 2021 | 166 | $421,317,000 | +$94,626,036 | -$89,296,650 | +$5,329,386 | IJH, SPY, EEM, QQQ, SHY | 13F-HR | 21 Jul 2021, 10:46 |
| Q1 2021 | 64 | $133,252,000 | $0 | $0 | $0 | AAPL, BAC, TGT, MSFT, EFA | New Holdings | 17 May 2021, 11:26 |
| Q1 2021 | 146 | $133,252,000 | $0 | $0 | $0 | AAPL, BAC, TGT, MSFT, EFA | 13F-HR | 13 May 2021, 16:21 |
| Q4 2020 | 160 | $367,110,000 | +$53,840,918 | -$88,837,535 | -$34,996,617 | IJH, SPY, QQQ, LLY, JPM | 13F-HR | 28 Jan 2021, 15:59 |
| Q3 2020 | 179 | $372,965,000 | +$49,799,956 | -$47,334,390 | +$2,465,566 | SPY, IJH, QQQ, LLY, SHY | 13F-HR | 29 Dec 2020, 09:47 |
| Q2 2020 | 181 | $355,150,000 | +$43,101,596 | -$29,607,658 | +$13,493,938 | IJH, SPY, QQQ, AAPL, USMV | 13F-HR | 23 Dec 2020, 11:56 |
| Q1 2020 | 156 | $291,589,000 | +$52,538,323 | -$77,338,760 | -$24,800,437 | SPY, IJH, QQQ, AAPL, BSV | 13F-HR | 18 Dec 2020, 11:36 |
| Q4 2019 | 182 | $376,406,000 | $0 | $0 | $0 | SPY, IJH, IWM, QQQ, IGSB | 13F-HR | 26 Jan 2021, 17:45 |