Wheelhouse Advisory Group LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 29, 2024
Value $: $145M
Signature - Title: Stacey Cheek - CCO
Location: St. Louis, MO
Summary: This page shows a list of all the recent 13F filings made by Wheelhouse Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wheelhouse Advisory Group LLC reported 43 stock holdings with total value $145M as of Q3 2024. Top holdings included VOO, VHT, VOOG, VV, and VIG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	43	$145M	+$7.27M	-$1.18M	+$6.09M	VOO, VHT, VOOG, VV, VIG	13F-HR	10/29/2024, 11:40 AM
Q2 2024	39	$133M	+$8.01M	-$1.54M	+$6.47M	VOO, VOOG, VHT, VV, MGK	13F-HR	7/18/2024, 03:10 PM
Q1 2024	38	$121M	+$7.9M	-$1.71M	+$6.19M	VOO, VHT, VOOG, VV, VIG	13F-HR	4/23/2024, 01:00 PM
Q4 2023	37	$107M	$0	$0		VOO, VHT, VOOG, VV, VIG	13F-HR	1/31/2024, 02:32 PM