Wealth Advisory Solutions, LLC
Q1 2025 13F Holdings
- Locationindiianapolis, IN
- Num holdings
136
- Value ($000)
$377,925
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001834802
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $34.14M | 9 % | 61,029 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.38M | 7 % | 417,900 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $19.85M | 5 % | 301,821 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $18.29M | 5 % | 152,746 | ||
LLY ELI LILLY & CO | COM | 532457108 | $15.83M | 4 % | 19,171 | ||
AAPL APPLE INC | COM | 037833100 | $12.04M | 3 % | 54,194 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.84M | 3 % | 68,366 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.08M | 3 % | 58,222 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $9.04M | 2 % | 36,872 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $8.47M | 2 % | 80,325 |
Rows Per Page
10
- 10
- 50
- 100