Wealth Advisory Solutions, LLC
Q2 2025 13F Holdings
- Locationindiianapolis, IN
- Num holdings
140
- Value ($000)
$394,778
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $37.56M | 10 % | 60,784 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $26.21M | 7 % | 422,678 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $22.45M | 6 % | 308,914 | ||
LLY ELI LILLY & CO | COM | 532457108 | $14.98M | 4 % | 19,216 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $13.38M | 3 % | 149,645 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.91M | 3 % | 58,866 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $12.42M | 3 % | 68,366 | ||
AAPL APPLE INC | COM | 037833100 | $11.13M | 3 % | 54,230 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $10.60M | 3 % | 36,554 | ||
PEP PEPSICO INC | COM | 713448108 | $9.73M | 3 % | 73,660 |
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