Filer Name: WEALTH ADVISORY SOLUTIONS, LLC
CIK: 1834802
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 127
Portfolio Value: $0.36B

Wealth Advisory Solutions, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 63,195 $37M 10.38% -0.3% -
IJH US ISHARES CORE S&P MIDCAP ETF 436,948 $27M 7.63% -0.5% -
IJJ US ISHARES S&P MID-CAP 400 VALU 162,682 $20M 5.70% 0.0% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 288,878 $20M 5.58% 8.1% -
AAPL US APPLE INC 66,514 $17M 4.67% 2.1% -
LLY US ELI LILLY & CO 16,247 $13M 3.51% 2.2% -
AMZN US AMAZON.COM INC 47,774 $10M 2.94% -0.4% -
JPM US JPMORGAN CHASE & CO 41,849 $10M 2.81% 1.4% -
UNH US UNITEDHEALTH GROUP INC 17,847 $9M 2.53% -0.2% -
APD US AIR PRODUCTS & CHEMICALS INC 30,418 $9M 2.47% -0.4% -
LULU US LULULEMON ATHLETICA INC 19,962 $8M 2.14% -0.1% -
GLDM US SPDR GOLD MINISHARES TRUST 136,027 $7M 1.98% -3.4% -
QQQ US INVESCO QQQ TRUST SERIES 1 12,787 $7M 1.83% -0.7% -
TJX US TJX COMPANIES INC 47,606 $6M 1.61% -0.2% -
ACN US ACCENTURE PLC-CL A 16,084 $6M 1.59% -0.2% -
CB US CHUBB LTD 19,589 $5M 1.52% 105.4% -
HD US HOME DEPOT INC 13,591 $5M 1.48% -0.1% -
MSFT US MICROSOFT CORP 11,850 $5M 1.40% 0.2% -
IWM US ISHARES RUSSELL 2000 ETF 21,934 $5M 1.36% -0.6% -
CVX US CHEVRON CORP 32,034 $5M 1.30% -30.1% -
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