WA
| |
WEALTH ADVISORS, INC.13F | |
| WEALTH ADVISORS, INC. | |
| Last update 2023-11-10 | 67 Stocks (6 new) |
| Value $223.00 Mil | Turnover 1 % |
WEALTH ADVISORS, INC. Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 300,800 | 51,500.0 | +1.10% | 23.060 | +0.25% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
AMZN | Amazon.com Inc | 191,147 | 24,298.6 | -2.32% | 10.880 | -0.25% | 0.000 | +16.45% | +1.44% | 2,362,563.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 123,730 | 16,191.3 | +0.42% | 7.250 | +0.03% | 0.000 | +11.42% | -6.48% | 2,148,917.1 | Interactive Media | |
QQQ | INVESCO QQQ Trust | 41,269 | 14,785.6 | -2.26% | 6.620 | -0.15% | 0.010 | +19.50% | +9.09% | 357,251.6 | ||
MA | Mastercard Inc | 33,410 | 13,227.4 | +0.19% | 5.920 | +0.01% | 0.000 | +9.79% | +7.79% | 513,166.3 | Credit Services | |
XLV | Health Care Select Sector SPDR | 81,344 | 10,472.2 | -2.47% | 4.690 | -0.11% | 0.030 | -1.89% | -0.66% | 34,478.5 | ||
MSFT | Microsoft Corp | 31,378 | 9,907.5 | +0.06% | 4.440 | 0% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
NVDA | NVIDIA Corp | 212,290 | 9,234.3 | -5.88% | 4.130 | -0.25% | 0.000 | +42.47% | +21.31% | 3,972,245.3 | Semiconductors | |
V | Visa Inc | 34,868 | 8,020.0 | +0.16% | 3.590 | +0.01% | 0.000 | +7.80% | +13.58% | 698,884.3 | Credit Services | |
VIG | Vanguard Dividend Appreciation FTF | 42,200 | 6,557.1 | -2.57% | 2.940 | -0.08% | 0.010 | +11.33% | +6.56% | 88,820.7 |
WEALTH ADVISORS, INC.'s Historical Top Holdings Breakdowns
WEALTH ADVISORS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2023-09-30 | Reduce Reduce | -0.33% | 103.32 ($107.3) 110.34 | $134.95 | 25.77% | Reduce -36.22% | 12,614 | -7,163 | |
AMZN | Amazon.com Inc | 2023-09-30 | Reduce Reduce | -0.25% | 125.98 ($134) 144.85 | $222.54 | 66.07% | Reduce -2.32% | 191,147 | -4,537 | |
AAPL | Apple Inc | 2023-09-30 | Add Add | +0.25% | 170.43 ($183.38) 196.45 | $211.14 | 15.14% | Add 1.1% | 300,800 | 3,284 | |
NVDA | NVIDIA Corp | 2023-09-30 | Reduce Reduce | -0.25% | 40.86 ($44.8) 49.36 | $162.88 | 263.57% | Reduce -5.88% | 212,290 | -1,327 | |
BSV | Vanguard Short-Term Bond ETF | 2023-09-30 | Sold Out Sold Out | -0.17% | 74.97 ($75.38) 75.93 | $78.27 | 3.83% | Sold Out | 0 | -5,394 | |
LLY | Eli Lilly and Co | 2023-09-30 | New Buy New Buy | +0.15% | 434.7 ($515.29) 599.3 | $786.92 | 52.71% | New holding | 626 | 626 | |
QQQ | INVESCO QQQ Trust | 2023-09-30 | Reduce Reduce | -0.15% | 354.21 ($370.83) 385.74 | $556.25 | 50.00% | Reduce -2.26% | 41,269 | -953 | |
SCHX | Schwab U.S. Large-Cap ETF | 2023-09-30 | New Buy New Buy | +0.14% | 50.36 ($52.63) 54.21 | $24.73 | -53.01% | New holding | 6,073 | 6,073 | |
SMCI | Super Micro Computer Inc | 2023-09-30 | New Buy New Buy | +0.13% | 23.15 ($27.89) 35.33 | $50.02 | 79.35% | New holding | 10,680 | 1,068 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2023-09-30 | New Buy New Buy | +0.12% | 75.83 ($77.8) 79.4 | $82.31 | 5.80% | New holding | 3,467 | 3,467 |
WEALTH ADVISORS, INC. Total Holding History ($B)
WEALTH ADVISORS, INC.'s Asset Allocation
WEALTH ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WEALTH ADVISORS, INC.'s Hypothetical Growth since 2023-09-30
WEALTH ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WEALTH ADVISORS, INC.'s Holdings Heat Map
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WEALTH ADVISORS, INC.'s Holdings Bubble Chart
WEALTH ADVISORS, INC. News
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