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WEALTH ADVISORS, INC.

13F
WEALTH ADVISORS, INC.
Last update 2023-11-10 67 Stocks (6 new)
Value $223.00 Mil Turnover 1 %
Countries:
WEALTH ADVISORS, INC. Top Holdings of 2023-09-30 View Full List
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 View Full List
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)

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WEALTH ADVISORS, INC.'s Asset Allocation

To

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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