13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001834802
Total reported value
$487.1M
$487.1M
136 檔
23.1%
As reported in its official Q1 2025 Form 13F filing, Wealth Advisory Solutions, LLC's tracked investment portfolio stood at $487.1M with 136 total positions.
In Q1 2025, Wealth Advisory Solutions, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.03% | +0.26% | -3.43% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.45% | +0.04% | -4.36% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | +0.42% | +4.48% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.84% | +0.01% | -6.11% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.19% | +0.63% | +18.00% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.03% | -18.52% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.13% | +0.05% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.02% | +21.87% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | +0.04% | -11.89% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.24% | +0.23% | — | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.18% | -0.53% | -2.18% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.08% | -0.11% | -12.31% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.91% | — | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.16% | -3.79% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.46% | -0.56% | +2017.09% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.44% | -0.17% | -7.90% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.39% | — | — | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.36% | — | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.01% | -1.97% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.19% | -0.51% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.16% | — | -13.00% | |
| 22 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 1.14% | -0.09% | +8.47% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.16% | +0.03% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | -0.01% | +1.23% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 1.01% | +0.08% | +23.56% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.99% | -0.09% | -7.05% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.99% | +0.02% | -14.89% | |
| 28 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.98% | — | -34.23% | |
| 29 | VLO | Valero Energy CORP | Stock-Energy | 0.98% | -0.92% | EXIT | |
| 30 | LNG | Cheniere Energy Inc | Stock-Energy | 0.98% | -0.93% | -19.25% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | -0.19% | +8.29% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | +0.03% | +13.34% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | -0.08% | +0.44% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.92% | +0.12% | +17.50% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.90% | -0.14% | — | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.84% | — | +65.41% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.83% | — | -25.89% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.83% | — | +38.25% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.83% | +0.16% | +81.36% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.78% | — | +7.87% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.78% | +0.14% | +3.19% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.02% | +496.93% | |
| 43 | FANG | Diamondback Energy Inc | Stock-Energy | 0.70% | -0.05% | EXIT | |
| 44 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.67% | — | -19.34% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.63% | -0.06% | -4.40% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | +0.08% | +8.74% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | +0.09% | -14.58% | |
| 48 | IDV | Ishares International Select | ETF-Other | 0.60% | -0.07% | +2.55% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.04% | -4.42% | |
| 50 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.53% | -0.02% | +16.95% |
According to official SEC Form 13F filings, Wealth Advisory Solutions, LLC reported a total U.S. public equity portfolio value of $487.1M across 136 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IJH, SPYM) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $34.1M
During Q1 2025, Wealth Advisory Solutions, LLC's top holdings by market value included SPY (9.0%)、IJH (6.5%)、SPYM (5.3%). The largest single position, SPY, represented 9.0% of total portfolio value.
In Q1 2025, Wealth Advisory Solutions, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.