What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002040515
Total reported value
$308.2M
$308.2M
72 檔
27.3%
The Q4 2024 SEC filing reveals that Wealth Watch Advisors, INC held a total portfolio value of $308.2M, covering 72 public equity positions.
During Q4 2024, Wealth Watch Advisors, INC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 14.84% | -1.63% | — | |
| 2 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 11.23% | +7.21% | NEW | |
| 3 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 11.06% | -2.04% | — | |
| 4 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 10.07% | -0.46% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | -0.40% | — | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.95% | +1.69% | NEW | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.72% | +1.28% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.53% | -1.24% | — | |
| 9 | FXL | First Trust Technology Alpha | ETF-Tech | 1.74% | — | — | |
| 10 | ILDR | First Trust Innovation Leade | ETF-Other | 1.74% | +0.38% | — | |
| 11 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 1.69% | +0.78% | NEW | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.58% | +0.72% | NEW | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.53% | +0.73% | NEW | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.06% | — | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.31% | — | — | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.27% | +0.55% | NEW | |
| 17 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.21% | +0.19% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.20% | -0.03% | — | |
| 19 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.98% | -0.19% | — | |
| 20 | SPRX | Spear Alpha ETF | ETF-Other | 0.94% | +0.34% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.13% | — | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | -0.12% | — | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.12% | — | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.79% | -0.07% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | -0.14% | — | |
| 26 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.75% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.38% | — | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.13% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -1.59% | — | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.63% | — | — | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.59% | -0.11% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.11% | — | |
| 34 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.51% | -0.20% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.04% | — | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.49% | -0.04% | — | |
| 37 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.45% | +0.12% | NEW | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.43% | -0.10% | — | |
| 39 | SPYT | Defiance S&p 500 Tar Inc ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.38% | -0.22% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.02% | — | |
| 42 | ROM | Proshares Ultra Technology | ETF-Tech | 0.34% | — | — | |
| 43 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.34% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | — | |
| 45 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.31% | +0.21% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.02% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | — | — | |
| 48 | QQQT | Defiance Nasdaq 100 In T ETF | ETF-Tech | 0.28% | — | — | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.27% | +0.17% | — | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, Wealth Watch Advisors, INC reported a total U.S. public equity portfolio value of $308.2M across 72 disclosed positions in Q4 2024.
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 QQH, CWB, LGH) accounted for 27.3% of total reported equity market value during Q4 2024.
During Q4 2024, Wealth Watch Advisors, INC's top holdings by market value included QQH (14.8%)、CWB (11.2%)、LGH (11.1%). The largest single position, QQH, represented 14.8% of total portfolio value.
In Q4 2024, Wealth Watch Advisors, INC made 0 total portfolio adjustments, initiating 0 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.
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