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CIK: 0002040515
Total reported value
$308.2M
$308.2M
68 檔
24.0%
In Q1 2025, Wealth Watch Advisors, INC's U.S. equity holdings reached a combined market value of $308.2M, distributed across 68 disclosed stock positions.
In Q1 2025, Wealth Watch Advisors, INC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 16.58% | -1.63% | -1.88% | |
| 2 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 14.01% | +7.21% | NEW | |
| 3 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 12.97% | -2.04% | -3.18% | |
| 4 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 10.81% | -0.46% | -1.82% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | -0.40% | -13.07% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.75% | -1.24% | -11.34% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.11% | -0.07% | +111.57% | |
| 8 | ILDR | First Trust Innovation Leade | ETF-Other | 1.88% | +0.38% | -9.26% | |
| 9 | FXL | First Trust Technology Alpha | ETF-Tech | 1.83% | — | -9.62% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.48% | -0.03% | +4.35% | |
| 11 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.48% | -0.19% | +18.49% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.41% | — | -5.61% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.06% | -18.62% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.13% | -5.64% | |
| 15 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.12% | +0.19% | -1.43% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.00% | -0.12% | -7.26% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | -0.12% | -1.32% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | -0.14% | -0.58% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.90% | -0.11% | +17.01% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.82% | -0.13% | -2.62% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.81% | -0.12% | — | |
| 22 | SPRX | Spear Alpha ETF | ETF-Other | 0.78% | +0.34% | -13.01% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.77% | — | +88.10% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.77% | -0.10% | +34.49% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.11% | +45.41% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.38% | -31.78% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | +1.28% | -89.03% | |
| 28 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.54% | +0.21% | +42.78% | |
| 29 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.54% | -0.20% | -7.90% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.54% | -0.22% | +22.71% | |
| 31 | YMAX | Yieldmax Universe Fo In Etfs | ETF-Other | 0.54% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | -38.24% | |
| 33 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.47% | -0.06% | +93.12% | |
| 34 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.44% | -0.04% | -30.50% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -1.59% | -44.46% | |
| 36 | FTCS | First Trust Capital Strength | ETF-Other | 0.44% | — | +36.11% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.43% | +0.17% | +21.42% | |
| 38 | AFLG | First Trust Active Factor La | ETF-Other | 0.42% | +0.16% | — | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | — | +37.75% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.02% | +0.56% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | — | +16.38% | |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.39% | — | +40.33% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.04% | -31.57% | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.33% | -0.05% | — | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.32% | +0.19% | +36.16% | |
| 46 | ROM | Proshares Ultra Technology | ETF-Tech | 0.32% | — | -5.82% | |
| 47 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.27% | — | -1.42% | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.26% | — | -1.11% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.26% | -0.13% | EXIT | |
| 50 | SPYT | Defiance S&p 500 Tar Inc ETF | ETF-Large Cap & Growth | 0.26% | -0.03% | -49.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | +2.8% | -2.84% | Trim |
| 2 | LGH | Hcm Defender 500 Index ETF | +1.9% | -3.18% | Trim |
| 3 | QQH | Hcm Defender 100 Index ETF | +1.7% | -1.88% | Trim |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | +1.3% | +111.57% | Add |
| 5 | HCMT | Direxion Hcm Tactic US ETF | +0.7% | -1.82% | Trim |
| 6 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.5% | +18.49% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | -13.07% | Trim |
| 8 | LMBS | First Trust Low Duration Opp | +0.3% | +34.49% | Add |
| 9 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +17.01% | Add |
| 10 | FTSL | First Trust Senior Loan ETF | +0.3% | +93.12% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.3% | +4.35% | Add |
| 12 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +42.78% | Add |
| 13 | PG | Procter & Gamble Co/the | +0.2% | -5.64% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -11.34% | Trim |
| 15 | FTCS | First Trust Capital Strength | +0.2% | +36.11% | Add |
| 16 | SYK | Stryker CORP | +0.2% | -7.26% | Trim |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.2% | +40.33% | Add |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +37.75% | Add |
| 19 | RDVY | First Trust Rising Dividend | +0.2% | +21.42% | Add |
| 20 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +22.71% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -1.32% | Trim |
| 22 | ILDR | First Trust Innovation Leade | +0.1% | -9.26% | Trim |
| 23 | FVD | First Trust Value Line Dvd | +0.1% | +16.38% | Add |
| 24 | INTU | Intuit Inc | +0.1% | +88.10% | Add |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.58% | Trim |
| 26 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.62% | Trim |
| 27 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +36.16% | Add |
| 28 | CVS | Cvs Health CORP | +0.1% | -1.11% | Trim |
| 29 | COST | Costco Wholesale CORP | +0.1% | +0.56% | Add |
| 30 | SOXX | Ishares Semiconductor ETF | +0.1% | -5.61% | Trim |
| 31 | CAT | Caterpillar Inc | +0.1% | +45.41% | Add |
| 32 | FXL | First Trust Technology Alpha | +0.1% | -9.62% | Trim |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +10.73% | Add |
| 34 | XLI | Ss Industrial Select Sector | +0.1% | -1.32% | Trim |
| 35 | BITB | Bitwise Bitcoin ETF | 0% | -7.90% | Trim |
| 36 | QLD | Proshares Ultra Qqq | 0% | +4.91% | Add |
| 37 | UNH | Unitedhealth Group Inc | 0% | -23.06% | Trim |
| 38 | XLF | Ss Financial Select Sector | 0% | -22.58% | Trim |
| 39 | XLC | Ss Comm Select Sector Spdr | 0% | -17.02% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | — | -28.47% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | — | -12.42% | Trim |
| 42 | ROM | Proshares Ultra Technology | 0% | -5.82% | Trim |
| 43 | XLK | Ss Technology Select Sector | 0% | -25.49% | Trim |
| 44 | THTA | Sofi Enhanced Yield ETF | 0% | -34.13% | Trim |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | -30.50% | Trim |
| 46 | HD | Home Depot Inc | -0.1% | +13.67% | Add |
| 47 | FIXD | First Trust Smith Opportunis | -0.1% | -45.03% | Trim |
| 48 | MSFT | Microsoft CORP | -0.1% | -18.62% | Trim |
| 49 | USD | Proshares Ultra Semiconduct | -0.1% | -1.42% | Trim |
| 50 | TQQQ | Proshares Ultrapro Qqq | -0.1% | -1.43% | Trim |
According to official SEC Form 13F filings, Wealth Watch Advisors, INC reported a total U.S. public equity portfolio value of $308.2M across 68 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 QQH, CWB, LGH) accounted for 24.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
FBND
市值: $993.1K
Top Position Liquidated / Trimmed
SPYG
前期市值: $6.3M
During Q1 2025, Wealth Watch Advisors, INC's top holdings by market value included QQH (16.6%)、CWB (14.0%)、LGH (13.0%). The largest single position, QQH, represented 16.6% of total portfolio value.
In Q1 2025, Wealth Watch Advisors, INC made 80 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 40 holdings, and fully liquidating 12 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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