Wealth Advisory Solutions, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Indiianapolis, IN
CIK
0001834802
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 286,437 SPY, IJH, IJJ, AAPL 13F-HR 2/8/2024 000183480224000001
Q3 2023 116 510,498 SPY, IJH, IJJ, TJX 13F-HR 2/7/2024 000159261324000002
Q2 2023 93 375,721 SPY, SPLG, IJH, IJJ 13F-HR 8/7/2023 000183480223000005
Q1 2023 128 376,201 SPY, SPLG, IJH, IJJ 13F-HR 5/15/2023 000183480223000004
Q4 2022 129 372,352 IJH, SPLG, SPY, CVX 13F-HR 2/10/2023 000183480223000001
Q3 2022 131 361,866 IJH, SPLG, SPY, SHY 13F-HR 11/16/2022 000183480222000005
Q2 2022 145 406,342 SPY, IJH, SHY, SPLG 13F-HR 8/5/2022 000183480222000004
Q1 2022 147 480,744 SPY, IJH, SHY, NEM 13F-HR 5/16/2022 000183480222000003
Q3 2021 180 450,038 IJH, SPY, SHY, EEM 13F-HR 11/3/2021 000183480221000006
Q2 2021 166 421,317 IJH, SPY, EEM, QQQ 13F-HR 7/21/2021 000183480221000005
Q1 2021 66 133,669 AAPL, BAC, TGT, MSFT NEW HOLDINGS 5/17/2021 000183480221000004
Q1 2021 90 347 IJH, SPY, SHY, BSV 13F-HR 5/13/2021 000183480221000002
Q4 2020 160 368,458 IJH, SPY, QQQ, LLY 13F-HR 1/28/2021 000177603321000002
Q3 2020 179 377,019 SPY, IJH, QQQ, SHY 13F-HR 12/29/2020 000183480220000003
Q2 2020 181 359,072 IJH, SPY, QQQ, AAPL 13F-HR 12/23/2020 000183480220000002
Q1 2020 156 294,489 SPY, IJH, QQQ, SHY 13F-HR 12/18/2020 000183480220000001
Q4 2019 182 379,544 SPY, IJH, IWM, QQQ 13F-HR 1/27/2021 000183480221000001