Wheelhouse Advisory Group LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
St. Louis, MO
CIK
0001998946
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 43 155,375 VOO, VHT, VOOG, VV 13F-HR 10/29/2024 000199894624000005
Q2 2024 39 142,041 VOO, VOOG, VHT, VV 13F-HR 7/18/2024 000199894624000003
Q1 2024 38 130,227 VOO, VHT, VOOG, VV 13F-HR 4/23/2024 000199894624000002
Q4 2023 37 114,507 VOO, VHT, VOOG, VV 13F-HR 1/31/2024 000199894624000001