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Home > Institutional Investor > Wealth Advisory Solutions, Llc > Profile

Instuitional Investor - Wealth Advisory Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Advisory Solutions, Llc
Portfolio Value $356,900,076
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 63,195 $37,037,429 10.37%
2.
Ishares Trust
 IEF 436,948 $27,226,238 7.62%
3.
Ishares Trust
 IEF 162,682 $20,328,743 5.69%
4.
Spdr Series Trust
 288,878 $19,915,221 5.58%
5.
Apple Inc.
 AAPL 66,514 $16,656,440 4.66%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)