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Home > Institutional Investor > American Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - American Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,736 $26,595,064 26.31%
2.
Ishares Trust
 IEF 128,221 $15,478,861 15.31%
3.
Ishares Trust
 IEF 56,018 $11,568,323 11.44%
4.
Ishares Trust
 IEF 77,905 $6,462,960 6.39%
5.
Ishares Tr - 0-5 YR TIPS ETF
 37,858 $3,912,979 3.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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