Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wealth Advisors, Inc. > Profile

Instuitional Investor - Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Wealth Advisors, Inc.
Portfolio Value $223,338,072
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 300,800 $51,500,023 23.05%
2.
Amazon Com Inc
 AMZN 191,147 $24,298,607 10.87%
3.
Alphabet Inc.
 GOOG 123,730 $16,191,308 7.24%
4.
Invesco Qqq Tr
 41,269 $14,785,578 6.62%
5.
Mastercard Inc
 MA 33,410 $13,227,353 5.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)