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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 $394,778,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 60,784 $37,555,511 9.51%
2.
Ishares Trust
 IEF 422,678 $26,214,463 6.64%
3.
Spdr Series Trust
 308,914 $22,454,979 5.69%
4.
Eli Lilly & Co
 LLY 19,216 $14,979,448 3.79%
5.
Ishares Trust
 VLUE 149,645 $13,376,795 3.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)