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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 $377,952,332
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 61,029 $34,138,800 9.03%
2.
Ishares Trust
 IEF 417,900 $24,384,477 6.45%
3.
Spdr Series Trust
 301,821 $19,847,736 5.25%
4.
Ishares Trust
 IEF 152,746 $18,288,279 4.84%
5.
Eli Lilly & Co
 LLY 19,171 $15,833,521 4.19%
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)