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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 $487,142,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 60,067 $44,856,417 9.21%
2.
Ishares Trust
 IEF 398,148 $30,701,199 6.3%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 136,135 $28,965,362 5.95%
4.
Spdr Series Trust
 KRE 328,030 $28,827,312 5.92%
5.
Ishares Trust
 HYG 193,267 $20,076,580 4.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.