Wealth Advisory Solutions, LLC Diversified Active

CIK: 0001834802 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 29, 2020

Total Value ($000): $377,019 (100.0% shares, 0.0% debt)

Holdings (177)

SPY SPDR S&P 500 ETF TR 5.9%
Value ($000) $22,381 Shares 66,835 Est. Cost $321.86 Unrealized
IJH ISHARES TR 5.9%
Value ($000) $22,304 Shares 120,367 Est. Cost $201.09 Unrealized
INVESCO QQQ TR 3.7%
Value ($000) $13,781 Shares 49,602 Est. Cost $212.60 Unrealized
SHY ISHARES TR 3.0%
Value ($000) $11,187 Shares 189,177 Est. Cost $60.18 Unrealized
LLY LILLY ELI & CO 2.5%
Value ($000) $9,239 Shares 62,420 Est. Cost $122.06 Unrealized +19.4%
WMT WALMART INC 2.1%
Value ($000) $8,032 Shares 57,412 Est. Cost $38.20 Unrealized +8.1%
USMV ISHARES TR 2.1%
Value ($000) $7,808 Shares 122,527 Est. Cost $63.43 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $7,484 Shares 64,631 Est. Cost $87.92 Unrealized +20.5%
EFA ISHARES TR 2.0%
Value ($000) $7,449 Shares 117,046 Est. Cost $64.97 Unrealized
BSV VANGUARD BD INDEX FDS 1.9%
Value ($000) $7,274 Shares 87,594 Est. Cost $82.23 Unrealized
XLU SELECT SECTOR SPDR TR 1.8%
Value ($000) $6,933 Shares 116,773 Est. Cost $59.37 Unrealized
MTUM ISHARES TR 1.8%
Value ($000) $6,913 Shares 46,904 Est. Cost $128.69 Unrealized
IGSB ISHARES TR 1.8%
Value ($000) $6,773 Shares 123,361 Est. Cost $53.64 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $6,711 Shares 69,719 Est. Cost $103.78 Unrealized -17.7%
V VISA INC 1.6%
Value ($000) $6,213 Shares 31,072 Est. Cost $175.29 Unrealized +9.7%
IWM ISHARES TR 1.5%
Value ($000) $5,826 Shares 38,897 Est. Cost $165.66 Unrealized
SONY SONY CORP 1.5%
Value ($000) $5,533 Shares 72,096 Est. Cost $68.00 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $5,343 Shares 1,697 Est. Cost $91.81 Unrealized +71.7%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $5,287 Shares 16,959 Est. Cost $236.60 Unrealized +18.9%
PCY INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,262 Shares 194,034 Est. Cost $27.70 Unrealized
PFFD GLOBAL X FDS 1.4%
Value ($000) $5,207 Shares 210,290 Est. Cost $24.48 Unrealized
PNC PNC FINL SVCS GROUP INC 1.4%
Value ($000) $5,191 Shares 47,232 Est. Cost $85.95 Unrealized +3.2%
CVS CVS HEALTH CORP 1.3%
Value ($000) $5,038 Shares 86,271 Est. Cost $56.95 Unrealized -8.0%
VLO VALERO ENERGY CORP 1.3%
Value ($000) $4,763 Shares 109,963 Est. Cost $51.44 Unrealized -17.2%
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $4,590 Shares 106,155 Est. Cost $41.91 Unrealized
CME CME GROUP INC 1.2%
Value ($000) $4,505 Shares 26,932 Est. Cost $138.56 Unrealized -1.7%
ACWV ISHARES INC 1.2%
Value ($000) $4,405 Shares 47,943 Est. Cost $95.03 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $4,266 Shares 25,607 Est. Cost $89.97 Unrealized +30.4%
EEM ISHARES TR 1.1%
Value ($000) $4,130 Shares 93,677 Est. Cost $44.86 Unrealized
IGIB ISHARES TR 1.1%
Value ($000) $3,974 Shares 65,351 Est. Cost $57.97 Unrealized
VXF VANGUARD INDEX FDS 1.0%
Value ($000) $3,875 Shares 29,877 Est. Cost $115.30 Unrealized
ACWI ISHARES TR 1.0%
Value ($000) $3,747 Shares 46,887 Est. Cost $75.61 Unrealized
HUM HUMANA INC 1.0%
Value ($000) $3,649 Shares 8,817 Est. Cost $307.18 Unrealized +24.7%
QUAL ISHARES TR 1.0%
Value ($000) $3,587 Shares 34,577 Est. Cost $100.59 Unrealized
QDEF FLEXSHARES TR 0.9%
Value ($000) $3,504 Shares 79,259 Est. Cost $44.85 Unrealized
BND VANGUARD BD INDEX FDS 0.9%
Value ($000) $3,391 Shares 38,447 Est. Cost $84.21 Unrealized
AFL AFLAC INC 0.9%
Value ($000) $3,320 Shares 91,336 Est. Cost $32.08 Unrealized 0.0%
IQLT ISHARES TR 0.8%
Value ($000) $3,122 Shares 99,645 Est. Cost $31.73 Unrealized
EFAV ISHARES TR 0.8%
Value ($000) $3,108 Shares 45,620 Est. Cost $72.44 Unrealized
SWK STANLEY BLACK & DECKER INC 0.8%
Value ($000) $3,069 Shares 18,925 Est. Cost $118.32 Unrealized +10.9%
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,050 Shares 14,507 Est. Cost $140.29 Unrealized +43.1%
FIXD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $3,005 Shares 54,609 Est. Cost $53.25 Unrealized
HEFA ISHARES TR 0.8%
Value ($000) $2,997 Shares 108,837 Est. Cost $29.90 Unrealized
SPYM SPDR SER TR 0.8%
Value ($000) $2,961 Shares 75,265 Est. Cost $35.38 Unrealized
FDX FEDEX CORP 0.8%
Value ($000) $2,956 Shares 11,757 Est. Cost $137.51 Unrealized +31.6%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $2,942 Shares 13,022 Est. Cost $174.62 Unrealized +21.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $2,940 Shares 52,837 Est. Cost $46.63 Unrealized +7.3%
SMMV ISHARES TR 0.8%
Value ($000) $2,869 Shares 98,204 Est. Cost $32.05 Unrealized
IMMUNOMEDICS INC 0.8%
Value ($000) $2,835 Shares 33,348 Est. Cost $21.76 Unrealized
BLACKROCK INC 0.7%
Value ($000) $2,810 Shares 4,988 Est. Cost $502.71 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,473 Shares 67,984 Est. Cost $34.34 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,417 Shares 99,163 Est. Cost $24.20 Unrealized
SPAB SPDR SER TR 0.6%
Value ($000) $2,354 Shares 76,436 Est. Cost $29.38 Unrealized
AOK ISHARES TR 0.6%
Value ($000) $2,298 Shares 61,838 Est. Cost $36.59 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,102 Shares 35,352 Est. Cost $41.65 Unrealized +2.2%
DBEM DBX ETF TR 0.5%
Value ($000) $1,995 Shares 82,149 Est. Cost $22.68 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,984 Shares 23,950 Est. Cost $79.80 Unrealized
WORLD GOLD TR 0.5%
Value ($000) $1,917 Shares 102,002 Est. Cost $18.79 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $1,916 Shares 78,091 Est. Cost $25.27 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,839 Shares 13,233 Est. Cost $105.24 Unrealized +10.6%
EEMV ISHARES INC 0.5%
Value ($000) $1,786 Shares 32,370 Est. Cost $56.21 Unrealized
MINT PIMCO ETF TR 0.5%
Value ($000) $1,711 Shares 16,788 Est. Cost $101.56 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,675 Shares 69,598 Est. Cost $28.91 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $1,623 Shares 30,743 Est. Cost $52.55 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,581 Shares 9,610 Est. Cost $136.57 Unrealized -2.4%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,570 Shares 14,891 Est. Cost $101.87 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,514 Shares 12,207 Est. Cost $130.38 Unrealized -6.3%
SPYG SPDR SER TR 0.4%
Value ($000) $1,488 Shares 29,710 Est. Cost $41.91 Unrealized
LQD ISHARES TR 0.4%
Value ($000) $1,324 Shares 9,832 Est. Cost $128.28 Unrealized
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,322 Shares 37,504 Est. Cost $37.00 Unrealized
QVMT INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,304 Shares 47,842 Est. Cost $43.87 Unrealized
IBDT ISHARES TR 0.3%
Value ($000) $1,296 Shares 44,547 Est. Cost $28.30 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,292 Shares 38,924 Est. Cost $44.62 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,285 Shares 8,637 Est. Cost $116.03 Unrealized +9.5%
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,260 Shares 15,410 Est. Cost $78.79 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $1,225 Shares 10,060 Est. Cost $121.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $1,167 Shares 3,445 Est. Cost $369.08 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,134 Shares 9,602 Est. Cost $118.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,106 Shares 9,479 Est. Cost $91.69 Unrealized
EWG ISHARES INC 0.3%
Value ($000) $1,080 Shares 37,101 Est. Cost $28.96 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $1,044 Shares 17,891 Est. Cost $60.40 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $1,043 Shares 31,978 Est. Cost $32.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $999 Shares 4,698 Est. Cost $210.77 Unrealized -3.0%
PFE PFIZER INC 0.3%
Value ($000) $949 Shares 25,862 Est. Cost $26.68 Unrealized +1.6%
ISHARES TR 0.2%
Value ($000) $808 Shares 33,964 Est. Cost $23.79 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $800 Shares 9,646 Est. Cost $67.09 Unrealized -1.7%
JNK SPDR SER TR 0.2%
Value ($000) $789 Shares 7,572 Est. Cost $103.31 Unrealized
ISHARES TR 0.2%
Value ($000) $785 Shares 33,186 Est. Cost $23.65 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $734 Shares 19,018 Est. Cost $28.64 Unrealized -5.1%
PEP PEPSICO INC 0.2%
Value ($000) $723 Shares 5,223 Est. Cost $110.78 Unrealized +4.0%
TIP ISHARES TR 0.2%
Value ($000) $678 Shares 5,363 Est. Cost $116.78 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $665 Shares 16,275 Est. Cost $37.33 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $620 Shares 11,443 Est. Cost $44.65 Unrealized -2.5%
SYK STRYKER CORPORATION 0.2%
Value ($000) $611 Shares 2,933 Est. Cost $179.39 Unrealized +2.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $598 Shares 15,177 Est. Cost $37.06 Unrealized 0.0%
STOT SSGA ACTIVE TR 0.2%
Value ($000) $594 Shares 11,945 Est. Cost $49.42 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $581 Shares 22,890 Est. Cost $22.76 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $580 Shares 10,425 Est. Cost $54.71 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $570 Shares 2,549 Est. Cost $215.06 Unrealized +0.0%
SPIP SPDR SER TR 0.2%
Value ($000) $569 Shares 18,434 Est. Cost $28.69 Unrealized
FFTY INNOVATOR ETFS TR 0.1%
Value ($000) $556 Shares 14,904 Est. Cost $34.72 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $545 Shares 19,934 Est. Cost $27.80 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $541 Shares 21,706 Est. Cost $25.02 Unrealized
STORE CAP CORP 0.1%
Value ($000) $534 Shares 19,500 Est. Cost $18.72 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $533 Shares 9,031 Est. Cost $60.02 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $509 Shares 4,398 Est. Cost $113.91 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $509 Shares 16,647 Est. Cost $30.70 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $502 Shares 20,875 Est. Cost $20.61 Unrealized +5.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $501 Shares 342 Est. Cost $65.67 Unrealized +15.1%
PROSHARES TR 0.1%
Value ($000) $501 Shares 24,681 Est. Cost $25.38 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $491 Shares 2,884 Est. Cost $160.49 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $482 Shares 9,548 Est. Cost $50.37 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $480 Shares 17,676 Est. Cost $26.15 Unrealized
INNOVATOR ETFS TR II 0.1%
Value ($000) $472 Shares 14,872 Est. Cost $38.59 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $438 Shares 12,194 Est. Cost $35.92 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $438 Shares 4,693 Est. Cost $74.84 Unrealized +11.0%
XSHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $427 Shares 16,774 Est. Cost $26.65 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F U 0.1%
Value ($000) $423 Shares 8,335 Est. Cost $50.69 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $402 Shares 3,699 Est. Cost $76.10 Unrealized +21.3%
EMB ISHARES TR 0.1%
Value ($000) $402 Shares 3,627 Est. Cost $102.38 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $401 Shares 12,980 Est. Cost $25.81 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $389 Shares 16,569 Est. Cost $24.46 Unrealized
XYZ SQUARE INC 0.1%
Value ($000) $384 Shares 2,368 Est. Cost $141.19 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $383 Shares 13,452 Est. Cost $18.38 Unrealized -15.4%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $381 Shares 11,421 Est. Cost $31.97 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $372 Shares 2,107 Est. Cost $153.04 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $368 Shares 6,114 Est. Cost $62.95 Unrealized
EUSA ISHARES INC 0.1%
Value ($000) $358 Shares 5,860 Est. Cost $62.83 Unrealized
FLIR SYS INC 0.1%
Value ($000) $358 Shares 10,006 Est. Cost $31.88 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $354 Shares 3,038 Est. Cost $106.45 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $346 Shares 6,691 Est. Cost $75.36 Unrealized -34.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $333 Shares 8,161 Est. Cost $43.64 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $332 Shares 12,911 Est. Cost $25.07 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $331 Shares 987 Est. Cost $311.59 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $328 Shares 1,180 Est. Cost $194.99 Unrealized +21.9%
OUNZ VANECK MERK GOLD TR 0.1%
Value ($000) $325 Shares 17,650 Est. Cost $18.41 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $322 Shares 7,332 Est. Cost $43.92 Unrealized
LFEQ VANECK VECTORS ETF TR 0.1%
Value ($000) $320 Shares 10,124 Est. Cost $30.07 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $318 Shares 1,921 Est. Cost $100.02 Unrealized +39.8%
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $317 Shares 13,610 Est. Cost $31.83 Unrealized -35.1%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $307 Shares 13,450 Est. Cost $22.33 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $305 Shares 1,419 Est. Cost $126.03 Unrealized +64.7%
PPG PPG INDS INC 0.1%
Value ($000) $303 Shares 2,490 Est. Cost $112.09 Unrealized -6.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $302 Shares 1,028 Est. Cost $195.57 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $299 Shares 10,959 Est. Cost $25.08 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $290 Shares 198 Est. Cost $67.82 Unrealized +11.7%
PTMC PACER FDS TR 0.1%
Value ($000) $288 Shares 10,559 Est. Cost $30.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $287 Shares 4,761 Est. Cost $45.40 Unrealized +7.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $283 Shares 6,130 Est. Cost $32.76 Unrealized +14.8%
SDY SPDR SER TR 0.1%
Value ($000) $283 Shares 3,063 Est. Cost $91.25 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $281 Shares 3,913 Est. Cost $75.53 Unrealized -12.0%
INTC INTEL CORP 0.1%
Value ($000) $272 Shares 5,264 Est. Cost $52.96 Unrealized -12.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $271 Shares 2,975 Est. Cost $76.84 Unrealized +8.5%
KO COCA COLA CO 0.1%
Value ($000) $269 Shares 5,457 Est. Cost $38.89 Unrealized +4.9%
ZTS ZOETIS INC 0.1%
Value ($000) $265 Shares 1,607 Est. Cost $124.46 Unrealized +17.9%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $264 Shares 1,684 Est. Cost $131.57 Unrealized +3.7%
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $262 Shares 3,238 Est. Cost $89.22 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $247 Shares 2,466 Est. Cost $85.61 Unrealized +7.3%
CMBS ISHARES TR 0.1%
Value ($000) $243 Shares 4,379 Est. Cost $54.89 Unrealized
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $243 Shares 1,594 Est. Cost $103.40 Unrealized +21.5%
SCJ ISHARES INC 0.1%
Value ($000) $238 Shares 3,250 Est. Cost $66.46 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $232 Shares 4,007 Est. Cost $54.39 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $230 Shares 2,084 Est. Cost $108.04 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $221 Shares 9,000 Est. Cost $23.97 Unrealized
BOUT INNOVATOR ETFS TR 0.1%
Value ($000) $221 Shares 9,352 Est. Cost $22.13 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $221 Shares 8,086 Est. Cost $27.33 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $219 Shares 615 Est. Cost $305.66 Unrealized +12.5%
W WAYFAIR INC 0.1%
Value ($000) $218 Shares 750 Est. Cost $149.57 Unrealized +82.9%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $218 Shares 6,983 Est. Cost $26.63 Unrealized +2.6%
AMERISOURCEBERGEN CORP 0.1%
Value ($000) $205 Shares 2,124 Est. Cost $96.52 Unrealized
NKE NIKE INC 0.1%
Value ($000) $204 Shares 1,629 Est. Cost $99.64 Unrealized 0.0%
FAD FIRST TR MULTI CAP GROWTH AL 0.1%
Value ($000) $204 Shares 2,373 Est. Cost $85.97 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $203 Shares 1,030 Est. Cost $164.87 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $203 Shares 573 Est. Cost $309.06 Unrealized 0.0%
JPIB J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $201 Shares 3,985 Est. Cost $50.44 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $102 Shares 12,128 Est. Cost $7.42 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $92 Shares 15,981 Est. Cost $7.34 Unrealized