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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GLDM +410,747+$18,984
SPLG +265,031+$16,307
APD +23,861+$5,781
USFR +85,087+$4,295
IVE +20,274+$3,787
GPN +28,092+$3,755
DGRW +49,709+$3,594
SPIB +109,349+$3,575
GLD +15,262+$3,140
VTV +17,932+$2,920
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ACN -16,416-$5,761
CMI -18,203-$4,361
RMD -18,312-$3,150
PM -27,322-$2,570
DUK -17,664-$1,714
GSG -55,000-$1,103
KEY -30,125-$434
SPLK -2,600-$396
QSR -3,700-$289
TSM -2,652-$276
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +391,116+$5,635
SBUX +35,521+$3,022
OXY +25,869+$2,436
NKE +25,132+$1,600
IJJ +19,403+$2,952
NEP +11,638+$346
GNRC +11,608+$1,307
PGX +10,833+$137
SHY +6,133+$498
CCI +4,951+$430
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
TJX -43,096-$3,561
TGT -36,373-$4,298
SWK -19,052-$1,869
HD -15,342-$4,784
PARA -9,061-$1,077
CME -8,346-$1,630
BAC -4,684-$121
VEA -4,619-$164
IDV -3,520-$95
Wealth Advisory Solutions LLC Info
Size ($ in 1000's)
At 03/31/2024: $386,137
At 12/31/2023: $286,437

Wealth Advisory Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Advisory Solutions LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Wealth Advisory Solutions LLC
As of  03/31/2024, we find all stocks held by Wealth Advisory Solutions LLC to be as follows, presented in the table below with each row detailing each Wealth Advisory Solutions LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Wealth Advisory Solutions LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Wealth Advisory Solutions LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 66,717 +2,107 $34,898
     SPY66,717+2,107$34,898
ISHARES TR (IJH) 474,850 +391,116 $28,842
     IJH474,850+391,116$28,842
ISHARES TR (IJJ) 173,866 +19,403 $20,567
     IJJ173,866+19,403$20,567
WORLD GOLD TR 410,747 +410,747 $18,984
     GLDM410,747+410,747$18,984
SPDR SER TR (SPLG) 265,031 +265,031 $16,307
     SPLG265,031+265,031$16,307
ELI LILLY & CO 17,986 -35 $13,992
     LLY17,986-35$13,992
APPLE INC 74,235 -2,507 $12,730
     AAPL74,235-2,507$12,730
OCCIDENTAL PETE CORP 168,744 +25,869 $10,967
     OXY168,744+25,869$10,967
UNITEDHEALTH GROUP INC 19,427 +1,182 $9,611
     UNH19,427+1,182$9,611
JPMORGAN CHASE & CO 46,873 -3,056 $9,389
     JPM46,873-3,056$9,389
INVESCO QQQ TR 19,627 -245 $8,715
     QQQ19,627-245$8,715
GENERAC HLDGS INC 62,407 +11,608 $7,872
     GNRC62,407+11,608$7,872
CHEVRON CORP NEW 49,051 +2,836 $7,737
     CVX49,051+2,836$7,737
STARBUCKS CORP 84,124 +35,521 $7,688
     SBUX84,124+35,521$7,688
NIKE INC 77,340 +25,132 $7,268
     NKE77,340+25,132$7,268
TJX COS INC NEW 63,277 -43,096 $6,418
     TJX63,277-43,096$6,418
NOVO NORDISK A S 46,055 +489 $5,913
     NVO46,055+489$5,913
CME GROUP INC 27,355 -8,346 $5,889
     CME27,355-8,346$5,889
AIR PRODS & CHEMS INC 23,861 +23,861 $5,781
     APD23,861+23,861$5,781
AMAZON COM INC 31,070 +280 $5,604
     AMZN31,070+280$5,604
HOME DEPOT INC 14,391 -15,342 $5,520
     HD14,391-15,342$5,520
MICROSOFT CORP 12,344 -521 $5,193
     MSFT12,344-521$5,193
ZOETIS INC 28,667 +410 $4,851
     ZTS28,667+410$4,851
ADOBE INC 9,096 +3,507 $4,590
     ADBE9,096+3,507$4,590
TARGET CORP 25,355 -36,373 $4,493
     TGT25,355-36,373$4,493
ISHARES TR (IWM) 21,334 -1,500 $4,487
     IWM21,334-1,500$4,487
WISDOMTREE TR 85,087 +85,087 $4,295
     USFR85,087+85,087$4,295
ISHARES TR (IVE) 20,274 +20,274 $3,787
     IVE20,274+20,274$3,787
GLOBAL PMTS INC 28,092 +28,092 $3,755
     GPN28,092+28,092$3,755
CHENIERE ENERGY INC 23,043 +677 $3,716
     LNG23,043+677$3,716
PARAMOUNT GLOBAL 312,206 -9,061 $3,675
     PARA312,206-9,061$3,675
WISDOMTREE TR 49,709 +49,709 $3,594
     DGRW49,709+49,709$3,594
SPDR SER TR (SPIB) 109,349 +109,349 $3,575
     SPIB109,349+109,349$3,575
VANGUARD INTL EQUITY INDEX F (VWO) 83,702 -1,117 $3,496
     VWO83,702-1,117$3,496
ISHARES TR (EFA) 43,320 +4,647 $3,460
     EFA43,320+4,647$3,460
SPDR GOLD TR (GLD) 15,262 +15,262 $3,140
     GLD15,262+15,262$3,140
VANGUARD INDEX FDS (VTV) 17,932 +17,932 $2,920
     VTV17,932+17,932$2,920
ROCKWELL AUTOMATION INC 9,239 +9,239 $2,692
     ROK9,239+9,239$2,692
SPDR SER TR (SPSM) 60,476 +60,476 $2,603
     SPSM60,476+60,476$2,603
VANGUARD BD INDEX FDS (BND) 34,543 +2,801 $2,509
     BND34,543+2,801$2,509
COHEN & STEERS QUALITY INCOM 200,882 +200,882 $2,427
     RQI200,882+200,882$2,427
SPDR SER TR (SPMD) 45,168 +45,168 $2,409
     SPMD45,168+45,168$2,409
ISHARES TR (IAGG) 45,233 +45,233 $2,259
     IAGG45,233+45,233$2,259
GOLDMAN SACHS GROUP INC 4,946 +4,946 $2,066
     GS4,946+4,946$2,066
VANGUARD INDEX FDS (VXF) 11,424 +11,424 $2,002
     VXF11,424+11,424$2,002
ISHARES TR (IDV) 68,014 -3,520 $1,907
     IDV68,014-3,520$1,907
NEXTERA ENERGY INC 28,139 +28,139 $1,798
     NEE28,139+28,139$1,798
SELECT SECTOR SPDR TR (XLE) 18,609 +3,225 $1,757
     XLE18,609+3,225$1,757
SPDR SER TR (SPYD) 42,557 -3,020 $1,732
     SPYD42,557-3,020$1,732
LAMAR ADVERTISING CO NEW 14,313 -1,353 $1,709
     LAMR14,313-1,353$1,709
COCA COLA CO 27,359 +1,802 $1,674
     KO27,359+1,802$1,674
SPDR SER TR (SPTM) 25,470 +25,470 $1,634
     SPTM25,470+25,470$1,634
ISHARES TR (SHY) 19,905 +6,133 $1,628
     SHY19,905+6,133$1,628
CROWN CASTLE INC 14,984 +4,951 $1,586
     CCI14,984+4,951$1,586
SPDR SER TR (SPAB) 55,189 +55,189 $1,395
     SPAB55,189+55,189$1,395
ISHARES TR (GOVT) 60,887 +60,887 $1,386
     GOVT60,887+60,887$1,386
BERKSHIRE HATHAWAY INC DEL      $1,378
     BRK.B3,278+402$1,378
ISHARES TR (FALN) 48,653 +48,653 $1,307
     FALN48,653+48,653$1,307
SELECT SECTOR SPDR TR (XLK) 6,097 -730 $1,270
     XLK6,097-730$1,270
VANGUARD TAX MANAGED FDS (VEA) 25,208 -4,619 $1,265
     VEA25,208-4,619$1,265
ISHARES TR (IWN) 7,238 +7,238 $1,149
     IWN7,238+7,238$1,149
ISHARES TR (IVV) 2,141 +2,141 $1,126
     IVV2,141+2,141$1,126
ALPHABET INC 7,243 +3,600 $1,093
     GOOGL7,243+3,600$1,093
SPDR SER TR (SPIP) 39,246 +39,246 $1,005
     SPIP39,246+39,246$1,005
JOHNSON & JOHNSON 6,341 +1,058 $1,003
     JNJ6,341+1,058$1,003
PHILLIPS 66 6,028 +6,028 $985
     PSX6,028+6,028$985
DISNEY WALT CO 6,882 -880 $842
     DIS6,882-880$842
ISHARES TR (IBTF) 34,925 +34,925 $811
     IBTF34,925+34,925$811
ISHARES TR (IBTE) 33,746 +33,746 $808
     IBTE33,746+33,746$808
ALPS ETF TR (AMLP) 16,500 +16,500 $783
     AMLP16,500+16,500$783
ADVANCED MICRO DEVICES INC 4,112 +4,112 $742
     AMD4,112+4,112$742
NEXTERA ENERGY PARTNERS LP 23,442 +11,638 $705
     NEP23,442+11,638$705
VANGUARD BD INDEX FDS (BSV) 8,415 -1,127 $645
     BSV8,415-1,127$645
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,114 UNCH $620
     MDY1,114UNCH$620
SELECT SECTOR SPDR TR (XLV) 4,112 -515 $607
     XLV4,112-515$607
ISHARES TR (IGSB) 11,798 -346 $605
     IGSB11,798-346$605
ISHARES TR (PFF) 18,007 +18,007 $580
     PFF18,007+18,007$580
ISHARES TR (FLOT) 10,994 +10,994 $561
     FLOT10,994+10,994$561
ISHARES TR (IGIB) 10,801 -305 $557
     IGIB10,801-305$557
PFIZER INC 18,373 +3,058 $510
     PFE18,373+3,058$510
SELECT SECTOR SPDR TR (XLF) 11,932 -1,986 $503
     XLF11,932-1,986$503
SPDR SER TR (XBI) 5,261 +5,261 $499
     XBI5,261+5,261$499
ISHARES TR (LQD) 4,346 +339 $473
     LQD4,346+339$473
ALPHABET INC 3,099 +879 $472
     GOOG3,099+879$472
ELEVANCE HEALTH INC 908 +158 $471
     ELV908+158$471
SPDR SER TR (JNK) 4,898 +813 $466
     JNK4,898+813$466
MERCK & CO INC 3,493 +3,493 $461
     MRK3,493+3,493$461
LOWES COS INC 1,801 +1 $459
     LOW1,801+1$459
INNOVATOR ETFS TRUST (BALT) 14,691 +14,691 $430
     BALT14,691+14,691$430
SNOWFLAKE INC 2,650 +950 $428
     SNOW2,650+950$428
EXXON MOBIL CORP 3,574 +829 $415
     XOM3,574+829$415
KAYNE ANDERSON ENERGY INFRST 39,033 +39,033 $391
     KYN39,033+39,033$391
SELECT SECTOR SPDR TR (XLRE) 9,769 -2,363 $386
     XLRE9,769-2,363$386
CONOCOPHILLIPS 2,979 +639 $379
     COP2,979+639$379
MEDTRONIC PLC 4,335 -830 $378
     MDT4,335-830$378
UNITED PARCEL SERVICE INC 2,494 -1,362 $371
     UPS2,494-1,362$371
INVESCO EXCH TRADED FD TR II (PGX) 30,465 +10,833 $362
     PGX30,465+10,833$362
AMERICAN EXPRESS CO 1,576 +1,576 $359
     AXP1,576+1,576$359
FIRST TR EXCHANGE TRADED FD (FCTR) 11,452 +11,452 $356
     FCTR11,452+11,452$356
PPG INDS INC 2,400 UNCH $348
     PPG2,400UNCH$348
INCYTE CORP 6,082 +6,082 $346
     INCY6,082+6,082$346
ILLINOIS TOOL WKS INC 1,291 +1,291 $346
     ITW1,291+1,291$346
VERISIGN INC 1,802 +1,802 $341
     VRSN1,802+1,802$341
BANK AMERICA CORP 8,655 -4,684 $328
     BAC8,655-4,684$328
SPDR SER TR (SDY) 2,434 +55 $319
     SDY2,434+55$319
VERIZON COMMUNICATIONS INC 7,229 +7,229 $303
     VZ7,229+7,229$303
MCDONALDS CORP 1,042 +1,042 $294
     MCD1,042+1,042$294
COSTCO WHSL CORP NEW 359 +359 $263
     COST359+359$263
VANECK ETF TRUST (LFEQ) 5,829 +5,829 $258
     LFEQ5,829+5,829$258
SERVICENOW INC 325 +325 $248
     NOW325+325$248
CISCO SYS INC 4,745 -5 $237
     CSCO4,745-5$237
VISA INC 848 +48 $237
     V848+48$237
DAVIS FUNDAMENTAL ETF TR (DWLD) 7,169 +7,169 $233
     DWLD7,169+7,169$233
SNAP ON INC 783 +783 $232
     SNA783+783$232
CVS HEALTH CORP 2,804 +2,804 $224
     CVS2,804+2,804$224
STANLEY BLACK & DECKER INC 2,222 -19,052 $218
     SWK2,222-19,052$218
ISHARES TR (TIP) 2,022 -12 $217
     TIP2,022-12$217
JACOBS SOLUTIONS INC 1,381 +1,381 $212
     J1,381+1,381$212
VERTEX PHARMACEUTICALS INC 503 +503 $210
     VRTX503+503$210
ISHARES TR (DVY) 1,694 +1,694 $209
     DVY1,694+1,694$209
HERTZ GLOBAL HLDGS INC 25,000 +25,000 $196
     HTZ25,000+25,000$196
GLOBAL X FDS 10,000 +10,000 $174
     DIV10,000+10,000$174
CITIUS PHARMACEUTICALS INC 151,000 +151,000 $135
     CTXR151,000+151,000$135
NUVEEN PFD & INCOME OPPORTUN 14,000 +14,000 $101
     JPC14,000+14,000$101
ACCENTURE PLC IRELAND $0 (exited)
     ACN0-16,416$0
CUMMINS INC $0 (exited)
     CMI0-18,203$0
DUKE ENERGY CORP NEW $0 (exited)
     DUK0-17,664$0
ISHARES TR $0 (exited)
     EMB0-2,358$0
ISHARES S&P GSCI COMMODITY $0 (exited)
     GSG0-55,000$0
KEYCORP $0 (exited)
     KEY0-30,125$0
PHILIP MORRIS INTL INC $0 (exited)
     PM0-27,322$0
RESTAURANT BRANDS INTL INC $0 (exited)
     QSR0-3,700$0
RESMED INC $0 (exited)
     RMD0-18,312$0
SPLUNK INC $0 (exited)
     SPLK0-2,600$0
TAIWAN SEMICONDUCTOR MFG LTD 0 -2,652 $0 (exited)
     TSM0-2,652$0

See Summary: Wealth Advisory Solutions LLC Top Holdings
See Details: Top 10 Stocks Held By Wealth Advisory Solutions LLC

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