Wealth Advisory Solutions, LLC - Portfolio overview
Wealth Advisory Solutions, LLC has 166 reported holdings in this dataset, with the latest filing dated 2026-04-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 7.98%
- IJH - ISHARES TR, 5.58%
- RSP - INVESCO EXCHANGE TRADED FD T, 5.26%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.