Wisconsin Wealth Advisors, LLC - Portfolio overview

Wisconsin Wealth Advisors, LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FDL - FIRST TR EXCHANGE-TRADED FD, 4.59%
2. SDVY - FIRST TR EXCHANGE TRADED FD, 3.86%
3. QQQ - INVESCO QQQ TR, 3.80%

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.