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WEALTH ADVISORS, INC.

Q3 2023 13F Holdings

  • Location
    rancho santa fe, CA
  • Num holdings

    67

  • Value ($000)

    $223,338

  • Date Filed
    10/24/2023
  • Form type
    13F-HR
  • CIK
    0001806580
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$51.5M
23 %

300,800

A
AMZN

AMAZON COM INC

COM
023135106
$24.3M
11 %

191,147

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.19M
7 %

123,730

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.79M
7 %

41,269

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$13.23M
6 %

33,410

X
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$10.47M
5 %

81,344

M
MSFT

MICROSOFT CORP

COM
594918104
$9.91M
4 %

31,378

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.23M
4 %

21,229

V
V

VISA INC

COM CL A
92826C839
$8.02M
4 %

34,868

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$6.56M
3 %

42,200

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