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
AAPL
AAPL

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037833100
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23 %

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023135106
$24.30M
11 %

191,147

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.19M
7 %

123,730

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.79M
7 %

41,269

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$13.23M
6 %

33,410

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$10.47M
5 %

81,344

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.91M
4 %

31,378

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.23M
4 %

21,229

V
V

VISA INC

COM CL A
92826C839
$8.02M
4 %

34,868

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$6.56M
3 %

42,200

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