Wealth Advisory Solutions, LLC

Q4 2024 13F Holdings

  • Location
    indiianapolis, IN
  • Num holdings

    127

  • Value ($000)

    $356,900

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001834802
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$37.04M
10 %

63,195

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$27.23M
8 %

436,948

IJJ
IJJ

ISHARES TR

S&P MC 400VL ETF
464287705
$20.33M
6 %

162,682

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$19.92M
6 %

288,878

AAPL
AAPL

APPLE INC

COM
037833100
$16.66M
5 %

66,514

LLY
LLY

ELI LILLY & CO

COM
532457108
$12.54M
4 %

16,247

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.48M
3 %

47,774

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$10.03M
3 %

41,849

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$9.03M
3 %

17,847

APD
APD

AIR PRODS & CHEMS INC

COM
009158106
$8.82M
3 %

30,418

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