Wealth Advisory Solutions, LLC
CIK
1834802
City
ZIONSVILLE
State / Country
IN
Top Portfolio Positions
73 positions ·
$220,436,296 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
61,756 | $40,162,397 | 18.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
16,388 | $15,073,190 | 6.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,169 | $14,197,557 | 6.44% | |
| AAPL |
Apple Inc.
Technology
|
52,524 | $13,330,065 | 6.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
73,734 | $11,450,152 | 5.19% | |
| GLDM |
World Gold Trust
|
119,983 | $11,121,224 | 5.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
34,365 | $10,108,808 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
19,522 | $7,226,458 | 3.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,964 | $6,905,381 | 3.13% | |
| CB |
Chubb Ltd
Financial Services
|
18,057 | $5,885,318 | 2.67% |
Portfolio Trend
24 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,654,796 | 219,469 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,222,334 | 274,024 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,249,932 | 274,382 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,202,548 | 274,632 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,942,900 | 244,083 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,576,660 | 200,593 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $248,338 | 30,773 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $134,997 | 18,072 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $100,660 | 14,000 | Shares | Sole | 2024-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||