Wealth Advisory Solutions, LLC
CIK
1834802
City
ZIONSVILLE
State / Country
IN
Top Portfolio Positions
72 positions ·
$218,680,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
61,756 | $40,162,397 | 18.37% |
| LLY |
ELI LILLY & Co
Healthcare
|
16,388 | $15,073,190 | 6.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,169 | $14,197,557 | 6.49% |
| AAPL |
Apple Inc.
Technology
|
52,524 | $13,330,065 | 6.10% |
| PEP |
Pepsico Inc
Consumer Defensive
|
73,734 | $11,450,152 | 5.24% |
| GLDM |
World Gold Trust
|
119,983 | $11,121,224 | 5.09% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
34,365 | $10,108,808 | 4.62% |
| MSFT |
Microsoft Corp
Technology
|
19,522 | $7,226,458 | 3.30% |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,964 | $6,905,381 | 3.16% |
| CB |
Chubb Ltd
Financial Services
|
18,057 | $5,885,318 | 2.69% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,884 | 27,793 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,643,248 | 294,285 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,640,305 | 294,285 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,851,188 | 224,150 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,990,587 | 155,151 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,686,121 | 132,661 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $272,008 | 24,728 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $255,440 | 24,728 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $390,720 | 39,033 | Shares | Sole | 2024-04-23 | |
| No quarters match your search. | ||||||