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The Analysis of American Wealth Advisors, LLC's Holdings & P&L

Currently, American Wealth Advisors, LLC holds 42 types of securities in its portfolio with a total value $106.6M. In the most recent quarter, they have increased their positions in HDV (+24.9K shares, valued at $681.8K), INTC (+3.2K shares, valued at $449.5K), DVY (+849 shares, valued at $132.7K); decreased their positions in N/A (-178 shares, valued at $133.3K), SHY (-1.1K shares, valued at $88.3K), IYR (-351 shares, valued at $35.9K); initiated new positions in INTC (+3.2K shares, valued at $449.5K).

1M P&L

+1.7M+2.39%

3M P&L

+1.2M+1.70%

HY P&L

+1.7M+2.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.0M

96.4%

2Apparel Retail545.4K

0.8%

3Consumer Electronics533.2K

0.7%

Top Industries by Stock Count

1N/A31 stocks

83.8%

2Internet Retail1 stocks

2.7%

3Consumer Electronics1 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR37.4K shares-0.47%2026-06-302026-08-07

IVW ISHARES TR123.6K shares-0.05%2026-06-302026-08-07

IVE ISHARES TR56.9K shares-0.15%2026-06-302026-08-07

SHY ISHARES TR73.1K shares-1.45%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS11.7K shares0.58%2026-06-302026-08-07

STIP ISHARES TR36.3K shares-0.15%2026-06-302026-08-07

SHYG ISHARES TR85.5K shares1.51%2026-06-302026-08-07

DVY ISHARES TR18.9K shares4.70%2026-06-302026-08-07

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IWM ISHARES TR9.4K shares-0.72%2026-06-302026-08-07

SLQD ISHARES TR42.5K shares0.61%2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND4.1K shares0.27%2026-06-302026-08-07

IWP ISHARES TR13.0K shares-0.05%2026-06-302026-08-07

IJH ISHARES TR23.8K shares-0.36%2026-06-302026-08-07

IGE ISHARES TR31.8K shares-0.58%2026-06-302026-08-07

IWR ISHARES TR9.9K shares1.34%2026-06-302026-08-07

SUB ISHARES TR10.0K shares0.03%2026-06-302026-08-07

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HDV ISHARES TR31.0K shares403.14%2026-06-302026-08-07

IWO ISHARES TR2.1K shares0.00%2026-06-302026-08-07

IWN ISHARES TR3.4K shares-0.21%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC6.2K shares-2.40%2026-06-302026-08-07

IYR ISHARES TR6.6K shares-5.08%2026-06-302026-08-07

IJJ ISHARES TR4.4K shares-3.19%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares0.05%2026-06-302026-08-07

EFA ISHARES TR5.5K shares0.48%2026-06-302026-08-07

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QQQ INVESCO QQQ TR763 shares0.00%2026-06-302026-08-07

FLOT ISHARES TR10.7K shares1.06%2026-06-302026-08-07

TJX TJX COS INC NEW3.6K shares0.00%2026-06-302026-08-07

AAPL APPLE INC1.8K shares0.11%2026-06-302026-08-07

IWS ISHARES TR3.0K shares-0.54%2026-06-302026-08-07

DGRO ISHARES TR6.3K shares0.45%2026-06-302026-08-07

HYG ISHARES TR5.9K shares1.52%2026-06-302026-08-07

IJK ISHARES TR3.9K shares-0.91%2026-06-302026-08-07

Sponsored

INTC INTEL CORP3.2K sharesnew addition2026-06-302026-08-07

ICF ISHARES TR6.4K shares-1.96%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL840 shares0.00%2026-06-302026-08-07

AMZN AMAZON COM INC1.5K shares0.00%2026-06-302026-08-07

QUAL ISHARES TR1.6K shares0.18%2026-06-302026-08-07

EFAV ISHARES TR3.8K shares-3.51%2026-06-302026-08-07

IJR ISHARES TR2.2K shares-1.62%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.1K shares0.09%2026-06-302026-08-07

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TIP ISHARES TR2.4K shares1.68%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC443 shares0.00%2026-06-302026-08-07

ISHARES TR

-0.47%

Shares37.4K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-0.05%

Shares123.6K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-0.15%

Shares56.9K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

-1.45%

Shares73.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.58%

Shares11.7K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

-0.15%

Shares36.3K

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

1.51%

Shares85.5K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

4.70%

Shares18.9K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-0.72%

Shares9.4K

Event2026-06-30

Filed2026-08-07

SLQD

ISHARES TR

0.61%

Shares42.5K

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

0.27%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

-0.05%

Shares13.0K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-0.36%

Shares23.8K

Event2026-06-30

Filed2026-08-07

IGE

ISHARES TR

-0.58%

Shares31.8K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

1.34%

Shares9.9K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

0.03%

Shares10.0K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

403.14%

Shares31.0K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IWN

ISHARES TR

-0.21%

Shares3.4K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-2.40%

Shares6.2K

Event2026-06-30

Filed2026-08-07

IYR

ISHARES TR

-5.08%

Shares6.6K

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES TR

-3.19%

Shares4.4K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.05%

Shares4.4K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.48%

Shares5.5K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

0.00%

Shares763

Event2026-06-30

Filed2026-08-07

FLOT

ISHARES TR

1.06%

Shares10.7K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

-0.54%

Shares3.0K

Event2026-06-30

Filed2026-08-07

DGRO

ISHARES TR

0.45%

Shares6.3K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

1.52%

Shares5.9K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES TR

-0.91%

Shares3.9K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

ICF

ISHARES TR

-1.96%

Shares6.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares840

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

0.18%

Shares1.6K

Event2026-06-30

Filed2026-08-07

EFAV

ISHARES TR

-3.51%

Shares3.8K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-1.62%

Shares2.2K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

1.68%

Shares2.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

0.00%

Shares443

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available