The Analysis of American Wealth Advisors, LLC's Holdings
Currently, American Wealth Advisors, LLC holds 134 types of securities in its portfolio with a total value $101.1M. In the most recent quarter, they have increased their positions in IVV (+39.7K shares, valued at $26.6M), IVW (+128.2K shares, valued at $15.5M), IVE (+56.0K shares, valued at $11.6M); initiated new positions in IVV (+39.7K shares, valued at $26.6M), IVW (+128.2K shares, valued at $15.5M), IVE (+56.0K shares, valued at $11.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR39.7K sharesnew addition2025-09-302025-11-12
IVW ISHARES TR128.2K sharesnew addition2025-09-302025-11-12 IVE ISHARES TR56.0K sharesnew addition2025-09-302025-11-12 SHY ISHARES TR77.9K sharesnew addition2025-09-302025-11-12 STIP ISHARES TR37.9K sharesnew addition2025-09-302025-11-12 VTI VANGUARD INDEX FDS11.0K sharesnew addition2025-09-302025-11-12 SHYG ISHARES TR79.6K sharesnew addition2025-09-302025-11-12 IWM ISHARES TR9.5K sharesnew addition2025-09-302025-11-12 SLQD ISHARES TR40.9K sharesnew addition2025-09-302025-11-12 IWP ISHARES TR13.7K sharesnew addition2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE4.2K sharesnew addition2025-09-302025-11-12 DVY ISHARES TR13.3K sharesnew addition2025-09-302025-11-12 IJH ISHARES TR24.8K sharesnew addition2025-09-302025-11-12 IGE ISHARES TR32.2K sharesnew addition2025-09-302025-11-12 SUB ISHARES TR10.0K sharesnew addition2025-09-302025-11-12 IWR ISHARES TR9.7K sharesnew addition2025-09-302025-11-12 HDV ISHARES TR6.1K sharesnew addition2025-09-302025-11-12 IWO ISHARES TR2.2K sharesnew addition2025-09-302025-11-12 IYR ISHARES TR6.9K sharesnew addition2025-09-302025-11-12 IWN ISHARES TR3.4K sharesnew addition2025-09-302025-11-12 IJJ ISHARES TR4.6K sharesnew addition2025-09-302025-11-12 FLOT ISHARES TR11.4K sharesnew addition2025-09-302025-11-12 TJX TJX COS INC NEW3.6K sharesnew addition2025-09-302025-11-12 XOM EXXON MOBIL CORP4.4K sharesnew addition2025-09-302025-11-12 DGRO ISHARES TR7.0K sharesnew addition2025-09-302025-11-12 HYG ISHARES TR5.8K sharesnew addition2025-09-302025-11-12 AAPL APPLE INC1.8K sharesnew addition2025-09-302025-11-12 EFA ISHARES TR5.0K sharesnew addition2025-09-302025-11-12 QQQ INVESCO QQQ TR760 sharesnew addition2025-09-302025-11-12 CSCO CISCO SYS INC6.3K sharesnew addition2025-09-302025-11-12 IWS ISHARES TR3.1K sharesnew addition2025-09-302025-11-12 ICF ISHARES TR6.9K sharesnew addition2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL840 sharesnew addition2025-09-302025-11-12 IJK ISHARES TR3.9K sharesnew addition2025-09-302025-11-12 AMZN AMAZON COM INC1.5K sharesnew addition2025-09-302025-11-12 QUAL ISHARES TR1.6K sharesnew addition2025-09-302025-11-12 EFAV ISHARES TR3.7K sharesnew addition2025-09-302025-11-12 IJR ISHARES TR2.3K sharesnew addition2025-09-302025-11-12 MSFT MICROSOFT CORP524 sharesnew addition2025-09-302025-11-12 TIP ISHARES TR2.4K sharesnew addition2025-09-302025-11-12 META META PLATFORMS INC318 sharesnew addition2025-09-302025-11-12 USMV ISHARES TR2.1K sharesnew addition2025-09-302025-11-12 JNJ JOHNSON &JOHNSON1.1K sharesnew addition2025-09-302025-11-12 PFF ISHARES TR5.1K sharesnew addition2025-09-302025-11-12 ACWI ISHARES TR1.1K sharesnew addition2025-09-302025-11-12 GLD SPDR GOLD TR400 sharesnew addition2025-09-302025-11-12 VV VANGUARD INDEX FDS437 sharesnew addition2025-09-302025-11-12 IUSG ISHARES TR791 sharesnew addition2025-09-302025-11-12 OZK BANK OZK LITTLE ROCK ARK2.5K sharesnew addition2025-09-302025-11-12 BAC BANK AMERICA CORP2.2K sharesnew addition2025-09-302025-11-12 INTC INTEL CORP3.2K sharesnew addition2025-09-302025-11-12 LQD ISHARES TR945 sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR150 sharesnew addition2025-09-302025-11-12 TSLA TESLA INC211 sharesnew addition2025-09-302025-11-12 MRK MERCK &CO INC1.0K sharesnew addition2025-09-302025-11-12 MUB ISHARES TR739 sharesnew addition2025-09-302025-11-12 PG PROCTER AND GAMBLE CO490 sharesnew addition2025-09-302025-11-12 AGG ISHARES TR727 sharesnew addition2025-09-302025-11-12 IEFA ISHARES TR833 sharesnew addition2025-09-302025-11-12 FXI ISHARES TR1.6K sharesnew addition2025-09-302025-11-12 CVX CHEVRON CORP NEW429 sharesnew addition2025-09-302025-11-12 ET ENERGY TRANSFER L P3.4K sharesnew addition2025-09-302025-11-12 VOO VANGUARD INDEX FDS90 sharesnew addition2025-09-302025-11-12 KR KROGER CO770 sharesnew addition2025-09-302025-11-12 SLV ISHARES SILVER TR1.2K sharesnew addition2025-09-302025-11-12 VO VANGUARD INDEX FDS167 sharesnew addition2025-09-302025-11-12 AVY AVERY DENNISON CORP301 sharesnew addition2025-09-302025-11-12 IUSV ISHARES TR471 sharesnew addition2025-09-302025-11-12 ITOT ISHARES TR296 sharesnew addition2025-09-302025-11-12 CAR AVIS BUDGET GROUP253 sharesnew addition2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS142 sharesnew addition2025-09-302025-11-12 EPP ISHARES INC762 sharesnew addition2025-09-302025-11-12 MFC MANULIFE FINL CORP1.2K sharesnew addition2025-09-302025-11-12 VTV VANGUARD INDEX FDS187 sharesnew addition2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS404 sharesnew addition2025-09-302025-11-12 AMGN AMGEN INC85 sharesnew addition2025-09-302025-11-12 HD HOME DEPOT INC56 sharesnew addition2025-09-302025-11-12 SYK STRYKER CORPORATION60 sharesnew addition2025-09-302025-11-12 FDVV FIDELITY COVINGTON TRUST366 sharesnew addition2025-09-302025-11-12 VOT VANGUARD INDEX FDS69 sharesnew addition2025-09-302025-11-12 IJT ISHARES TR133 sharesnew addition2025-09-302025-11-12 NVDA NVIDIA CORPORATION100 sharesnew addition2025-09-302025-11-12 BOTZ GLOBAL X FDS503 sharesnew addition2025-09-302025-11-12 DHR DANAHER CORPORATION90 sharesnew addition2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC350 sharesnew addition2025-09-302025-11-12 T AT&T INC471 sharesnew addition2025-09-302025-11-12 SPG SIMON PPTY GROUP INC NEW68 sharesnew addition2025-09-302025-11-12 ETN EATON CORP PLC33 sharesnew addition2025-09-302025-11-12 BX BLACKSTONE INC73 sharesnew addition2025-09-302025-11-12 CVS CVS HEALTH CORP154 sharesnew addition2025-09-302025-11-12 LAMR LAMAR ADVERTISING CO NEW93 sharesnew addition2025-09-302025-11-12 GOOGL ALPHABET INC45 sharesnew addition2025-09-302025-11-12 VUG VANGUARD INDEX FDS22 sharesnew addition2025-09-302025-11-12 TGT TARGET CORP111 sharesnew addition2025-09-302025-11-12 EEM ISHARES TR182 sharesnew addition2025-09-302025-11-12 XNCR XENCOR INC740 sharesnew addition2025-09-302025-11-12 TMUS T-MOBILE US INC35 sharesnew addition2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR93 sharesnew addition2025-09-302025-11-12 CMCSA COMCAST CORP NEW244 sharesnew addition2025-09-302025-11-12 EFV ISHARES TR113 sharesnew addition2025-09-302025-11-12 NKE NIKE INC102 sharesnew addition2025-09-302025-11-12 EFG ISHARES TR59 sharesnew addition2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD32 sharesnew addition2025-09-302025-11-12 RMD RESMED INC21 sharesnew addition2025-09-302025-11-12 FTV FORTIVE CORP86 sharesnew addition2025-09-302025-11-12 BIIB BIOGEN INC29 sharesnew addition2025-09-302025-11-12 ORGO ORGANOGENESIS HLDGS INC900 sharesnew addition2025-09-302025-11-12 AVXL ANAVEX LIFE SCIENCES CORP424 sharesnew addition2025-09-302025-11-12 TRP TC ENERGY CORP68 sharesnew addition2025-09-302025-11-12 M MACYS INC183 sharesnew addition2025-09-302025-11-12 VLTO VERALTO CORP29 sharesnew addition2025-09-302025-11-12 VBK VANGUARD INDEX FDS10 sharesnew addition2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC21 sharesnew addition2025-09-302025-11-12 VNT VONTIER CORPORATION68 sharesnew addition2025-09-302025-11-12 VBR VANGUARD INDEX FDS13 sharesnew addition2025-09-302025-11-12 NCLH NORWEGIAN CRUISE LINE HLDG L100 sharesnew addition2025-09-302025-11-12 PFE PFIZER INC96 sharesnew addition2025-09-302025-11-12 DBX DROPBOX INC70 sharesnew addition2025-09-302025-11-12 IEMG ISHARES INC30 sharesnew addition2025-09-302025-11-12 IYW ISHARES TR10 sharesnew addition2025-09-302025-11-12 WBD WARNER BROS DISCOVERY INC75 sharesnew addition2025-09-302025-11-12 PEP PEPSICO INC9 sharesnew addition2025-09-302025-11-12 RAL RALLIANT CORP28 sharesnew addition2025-09-302025-11-12 IFRA ISHARES TR13 sharesnew addition2025-09-302025-11-12 EMB ISHARES TR6 sharesnew addition2025-09-302025-11-12 VNCE VINCE HLDG CORP135 sharesnew addition2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS5 sharesnew addition2025-09-302025-11-12 SOBO SOUTH BOW CORP14 sharesnew addition2025-09-302025-11-12 NIO NIO INC50 sharesnew addition2025-09-302025-11-12 ISTB ISHARES TR7 sharesnew addition2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS4 sharesnew addition2025-09-302025-11-12 ILTB ISHARES TR4 sharesnew addition2025-09-302025-11-12 VTRS VIATRIS INC11 sharesnew addition2025-09-302025-11-12 IEP ICAHN ENTERPRISES LPN/A sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available