Sponsored

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

Currently, American Wealth Advisors, LLC holds 41 types of securities in its portfolio with a total value $96.0M. In the most recent quarter, they have increased their positions in DVY (+4.6K shares, valued at $696.8K), IVE (+832 shares, valued at $175.7K), VTI (+501 shares, valued at $160.7K); decreased their positions in IVV (-1.1K shares, valued at $747.9K), IVW (-3.3K shares, valued at $368.3K), STIP (-1.6K shares, valued at $162.7K).

1M P&L

+442.1K+0.42%

3M P&L

+2.2M+2.13%

HY P&L

+6.5M+6.57%

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/A92.0M

96.7%

2Oil & Gas Integrated751.3K

0.8%

3Apparel Retail574.9K

0.6%

Top Industries by Stock Count

1N/A32 stocks

82.1%

2Internet Retail1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR37.6K shares-2.95%2026-03-312026-04-29

IVW ISHARES TR123.7K shares-2.56%2026-03-312026-04-29

IVE ISHARES TR57.0K shares1.48%2026-03-312026-04-29

SHY ISHARES TR74.2K shares-1.38%2026-03-312026-04-29

STIP ISHARES TR36.4K shares-4.14%2026-03-312026-04-29

VTI VANGUARD INDEX FDS11.6K shares4.50%2026-03-312026-04-29

SHYG ISHARES TR84.2K shares2.32%2026-03-312026-04-29

DVY ISHARES TR18.1K shares34.21%2026-03-312026-04-29

Sponsored

IWM ISHARES TR9.4K shares0.18%2026-03-312026-04-29

SLQD ISHARES TR42.2K shares-0.17%2026-03-312026-04-29

IGE ISHARES TR32.0K shares-1.15%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND4.1K shares-0.27%2026-03-312026-04-29

IWP ISHARES TR13.0K shares-3.56%2026-03-312026-04-29

IJH ISHARES TR23.9K shares-2.01%2026-03-312026-04-29

SUB ISHARES TR9.9K shares-0.16%2026-03-312026-04-29

IWR ISHARES TR9.8K shares1.93%2026-03-312026-04-29

Sponsored

HDV ISHARES TR6.2K shares0.21%2026-03-312026-04-29

XOM EXXON MOBIL CORP4.4K shares0.02%2026-03-312026-04-29

IWO ISHARES TR2.1K shares0.00%2026-03-312026-04-29

IYR ISHARES TR6.9K shares0.01%2026-03-312026-04-29

IWN ISHARES TR3.4K shares0.26%2026-03-312026-04-29

IJJ ISHARES TR4.6K shares0.33%2026-03-312026-04-29

TJX TJX COS INC NEW3.6K shares0.00%2026-03-312026-04-29

FLOT ISHARES TR10.6K shares-8.30%2026-03-312026-04-29

Sponsored

EFA ISHARES TR5.5K shares8.31%2026-03-312026-04-29

CSCO CISCO SYS INC6.3K shares0.05%2026-03-312026-04-29

AAPL APPLE INC1.8K shares0.11%2026-03-312026-04-29

HYG ISHARES TR5.8K shares-2.72%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR763 shares0.13%2026-03-312026-04-29

DGRO ISHARES TR6.2K shares-11.92%2026-03-312026-04-29

IWS ISHARES TR3.0K shares-3.22%2026-03-312026-04-29

ICF ISHARES TR6.5K shares-6.88%2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL840 shares0.00%2026-03-312026-04-29

IJK ISHARES TR3.9K shares0.10%2026-03-312026-04-29

EFAV ISHARES TR4.0K shares6.74%2026-03-312026-04-29

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-04-29

QUAL ISHARES TR1.6K shares0.18%2026-03-312026-04-29

IJR ISHARES TR2.3K shares-1.55%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.1K shares0.09%2026-03-312026-04-29

TIP ISHARES TR2.4K shares0.00%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC443 shares38.87%2026-03-312026-04-29

IVV

ISHARES TR

-2.95%

Shares37.6K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

-2.56%

Shares123.7K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

1.48%

Shares57.0K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

-1.38%

Shares74.2K

Event2026-03-31

Filed2026-04-29

STIP

ISHARES TR

-4.14%

Shares36.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

4.50%

Shares11.6K

Event2026-03-31

Filed2026-04-29

SHYG

ISHARES TR

2.32%

Shares84.2K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

34.21%

Shares18.1K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.18%

Shares9.4K

Event2026-03-31

Filed2026-04-29

SLQD

ISHARES TR

-0.17%

Shares42.2K

Event2026-03-31

Filed2026-04-29

IGE

ISHARES TR

-1.15%

Shares32.0K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

-0.27%

Shares4.1K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

-3.56%

Shares13.0K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-2.01%

Shares23.9K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

-0.16%

Shares9.9K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

1.93%

Shares9.8K

Event2026-03-31

Filed2026-04-29

HDV

ISHARES TR

0.21%

Shares6.2K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.02%

Shares4.4K

Event2026-03-31

Filed2026-04-29

IWO

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

IYR

ISHARES TR

0.01%

Shares6.9K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

0.26%

Shares3.4K

Event2026-03-31

Filed2026-04-29

IJJ

ISHARES TR

0.33%

Shares4.6K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-29

FLOT

ISHARES TR

-8.30%

Shares10.6K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

8.31%

Shares5.5K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

0.05%

Shares6.3K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-29

HYG

ISHARES TR

-2.72%

Shares5.8K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

0.13%

Shares763

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

-11.92%

Shares6.2K

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

-3.22%

Shares3.0K

Event2026-03-31

Filed2026-04-29

ICF

ISHARES TR

-6.88%

Shares6.5K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares840

Event2026-03-31

Filed2026-04-29

IJK

ISHARES TR

0.10%

Shares3.9K

Event2026-03-31

Filed2026-04-29

EFAV

ISHARES TR

6.74%

Shares4.0K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.18%

Shares1.6K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-1.55%

Shares2.3K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-29

TIP

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29