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

Currently, Wisconsin Wealth Advisors, LLC holds 84 types of securities in its portfolio with a total value $101.7M. In the most recent quarter, they have increased their positions in CGIE (+38.7K shares, valued at $1.3M), FTCS (+6.3K shares, valued at $586.3K), ORCL (+2.6K shares, valued at $379.2K); decreased their positions in ABBV (-1.1K shares, valued at $236.0K), GLD (-378 shares, valued at $162.6K), WMT (-742 shares, valued at $92.2K); initiated new positions in CGIE (+38.7K shares, valued at $1.3M), LNT (+3.2K shares, valued at $231.6K).

1M P&L

+4.3M+4.51%

3M P&L

-17.8M-15.18%

HY P&L

-14.0M-12.34%

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/A59.0M

63.5%

2Software - Infrastructure7.3M

7.8%

3Semiconductors4.2M

4.6%

Top Industries by Stock Count

1N/A41 stocks

51.9%

2Software - Infrastructure7 stocks

8.9%

3Software - Application3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FDL FIRST TR EXCHANGE-TRADED FD95.2K shares2.05%2026-03-312026-04-08

SDVY FIRST TR EXCHANGE TRADED FD103.1K shares1.78%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR6.9K shares1.60%2026-03-312026-04-08

BROADCOM INC BROADCOM INC11.9K shares0.68%2026-03-312026-04-08

RDVY FIRST TR EXCHANGE TRADED FD52.6K shares2.28%2026-03-312026-04-08

NVDA NVIDIA CORPORATION19.8K shares4.48%2026-03-312026-04-08

GLD SPDR GOLD TR7.7K shares-4.69%2026-03-312026-04-08

VUG VANGUARD INDEX FDS7.4K shares0.15%2026-03-312026-04-08

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T38.0K shares-0.18%2026-03-312026-04-08

PYLD PIMCO ETF TR108.0K shares-0.33%2026-03-312026-04-08

AMAT APPLIED MATLS INC7.6K shares0.49%2026-03-312026-04-08

FTCS FIRST TR EXCHANGE-TRADED FD26.6K shares31.23%2026-03-312026-04-08

SMH VANECK ETF TRUST5.8K shares1.16%2026-03-312026-04-08

VO VANGUARD INDEX FDS7.5K shares3.56%2026-03-312026-04-08

AAPL APPLE INC8.4K shares0.55%2026-03-312026-04-08

MSFT MICROSOFT CORP5.7K shares14.53%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC9.9K shares1.36%2026-03-312026-04-08

WMT WALMART INC16.4K shares-4.34%2026-03-312026-04-08

LMBS FIRST TR EXCHANGE-TRADED FD35.3K shares7.61%2026-03-312026-04-08

PJUL INNOVATOR ETFS TRUST36.8K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC11.4K shares3.88%2026-03-312026-04-08

VB VANGUARD INDEX FDS6.3K shares4.76%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD34.7K shares-0.36%2026-03-312026-04-08

FTSM FIRST TR EXCHANGE-TRADED FD26.8K shares5.55%2026-03-312026-04-08

Sponsored

SCHG SCHWAB STRATEGIC TR48.1K shares0.86%2026-03-312026-04-08

BUFF INNOVATOR ETFS TRUST27.6K shares-0.46%2026-03-312026-04-08

CGIE CAPITAL GROUP INTERNATIONAL38.7K sharesnew addition2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS8.2K shares0.30%2026-03-312026-04-08

TSLA TESLA INC3.1K shares0.83%2026-03-312026-04-08

CGBL CAPITAL GROUP CORE BALANCED33.6K shares-0.07%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.1K shares5.23%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC2.7K shares33.92%2026-03-312026-04-08

Sponsored

ITA ISHARES TR4.6K shares-0.13%2026-03-312026-04-08

CIBR FIRST TR EXCHANGE-TRADED FD15.9K shares5.31%2026-03-312026-04-08

FDD FIRST TR EXCHANGE-TRADED FD55.5K shares3.82%2026-03-312026-04-08

SKYY FIRST TR EXCHANGE-TRADED FD8.8K shares4.32%2026-03-312026-04-08

ENB ENBRIDGE INC17.7K shares-0.05%2026-03-312026-04-08

WCMI FIRST TR EXCHANGE-TRADED FD54.9K shares3.34%2026-03-312026-04-08

IHI ISHARES TR16.0K shares0.16%2026-03-312026-04-08

GLTR ABRDN PRECIOUS METALS BASKET3.9K shares3.47%2026-03-312026-04-08

Sponsored

VBK VANGUARD INDEX FDS2.8K shares1.72%2026-03-312026-04-08

ARKB ARK 21SHARES BITCOIN ETF37.1K shares-0.89%2026-03-312026-04-08

BA BOEING CO4.1K shares1.02%2026-03-312026-04-08

CVX CHEVRON CORPORATION3.9K shares1.16%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares-0.30%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE17.8K shares0.00%2026-03-312026-04-08

FTNT FORTINET INC9.1K shares-5.78%2026-03-312026-04-08

DHI D R HORTON INC5.3K shares-0.28%2026-03-312026-04-08

Sponsored

ORCL ORACLE CORP4.8K shares114.68%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.4K shares3.43%2026-03-312026-04-08

ABBV ABBVIE INC3.0K shares-26.55%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.2K shares2.76%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO2.0K shares0.15%2026-03-312026-04-08

IHF ISHARES TR13.1K shares0.27%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC2.0K shares0.46%2026-03-312026-04-08

META META PLATFORMS INC888 shares3.26%2026-03-312026-04-08

Sponsored

PANW PALO ALTO NETWORKS INC3.2K shares51.22%2026-03-312026-04-08

NFLX NETFLIX INC.5.2K shares2.33%2026-03-312026-04-08

ONEQ FIDELITY COMWLTH TR5.9K shares0.00%2026-03-312026-04-08

TSCO TRACTOR SUPPLY CO10.2K shares-0.04%2026-03-312026-04-08

TWLO TWILIO INC3.5K shares0.23%2026-03-312026-04-08

ADBE ADOBE INC1.8K shares0.23%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC5.9K shares0.20%2026-03-312026-04-08

HD HOME DEPOT INC1.3K shares-0.15%2026-03-312026-04-08

Sponsored

LEN LENNAR CORP4.6K shares1.23%2026-03-312026-04-08

CRM SALESFORCE INC2.0K shares0.05%2026-03-312026-04-08

VTV VANGUARD INDEX FDS1.9K shares10.24%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T515 shares1.98%2026-03-312026-04-08

ULTA ULTA BEAUTY INC639 shares-20.32%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP1.2K shares1.13%2026-03-312026-04-08

BLDR BUILDERS FIRSTSOURCE INC3.9K shares0.00%2026-03-312026-04-08

IVV ISHARES TR489 shares0.00%2026-03-312026-04-08

Sponsored

VTI VANGUARD INDEX FDS979 shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC443 shares0.00%2026-03-312026-04-08

ULST SSGA ACTIVE ETF TR7.2K shares0.00%2026-03-312026-04-08

PAUG INNOVATOR ETFS TRUST6.6K shares0.00%2026-03-312026-04-08

MGEE MGE ENERGY INC3.6K shares15.53%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR1.9K shares1.46%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND505 shares0.00%2026-03-312026-04-08

Sponsored

LNT ALLIANT ENERGY CORP3.2K sharesnew addition2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS4.4K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC742 shares0.00%2026-03-312026-04-08

BFLY BUTTERFLY NETWORK INC30.0K shares200.00%2026-03-312026-04-08

FDL

FIRST TR EXCHANGE-TRADED FD

2.05%

Shares95.2K

Event2026-03-31

Filed2026-04-08

SDVY

FIRST TR EXCHANGE TRADED FD

1.78%

Shares103.1K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

1.60%

Shares6.9K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.68%

Shares11.9K

Event2026-03-31

Filed2026-04-08

RDVY

FIRST TR EXCHANGE TRADED FD

2.28%

Shares52.6K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

4.48%

Shares19.8K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-4.69%

Shares7.7K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

0.15%

Shares7.4K

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.18%

Shares38.0K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

-0.33%

Shares108.0K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

0.49%

Shares7.6K

Event2026-03-31

Filed2026-04-08

FTCS

FIRST TR EXCHANGE-TRADED FD

31.23%

Shares26.6K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

1.16%

Shares5.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.56%

Shares7.5K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.55%

Shares8.4K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

14.53%

Shares5.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.36%

Shares9.9K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-4.34%

Shares16.4K

Event2026-03-31

Filed2026-04-08

LMBS

FIRST TR EXCHANGE-TRADED FD

7.61%

Shares35.3K

Event2026-03-31

Filed2026-04-08

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares36.8K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

3.88%

Shares11.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

4.76%

Shares6.3K

Event2026-03-31

Filed2026-04-08

FVD

FIRST TR EXCHANGE-TRADED FD

-0.36%

Shares34.7K

Event2026-03-31

Filed2026-04-08

FTSM

FIRST TR EXCHANGE-TRADED FD

5.55%

Shares26.8K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.86%

Shares48.1K

Event2026-03-31

Filed2026-04-08

BUFF

INNOVATOR ETFS TRUST

-0.46%

Shares27.6K

Event2026-03-31

Filed2026-04-08

CGIE

CAPITAL GROUP INTERNATIONAL

New

Shares38.7K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.30%

Shares8.2K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

0.83%

Shares3.1K

Event2026-03-31

Filed2026-04-08

CGBL

CAPITAL GROUP CORE BALANCED

-0.07%

Shares33.6K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

5.23%

Shares1.1K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

33.92%

Shares2.7K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

-0.13%

Shares4.6K

Event2026-03-31

Filed2026-04-08

CIBR

FIRST TR EXCHANGE-TRADED FD

5.31%

Shares15.9K

Event2026-03-31

Filed2026-04-08

FDD

FIRST TR EXCHANGE-TRADED FD

3.82%

Shares55.5K

Event2026-03-31

Filed2026-04-08

SKYY

FIRST TR EXCHANGE-TRADED FD

4.32%

Shares8.8K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

-0.05%

Shares17.7K

Event2026-03-31

Filed2026-04-08

WCMI

FIRST TR EXCHANGE-TRADED FD

3.34%

Shares54.9K

Event2026-03-31

Filed2026-04-08

IHI

ISHARES TR

0.16%

Shares16.0K

Event2026-03-31

Filed2026-04-08

GLTR

ABRDN PRECIOUS METALS BASKET

3.47%

Shares3.9K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

1.72%

Shares2.8K

Event2026-03-31

Filed2026-04-08

ARKB

ARK 21SHARES BITCOIN ETF

-0.89%

Shares37.1K

Event2026-03-31

Filed2026-04-08

BOEING CO

1.02%

Shares4.1K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

1.16%

Shares3.9K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.30%

Shares2.3K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-08

FTNT

FORTINET INC

-5.78%

Shares9.1K

Event2026-03-31

Filed2026-04-08

DHI

D R HORTON INC

-0.28%

Shares5.3K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

114.68%

Shares4.8K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

3.43%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-26.55%

Shares3.0K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.76%

Shares2.2K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-08

IHF

ISHARES TR

0.27%

Shares13.1K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

0.46%

Shares2.0K

Event2026-03-31

Filed2026-04-08