Sponsored

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

Currently, Wisconsin Wealth Advisors, LLC holds 90 types of securities in its portfolio with a total value $116.7M. In the most recent quarter, they have increased their positions in VUG (+38.3K shares, valued at $3.3M), VO (+23.2K shares, valued at $1.9M), NVDX (+20.0K shares, valued at $339.6K); decreased their positions in SMH (-1.6K shares, valued at $1.0M), N/A (-1.6K shares, valued at $593.1K), N/A (-803 shares, valued at $580.6K); initiated new positions in NVDX (+20.0K shares, valued at $339.6K), SOXX (+440 shares, valued at $281.7K), IWY (+844 shares, valued at $245.3K).

1M P&L

+1.1M+1.16%

3M P&L

+3.7M+4.13%

HY P&L

-19.5M-17.31%

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/A69.8M

71.4%

2Software - Infrastructure5.4M

5.5%

3Semiconductors5.0M

5.1%

Top Industries by Stock Count

1N/A44 stocks

60.3%

2Software - Infrastructure4 stocks

5.5%

3Semiconductors3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR6.9K shares-0.69%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC6.8K shares-10.50%2026-06-302026-07-07

FDL FIRST TR EXCHANGE-TRADED FD94.9K shares-0.28%2026-06-302026-07-07

SDVY FIRST TR EXCHANGE TRADED FD102.7K shares-0.39%2026-06-302026-07-07

RDVY FIRST TR EXCHANGE TRADED FD52.8K shares0.21%2026-06-302026-07-07

VUG VANGUARD INDEX FDS45.7K shares517.88%2026-06-302026-07-07

BROADCOM INC BROADCOM INC10.3K shares-13.21%2026-06-302026-07-07

NVDA NVIDIA CORPORATION18.4K shares-7.26%2026-06-302026-07-07

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T38.3K shares0.81%2026-06-302026-07-07

PYLD PIMCO ETF TR110.3K shares2.14%2026-06-302026-07-07

GLD SPDR GOLD TR7.6K shares-0.86%2026-06-302026-07-07

SMH VANECK ETF TRUST4.2K shares-27.01%2026-06-302026-07-07

FTCS FIRST TR EXCHANGE-TRADED FD26.9K shares1.14%2026-06-302026-07-07

VO VANGUARD INDEX FDS30.7K shares307.77%2026-06-302026-07-07

AAPL APPLE INC8.4K shares-0.05%2026-06-302026-07-07

AMZN AMAZON COM INC9.9K shares-0.46%2026-06-302026-07-07

Sponsored

MSFT MICROSOFT CORP5.7K shares-0.98%2026-06-302026-07-07

VB VANGUARD INDEX FDS6.4K shares2.41%2026-06-302026-07-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.5K shares-7.43%2026-06-302026-07-07

WMT WALMART INC16.2K shares-1.14%2026-06-302026-07-07

PJUL INNOVATOR ETFS TRUST36.8K shares0.00%2026-06-302026-07-07

LMBS FIRST TR EXCHANGE-TRADED FD35.2K shares-0.26%2026-06-302026-07-07

FVD FIRST TR EXCHANGE-TRADED FD36.0K shares3.88%2026-06-302026-07-07

SCHG SCHWAB STRATEGIC TR48.6K shares1.17%2026-06-302026-07-07

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD26.8K shares0.15%2026-06-302026-07-07

BUFF INNOVATOR ETFS TRUST28.2K shares2.44%2026-06-302026-07-07

CGIE CAPITAL GROUP INTERNATIONAL39.1K shares0.87%2026-06-302026-07-07

CIBR FIRST TR EXCHANGE-TRADED FD15.9K shares0.11%2026-06-302026-07-07

FTNT FORTINET INC9.3K shares1.84%2026-06-302026-07-07

TSLA TESLA INC3.2K shares1.27%2026-06-302026-07-07

CGBL CAPITAL GROUP CORE BALANCED34.7K shares3.29%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS8.2K shares0.17%2026-06-302026-07-07

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.1K shares-2.96%2026-06-302026-07-07

SKYY FIRST TR EXCHANGE-TRADED FD8.8K shares-0.25%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares0.39%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC3.2K shares1.20%2026-06-302026-07-07

ITA ISHARES TR4.5K shares-1.91%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares0.00%2026-06-302026-07-07

WCMI FIRST TR EXCHANGE-TRADED FD54.2K shares-1.26%2026-06-302026-07-07

FDD FIRST TR EXCHANGE-TRADED FD54.8K shares-1.25%2026-06-302026-07-07

Sponsored

VBK VANGUARD INDEX FDS2.8K shares0.14%2026-06-302026-07-07

DHI D R HORTON INC6.1K shares14.02%2026-06-302026-07-07

ENB ENBRIDGE INC17.7K shares0.00%2026-06-302026-07-07

BA BOEING CO4.2K shares1.25%2026-06-302026-07-07

CGDV CAPITAL GROUP DIVIDEND VALUE17.9K shares0.30%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares-1.87%2026-06-302026-07-07

GOOG ALPHABET INC2.2K shares1.32%2026-06-302026-07-07

IHI ISHARES TR15.7K shares-2.39%2026-06-302026-07-07

Sponsored

ABBVIE INC ABBVIE INC3.0K shares-1.17%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.3K shares-4.70%2026-06-302026-07-07

TWLO TWILIO INC3.5K shares0.00%2026-06-302026-07-07

IHF ISHARES TR12.8K shares-2.40%2026-06-302026-07-07

ARKB ARK 21SHARES BITCOIN ETF36.2K shares-2.31%2026-06-302026-07-07

GLTR ABRDN PRECIOUS METALS BASKET3.8K shares-2.45%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO2.0K shares0.00%2026-06-302026-07-07

ORACLE CORP ORACLE CORP4.5K shares-6.61%2026-06-302026-07-07

Sponsored

CVX CHEVRON CORPORATION3.8K shares-0.34%2026-06-302026-07-07

BLDR BUILDERS FIRSTSOURCE INC6.8K shares72.65%2026-06-302026-07-07

ONEQ FIDELITY COMWLTH TR5.9K shares0.00%2026-06-302026-07-07

LEN LENNAR CORP6.4K shares37.76%2026-06-302026-07-07

ADOBE INC ADOBE INC2.5K shares42.35%2026-06-302026-07-07

VTV VANGUARD INDEX FDS2.4K shares27.82%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC888 shares0.00%2026-06-302026-07-07

CAT CATERPILLAR INC436 shares-1.58%2026-06-302026-07-07

Sponsored

CRM SALESFORCE INC2.9K shares50.08%2026-06-302026-07-07

HD HOME DEPOT INC1.3K shares0.00%2026-06-302026-07-07

UBER UBER TECHNOLOGIES INC5.9K shares0.00%2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR2.0K shares4.52%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T515 shares0.00%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.5.3K shares2.62%2026-06-302026-07-07

ISHARES TR ISHARES TR489 shares0.00%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS979 shares0.00%2026-06-302026-07-07

Sponsored

NVDX ETF OPPORTUNITIES TRUST20.0K sharesnew addition2026-06-302026-07-07

BFLY BUTTERFLY NETWORK INC40.0K shares33.33%2026-06-302026-07-07

PAUG INNOVATOR ETFS TRUST6.6K shares0.00%2026-06-302026-07-07

ULST SSGA ACTIVE ETF TR7.2K shares-0.04%2026-06-302026-07-07

CEG CONSTELLATION ENERGY CORP1.2K shares0.34%2026-06-302026-07-07

RSP INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-06-302026-07-07

SOXX ISHARES TR440 sharesnew addition2026-06-302026-07-07

MGEE MGE ENERGY INC3.4K shares-5.03%2026-06-302026-07-07

Sponsored

GOOGL ALPHABET INC757 shares2.02%2026-06-302026-07-07

DIA STATE STR SPDR DOW JONES IND508 shares0.59%2026-06-302026-07-07

LNT ALLIANT ENERGY CORP3.2K shares0.00%2026-06-302026-07-07

IWY ISHARES TR844 sharesnew addition2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC412 sharesnew addition2026-06-302026-07-07

VUSB VANGUARD BD INDEX FDS4.4K shares0.00%2026-06-302026-07-07

VISA INC VISA INC640 sharesnew addition2026-06-302026-07-07

ECL ECOLAB INC750 sharesnew addition2026-06-302026-07-07

Sponsored

MTUM ISHARES TR600 sharesnew addition2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC1.7K sharesnew addition2026-06-302026-07-07

QQQ

INVESCO QQQ TR

-0.69%

Shares6.9K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-10.50%

Shares6.8K

Event2026-06-30

Filed2026-07-07

FDL

FIRST TR EXCHANGE-TRADED FD

-0.28%

Shares94.9K

Event2026-06-30

Filed2026-07-07

SDVY

FIRST TR EXCHANGE TRADED FD

-0.39%

Shares102.7K

Event2026-06-30

Filed2026-07-07

RDVY

FIRST TR EXCHANGE TRADED FD

0.21%

Shares52.8K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

517.88%

Shares45.7K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

-13.21%

Shares10.3K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

-7.26%

Shares18.4K

Event2026-06-30

Filed2026-07-07

SPHQ

INVESCO EXCHANGE TRADED FD T

0.81%

Shares38.3K

Event2026-06-30

Filed2026-07-07

PYLD

PIMCO ETF TR

2.14%

Shares110.3K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

-0.86%

Shares7.6K

Event2026-06-30

Filed2026-07-07

SMH

VANECK ETF TRUST

-27.01%

Shares4.2K

Event2026-06-30

Filed2026-07-07

FTCS

FIRST TR EXCHANGE-TRADED FD

1.14%

Shares26.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

307.77%

Shares30.7K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-0.05%

Shares8.4K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

-0.46%

Shares9.9K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

-0.98%

Shares5.7K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

2.41%

Shares6.4K

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

-7.43%

Shares2.5K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

-1.14%

Shares16.2K

Event2026-06-30

Filed2026-07-07

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares36.8K

Event2026-06-30

Filed2026-07-07

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.26%

Shares35.2K

Event2026-06-30

Filed2026-07-07

FVD

FIRST TR EXCHANGE-TRADED FD

3.88%

Shares36.0K

Event2026-06-30

Filed2026-07-07

SCHG

SCHWAB STRATEGIC TR

1.17%

Shares48.6K

Event2026-06-30

Filed2026-07-07

FTSM

FIRST TR EXCHANGE-TRADED FD

0.15%

Shares26.8K

Event2026-06-30

Filed2026-07-07

BUFF

INNOVATOR ETFS TRUST

2.44%

Shares28.2K

Event2026-06-30

Filed2026-07-07

CGIE

CAPITAL GROUP INTERNATIONAL

0.87%

Shares39.1K

Event2026-06-30

Filed2026-07-07

CIBR

FIRST TR EXCHANGE-TRADED FD

0.11%

Shares15.9K

Event2026-06-30

Filed2026-07-07

FTNT

FORTINET INC

1.84%

Shares9.3K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

1.27%

Shares3.2K

Event2026-06-30

Filed2026-07-07

CGBL

CAPITAL GROUP CORE BALANCED

3.29%

Shares34.7K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

0.17%

Shares8.2K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

-2.96%

Shares11.1K

Event2026-06-30

Filed2026-07-07

SKYY

FIRST TR EXCHANGE-TRADED FD

-0.25%

Shares8.8K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.39%

Shares2.3K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

1.20%

Shares3.2K

Event2026-06-30

Filed2026-07-07

ITA

ISHARES TR

-1.91%

Shares4.5K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

WCMI

FIRST TR EXCHANGE-TRADED FD

-1.26%

Shares54.2K

Event2026-06-30

Filed2026-07-07

FDD

FIRST TR EXCHANGE-TRADED FD

-1.25%

Shares54.8K

Event2026-06-30

Filed2026-07-07

VBK

VANGUARD INDEX FDS

0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-07

DHI

D R HORTON INC

14.02%

Shares6.1K

Event2026-06-30

Filed2026-07-07

ENB

ENBRIDGE INC

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-07

BOEING CO

1.25%

Shares4.2K

Event2026-06-30

Filed2026-07-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.30%

Shares17.9K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

-1.87%

Shares1.9K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

1.32%

Shares2.2K

Event2026-06-30

Filed2026-07-07

IHI

ISHARES TR

-2.39%

Shares15.7K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-1.17%

Shares3.0K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

-4.70%

Shares2.3K

Event2026-06-30

Filed2026-07-07

TWLO

TWILIO INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

IHF

ISHARES TR

-2.40%

Shares12.8K

Event2026-06-30

Filed2026-07-07

ARKB

ARK 21SHARES BITCOIN ETF

-2.31%

Shares36.2K

Event2026-06-30

Filed2026-07-07

GLTR

ABRDN PRECIOUS METALS BASKET

-2.45%

Shares3.8K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

-6.61%

Shares4.5K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-0.34%

Shares3.8K

Event2026-06-30

Filed2026-07-07

BLDR

BUILDERS FIRSTSOURCE INC

72.65%

Shares6.8K

Event2026-06-30

Filed2026-07-07

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-07

LEN

LENNAR CORP

37.76%

Shares6.4K

Event2026-06-30

Filed2026-07-07

ADOBE INC

42.35%

Shares2.5K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

27.82%

Shares2.4K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

0.00%

Shares888

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-1.58%

Shares436

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

50.08%

Shares2.9K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

4.52%

Shares2.0K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

0.00%

Shares515

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

2.62%

Shares5.3K

Event2026-06-30

Filed2026-07-07

ISHARES TR

0.00%

Shares489

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares979

Event2026-06-30

Filed2026-07-07

NVDX

ETF OPPORTUNITIES TRUST

New

Shares20.0K

Event2026-06-30

Filed2026-07-07

BFLY

BUTTERFLY NETWORK INC

33.33%

Shares40.0K

Event2026-06-30

Filed2026-07-07

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-07

ULST

SSGA ACTIVE ETF TR

-0.04%

Shares7.2K

Event2026-06-30

Filed2026-07-07

CEG

CONSTELLATION ENERGY CORP

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-07

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

SOXX

ISHARES TR

New

Shares440

Event2026-06-30

Filed2026-07-07

MGEE

MGE ENERGY INC

-5.03%

Shares3.4K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

2.02%

Shares757

Event2026-06-30

Filed2026-07-07

DIA

STATE STR SPDR DOW JONES IND

0.59%

Shares508

Event2026-06-30

Filed2026-07-07

LNT

ALLIANT ENERGY CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

IWY

ISHARES TR

New

Shares844

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares412

Event2026-06-30

Filed2026-07-07

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-07

VISA INC

New

Shares640

Event2026-06-30

Filed2026-07-07

ECL

ECOLAB INC

New

Shares750

Event2026-06-30

Filed2026-07-07

MTUM

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available