The Analysis of Wisconsin Wealth Advisors, LLC's Holdings
Currently, Wisconsin Wealth Advisors, LLC holds 87 types of securities in its portfolio with a total value $105.0M. In the most recent quarter, they have increased their positions in VUG (+5.0K shares, valued at $2.4M), PJUL (+29.7K shares, valued at $1.4M), PYLD (+46.0K shares, valued at $1.2M); decreased their positions in SCHD (-15.7K shares, valued at $428.5K), FTSM (-3.8K shares, valued at $228.9K), VTV (-866 shares, valued at $161.5K); initiated new positions in BUFF (+21.5K shares, valued at $1.1M), ONEQ (+8.4K shares, valued at $748.8K), VONG (+3.6K shares, valued at $434.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR7.9K shares16.91%2025-09-302025-10-06
GLD SPDR GOLD TR12.3K shares1.84%2025-09-302025-10-06 SDVY FIRST TR EXCHANGE-TRADED FD114.6K shares-0.46%2025-09-302025-10-06 AVGO BROADCOM INC12.8K shares-1.07%2025-09-302025-10-06 FDL FIRST TR EXCHANGE-TRADED FD97.3K shares-0.57%2025-09-302025-10-06 RDVY FIRST TR EXCHANGE TRADED FD56.0K shares-1.32%2025-09-302025-10-06 NVDA NVIDIA CORPORATION19.9K shares1.13%2025-09-302025-10-06 VUG VANGUARD INDEX FDS7.0K shares241.30%2025-09-302025-10-06 MSFT MICROSOFT CORP5.0K shares-0.42%2025-09-302025-10-06 SPHQ INVESCO EXCHANGE TRADED FD T34.7K shares11.13%2025-09-302025-10-06 PJUL INNOVATOR ETFS TRUST51.1K shares138.40%2025-09-302025-10-06 AAPL APPLE INC8.7K shares1.98%2025-09-302025-10-06 PLTR PALANTIR TECHNOLOGIES INC12.1K shares-0.12%2025-09-302025-10-06 AMZN AMAZON COM INC9.7K shares-2.38%2025-09-302025-10-06 VO VANGUARD INDEX FDS7.2K shares-0.86%2025-09-302025-10-06 PYLD PIMCO ETF TR72.4K shares174.49%2025-09-302025-10-06 FTCS FIRST TR EXCHANGE-TRADED FD20.1K shares6.83%2025-09-302025-10-06 SMH VANECK ETF TRUST5.7K shares-1.92%2025-09-302025-10-06 WMT WALMART INC17.2K shares-0.79%2025-09-302025-10-06 AMAT APPLIED MATLS INC8.1K shares-1.44%2025-09-302025-10-06 LMBS FIRST TR EXCHANGE-TRADED FD31.2K shares-1.76%2025-09-302025-10-06 VB VANGUARD INDEX FDS6.0K shares-1.82%2025-09-302025-10-06 FVD FIRST TR EXCHANGE-TRADED FD31.8K shares101.34%2025-09-302025-10-06 ARKB ARK 21SHARES BITCOIN ETF38.1K shares-0.18%2025-09-302025-10-06 ABBV ABBVIE INC5.9K shares-0.78%2025-09-302025-10-06 TSLA TESLA INC3.1K shares7.73%2025-09-302025-10-06 HD HOME DEPOT INC3.1K shares-1.46%2025-09-302025-10-06 SCHG SCHWAB STRATEGIC TR37.5K shares64.39%2025-09-302025-10-06 SKYY FIRST TR EXCHANGE TRADED FD8.5K shares-1.23%2025-09-302025-10-06 CIBR FIRST TR EXCHANGE TRADED FD15.0K shares-1.35%2025-09-302025-10-06 COST COSTCO WHSL CORP NEW1.2K shares0.68%2025-09-302025-10-06 CRWD CROWDSTRIKE HLDGS INC2.2K shares20.41%2025-09-302025-10-06 BUFF INNOVATOR ETFS TRUST21.5K sharesnew addition2025-09-302025-10-06 FTSM FIRST TR EXCHANGE-TRADED FD17.5K shares-17.95%2025-09-302025-10-06 XLE SELECT SECTOR SPDR TR11.2K shares-2.03%2025-09-302025-10-06 DHI D R HORTON INC5.8K shares-0.36%2025-09-302025-10-06 CGBL CAPITAL GROUP CORE BALANCED28.5K shares257.95%2025-09-302025-10-06 IHI ISHARES TR16.1K shares-2.13%2025-09-302025-10-06 ITA ISHARES TR4.6K shares-2.02%2025-09-302025-10-06 TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares0.25%2025-09-302025-10-06 BA BOEING CO4.1K shares-0.05%2025-09-302025-10-06 ENB ENBRIDGE INC17.7K shares0.00%2025-09-302025-10-06 WCMI FIRST TR EXCHANGE-TRADED FD52.9K shares0.69%2025-09-302025-10-06 FDD FIRST TR EXCHANGE-TRADED FD53.1K shares0.73%2025-09-302025-10-06 FTNT FORTINET INC10.1K shares26.00%2025-09-302025-10-06 VBK VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-10-06 ONEQ FIDELITY COMWLTH TR8.4K sharesnew addition2025-09-302025-10-06 UNH UNITEDHEALTH GROUP INC2.2K shares25.20%2025-09-302025-10-06 JPM JPMORGAN CHASE & CO.2.3K shares2.85%2025-09-302025-10-06 AXP AMERICAN EXPRESS CO2.1K shares0.00%2025-09-302025-10-06 ADBE ADOBE INC2.0K shares-1.36%2025-09-302025-10-06 GOOG ALPHABET INC2.7K shares1.29%2025-09-302025-10-06 META META PLATFORMS INC888 shares1.72%2025-09-302025-10-06 IHF ISHARES TR13.1K shares-1.90%2025-09-302025-10-06 ORCL ORACLE CORP2.2K shares-15.61%2025-09-302025-10-06 UBER UBER TECHNOLOGIES INC6.3K shares0.40%2025-09-302025-10-06 CVX CHEVRON CORP NEW3.8K shares2.94%2025-09-302025-10-06 TSCO TRACTOR SUPPLY CO10.2K shares0.00%2025-09-302025-10-06 BLDR BUILDERS FIRSTSOURCE INC4.7K shares-1.28%2025-09-302025-10-06 LEN LENNAR CORP4.5K shares-0.02%2025-09-302025-10-06 ULTA ULTA BEAUTY INC984 shares0.00%2025-09-302025-10-06 NFLX NETFLIX INC429 shares0.00%2025-09-302025-10-06 CRM SALESFORCE INC2.0K shares-0.30%2025-09-302025-10-06 VYM VANGUARD WHITEHALL FDS3.3K shares56.49%2025-09-302025-10-06 PANW PALO ALTO NETWORKS INC2.2K shares5.00%2025-09-302025-10-06 VONG VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-10-06 CEG CONSTELLATION ENERGY CORP1.3K shares-0.38%2025-09-302025-10-06 ABT ABBOTT LABS3.1K shares-1.32%2025-09-302025-10-06 VTV VANGUARD INDEX FDS2.1K shares-29.42%2025-09-302025-10-06 TWLO TWILIO INC3.5K shares0.00%2025-09-302025-10-06 SPY SPDR S&P 500 ETF TR505 shares0.00%2025-09-302025-10-06 IVV ISHARES TR489 shares0.00%2025-09-302025-10-06 FNDX SCHWAB STRATEGIC TR12.4K shares-14.00%2025-09-302025-10-06 R RYDER SYS INC1.7K shares-1.84%2025-09-302025-10-06 VTI VANGUARD INDEX FDS979 shares0.00%2025-09-302025-10-06 OUSA ALPS ETF TR5.6K sharesnew addition2025-09-302025-10-06 ULST SSGA ACTIVE ETF TR7.1K sharesnew addition2025-09-302025-10-06 SCHD SCHWAB STRATEGIC TR10.3K shares-60.43%2025-09-302025-10-06 PAUG INNOVATOR ETFS TRUST6.6K shares-9.46%2025-09-302025-10-06 XLK SELECT SECTOR SPDR TR959 sharesnew addition2025-09-302025-10-06 MGEE MGE ENERGY INC3.1K shares0.00%2025-09-302025-10-06 RSP INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2025-09-302025-10-06 DIA SPDR DOW JONES INDL AVERAGE504 shares0.00%2025-09-302025-10-06 CAT CATERPILLAR INC443 sharesnew addition2025-09-302025-10-06 IWY ISHARES TR756 sharesnew addition2025-09-302025-10-06 ECL ECOLAB INC750 shares0.00%2025-09-302025-10-06 V VISA INC586 shares0.00%2025-09-302025-10-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available