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WISCONSIN WEALTH ADVISORS, LLC
WISCONSIN WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
WISCONSIN WEALTH ADVISORS, LLC runs WISCONSIN WEALTH ADVISORS, LLC and currently holds 90 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $116.70M. Their top holdings are QQQ, AMAT, FDL, SDVY, RDVY. The top five represent 20.0% of reported portfolio weight. WISCONSIN WEALTH ADVISORS, LLC ranks #903 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WISCONSIN WEALTH ADVISORS, LLC initiated 5 new positions. They added to 37 existing positions. They trimmed 29 positions. Their current best-performing preview position is PANW with returns of +112.70%.
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90 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 4.35% | $529.83 | $713.44 | +34.65% | Trimmed -0.69% |
 AMAT APPLIED MATLS INC | 4.24% | $163.74 | $492.32 | +200.67% | Trimmed -10.50% |
 FDL FIRST TR EXCHANGE-TRADED FD | 3.96% | $40.64 | $53.11 | +30.67% | Trimmed -0.28% |
 SDVY FIRST TR EXCHANGE TRADED FD | 3.80% | $35.82 | $43.87 | +22.47% | Trimmed -0.39% |
 RDVY FIRST TR EXCHANGE TRADED FD | 3.66% | $59.59 | $81.95 | +37.52% | Added +0.21% |
 VUG VANGUARD INDEX FDS | 3.38% | $147.43 | $87.49 | -40.66% | Added +517.88% |
 AVGO BROADCOM INC | 3.34% | $233.85 | $368.45 | +57.56% | Trimmed -13.21% |
 NVDA NVIDIA CORPORATION | 3.15% | $133.96 | $214.76 | +60.32% | Trimmed -7.26% |
 SPHQ INVESCO EXCHANGE TRADED FD T | 2.96% | $70.45 | $85.97 | +22.03% | Added +0.81% |
 PYLD PIMCO ETF TR | 2.51% | $26.69 | $26.17 | -1.95% | Added +2.14% |
Showing 1-10 of 90