WISCONSIN WEALTH ADVISORS, LLC 13F Portfolio
WISCONSIN WEALTH ADVISORS, LLC runs WISCONSIN WEALTH ADVISORS, LLC and currently holds 84 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $118.93M. Their top holdings are QQQ, FDL, NVDA, SDVY, VUG. The top five represent 18.6% of reported portfolio weight. WISCONSIN WEALTH ADVISORS, LLC ranks #822 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WISCONSIN WEALTH ADVISORS, LLC initiated 2 new positions. They added to 46 existing positions. They trimmed 22 positions. Their current best-performing preview position is PLTR with returns of +60.33%.
Portfolio Value
$118.93M
Alpha Score
25.7
#822 of 1000
Holdings
84
WISCONSIN WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from WISCONSIN WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
84 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 4.11% | $529.83 | $751.27 | +41.79% | Trimmed -4.09% |
 FDL FIRST TR EXCHANGE-TRADED FD | 3.97% | $40.75 | $49.76 | +22.10% | Added +1.36% |
 NVDA NVIDIA CORPORATION | 3.53% | $134.00 | $229.28 | +71.10% | Added +0.04% |
 SDVY FIRST TR EXCHANGE TRADED FD | 3.51% | $35.83 | $41.24 | +15.10% | Added +0.32% |
 VUG VANGUARD INDEX FDS | 3.49% | $77.82 | $91.99 | +18.21% | Added +0.73% |
 RDVY FIRST TR EXCHANGE TRADED FD | 3.38% | $59.59 | $79.58 | +33.55% | Trimmed -2.72% |
 AVGO BROADCOM INC | 3.06% | $234.40 | $361.54 | +54.24% | Added +0.47% |
 AMAT APPLIED MATLS INC | 2.73% | $163.74 | $507.03 | +209.66% | Trimmed -7.41% |
 SPHQ INVESCO EXCHANGE TRADED FD T | 2.72% | $70.50 | $85.83 | +21.74% | Added +0.39% |
 PYLD PIMCO ETF TR | 2.47% | $26.63 | $25.39 | -4.68% | Added +4.94% |
Showing 1-10 of 84