Portfolio (Quarterly)
Guide ↗
Wealth Advisory Solutions, LLC
· CIK 0001834802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 9,232 | $1.6M | 0.40% | SOLD |
| 2 | NVO | NOVO-NORDISK A S | Healthcare | 28,577 | $1.6M | 0.38% | SOLD |
| 3 | — | INVESCO EXCH TRD SLF IDX FD | — | 57,168 | $1.3M | 0.32% | SOLD |
| 4 | GNRC | GENERAC HLDGS INC | Industrials | 7,741 | $1.3M | 0.31% | SOLD |
| 5 | — | ISHARES TR | — | 41,191 | $962K | 0.23% | SOLD |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 845 | $248K | 0.06% | SOLD |
| 7 | F | FORD MTR CO | Consumer Cyclical | 20,634 | $247K | 0.06% | SOLD |
| 8 | CTAS | CINTAS CORP | Industrials | 1,075 | $221K | 0.05% | SOLD |
| 9 | — | THOMSON REUTERS CORP | — | 1,390 | $216K | 0.05% | SOLD |
| 10 | RMD | RESMED INC | Healthcare | 779 | $213K | 0.05% | SOLD |
| 11 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 230 | $213K | 0.05% | SOLD |
| 12 | SPGI | S&P GLOBAL INC | Financial Services | 412 | $201K | 0.05% | SOLD |
Sector Allocation
Financial Services
40.6%
Technology
20.1%
Healthcare
12.0%
Consumer Cyclical
8.4%
Consumer Defensive
5.3%
Energy
5.2%
Communication Services
4.0%
Basic Materials
2.9%
Industrials
0.9%
Real Estate
0.7%