Portfolio (Quarterly)
Guide ↗
Wisconsin Wealth Advisors, LLC
· CIK 0002073891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GOOGL | ALPHABET INC | Communication Services | 757.0 | $271K | 0.23% | +15.0 | +2.0% | $357.37 | -4.3% |
| 82 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 508.0 | $265K | 0.23% | +3.0 | +0.6% | $522.57 | +2.2% |
| 83 | LNT | ALLIANT ENERGY CORP | Utilities | 3,228.0 | $246K | 0.21% | — | — | $76.29 | -9.7% |
| 84 | IWY | ISHARES TR | — | 844.0 | $245K | 0.21% | NEW | — | $290.62 | -2.1% |
| 85 | AMD | ADVANCED MICRO DEVICES INC | Technology | 412.0 | $239K | 0.20% | NEW | — | $580.91 | -17.2% |
| 86 | VUSB | VANGUARD BD INDEX FDS | — | 4,442.0 | $221K | 0.19% | — | — | $49.78 | -0.0% |
| 87 | V | VISA INC | Financial Services | 640.0 | $220K | 0.19% | NEW | — | $343.09 | +11.9% |
| 88 | ECL | ECOLAB INC | Basic Materials | 750.0 | $209K | 0.18% | NEW | — | $278.61 | +4.3% |
| 89 | MTUM | ISHARES TR | — | 600.0 | $206K | 0.18% | NEW | — | $342.83 | -11.3% |
| 90 | CSCO | CISCO SYS INC | Technology | 1,737.0 | $204K | 0.17% | NEW | — | $117.44 | -4.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.7%
Financial Services
21.6%
Consumer Cyclical
10.7%
Consumer Defensive
5.4%
Industrials
3.7%
Healthcare
3.5%
Communication Services
3.5%
Energy
3.0%
Utilities
1.5%
Basic Materials
0.4%