The Analysis of American Wealth Advisors, LLC's Holdings
Currently, American Wealth Advisors, LLC holds 134 types of securities in its portfolio with a total value $101.8M. In the most recent quarter, they have increased their positions in SHYG (+2.7K shares, valued at $116.1K), SLQD (+1.4K shares, valued at $69.0K), VTI (+184 shares, valued at $61.7K); decreased their positions in IVV (-978 shares, valued at $670.0K), SHY (-2.7K shares, valued at $222.5K), IVW (-1.2K shares, valued at $153.8K); initiated new positions in IEP (+N/A shares, valued at $1). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR38.8K shares-2.46%2025-12-312026-01-26
IVW ISHARES TR127.0K shares-0.97%2025-12-312026-01-26 IVE ISHARES TR56.1K shares0.18%2025-12-312026-01-26 SHY ISHARES TR75.2K shares-3.45%2025-12-312026-01-26 STIP ISHARES TR38.0K shares0.26%2025-12-312026-01-26 VTI VANGUARD INDEX FDS11.1K shares1.68%2025-12-312026-01-26 SHYG ISHARES TR82.3K shares3.40%2025-12-312026-01-26 IWM ISHARES TR9.4K shares-1.02%2025-12-312026-01-26 SLQD ISHARES TR42.3K shares3.33%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE4.1K shares-2.35%2025-12-312026-01-26 DVY ISHARES TR13.5K shares1.49%2025-12-312026-01-26 IWP ISHARES TR13.5K shares-1.87%2025-12-312026-01-26 IGE ISHARES TR32.4K shares0.48%2025-12-312026-01-26 IJH ISHARES TR24.4K shares-1.86%2025-12-312026-01-26 SUB ISHARES TR10.0K shares0.02%2025-12-312026-01-26 IWR ISHARES TR9.6K shares-1.12%2025-12-312026-01-26 HDV ISHARES TR6.2K shares0.92%2025-12-312026-01-26 IWO ISHARES TR2.1K shares-1.47%2025-12-312026-01-26 IYR ISHARES TR6.9K shares0.77%2025-12-312026-01-26 IWN ISHARES TR3.4K shares0.59%2025-12-312026-01-26 IJJ ISHARES TR4.6K shares-0.91%2025-12-312026-01-26 FLOT ISHARES TR11.6K shares1.15%2025-12-312026-01-26 TJX TJX COS INC NEW3.6K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP4.4K shares0.07%2025-12-312026-01-26 AAPL APPLE INC1.8K shares0.11%2025-12-312026-01-26 DGRO ISHARES TR7.1K shares0.65%2025-12-312026-01-26 CSCO CISCO SYS INC6.3K shares0.03%2025-12-312026-01-26 EFA ISHARES TR5.1K shares1.79%2025-12-312026-01-26 HYG ISHARES TR6.0K shares1.85%2025-12-312026-01-26 IWS ISHARES TR3.1K shares0.46%2025-12-312026-01-26 ICF ISHARES TR7.0K shares1.15%2025-12-312026-01-26 IJK ISHARES TR3.9K shares0.20%2025-12-312026-01-26 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-01-26 QUAL ISHARES TR1.6K shares-1.21%2025-12-312026-01-26 EFAV ISHARES TR3.7K shares1.01%2025-12-312026-01-26 IJR ISHARES TR2.3K shares-0.04%2025-12-312026-01-26 TIP ISHARES TR2.4K shares0.85%2025-12-312026-01-26 MSFT MICROSOFT CORP525 shares0.19%2025-12-312026-01-26 JNJ JOHNSON &JOHNSON1.1K shares0.09%2025-12-312026-01-26 META META PLATFORMS INC319 shares0.31%2025-12-312026-01-26 USMV ISHARES TR2.1K shares-1.50%2025-12-312026-01-26 ACWI ISHARES TR1.1K shares0.88%2025-12-312026-01-26 PFF ISHARES TR5.2K shares1.88%2025-12-312026-01-26 GLD SPDR GOLD TR400 shares0.00%2025-12-312026-01-26 VV VANGUARD INDEX FDS440 shares0.69%2025-12-312026-01-26 IUSG ISHARES TR792 shares0.13%2025-12-312026-01-26 BAC BANK AMERICA CORP2.2K shares0.18%2025-12-312026-01-26 INTC INTEL CORP3.2K shares0.00%2025-12-312026-01-26 OZK BANK OZK LITTLE ROCK ARK2.5K shares0.97%2025-12-312026-01-26 LQD ISHARES TR940 shares-0.53%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR150 shares0.00%2025-12-312026-01-26 TSLA TESLA INC221 shares4.74%2025-12-312026-01-26 IEFA ISHARES TR900 shares8.04%2025-12-312026-01-26 SLV ISHARES SILVER TR1.2K shares0.00%2025-12-312026-01-26 AGG ISHARES TR737 shares1.38%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO490 shares0.00%2025-12-312026-01-26 MUB ISHARES TR625 shares-15.43%2025-12-312026-01-26 CVX CHEVRON CORP NEW431 shares0.47%2025-12-312026-01-26 FXI ISHARES TR1.6K shares1.04%2025-12-312026-01-26 ET ENERGY TRANSFER L P3.4K shares1.97%2025-12-312026-01-26 AVY AVERY DENNISON CORP301 shares0.00%2025-12-312026-01-26 VO VANGUARD INDEX FDS168 shares0.60%2025-12-312026-01-26 IUSV ISHARES TR473 shares0.42%2025-12-312026-01-26 KR KROGER CO774 shares0.52%2025-12-312026-01-26 ITOT ISHARES TR297 shares0.34%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS142 shares0.00%2025-12-312026-01-26 MFC MANULIFE FINL CORP1.2K shares0.00%2025-12-312026-01-26 EPP ISHARES INC778 shares2.10%2025-12-312026-01-26 VTV VANGUARD INDEX FDS189 shares1.07%2025-12-312026-01-26 CAR AVIS BUDGET GROUP253 shares0.00%2025-12-312026-01-26 AMGN AMGEN INC85 shares0.00%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS410 shares1.49%2025-12-312026-01-26 SYK STRYKER CORPORATION60 shares0.00%2025-12-312026-01-26 FDVV FIDELITY COVINGTON TRUST369 shares0.82%2025-12-312026-01-26 DHR DANAHER CORPORATION90 shares0.00%2025-12-312026-01-26 VOT VANGUARD INDEX FDS70 shares1.45%2025-12-312026-01-26 HD HOME DEPOT INC56 shares0.00%2025-12-312026-01-26 IJT ISHARES TR133 shares0.00%2025-12-312026-01-26 NVDA NVIDIA CORPORATION100 shares0.00%2025-12-312026-01-26 BOTZ GLOBAL X FDS503 shares0.00%2025-12-312026-01-26 SPG SIMON PPTY GROUP INC NEW69 shares1.47%2025-12-312026-01-26 CVS CVS HEALTH CORP156 shares1.30%2025-12-312026-01-26 LAMR LAMAR ADVERTISING CO NEW94 shares1.08%2025-12-312026-01-26 T AT&T INC476 shares1.06%2025-12-312026-01-26 XNCR XENCOR INC740 shares0.00%2025-12-312026-01-26 TGT TARGET CORP112 shares0.90%2025-12-312026-01-26 VUG VANGUARD INDEX FDS22 shares0.00%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC256 shares-26.86%2025-12-312026-01-26 EEM ISHARES TR184 shares1.10%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR189 shares103.23%2025-12-312026-01-26 EFV ISHARES TR115 shares1.77%2025-12-312026-01-26 CMCSA COMCAST CORP NEW244 shares0.00%2025-12-312026-01-26 TMUS T-MOBILE US INC35 shares0.00%2025-12-312026-01-26 EFG ISHARES TR60 shares1.69%2025-12-312026-01-26 NKE NIKE INC102 shares0.00%2025-12-312026-01-26 BIIB BIOGEN INC29 shares0.00%2025-12-312026-01-26 RMD RESMED INC21 shares0.00%2025-12-312026-01-26 FTV FORTIVE CORP86 shares0.00%2025-12-312026-01-26 ORGO ORGANOGENESIS HLDGS INC900 shares0.00%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD32 shares0.00%2025-12-312026-01-26 M MACYS INC185 shares1.09%2025-12-312026-01-26 TRP TC ENERGY CORP69 shares1.47%2025-12-312026-01-26 VBK VANGUARD INDEX FDS10 shares0.00%2025-12-312026-01-26 VLTO VERALTO CORP29 shares0.00%2025-12-312026-01-26 VBR VANGUARD INDEX FDS14 shares7.69%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC21 shares0.00%2025-12-312026-01-26 VNT VONTIER CORPORATION68 shares0.00%2025-12-312026-01-26 PFE PFIZER INC98 shares2.08%2025-12-312026-01-26 NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-12-312026-01-26 WBD WARNER BROS DISCOVERY INC75 shares0.00%2025-12-312026-01-26 IEMG ISHARES INC31 shares3.33%2025-12-312026-01-26 IYW ISHARES TR10 shares0.00%2025-12-312026-01-26 DBX DROPBOX INC70 shares0.00%2025-12-312026-01-26 AVXL ANAVEX LIFE SCIENCES CORP424 shares0.00%2025-12-312026-01-26 RAL RALLIANT CORP28 shares0.00%2025-12-312026-01-26 PEP PEPSICO INC9 shares0.00%2025-12-312026-01-26 IFRA ISHARES TR13 shares0.00%2025-12-312026-01-26 EMB ISHARES TR6 shares0.00%2025-12-312026-01-26 VNCE VINCE HLDG CORP135 shares0.00%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS5 shares0.00%2025-12-312026-01-26 SOBO SOUTH BOW CORP14 shares0.00%2025-12-312026-01-26 ISTB ISHARES TR8 shares14.29%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS4 shares0.00%2025-12-312026-01-26 NIO NIO INC50 shares0.00%2025-12-312026-01-26 ILTB ISHARES TR4 shares0.00%2025-12-312026-01-26 VTRS VIATRIS INC11 shares0.00%2025-12-312026-01-26 IEP ICAHN ENTERPRISES LPN/A sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available