The Analysis of Wisconsin Wealth Advisors, LLC's Holdings
Currently, Wisconsin Wealth Advisors, LLC holds 85 types of securities in its portfolio with a total value $102.0M. In the most recent quarter, they have increased their positions in PYLD (+36.0K shares, valued at $959.5K), CGDV (+17.8K shares, valued at $778.3K), GLTR (+3.7K shares, valued at $770.0K); decreased their positions in GLD (-4.2K shares, valued at $1.7M), PJUL (-14.3K shares, valued at $663.5K), N/A (-1.1K shares, valued at $652.4K); initiated new positions in CGDV (+17.8K shares, valued at $778.3K), GLTR (+3.7K shares, valued at $770.0K), N/A (+742 shares, valued at $232.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FDL FIRST TR EXCHANGE-TRADED FD93.2K shares-4.12%2025-12-312026-01-07
BROADCOM INC BROADCOM INC11.8K shares-7.76%2025-12-312026-01-07 SDVY FIRST TR EXCHANGE-TRADED FD101.3K shares-11.64%2025-12-312026-01-07 VUG VANGUARD INDEX FDS7.4K shares5.00%2025-12-312026-01-07 RDVY FIRST TR EXCHANGE TRADED FD51.5K shares-8.09%2025-12-312026-01-07 NVDA NVIDIA CORPORATION19.0K shares-4.68%2025-12-312026-01-07 GLD SPDR GOLD TR8.1K shares-34.37%2025-12-312026-01-07 PYLD PIMCO ETF TR108.3K shares49.70%2025-12-312026-01-07 SPHQ INVESCO EXCHANGE TRADED FD T38.0K shares9.65%2025-12-312026-01-07 MSFT MICROSOFT CORP5.0K shares0.02%2025-12-312026-01-07 AMZN AMAZON COM INC9.8K shares0.99%2025-12-312026-01-07 AAPL APPLE INC8.3K shares-4.49%2025-12-312026-01-07 VO VANGUARD INDEX FDS7.3K shares0.55%2025-12-312026-01-07 SMH VANECK ETF TRUST5.7K shares-0.63%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC11.0K shares-9.03%2025-12-312026-01-07 AMAT APPLIED MATLS INC7.6K shares-6.53%2025-12-312026-01-07 WMT WALMART INC17.1K shares-0.48%2025-12-312026-01-07 FTCS FIRST TR EXCHANGE-TRADED FD20.2K shares0.54%2025-12-312026-01-07 PJUL INNOVATOR ETFS TRUST36.8K shares-27.96%2025-12-312026-01-07 LMBS FIRST TR EXCHANGE-TRADED FD32.8K shares5.13%2025-12-312026-01-07 FVD FIRST TR EXCHANGE-TRADED FD34.8K shares9.39%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR47.7K shares27.15%2025-12-312026-01-07 VB VANGUARD INDEX FDS6.0K shares-0.08%2025-12-312026-01-07 FTSM FIRST TR EXCHANGE-TRADED FD25.4K shares45.42%2025-12-312026-01-07 TSLA TESLA INC3.1K shares0.71%2025-12-312026-01-07 BUFF INNOVATOR ETFS TRUST27.7K shares28.56%2025-12-312026-01-07 CGBL CAPITAL GROUP CORE BALANCED33.6K shares17.94%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS8.2K shares150.96%2025-12-312026-01-07 SKYY FIRST TR EXCHANGE TRADED FD8.4K shares-1.19%2025-12-312026-01-07 ARKB ARK 21SHARES BITCOIN ETF37.4K shares-1.75%2025-12-312026-01-07 CIBR FIRST TR EXCHANGE TRADED FD15.1K shares0.39%2025-12-312026-01-07 IHI ISHARES TR16.0K shares-0.59%2025-12-312026-01-07 XLE SELECT SECTOR SPDR TR22.2K shares98.40%2025-12-312026-01-07 ITA ISHARES TR4.6K shares-0.93%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC2.0K shares-7.22%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW1.1K shares-7.31%2025-12-312026-01-07 FDD FIRST TR EXCHANGE-TRADED FD53.5K shares0.72%2025-12-312026-01-07 ABBV ABBVIE INC4.1K shares-31.28%2025-12-312026-01-07 WCMI FIRST TR EXCHANGE-TRADED FD53.1K shares0.43%2025-12-312026-01-07 BA BOEING CO4.1K shares-1.01%2025-12-312026-01-07 ENB ENBRIDGE INC17.7K shares-0.25%2025-12-312026-01-07 VBK VANGUARD INDEX FDS2.7K shares-0.40%2025-12-312026-01-07 CGDV CAPITAL GROUP DIVIDEND VALUE17.8K sharesnew addition2025-12-312026-01-07 GLTR ABRDN PRECIOUS METALS BASKET3.7K sharesnew addition2025-12-312026-01-07 FTNT FORTINET INC9.7K shares-3.89%2025-12-312026-01-07 DHI D R HORTON INC5.3K shares-8.55%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.2.3K shares1.32%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO2.0K shares-8.47%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares-28.83%2025-12-312026-01-07 ALPHABET INC ALPHABET INC2.1K shares-22.14%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC2.0K shares-8.93%2025-12-312026-01-07 IHF ISHARES TR13.1K shares-0.26%2025-12-312026-01-07 ADBE ADOBE INC1.8K shares-9.63%2025-12-312026-01-07 CVX CHEVRON CORP NEW3.8K shares-0.21%2025-12-312026-01-07 META META PLATFORMS INC860 shares-3.15%2025-12-312026-01-07 ONEQ FIDELITY COMWLTH TR5.9K shares-30.23%2025-12-312026-01-07 CRM SALESFORCE INC2.0K shares-0.61%2025-12-312026-01-07 TSCO TRACTOR SUPPLY CO10.2K shares-0.23%2025-12-312026-01-07 TWLO TWILIO INC3.5K shares-0.26%2025-12-312026-01-07 ULTA ULTA BEAUTY INC802 shares-18.50%2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC5.9K shares-5.67%2025-12-312026-01-07 NFLX NETFLIX INC5.1K shares1081.82%2025-12-312026-01-07 LEN LENNAR CORP4.6K shares0.75%2025-12-312026-01-07 HD HOME DEPOT INC1.3K shares-58.21%2025-12-312026-01-07 ORCL ORACLE CORP2.2K shares0.67%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP1.1K shares-11.96%2025-12-312026-01-07 BLDR BUILDERS FIRSTSOURCE INC3.9K shares-16.62%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC2.1K shares-4.99%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR505 shares0.00%2025-12-312026-01-07 IVV ISHARES TR489 shares0.00%2025-12-312026-01-07 VTI VANGUARD INDEX FDS979 shares0.00%2025-12-312026-01-07 VTV VANGUARD INDEX FDS1.7K shares-19.20%2025-12-312026-01-07 ULST SSGA ACTIVE ETF TR7.2K shares1.72%2025-12-312026-01-07 PAUG INNOVATOR ETFS TRUST6.6K shares0.00%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR1.9K shares100.00%2025-12-312026-01-07 CAT CATERPILLAR INC443 shares0.00%2025-12-312026-01-07 MGEE MGE ENERGY INC3.1K shares0.00%2025-12-312026-01-07 DIA SPDR DOW JONES INDL AVERAGE505 shares0.20%2025-12-312026-01-07 ALPHABET INC ALPHABET INC742 sharesnew addition2025-12-312026-01-07 VUSB VANGUARD BD INDEX FDS4.4K sharesnew addition2025-12-312026-01-07 IWY ISHARES TR756 shares0.00%2025-12-312026-01-07 V VISA INC586 shares0.00%2025-12-312026-01-07 BFLY BUTTERFLY NETWORK INC10.0K sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available