WEALTH ADVISORS, INC. current holdings: USA Stocks
WEALTH ADVISORS, INC. reported $0.17 billion in share positions in stocks (listed in the US), 39 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, AMZN, GOOGL.
- AAPL: Country of operation United States; Class COM; Shares 300,800; Value $51,500,023.
- AMZN: Country of operation United States; Class COM; Shares 191,147; Value $24,298,607.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 123,730; Value $16,191,308.
- MA: Country of operation United States; Class CL A; Shares 33,410; Value $13,227,353.
Form 13F-HR as filed (SEC CIK 1806580): quarter ended 2023-09-30, filed 2023-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 300,800 | $51,500,023 | 29.98% | 2023-09-30 | 2023-10-24 | |
| AMZN AMAZON COM INC | United States | COM | 191,147 | $24,298,607 | 14.14% | 2023-09-30 | 2023-10-24 | +94.04% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 123,730 | $16,191,308 | 9.42% | 2023-09-30 | 2023-10-24 | +160.52% |
| MA MASTERCARD INCORPORATED | United States | CL A | 33,410 | $13,227,353 | 7.70% | 2023-09-30 | 2023-10-24 | +42.35% |
| MSFT MICROSOFT CORP | United States | COM | 31,378 | $9,907,532 | 5.77% | 2023-09-30 | 2023-10-24 | +61.19% |
| NVDA NVIDIA CORPORATION | United States | COM | 21,229 | $9,234,274 | 5.37% | 2023-09-30 | 2023-10-24 | +422.32% |
| V VISA INC | United States | COM CL A | 34,868 | $8,019,989 | 4.67% | 2023-09-30 | 2023-10-24 | +59.07% |
| ESS ESSEX PPTY TR INC | United States | COM | 27,389 | $5,808,933 | 3.38% | 2023-09-30 | 2023-10-24 | +29.16% |
| META META PLATFORMS INC | United States | CL A | 17,964 | $5,392,972 | 3.14% | 2023-09-30 | 2023-10-24 | +146.09% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 64,505 | $3,541,325 | 2.06% | 2023-09-30 | 2023-10-24 | +80.51% |
| HD HOME DEPOT INC | United States | COM | 11,320 | $3,420,451 | 1.99% | 2023-09-30 | 2023-10-24 | -4.67% |
| JNJ JOHNSON & JOHNSON | United States | COM | 19,791 | $3,082,448 | 1.79% | 2023-09-30 | 2023-10-24 | +71.79% |
| QCOM QUALCOMM INC | United States | COM | 24,087 | $2,675,120 | 1.56% | 2023-09-30 | 2023-10-24 | +65.77% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 5,000 | $2,530,850 | 1.47% | 2023-09-30 | 2023-10-24 | +34.27% |
| ABBV ABBVIE INC | United States | COM | 13,115 | $1,954,898 | 1.14% | 2023-09-30 | 2023-10-24 | +76.63% |
| COST COSTCO WHSL CORP NEW | United States | COM | 2,770 | $1,564,939 | 0.91% | 2023-09-30 | 2023-10-24 | +63.66% |
| AXP AMERICAN EXPRESS CO | United States | COM | 7,786 | $1,161,593 | 0.68% | 2023-09-30 | 2023-10-24 | +104.71% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 6,900 | $909,765 | 0.53% | 2023-09-30 | 2023-10-24 | +155.84% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 31,815 | $870,777 | 0.51% | 2023-09-30 | 2023-10-24 | +31.60% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1,482 | $519,145 | 0.30% | 2023-09-30 | 2023-10-24 | ||
| BAC BANK AMERICA CORP | United States | COM | 18,037 | $493,849 | 0.29% | 2023-09-30 | 2023-10-24 | +100.73% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 15,055 | $487,933 | 0.28% | 2023-09-30 | 2023-10-24 | +41.87% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 10,259 | $471,811 | 0.27% | 2023-09-30 | 2023-10-24 | +50.82% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 1,850 | $464,961 | 0.27% | 2023-09-30 | 2023-10-24 | -55.13% |
| JPM JPMORGAN CHASE & CO | United States | COM | 2,612 | $378,792 | 0.22% | 2023-09-30 | 2023-10-24 | +130.99% |
| LLY ELI LILLY & CO | United States | COM | 626 | $336,011 | 0.20% | 2023-09-30 | 2023-10-24 | +120.55% |
| T AT&T INC | United States | COM | 21,749 | $326,670 | 0.19% | 2023-09-30 | 2023-10-24 | +62.98% |
| PM PHILIP MORRIS INTL INC | United States | COM | 3,482 | $322,364 | 0.19% | 2023-09-30 | 2023-10-24 | +109.44% |
| MAIN MAIN STR CAP CORP | United States | COM | 7,770 | $315,695 | 0.18% | 2023-09-30 | 2023-10-24 | +37.68% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 1,760 | $274,331 | 0.16% | 2023-09-30 | 2023-10-24 | -39.74% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 1,125 | $263,588 | 0.15% | 2023-09-30 | 2023-10-24 | +38.36% |
| ORCL ORACLE CORP | United States | COM | 2,464 | $260,987 | 0.15% | 2023-09-30 | 2023-10-24 | +30.09% |
| IDXX IDEXX LABS INC | United States | COM | 568 | $248,369 | 0.14% | 2023-09-30 | 2023-10-24 | +21.99% |
| GILD GILEAD SCIENCES INC | United States | COM | 3,140 | $235,312 | 0.14% | 2023-09-30 | 2023-10-24 | +101.87% |
| CLF CLEVELAND-CLIFFS INC NEW | United States | COM | 14,945 | $233,590 | 0.14% | 2023-09-30 | 2023-10-24 | -29.56% |
| QDEL QUIDELORTHO CORP | United States | COM | 3,149 | $230,003 | 0.13% | 2023-09-30 | 2023-10-24 | -85.49% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 4,718 | $225,049 | 0.13% | 2023-09-30 | 2023-10-24 | -2.31% |
| MCD MCDONALDS CORP | United States | COM | 835 | $219,972 | 0.13% | 2023-09-30 | 2023-10-24 | -11.18% |
| GM GENERAL MTRS CO | United States | COM | 6,247 | $205,979 | 0.12% | 2023-09-30 | 2023-10-24 | +144.07% |
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