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| Name: |
WEALTH ADVISORS INC. |
| City: |
RANCHO SANTA FE |
| State: |
CA |
| Zip: |
92067 |
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data |
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| Holdings
Found :
6 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LLY |
Eli Lilly & Co |
44 |
New |
$757.70 |
$336,000 |
626 |
0.15% |
336,000 |
626 |
0 |
Drug Manufacturers - ... |
|
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SCHX |
Schwab Strategic Trust |
49 |
New |
$61.77 |
$307,000 |
6,073 |
0.14% |
307,000 |
6,073 |
0 |
Closed - End Fund - Debt |
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SMCI |
Super Micro Computer Inc |
50 |
New |
$782.76 |
$293,000 |
1,068 |
0.13% |
293,000 |
1,068 |
0.002 |
Networking & Communic... |
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VCIT |
Vanguard Intermediate-Term |
55 |
New |
$79.17 |
$263,000 |
3,467 |
0.12% |
263,000 |
3,467 |
0.001 |
Closed - End Fund - Debt |
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XLI |
SPDR Industrial Sector |
62 |
New |
$125.15 |
$230,000 |
2,267 |
0.1% |
230,000 |
2,267 |
0 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
66 |
New |
$49.56 |
$203,000 |
4,639 |
0.09% |
203,000 |
4,639 |
0 |
Closed - End Fund - F... |
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