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Name: |
WEALTH ADVISORS INC. |
City: |
RANCHO SANTA FE |
State: |
CA |
Zip: |
92067 |
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Holdings
Found :
15 |
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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 |
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AAPL |
Apple Inc |
1 |
- |
$187.43 |
$51,500,000 |
300,800 |
23.06% |
-4,960,000 |
3,284 |
0.002 |
Personal Computers |
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GOOGL |
Alphabet Inc |
3 |
- |
$170.34 |
$16,191,000 |
123,730 |
7.25% |
1,538,000 |
520 |
0.002 |
Search Engines & Info... |
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MA |
MasterCard Inc A |
5 |
- |
$454.20 |
$13,227,000 |
33,410 |
5.92% |
-134,000 |
65 |
0.003 |
Business Services |
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MSFT |
Microsoft Corp |
7 |
- |
$416.56 |
$9,908,000 |
31,378 |
4.44% |
-666,000 |
19 |
0 |
Application Software |
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V |
Visa Inc |
9 |
- |
$277.74 |
$8,020,000 |
34,868 |
3.59% |
-412,000 |
54 |
0.002 |
Business Services |
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FB |
Meta Platforms Inc |
12 |
- |
$471.85 |
$5,393,000 |
17,964 |
2.41% |
-137,000 |
86 |
0.001 |
Internet Service Prov... |
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SCHW |
Charles Schwab Corp |
13 |
- |
$77.07 |
$3,541,000 |
64,505 |
1.59% |
-81,000 |
2,500 |
0.004 |
Investment Brokerage ... |
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JNJ |
Johnson & Johnson |
15 |
- |
$151.38 |
$3,082,000 |
19,791 |
1.38% |
-44,000 |
16 |
0.001 |
Drug Manufacturers - ... |
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COST |
Costco Wholesale Corp |
22 |
- |
$777.90 |
$1,565,000 |
2,770 |
0.7% |
155,000 |
150 |
0.001 |
Discount, Variety Stores |
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XLK |
SPDR Technology Sector |
23 |
- |
$208.34 |
$1,352,000 |
8,247 |
0.61% |
-81,000 |
12 |
0.003 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
34 |
- |
$93.70 |
$628,000 |
6,943 |
0.28% |
94,000 |
583 |
0 |
Closed - End Fund - E... |
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UBER |
Uber Technologies, Inc |
39 |
- |
$65.32 |
$472,000 |
10,259 |
0.21% |
103,000 |
1,962 |
0.001 |
N/A |
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T |
AT&T Corp |
45 |
- |
$17.30 |
$327,000 |
21,749 |
0.15% |
0 |
141 |
0 |
Long Distance Carriers |
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CDNS |
Cadence Design Systems Inc |
54 |
- |
$283.33 |
$264,000 |
1,125 |
0.12% |
7,000 |
20 |
0 |
Technical & System So... |
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ORCL |
Oracle Corp |
56 |
- |
$120.87 |
$261,000 |
2,464 |
0.12% |
-23,000 |
19 |
0 |
Application Software |
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