Wisconsin Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Wisconsin Wealth Advisors, LLCInvestment ActivityWisconsin Wealth Advisors, LLC has $87.03 million in total holdings as of December 31, 2024.Wisconsin Wealth Advisors, LLC owns shares of 80 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 18.47% of the portfolio was purchased this quarter.About 6.91% of the portfolio was sold this quarter.This quarter, Wisconsin Wealth Advisors, LLC has purchased 70 new stocks and bought additional shares in 46 stocks.Wisconsin Wealth Advisors, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings First Trust Morningstar Dividend Leaders Index Fund $4,095,194First Trust SMID Cap Rising Dividend Achievers ETF $4,061,884Invesco QQQ $3,722,169SPDR Gold Shares $3,673,069Broadcom $3,567,039 Largest New Holdings this Quarter 45782C813 - Innovator U.S. Equity Power Buffer ETF - July $940,100 Holding33733E732 - FIRST TR EXCHANGE-TRADED FD $835,648 Holding33735T109 - First Trust STOXX European Select Dividend Index Fund $819,298 Holding29250N105 - Enbridge $802,300 Holding33734H106 - First Trust Value Line Dividend Index Fund $705,858 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 19,721 shares (about $1.41M)Innovator U.S. Equity Power Buffer ETF - July 21,439 shares (about $940.10K)ARK 21SHARES BITCOIN ETF 25,814 shares (about $923.88K)FIRST TR EXCHANGE-TRADED FD 52,523 shares (about $835.65K)First Trust STOXX European Select Dividend Index Fund 52,722 shares (about $819.30K) Largest Sales this Quarter SPDR Gold Shares 4,613 shares (about $1.41M)Fortinet 4,996 shares (about $528.15K)PALANTIR TECHNOLOGIES INC 1,582 shares (about $215.67K)iShares U.S. Healthcare Providers ETF 4,374 shares (about $212.79K)iShares U.S. Aerospace & Defense ETF 699 shares (about $131.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWisconsin Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFDLFirst Trust Morningstar Dividend Leaders Index Fund$4,095,194$187,746 ▲4.8%97,8074.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,061,884$391,572 ▲10.7%115,1334.7%ETFQQQInvesco QQQ$3,722,169$650,428 ▲21.2%6,7474.3%FinanceGLDSPDR Gold Shares$3,673,069$1,406,130 ▼-27.7%12,0504.2%FinanceAVGOBroadcom$3,567,039$299,642 ▲9.2%12,9404.1%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$3,560,787$210,178 ▲6.3%56,7554.1%ManufacturingNVDANVIDIA$3,111,509$86,580 ▼-2.7%19,6943.6%Computer and TechnologyMSFTMicrosoft$2,494,684$31,836 ▼-1.3%5,0152.9%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$2,224,519$1,405,316 ▲171.5%31,2172.6%ETFAMZNAmazon.com$2,182,232$53,530 ▼-2.4%9,9472.5%Retail/WholesaleVOVanguard Mid-Cap ETF$2,041,093$49,250 ▲2.5%7,2942.3%ETFAAPLApple$1,751,395$119,208 ▲7.3%8,5362.0%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$1,713,045$180,603 ▲11.8%18,8472.0%ETFWMTWalmart$1,693,360$96,020 ▼-5.4%17,3181.9%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,653,487$215,666 ▼-11.5%12,1291.9%CL ASMHVanEck Semiconductor ETF$1,628,793$100,405 ▲6.6%5,8401.9%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$1,562,614$54,383 ▼-3.4%31,7221.8%ManufacturingAMATApplied Materials$1,512,723$193,141 ▲14.6%8,2631.7%Computer and TechnologyVBVanguard Small-Cap ETF$1,445,277$60,190 ▲4.3%6,0991.7%ETFARK 21SHARES BITCOIN ETF$1,364,746$923,884 ▲209.6%38,1321.6%SHS BEN INTFTSMFirst Trust Enhanced Short Maturity ETF$1,274,464$56,877 ▲4.7%21,2871.5%ManufacturingHDHome Depot$1,158,241$57,197 ▲5.2%3,1591.3%Retail/WholesaleCOSTCostco Wholesale$1,155,809$56,405 ▲5.1%1,1681.3%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$1,151,242$38,622 ▼-3.2%15,2321.3%ManufacturingABBVAbbVie$1,112,651$45,479 ▲4.3%5,9941.3%MedicalSKYYFirst Trust Cloud Computing ETF$1,051,170$145,597 ▲16.1%8,6421.2%ManufacturingIHIiShares U.S. Medical Devices ETF$1,031,043$16,349 ▼-1.6%16,4601.2%ETFXLEEnergy Select Sector SPDR Fund$969,138$123,061 ▼-11.3%11,4271.1%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$940,100$940,100 ▲New Holding21,4391.1%ETFCRWDCrowdStrike$925,694$54,483 ▲6.3%1,8181.1%Computer and TechnologyTSLATesla$911,893$3,811 ▼-0.4%2,8711.0%Auto/Tires/TrucksVUGVanguard Growth ETF$904,382$571,650 ▲171.8%2,0631.0%ETFITAiShares U.S. Aerospace & Defense ETF$887,025$131,865 ▼-12.9%4,7021.0%ETFBABoeing$869,845$14,249 ▲1.7%4,1511.0%AerospaceFTNTFortinet$845,299$528,153 ▼-38.5%7,9961.0%Computer and TechnologyFIRST TR EXCHANGE-TRADED FD$835,648$835,648 ▲New Holding52,5231.0%WCM INTL EQUITYFDDFirst Trust STOXX European Select Dividend Index Fund$819,298$819,298 ▲New Holding52,7220.9%ETFENBEnbridge$802,300$802,300 ▲New Holding17,7030.9%EnergyADBEAdobe$770,006$221,328 ▲40.3%1,9900.9%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$758,753$98,306 ▲14.9%2,7400.9%ETFDHID.R. Horton$754,969$129,180 ▲20.6%5,8560.9%ConstructionTSMTaiwan Semiconductor Manufacturing$734,920$85,156 ▲13.1%3,2450.8%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$705,858$705,858 ▲New Holding15,7910.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$699,568$425,941 ▲155.7%26,3590.8%ETFSCHDSchwab US Dividend Equity ETF$688,338$370,444 ▲116.5%25,9750.8%ETFAXPAmerican Express$681,864$7,016 ▼-1.0%2,1380.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$665,964$665,964 ▲New Holding22,7990.8%ETFIHFiShares U.S. Healthcare Providers ETF$648,937$212,793 ▼-24.7%13,3390.7%ETFMETAMeta Platforms$644,290$74,540 ▲13.1%8730.7%Computer and TechnologyJPMJPMorgan Chase & Co.$641,565$105,236 ▲19.6%2,2130.7%FinanceUBERUber Technologies$584,850$1,773 ▲0.3%6,2680.7%Computer and TechnologyORCLOracle$578,561$141,907 ▲32.5%2,6460.7%Computer and TechnologyNFLXNetflix$574,220$574,220 ▲New Holding4290.7%Consumer DiscretionaryBLDRBuilders FirstSource$556,673$70,007 ▲14.4%4,7710.6%Retail/WholesaleTSCOTractor Supply$540,454$86,382 ▲19.0%10,2420.6%Retail/WholesaleCRMSalesforce$538,394$38,184 ▲7.6%1,9740.6%Computer and TechnologyUNHUnitedHealth Group$538,369$297,257 ▲123.3%1,7260.6%MedicalCVXChevron$531,019$98,957 ▲22.9%3,7080.6%EnergyVTVVanguard Value ETF$520,267$217,190 ▲71.7%2,9440.6%ETFLENLennar$500,443$153,208 ▲44.1%4,5240.6%ConstructionGOOGAlphabet$480,214$480,214 ▲New Holding2,7070.6%Computer and TechnologyULTAUlta Beauty$460,156$26,655 ▲6.1%9840.5%Retail/WholesaleTWLOTwilio$437,623$437,623 ▲New Holding3,5190.5%Computer and TechnologyPANWPalo Alto Networks$429,739$59,550 ▲16.1%2,1000.5%Computer and TechnologyCEGConstellation Energy$422,493$422,493 ▲New Holding1,3090.5%EnergyABTAbbott Laboratories$421,0870.0%3,0960.5%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$353,523$353,523 ▲New Holding14,4060.4%ETFSPYSPDR S&P 500 ETF Trust$311,734$5,556 ▲1.8%5050.4%FinanceIVViShares Core S&P 500 ETF$303,6200.0%4890.3%ETFVTIVanguard Total Stock Market ETF$297,5470.0%9790.3%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$294,7510.0%7,2850.3%ETFMRVLMarvell Technology$279,724$851 ▲0.3%3,6140.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$278,485$67,455 ▲32.0%2,0890.3%ETFRRyder System$276,423$16,054 ▲6.2%1,7390.3%TransportationMGEEMGE Energy$275,6670.0%3,1170.3%UtilitiesCAPITAL GROUP CORE BALANCED$266,015$266,015 ▲New Holding7,9550.3%SHSRSPInvesco S&P 500 Equal Weight ETF$246,985$1,272 ▲0.5%1,3590.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$221,9060.0%5040.3%FinanceVVisa$208,059$355 ▲0.2%5860.2%Business ServicesECLEcolab$202,080$202,080 ▲New Holding7500.2%Basic MaterialsFTGCFirst Trust Global Tactical Commodity Strategy Fund$0$1,629,815 ▼-100.0%00.0%ManufacturingIGViShares Expanded Tech-Software Sector ETF$0$690,571 ▼-100.0%00.0%ETFKRESPDR S&P Regional Banking ETF$0$688,507 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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