Fund HoldingsWisconsin Wealth Advisors, LLC

Total Portfolio Value
$69.63M
Total Bought
$7.77M
Total Sold
$3.47M
Net Transaction
+$4.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
011,496+11,49607631.10%+763
SPDR GOLD TR(GLD)16,68416,663-214,0404,8016.90%+762
ISHARES TR07,760+7,76006910.99%+691
SPDR SERIES TRUST
ST STR SP REGBNK
012,111+12,11106890.99%+689
PALANTIR TECHNOLOGIES INC(PLTR)8,16013,711+5,5516171,1571.66%+540
FIRST TR EXCHANGE-TRADED FD90,48293,323+2,8413,6434,0545.82%+411
SCHWAB STRATEGIC TR011,996+11,99603350.48%+335
PIMCO ETF TR
MULTISECTOR BD
010,310+10,31002720.39%+272
SELECT SECTOR SPDR TR
ST STR ENERG ETF
11,28612,878+1,5929671,2031.73%+237
FIRST TR EXCHANGE-TRADED FD14,81316,860+2,0471,3011,5112.17%+210
VISA INC(V)0585+58502050.29%+205
VANGUARD WHITEHALL FDS01,583+1,58302040.29%+204
ABBVIE INC(ABBV)5,7485,749+11,0211,2041.73%+183
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
17,56520,337+2,7721,0501,2171.75%+167
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
63,01063,864+8541,5081,6302.34%+122
ISHARES TR17,28717,713+4268309351.34%+106
COSTCO WHSL CORP NEW(COST)1,0611,111+509721,0501.51%+78
UBER TECHNOLOGIES INC(UBER)6,4956,249-2463924550.65%+64
ISHARES TR5,2645,401+1377658271.19%+62
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
31,89832,826+9281,5521,6142.32%+61
VANGUARD INDEX FDS1,3901,715+3252352960.43%+61
ABBOTT LABS3,0963,09603504110.59%+60
APPLIED MATLS INC6,0907,208+1,1189901,0461.50%+56
CHEVRON CORP NEW(CVX)3,1213,017-1044525050.72%+53
FORTINET INC(FTNT)12,76612,992+2261,2061,2511.80%+44
VANGUARD INDEX FDS623759+1362562820.40%+26
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
15,27215,743+4719699921.42%+23
CROWDSTRIKE HLDGS INC(CRWD)1,7001,711+115826030.87%+21
INNOVATOR ETFS TRUST
US EQTY PWR BF
6,5967,285+6892542750.40%+21
JPMORGAN CHASE & CO.(JPM)1,8131,850+374354540.65%+19
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
52,72053,405+6853,1183,1264.49%+8
TRACTOR SUPPLY CO(TSCO)8,8978,605-2924724740.68%+2
UNITEDHEALTH GROUP INC(UNH)800773-274054050.58%0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,3521,35202372340.34%-3
MGE ENERGY INC(MGEE)3,1173,11702932900.42%-3
VANGUARD INDEX FDS6,9857,118+1331,8451,8412.64%-4
ISHARES TR17,32916,721-6081,0111,0061.45%-5
SPDR S&P 500 ETF TR(SPY)485496+112842770.40%-7
SPDR DOW JONES INDL AVERAGE(DIA)514504-102192120.30%-7
META PLATFORMS INC(META)778772-64554450.64%-10
ISHARES TR48948902882750.39%-13
VANGUARD INDEX FDS97997902842690.39%-15
BOEING CO(BA)4,0524,083+317176961.00%-21
WALMART INC(WMT)18,02918,300+2711,6291,6072.31%-22
RYDER SYS INC(R)1,6601,638-222602360.34%-25
PALO ALTO NETWORKS INC(PANW)1,8571,809-483383090.44%-29
VANECK ETF TRUST
SEMICONDUCTR ETF
4,9305,480+5501,1941,1591.66%-35
ORACLE CORP(ORCL)2,0021,997-53342790.40%-54
LENNAR CORP(LEN)3,0473,139+924153600.52%-55
HOME DEPOT INC(HD)2,9743,003+291,1571,1011.58%-56
VANGUARD INDEX FDS5,6415,845+2041,3551,2961.86%-59
ULTA BEAUTY INC(ULTA)961927-344183400.49%-78
AMERICAN EXPRESS CO(AXP)2,2402,160-806655810.83%-84
VANGUARD INDEX FDS2,4452,385-606856000.86%-84
D R HORTON INC(DHI)5,0174,854-1637026170.89%-84
BUILDERS FIRSTSOURCE INC(BLDR)4,2824,171-1116125210.75%-91
ARK 21SHARES BITCOIN ETF(ARKB)11,89812,318+4201,1101,0131.45%-97
ADOBE INC(ADBE)1,4561,418-386475440.78%-103
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
7,3137,445+1328717611.09%-110
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,9742,869-1055874760.68%-111
MICROSOFT CORP(MSFT)4,8175,079+2622,0301,9072.74%-124
SALESFORCE INC(CRM)1,8531,834-196194920.71%-127
INVESCO QQQ TR5,3655,568+2032,7432,6113.75%-132
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
101,923104,034+2,1113,6543,4855.01%-169
MARVELL TECHNOLOGY INC(MRVL)3,5683,603+353942220.32%-172
APPLE INC(AAPL)7,8357,955+1201,9621,7672.54%-195
NVIDIA CORPORATION(NVDA)18,08820,242+2,1542,4292,1943.15%-235
EXACT SCIENCES CORP(EXK)4,4830-4,4832520-252
AMAZON COM INC(AMZN)10,24710,191-562,2481,9392.78%-309
WESTLAKE CORPORATION(WLK)2,9330-2,9333360-336
NUCOR CORP(NUE)3,0960-3,0963610-361
TESLA INC(TSLA)2,9222,883-391,1807471.07%-433
BROADCOM INC(AVGO)11,41411,853+4392,6461,9842.85%-662
Page 1 of 1