A4 Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW A4 Wealth Advisors LLC | Institutional Filer | ▲ 4.11% | $120.3M | 100 |
Current Portfolio Holdings
Showing all 100 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CORO | BLACKROCK ETF TRUST | — | 277K | $8.9M | 7.39% |
| 2 | IVE | ISHARES TR | — | 40K | $8.4M | 6.94% |
| 3 | TLH | ISHARES TR | — | 74K | $7.4M | 6.19% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 123K | $7.1M | 5.94% |
| 5 | IVW | ISHARES TR | — | 63K | $7.1M | 5.88% |
| 6 | VOO | VANGUARD INDEX FDS | — | 11K | $6.8M | 5.67% |
| 7 | IEMG | ISHARES INC | — | 61K | $4.3M | 3.56% |
| 8 | BAI | BLACKROCK ETF TRUST | — | 116K | $3.8M | 3.19% |
| 9 | THRO | BLACKROCK ETF TRUST | — | 103K | $3.7M | 3.11% |
| 10 | QUAL | ISHARES TR | — | 17K | $3.3M | 2.78% |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | — | 29K | $3.3M | 2.71% |
| 12 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 34K | $2.9M | 2.45% |
| 13 | SHLD | GLOBAL X FDS | — | 39K | $2.7M | 2.28% |
| 14 | BLCR | BLACKROCK ETF TRUST | — | 58K | $2.4M | 1.99% |
| 15 | SPYM | SPDR SERIES TRUST | — | 25K | $1.9M | 1.61% |
Showing 1 to 15 of 100 holdings