Exit Wealth Advisors, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW Exit Wealth Advisors, LLC. | Institutional Filer | ▲ 14.99% | $194.5M | 130 |
Current Portfolio Holdings
Showing all 130 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 832K | $41.9M | 21.54% |
| 2 | IAU | ISHARES GOLD TR | — | 120K | $10.6M | 5.45% |
| 3 | SGOV | ISHARES TR | — | 91K | $9.1M | 4.70% |
| 4 | TSLA | Tesla, Inc. | Consumer Cyclical | 23K | $8.6M | 4.40% |
| 5 | AAPL | Apple Inc. | Technology | 25K | $6.3M | 3.23% |
| 6 | NVDA | NVIDIA Corporation | Technology | 35K | $6.2M | 3.18% |
| 7 | MSFT | Microsoft Corporation | Technology | 16K | $6.0M | 3.10% |
| 8 | ILF | ISHARES TR | — | 116K | $4.1M | 2.11% |
| 9 | BTC | GRAYSCALE BITCOIN MINI TR ET | — | 135K | $4.0M | 2.08% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 19K | $3.9M | 1.99% |
| 11 | SLV | ISHARES SILVER TR | — | 49K | $3.4M | 1.73% |
| 12 | QQQ | Invesco QQQ Trust | — | 6K | $3.2M | 1.67% |
| 13 | MO | Altria Group, Inc. | Consumer Defensive | 47K | $3.1M | 1.60% |
| 14 | CVX | Chevron Corporation | Energy | 13K | $2.8M | 1.42% |
| 15 | BMY | Bristol-Myers Squibb Company | Healthcare | 45K | $2.7M | 1.40% |
Showing 1 to 15 of 130 holdings