Wisconsin Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 12, 2025), Wisconsin Wealth Advisors, LLC reported 66 stock positions worth $67.8 million. Its top holding was SPDR Gold Shares (GLD) at 6.0% of the portfolio, followed by First Trust Smid Cap Rising (SDVY, 5.4%) and First Trust Morn DVD Lead (FDL, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- SUN PRAIRIE, WI
- CIK
- 0002073891
- Portfolio Value
- $67.8M (Q4 2024)
- SEC Filing
- 0001754960-25-000573 ↗ filed Aug 12, 2025
Holdings Value
Holdings 66 stocks · $67.8M
| GLD SPDR Gold Shares | 5.95% | 16,684 | $4.0M | — |
| SDVY First Trust Smid Cap Rising | 5.39% | 101,923 | $3.7M | — |
| FDL First Trust Morn DVD Lead Inc. | 5.37% | 90,482 | $3.6M | — |
| RDVY First Trust Rising Dividend | 4.60% | 52,720 | $3.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.04% | 5,365 | $2.7M | — |
| AVGO Broadcom Inc. | 3.90% | 11,414 | $2.6M | — |
| NVDA Nvidia Corp. | 3.58% | 18,088 | $2.4M | — |
| AMZN Amazon.com Inc. | 3.31% | 10,247 | $2.2M | — |
| MSFT Microsoft Corp. | 2.99% | 4,817 | $2.0M | — |
| AAPL Apple Inc. | 2.89% | 7,835 | $2.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.72% | 6,985 | $1.8M | — |
| WMT Walmart Inc. | 2.40% | 18,029 | $1.6M | — |
| LMBS First Trust Low Duration Opp | 2.29% | 31,898 | $1.6M | — |
| FTGC First Trust Global Tactical | 2.22% | 63,010 | $1.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.00% | 5,641 | $1.4M | — |
| FTCS First Trust Capital Strength | 1.92% | 14,813 | $1.3M | — |
| FTNT Fortinet Inc. | 1.78% | 12,766 | $1.2M | — |
| SMH Vaneck Semiconductor ETF | 1.76% | 4,930 | $1.2M | — |
| TSLA Tesla Inc. | 1.74% | 2,922 | $1.2M | — |
| HD Home Depot Inc. | 1.71% | 2,974 | $1.2M | — |
| ARKB ARK 21SHARES Bitcoin ETF | 1.64% | 11,898 | $1.1M | — |
| FTSM First Trust Enh Short Mat FD | 1.55% | 17,565 | $1.0M | — |
| ABBV Abbvie Inc. | 1.51% | 5,748 | $1.0M | — |
| IHI iShares U.S. Medical Devices | 1.49% | 17,329 | $1.0M | — |
| AMAT Applied Materials Inc. | 1.46% | 6,090 | $990K | — |
| COST Costco Wholesale Corp. | 1.43% | 1,061 | $972K | — |
| CIBR First Trust Nasdaq Cybersecu | 1.43% | 15,272 | $969K | — |
| XLE SS Energy Select Sector | 1.42% | 11,286 | $967K | — |
| SKYY First Trust Cloud Computing | 1.28% | 7,313 | $871K | — |
| IHF iShares U.S. Healthcare Prov | 1.22% | 17,287 | $830K | — |
| ITA iShares U.S. Aerospace & Def | 1.13% | 5,264 | $765K | — |
| BA The Boeing Co. | 1.06% | 4,052 | $717K | — |
| DHI D.R. Horton Inc. | 1.03% | 5,017 | $702K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.01% | 2,445 | $685K | — |
| AXP American Express Co. | 0.98% | 2,240 | $665K | — |
| ADBE Adobe Inc. | 0.95% | 1,456 | $647K | — |
| CRM Salesforce Inc. | 0.91% | 1,853 | $619K | — |
| PLTR Palantir Technologies Inc. Class A | 0.91% | 8,160 | $617K | — |
| BLDR Builders Firstsource Inc. | 0.90% | 4,282 | $612K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.87% | 2,974 | $587K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 1,700 | $582K | — |
| TSCO Tractor Supply Company | 0.70% | 8,897 | $472K | — |
| META Meta Platforms Inc. Class A | 0.67% | 778 | $455K | — |
| CVX Chevron Corp. | 0.67% | 3,121 | $452K | — |
| JPM JPMorgan Chase & Co. | 0.64% | 1,813 | $435K | — |
| ULTA Ulta Beauty Inc. | 0.62% | 961 | $418K | — |
| LEN Lennar Corp. Class A | 0.61% | 3,047 | $415K | — |
| UNH Unitedhealth Group Inc. | 0.60% | 800 | $405K | — |
| MRVL Marvell Technology Inc. | 0.58% | 3,568 | $394K | — |
| UBER Uber Technologies Inc. | 0.58% | 6,495 | $392K | — |
| NUE Nucor Corp. | 0.53% | 3,096 | $361K | — |
| ABT Abbott Laboratories | 0.52% | 3,096 | $350K | — |
| PANW Palo Alto Networks Inc. | 0.50% | 1,857 | $338K | — |
| WLK Westlake Corp. | 0.50% | 2,933 | $336K | — |
| ORCL Oracle Corp. | 0.49% | 2,002 | $334K | — |
| MGEE Mge Energy Inc. | 0.43% | 3,117 | $293K | — |
| IVV iShares Core S&P 500 ETF | 0.42% | 489 | $288K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 485 | $284K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 979 | $284K | — |
| R Ryder System Inc. | 0.38% | 1,660 | $260K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 623 | $256K | — |
| PAUG Innovator U.S. Equity Power | 0.37% | 6,596 | $254K | — |
| EXAS Exact Sciences Corp. | 0.37% | 4,483 | $252K | — |
| RSP Invesco S&P 500 Equal Weight | 0.35% | 1,352 | $237K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 1,390 | $235K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 514 | $219K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $116.7M | QQQ, AMAT, FDL, SDVY, RDVY |
| Q1 2026 | 84 | $101.7M | FDL, SDVY, QQQ, AVGO, RDVY |
| Q4 2025 | 85 | $102.0M | QQQ, FDL, AVGO, SDVY, VUG |
| Q3 2025 | 87 | $105.0M | QQQ, GLD, SDVY, AVGO, FDL |
| Q2 2025 | 80 | $87.0M | FDL, SDVY, QQQ, GLD, AVGO |
| Q1 2025 | 70 | $69.6M | GLD, FDL, SDVY, RDVY, QQQ |
| Q4 2024 | 66 | $67.8M | GLD, SDVY, FDL, RDVY, QQQ |