• 13F History

WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2023 - Oct 24, 2023
Value $
$223M
Signature - Title
Kenneth D. Fincher - Chief Compliance Officer
Location
Rancho Santa Fe, CA
Summary
This page shows a list of all the recent 13F filings made by WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH ADVISORS, INC. reported 67 stock holdings with total value $223M as of Q3 2023. Top holdings included AAPL, AMZN, GOOGL, QQQ, and MA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 67 $223M +$2.71M -$3.01M -$297K AAPL, AMZN, GOOGL, QQQ, MA 13F-HR 10/23/2023, 08:29 PM
Q2 2023 64 $234M +$5.9M -$7.65M -$1.75M AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 7/17/2023, 09:47 PM
Q1 2023 63 $210M +$3.58M -$9.61M -$6.04M AAPL, AMZN, QQQ, GOOGL, MA 13F-HR 5/5/2023, 05:54 PM
Q4 2022 66 $188M +$4.39M -$8.91M -$4.52M AAPL, AMZN, XLV, MA, QQQ 13F-HR 1/25/2023, 07:31 PM
Q3 2022 56 $196M +$12.7M -$568K +$12.1M AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 10/13/2022, 08:09 PM
Q2 2022 57 $206M +$26.7M -$5.53M +$21.1M AAPL, AMZN, GOOGL, XLV, QQQ 13F-HR 8/5/2022, 01:48 PM
Q1 2022 66 $276M +$11.7M -$1.3M +$10.4M AAPL, AMZN, GOOGL, QQQ, XLV 13F-HR 4/14/2022, 04:39 PM
Q4 2021 67 $288M +$3.91M -$3.03M +$881K AAPL, AMZN, QQQ, GOOGL, XLV 13F-HR 1/21/2022, 06:08 PM
Q3 2021 69 $253M $0 $0 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 11/15/2021, 02:51 PM
Q2 2021 71 $264M $0 $0 AMZN, AAPL, GOOGL, QQQ, MA 13F-HR 8/3/2021, 08:52 PM
Q1 2021 71 $248M $0 $0 AMZN, AAPL, QQQ, MA, GOOGL 13F-HR 4/28/2021, 08:33 AM
Q4 2020 58 $219M AAPL, AMZN, QQQ, MA, GOOGL 13F-HR 2/4/2021, 02:03 PM
Q3 2020 58 $207M AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 10/19/2020, 10:41 AM
Q2 2020 57 $180M AMZN, AAPL, MA, QQQ, GOOGL 13F-HR 7/13/2020, 01:34 PM
Q1 2020 49 $113M +$20.7M -$17.4M +$3.35M AAPL, MA, QQQ, GOOGL, ESS 13F-HR 4/17/2020, 05:26 PM
Q4 2019 55 $172M AMZN, AAPL, VYM, MA, XLF 13F-HR 3/16/2020, 04:32 PM