Portfolio (Quarterly)
Guide ↗
Wisconsin Wealth Advisors, LLC
· CIK 0002073891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GOOGL | ALPHABET INC | Communication Services | 742.0 | $232K | 0.23% | NEW | — | $313.00 | +23.9% |
| 82 | VUSB | VANGUARD BD INDEX FDS | — | 4,442.0 | $221K | 0.22% | NEW | — | $49.84 | -0.2% |
| 83 | IWY | ISHARES TR | — | 756.0 | $209K | 0.20% | NEW | — | $276.94 | +5.8% |
| 84 | V | VISA INC | Financial Services | 586.0 | $206K | 0.20% | NEW | — | $350.71 | -5.9% |
| 85 | BFLY | BUTTERFLY NETWORK INC | Healthcare | 10,000.0 | $38K | 0.04% | NEW | — | $3.80 | +15.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.7%
Financial Services
23.6%
Consumer Cyclical
13.0%
Consumer Defensive
5.8%
Communication Services
5.0%
Healthcare
3.3%
Industrials
3.2%
Energy
2.9%
Utilities
1.3%