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 | LNT | ALLIANT ENERGY CORP | Utilities | 3,228.0 | $232K | 0.23% | NEW | — | $71.76 | +1.7% |
| 82 | VUSB | VANGUARD BD INDEX FDS | — | 4,442.0 | $221K | 0.22% | — | — | $49.79 | -0.1% |
| 83 | GOOGL | ALPHABET INC | Communication Services | 742.0 | $213K | 0.21% | — | — | $287.56 | +34.8% |
| 84 | BFLY | BUTTERFLY NETWORK INC | Healthcare | 30,000.0 | $121K | 0.12% | +20K | +200.0% | $4.04 | +8.7% |
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
42.3%
Financial Services
23.0%
Consumer Cyclical
11.8%
Consumer Defensive
6.7%
Communication Services
4.9%
Energy
3.7%
Industrials
3.1%
Healthcare
2.8%
Utilities
1.8%