Titelia

Holdings of Wisconsin Wealth Advisors, LLC

76 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.7 % of the equity sleeve

Sector breakdown

  • Technology 21.9 %
  • Consumer discretionary 5.6 %
  • Consumer staples 3.9 %
  • Funds 2.9 %
  • Industrials 2.1 %
  • Communication 2.0 %
  • Financials 1.4 %
  • Health care 1.3 %
  • Utilities 0.6 %
  • Unattributed 58.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7591.8M $99.16 %
2TW1779.9K $0.84 %

Positions

RankCompanySharesValueWeight
1First Trust Exchange-Traded Fund 95,1634.8M $
2First Trust SMID Cap Rising Dividend Achievers ETF 103,0694.1M $
3Invesco QQQ Trust Series 1 6,9354M $
4Broadcom Inc 11,8893.7M $
5First Trust Rising Dividend Achievers ETF 52,6453.6M $
6NVIDIA Corp 19,8333.5M $
7SPDR Gold Shares 7,6763.3M $
8Vanguard Growth ETF 7,4043.2M $
9Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 37,9692.9M $
10PIMCO Multisector Bond Active 107,9602.8M $
11Applied Materials Inc 7,6492.6M $
12VanEck Semiconductor ETF 5,7582.2M $
13Vanguard Mid-Cap ETF 7,5302.2M $
14Apple Inc 8,3602.1M $
15Microsoft Corp 5,7212.1M $
16Amazon.com Inc 9,9392.1M $
17Walmart Inc 16,3572M $
18First Trust Exchange-Traded Fund IV 35,2581.8M $
19Innovator U.S. Equity Power Bu 36,8201.7M $
20Palantir Technologies Inc 11,4491.7M $
21Vanguard Small-Cap ETF 6,2681.6M $
22First Trust Value Line Dividen 34,6561.6M $
23First Trust Exchange-Traded Fund IV 26,8101.6M $
24Schwab Strategic Trust 48,0661.4M $
25Vanguard High Dividend Yield E 8,2291.2M $
26Tesla Inc 3,1411.2M $
27Costco Wholesale Corp 1,1471.1M $
28Crowdstrike Holdings Inc 2,7201.1M $
29iShares Trust 4,558997.1K $
30First Trust NASDAQ Cybersecuri 15,886995.8K $
31First Trust Cloud Computing ETF 8,798962.2K $
32First Trust WCM International Equity ETF 54,883920.4K $
33iShares Trust 16,040855.8K $
34ABRDN PRECIOUS METALS BASKET ETF TRUST 3,875847.5K $
35Vanguard Index Funds 2,776839K $
36ARK 21Shares Bitcoin ETF 37,067833.6K $
37Boeing Co/The 4,149825.9K $
38Chevron Corp 3,853797.3K $
39Taiwan Semiconductor Manufacturing Co Ltd 2,308779.9K $
40Capital Group Dividend Value ETF 17,835758.7K $
41Fortinet Inc 9,123745.5K $
42DR Horton Inc 5,321730.1K $
43Oracle Corp 4,826710K $
44JPMorgan Chase & Co 2,385701.4K $
45AbbVie Inc 3,002653K $
46Alphabet Inc 2,194629.3K $
47American Express Co 1,960592.8K $
48iShares Trust 13,086547.6K $
49UnitedHealth Group Inc 1,977534.9K $
50Meta Platforms Inc 888508K $
51Palo Alto Networks Inc 3,168508K $
52Netflix Inc 5,188498.9K $
53Tractor Supply Co 10,214462.7K $
54Twilio Inc 3,518442.6K $
55Adobe Inc 1,778432.2K $
56Uber Technologies Inc 5,948427.8K $
57Home Depot Inc/The 1,299427.3K $
58Lennar Corp 4,613400.6K $
59Salesforce Inc 1,957365.4K $
60Vanguard Value ETF 1,851363.1K $
61State Street SPDR S&P 500 ETF Trust 515334.6K $
62Ulta Beauty Inc 639334.1K $
63Constellation Energy Corp. 1,161324.2K $
64Builders FirstSource Inc 3,927323.3K $
65iShares Core S&P 500 ETF 489319.4K $
66Vanguard Total Stock Market ETF 979314.1K $
67Caterpillar Inc 443313.8K $
68Innovator U.S. Equity Power Bu 6,596281.8K $
69MGE Energy Inc 3,601278.3K $
70Invesco S&P 500 Equal Weight ETF 1,359260.8K $
71SELECT SECTOR SPDR TRUST (THE) 1,946258.6K $
72State Street Spdr Dow Jones Industrial Average Etf Trust 505234K $
73Alliant Energy Corp 3,228231.6K $
74Vanguard Ultra Short Bond ETF 4,442221.1K $
75Alphabet Inc 742213.4K $
76Butterfly Network Inc 30,000121.2K $