Wisconsin Wealth Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$87,031
Net value change ($000)
+17,401 (25.0%)
New positions
13
Sold out positions
3
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 10/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 1,583 79.8%
SPHQ 1,462 191.6%
QQQ 1,111 42.6%
PJUL 940 NEW
NVDA 918 41.8%
WCMI 836 NEW
FDD 819 NEW
ENB 802 NEW
FVD 706 NEW
SCHG 666 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTGC -1,630 -100.0%
GLD -1,128 -23.5%
IGV -691 -100.0%
KRE -689 -100.0%
FTNT -406 -32.5%
IHF -286 -30.6%
XLE -234 -19.5%
ABBV -91 -7.6%
LMBS -51 -3.2%
AAPL -16 -0.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type