Wisconsin Wealth Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
3/31/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
70
Total value ($000)
$69,630
Net value change ($000)
+1,782 (2.6%)
New positions
7
Sold out positions
3
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
SPHQ 763 NEW
GLD 761 18.8%
IGV 691 NEW
KRE 689 NEW
PLTR 540 87.5%
FDL 411 11.3%
SCHD 335 NEW
PYLD 272 NEW
XLE 236 24.4%
FTCS 210 16.1%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -662 -25.0%
TSLA -433 -36.7%
NUE -361 -100.0%
WLK -336 -100.0%
AMZN -309 -13.7%
EXAS -252 -100.0%
NVDA -235 -9.7%
AAPL -195 -9.9%
MRVL -172 -43.7%
SDVY -169 -4.6%
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