IntrinsicIntrinsic
← Back to Institutions

American Wealth Advisors, LLC

42 holdingsFiling period: 2026-03-31Current AUM: $107.0Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1IVVISHARES TR37.6K$24.6M$28.2M26.38%-1,1452026-03-31
2IVWISHARES TR123.7K$14.0M$16.7M15.64%-3,2562026-03-31
3IVEISHARES TR57.0K$12.0M$13.2M12.33%+8322026-03-31
4SHYISHARES TR74.2K$6.1M$6.1M5.69%-1,0362026-03-31
5STIPISHARES TR36.4K$3.8M$3.7M3.45%-1,5732026-03-31
6VTIVANGUARD INDEX FDS11.6K$3.7M$4.3M4.01%+5012026-03-31
7SHYGISHARES TR84.2K$3.6M$3.5M3.32%+1.9K2026-03-31
8DVYISHARES TR18.1K$2.7M$2.9M2.72%+4.6K2026-03-31
9IWMISHARES TR9.4K$2.3M$2.7M2.57%+172026-03-31
10SLQDISHARES TR42.2K$2.1M$2.1M1.98%-712026-03-31
11IGEISHARES TR32.0K$2.0M$1.9M1.79%-3712026-03-31
12DIASTATE STR SPDR DOW JONES IND4.1K$1.9M$2.1M1.99%-112026-03-31
13IWPISHARES TR13.0K$1.7M$1.8M1.66%-4792026-03-31
14IJHISHARES TR23.9K$1.6M$1.8M1.68%-4892026-03-31
15SUBISHARES TR9.9K$1.1M$1.1M0.99%-162026-03-31
16IWRISHARES TR9.8K$952K$1.1M1.00%+1862026-03-31
17HDVISHARES TR6.2K$837K$886K0.83%+132026-03-31
18XOMEXXON MOBIL CORP4.4K$751K$688K0.64%+12026-03-31
19XOMEXXON MOBIL CORP4.4K$751K$688K0.64%+12026-03-31
20IWOISHARES TR2.1K$673K$795K0.74%--2026-03-31
21IYRISHARES TR6.9K$653K$726K0.68%+12026-03-31
22IWNISHARES TR3.4K$646K$754K0.70%+92026-03-31
23IJJISHARES TR4.6K$606K$676K0.63%+152026-03-31
24TJXTJX COS INC NEW3.6K$574K$566K0.53%--2026-03-31
25FLOTISHARES TR10.6K$540K$541K0.51%-9602026-03-31
← Scroll →
Page 1 of 2