Exit Wealth Advisors, LLC.
CIK: 0002082744SEC EDGAR →
Portfolio Value
$169.1M
Holdings
125
As of
Q4 2025
New Positions
124
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 132,744 | $12.1M | 7.17% |
| 2 | TESLA INC | 21,396 | $9.6M | 5.69% |
| 3 | ISHARES GOLD TR | 114,750 | $9.3M | 5.51% |
| 4 | MICROSOFT CORP | 16,051 | $7.8M | 4.59% |
| 5 | WISDOMTREE TR | 143,494 | $7.2M | 4.27% |
| 6 | APPLE INC | 22,538 | $6.1M | 3.62% |
| 7 | ISHARES SILVER TR | 85,477 | $5.5M | 3.26% |
| 8 | NVIDIA CORPORATION | 28,854 | $5.4M | 3.18% |
| 9 | GRAYSCALE BITCOIN MINI TR ET | 120,890 | $4.7M | 2.77% |
| 10 | INVESCO QQQ TR | 6,655 | $4.1M | 2.42% |
Quarterly Changes
New Positions (40)
$4.7M · 121K shares
$2.5M · 43K shares
$2.5M · 46K shares
$2.3M · 13K shares
$2.3M · 28K shares
$2.3M · 13K shares
$2.2M · 41K shares
$2.2M · 6K shares
$2.0M · 74K shares
$1.5M · 16K shares
$1.3M · 38K shares
$1.2M · 23K shares
$1.2M · 19K shares
$816K · 307K shares
$677K · 6K shares
$652K · 21K shares
$636K · 43K shares
$630K · 36K shares
$564K · 111K shares
$551K · 61K shares
$527K · 7K shares
$521K · 9K shares
$515K · 3K shares
$514K · 8K shares
$509K · 17K shares
$479K · 6K shares
$458K · 12K shares
$451K · 26K shares
$429K · 12K shares
$429K · 9K shares
$404K · 8K shares
$329K · 12K shares
$298K · 2K shares
$244K · 11K shares
$215K · 2K shares
$211K · 2K shares
$211K · 657 shares
$208K · 590 shares
$21K · 13K shares
$18K · 16K shares
Closed Positions (39)
$3.4M · 34K shares
$2.3M · 57K shares
$2.1M · 10K shares
$1.8M · 18K shares
$1.7M · 8K shares
$1.7M · 7K shares
$1.6M · 18K shares
$1.6M · 20K shares
$1.5M · 19K shares
$1.3M · 141K shares
$1.2M · 23K shares
$1.2M · 10K shares
$1.2M · 34K shares
$956K · 1.1M shares
$803K · 3K shares
$779K · 42K shares
$727K · 8K shares
$638K · 30K shares
$549K · 18K shares
$503K · 3K shares
$452K · 5K shares
$440K · 3K shares
$408K · 6K shares
$393K · 1K shares
$386K · 33K shares
$376K · 2K shares
$357K · 17K shares
$342K · 12K shares
$342K · 9K shares
$337K · 7K shares
$272K · 844 shares
$263K · 7K shares
$243K · 3K shares
$224K · 2K shares
$218K · 512 shares
$215K · 6K shares
$208K · 225 shares
$203K · 615 shares
$169K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $54.9M | 32.4% |
| Technology | 25 | $50.4M | 29.8% |
| Unknown | 13 | $21.2M | 12.5% |
| Consumer Cyclical | 7 | $16.5M | 9.7% |
| Healthcare | 7 | $7.5M | 4.4% |
| Communication Services | 7 | $6.3M | 3.7% |
| Consumer Defensive | 5 | $4.8M | 2.9% |
| Energy | 4 | $3.9M | 2.3% |
| Industrials | 4 | $3.2M | 1.9% |
| Utilities | 2 | $226K | 0.1% |
| Basic Materials | 1 | $208K | 0.1% |