Wealth Advisory Solutions, LLC
RIA/Wealth
Wealth Advisory Solutions, LLC is a RIA/Wealth based in Zionsville, IN led by Tyler Ray Needler, reporting $560.4M in AUM as of Q3 2025 with 55% ETF concentration.
Managing PartnerTyler Ray Needler
- Portfolio Value
- $412.4M
- Positions
- 137
- Top Holding
- SPY at 9.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Advisory Solutions, LLC's portfolio (45.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.5M | 9.82% | +$4.0K Bought | — 60.8K shares | |
ETF ETF | $27.7M | 6.72% | +$131.4K Bought | — 424.7K shares | |
ETF ETF | $25.6M | 6.20% | +$1.4M Bought | — 326.3K shares | |
Drug Manufacturers - General Healthcare | $16.9M | 4.10% | +$2.2M Bought | 0.00% 22.1K shares | |
ETF ETF | $14.0M | 3.40% | +$36.7K Bought | — 150.0K shares | |
Consumer Electronics Technology | $13.7M | 3.33% | -$75.9K Sold | 0.00% 53.9K shares | |
ETF ETF | $13.0M | 3.15% | — | — 68.4K shares | |
Specialty Retail Consumer Cyclical | $12.9M | 3.14% | +$2.6K Bought | 0.00% 58.9K shares | |
Banks - Diversified Financial Services | $11.3M | 2.74% | -$248.6K Sold | 0.00% 35.8K shares | |
Unknown Unknown | $10.4M | 2.52% | +$374.3K Bought | — 135.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Advisory Solutions, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+55.02% | |
+31.29% | |
+27.45% | |
+25.74% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Wealth Advisory Solutions, LLC
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