Institutions / American Wealth Advisors, LLC / Activity
Activity — American Wealth Advisors, LLC
127 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Viatris Inc Common stock | $-138 | -11 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464289479 Common stock | $-217 | -4 -100.00% | 0 | low |
| Q2 2026 as of | Exit | NIO NIO Inc. ADR | $-255 | -50 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 92206C409 Common stock | $-345 | -4 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46432F859 Common stock | $-367 | -8 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 83671M105 Common stock | $-382 | -14 -100.00% | 0 | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $410 | +3 +0.07% | 4,430 0.57% of portfolio | low |
| Q2 2026 as of | Add | 464287630 Common stock | $442 | +2 +0.06% | 3,403 0.71% of portfolio | low |
| Q2 2026 as of | Exit | 92206C870 Common stock | $-455 | -5 -100.00% | 0 | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $508 | +2 +0.18% | 1,086 0.26% of portfolio | low |
| Q2 2026 as of | Exit | 92719W207 Common stock | $-551 | -135 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464288281 Common stock | $-615 | -6 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46435U713 Common stock | $-701 | -13 -100.00% | 0 | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $736 | +1 +0.13% | 763 0.53% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $1.2K | +4 +0.22% | 1,843 0.50% of portfolio | low |
| Q2 2026 as of | Exit | Pepsico Inc Common stock | $-1.3K | -9 -100.00% | 0 | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.3K | +6 +0.37% | 1,635 0.34% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.4K | -13 -0.13% | 9,952 0.99% of portfolio | low |
| Q2 2026 as of | Exit | Ralliant Corp Common stock | $-1.4K | -28 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Anavex Life Sciences Corp. Common stock | $-1.5K | -424 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Dropbox, Inc. Common stock | $-1.9K | -70 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287721 Common stock | $-2.0K | -10 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46434G103 Common stock | $-2.1K | -31 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Warner Bros. Discovery, Inc. Common stock | $-2.2K | -75 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Norwegian Cruise Line Holdings Ltd. Common stock | $-2.2K | -100 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Pfizer Inc Common stock | $-2.4K | -98 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Vontier Corp Common stock | $-2.5K | -68 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Dell Technologies Inc. Common stock | $-2.6K | -21 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908611 Common stock | $-2.9K | -14 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Veralto Corp Common stock | $-2.9K | -29 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908595 Common stock | $-3.1K | -10 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287606 Common stock | $-3.8K | -32 -0.81% | 3,902 0.43% of portfolio | low |
| Q2 2026 as of | Exit | 87807B107 Common stock | $-3.8K | -69 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Macy's, Inc. Common stock | $-4.1K | -185 -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287176 Common stock | $4.4K | +40 +1.68% | 2,418 0.25% of portfolio | low |
| Q2 2026 as of | Exit | BABA Alibaba Group Holding Ltd ADR | $-4.6K | -32 -100.00% | 0 | low |
| Q2 2026 as of | Exit | ORGO Organogenesis Holdings Inc. Common Stock | $-4.7K | -900 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Fortive Corp Common stock | $-4.7K | -86 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Resmed Inc Common stock | $-5.0K | -21 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Biogen Inc. Common stock | $-5.1K | -29 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464288513 Common stock | $-5.9K | -74 -1.24% | 5,882 0.44% of portfolio | low |
| Q2 2026 as of | Exit | NIKE, Inc. Common stock | $-6.5K | -102 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464288885 Common stock | $-6.9K | -60 -100.00% | 0 | low |
| Q2 2026 as of | Exit | TMUS T-Mobile US, Inc. Common Stock | $-7.1K | -35 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Comcast Corp. Common stock | $-7.3K | -244 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464288877 Common stock | $-8.2K | -115 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 81369Y506 Common stock | $-8.4K | -189 -100.00% | 0 | low |
| Q2 2026 as of | Add | 46434V100 Common stock | $9.3K | +185 +0.44% | 42,468 2.01% of portfolio | low |
| Q2 2026 as of | Add | 46429B689 Common stock | $9.7K | +111 +2.99% | 3,818 0.31% of portfolio | low |
| Q2 2026 as of | Exit | 464287234 Common stock | $-10.1K | -184 -100.00% | 0 | low |