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 | Trim | 464287200 Common stock | $-990.8K | -1K -3.41% | 37,435 26.31% of portfolio | low |
| Q2 2026 as of | Add | 464287168 Common stock | $852.0K | +5K +40.52% | 18,905 2.77% of portfolio | low |
| Q2 2026 as of | Add | 46429B663 Common stock | $682.1K | +25K +404.21% | 31,044 0.80% of portfolio | low |
| Q2 2026 as of | Trim | 464287309 Common stock | $-457.1K | -3K -2.62% | 123,649 15.96% of portfolio | low |
| Q2 2026 as of | Exit | Microsoft Corp Common stock | $-253.9K | -525 -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908769 Common stock | $210.6K | +569 +5.11% | 11,708 4.07% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-197.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287457 Common stock | $-173.3K | -2K -2.81% | 73,107 5.63% of portfolio | low |
| Q2 2026 as of | Add | 464287408 Common stock | $168.9K | +744 +1.33% | 56,865 12.12% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-166.3K | -2K -4.29% | 36,327 3.48% of portfolio | low |
| Q2 2026 as of | Exit | 464288257 Common stock | $-161.3K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464288687 Common stock | $-160.8K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78463V107 Common stock | $-158.5K | -400 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908637 Common stock | $-138.4K | -440 -100.00% | 0 | low |
| Q2 2026 as of | Add | 46434V407 Common stock | $134.8K | +3K +3.86% | 85,462 3.40% of portfolio | low |
| Q2 2026 as of | Exit | 464287671 Common stock | $-133.1K | -792 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Bank of America Corp /De Common stock | $-120.8K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Bank OZK Common stock | $-115.4K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Merck & Co., Inc. Common stock | $-106.6K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-103.5K | -940 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78462F103 Common stock | $-102.5K | -150 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Tesla Inc Common stock | $-99.4K | -221 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46432F842 Common stock | $-80.5K | -900 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46428Q109 Common stock | $-77.2K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287226 Common stock | $-73.6K | -737 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287481 Common stock | $-71.0K | -485 -3.60% | 12,977 1.78% of portfolio | low |
| Q2 2026 as of | Exit | PROCTER & GAMBLE Co Common stock | $-70.3K | -490 -100.00% | 0 | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $69.9K | +124 +38.87% | 443 0.23% of portfolio | low |
| Q2 2026 as of | Exit | 464288414 Common stock | $-67.0K | -625 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Chevron Corp Common stock | $-65.7K | -431 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287184 Common stock | $-63.2K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46434V621 Common stock | $-61.8K | -816 -11.53% | 6,263 0.45% of portfolio | low |
| Q2 2026 as of | Exit | ET Energy Transfer LP MLP | $-56.4K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Avery Dennison Corp Common stock | $-54.7K | -301 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908363 Common stock | $-50.2K | -80 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908629 Common stock | $-48.8K | -168 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287663 Common stock | $-48.5K | -473 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Kroger Co Common stock | $-48.4K | -774 -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287465 Common stock | $46.3K | +446 +8.83% | 5,499 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-44.3K | -574 -2.36% | 23,781 1.72% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-44.2K | -297 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46429B655 Common stock | $-43.3K | -848 -7.33% | 10,716 0.51% of portfolio | low |
| Q2 2026 as of | Exit | International Business Machines Corp Common stock | $-42.2K | -142 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 56501R106 Common stock | $-41.8K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287564 Common stock | $-41.3K | -610 -8.70% | 6,399 0.41% of portfolio | low |
| Q2 2026 as of | Exit | 464286665 Common stock | $-39.3K | -778 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908744 Common stock | $-36.2K | -189 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287739 Common stock | $-35.8K | -350 -5.07% | 6,555 0.63% of portfolio | low |
| Q2 2026 as of | Add | 464287499 Common stock | $35.0K | +317 +3.30% | 9,931 1.03% of portfolio | low |
| Q2 2026 as of | Exit | CAR Avis Budget Group, Inc. Common Stock | $-32.4K | -253 -100.00% | 0 | low |