EXIT WEALTH ADVISORS, LLC.

PrivateCIK: 2082744
Location

ATLANTA, GA

130
Positions
$194.51M
Total AUM (reported)
2.97M
Total Shares

Allocation by class

TOTAL AUM$194.51M130 positions
COM$56.47M29.0%
FLOATNG RAT TREA$41.91M21.5%
ISHARES NEW$10.60M5.4%
0-3 MNTH TREASRY$9.14M4.7%
SHS NEW$4.76M2.4%
LATN AMER 40 ETF$4.11M2.1%
UNITS$3.83M2.0%

Portfolio Concentration

Top 331.7%4–1020.1%11–2519.0%Rest29.3%TOP 1051.8%0%100%
Top 3$61.64M31.7%
4–10$39.09M20.1%
11–25$36.87M19.0%
Rest$56.91M29.3%

Top 3 weight

31.7%

Top 10 weight

51.8%

Voting Authority Distribution

Total shares with voting rights: 2.97M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.97M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares832.45K
TypeSH
Market value$41.91M
21.54%
Sole
0.00
Shared
0.00
None
832.45K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares120.24K
TypeSH
Market value$10.60M
5.45%
Sole
0.00
Shared
0.00
None
120.24K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares90.77K
TypeSH
Market value$9.14M
4.70%
Sole
0.00
Shared
0.00
None
90.77K

TESLA INC

SOLE
COM
Shares23.04K
TypeSH
Market value$8.57M
4.40%
Sole
0.00
Shared
0.00
None
23.04K

APPLE INC

SOLE
COM
Shares24.72K
TypeSH
Market value$6.27M
3.23%
Sole
0.00
Shared
0.00
None
24.72K

NVIDIA CORPORATION

SOLE
COM
Shares35.44K
TypeSH
Market value$6.18M
3.18%
Sole
0.00
Shared
0.00
None
35.44K

MICROSOFT CORP

SOLE
COM
Shares16.31K
TypeSH
Market value$6.04M
3.10%
Sole
0.00
Shared
0.00
None
16.31K

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares115.74K
TypeSH
Market value$4.11M
2.11%
Sole
0.00
Shared
0.00
None
115.74K

GRAYSCALE BITCOIN MINI TR ET

SOLE
SHS NEW
Shares134.90K
TypeSH
Market value$4.05M
2.08%
Sole
0.00
Shared
0.00
None
134.90K

AMAZON COM INC

SOLE
COM
Shares18.62K
TypeSH
Market value$3.88M
1.99%
Sole
0.00
Shared
0.00
None
18.62K

ISHARES SILVER TR

SOLE
ISHARES
Shares49.46K
TypeSH
Market value$3.37M
1.73%
Sole
0.00
Shared
0.00
None
49.46K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares5.61K
TypeSH
Market value$3.24M
1.67%
Sole
0.00
Shared
0.00
None
5.61K

ALTRIA GROUP INC

SOLE
COM
Shares47.13K
TypeSH
Market value$3.11M
1.60%
Sole
0.00
Shared
0.00
None
47.13K

CHEVRON CORPORATION

SOLE
COM
Shares13.35K
TypeSH
Market value$2.76M
1.42%
Sole
0.00
Shared
0.00
None
13.35K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares44.97K
TypeSH
Market value$2.73M
1.40%
Sole
0.00
Shared
0.00
None
44.97K

EXELIXIS INC

SOLE
COM
Shares62.78K
TypeSH
Market value$2.69M
1.38%
Sole
0.00
Shared
0.00
None
62.78K

VANGUARD MALVERN FDS

SOLE
STRM INFPROIDX
Shares51.27K
TypeSH
Market value$2.56M
1.32%
Sole
0.00
Shared
0.00
None
51.27K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares4.03K
TypeSH
Market value$2.41M
1.24%
Sole
0.00
Shared
0.00
None
4.03K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares11.87K
TypeSH
Market value$2.28M
1.17%
Sole
0.00
Shared
0.00
None
11.87K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares18.53K
TypeSH
Market value$2.27M
1.17%
Sole
0.00
Shared
0.00
None
18.53K

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares19.87K
TypeSH
Market value$2.17M
1.11%
Sole
0.00
Shared
0.00
None
19.87K

UNITED STS GASOLINE FD LP

SOLE
UNITS
Shares20.30K
TypeSH
Market value$2.10M
1.08%
Sole
0.00
Shared
0.00
None
20.30K

LAM RESEARCH CORP

SOLE
COM NEW
Shares8.20K
TypeSH
Market value$1.75M
0.90%
Sole
0.00
Shared
0.00
None
8.20K

UNITED STS OIL FD LP

SOLE
UNITS
Shares13.64K
TypeSH
Market value$1.74M
0.89%
Sole
0.00
Shared
0.00
None
13.64K

ALPHABET INC

SOLE
CAP STK CL C
Shares5.90K
TypeSH
Market value$1.69M
0.87%
Sole
0.00
Shared
0.00
None
5.90K
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