EXIT WEALTH ADVISORS, LLC.

PrivateCIK: 2082744
Location

ATLANTA, GA

149
Positions
$219.62M
Total AUM (reported)
3.54M
Total Shares

Allocation by class

TOTAL AUM$219.62M149 positions
COM$82.08M37.4%
FLOATNG RAT TREA$18.93M8.6%
ISHARES NEW$8.49M3.9%
HENDRSON AAA CL$5.91M2.7%
SPONSORED ADR$5.67M2.6%
UNITS$5.33M2.4%
UNIT SER 1$5.18M2.4%

Portfolio Concentration

Top 317.5%4–1019.0%11–2522.0%Rest41.5%TOP 1036.5%0%100%
Top 3$38.38M17.5%
4–10$41.80M19.0%
11–25$48.28M22.0%
Rest$91.16M41.5%

Top 3 weight

17.5%

Top 10 weight

36.5%

Voting Authority Distribution

Total shares with voting rights: 3.54M

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

3.54M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares376.01K
TypeSH
Market value$18.93M
8.62%
Sole
0.00
Shared
0.00
None
376.01K

TESLA INC

SOLE
COM
Shares26.05K
TypeSH
Market value$10.96M
4.99%
Sole
0.00
Shared
0.00
None
26.05K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares112.37K
TypeSH
Market value$8.49M
3.86%
Sole
0.00
Shared
0.00
None
112.37K

NVIDIA CORPORATION

SOLE
COM
Shares39.98K
TypeSH
Market value$8.00M
3.64%
Sole
0.00
Shared
0.00
None
39.98K

APPLE INC

SOLE
COM
Shares26.72K
TypeSH
Market value$7.73M
3.52%
Sole
0.00
Shared
0.00
None
26.72K

MICROSOFT CORP

SOLE
COM
Shares16.14K
TypeSH
Market value$6.02M
2.74%
Sole
0.00
Shared
0.00
None
16.14K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares117.15K
TypeSH
Market value$5.91M
2.69%
Sole
0.00
Shared
0.00
None
117.15K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares7.04K
TypeSH
Market value$5.18M
2.36%
Sole
0.00
Shared
0.00
None
7.04K

AMAZON COM INC

SOLE
COM
Shares19.41K
TypeSH
Market value$4.63M
2.11%
Sole
0.00
Shared
0.00
None
19.41K

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares128.06K
TypeSH
Market value$4.32M
1.97%
Sole
0.00
Shared
0.00
None
128.06K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares20.18K
TypeSH
Market value$4.29M
1.95%
Sole
0.00
Shared
0.00
None
20.18K

GRAYSCALE BITCOIN MINI TR ET

SOLE
SHS NEW
Shares161.72K
TypeSH
Market value$4.20M
1.91%
Sole
0.00
Shared
0.00
None
161.72K

ALTRIA GROUP INC

SOLE
COM
Shares52.29K
TypeSH
Market value$3.76M
1.71%
Sole
0.00
Shared
0.00
None
52.29K

ELI LILLY & CO

SOLE
COM
Shares2.92K
TypeSH
Market value$3.50M
1.60%
Sole
0.00
Shared
0.00
None
2.92K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares20.12K
TypeSH
Market value$3.42M
1.56%
Sole
0.00
Shared
0.00
None
20.12K

ISHARES SILVER TR

SOLE
ISHARES
Shares62.59K
TypeSH
Market value$3.35M
1.52%
Sole
0.00
Shared
0.00
None
62.59K

VODAFONE GROUP PLC

SOLE
SPONSORED ADR
Shares236K
TypeSH
Market value$3.12M
1.42%
Sole
0.00
Shared
0.00
None
236K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares4.53K
TypeSH
Market value$3.11M
1.42%
Sole
0.00
Shared
0.00
None
4.53K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares53.01K
TypeSH
Market value$3.05M
1.39%
Sole
0.00
Shared
0.00
None
53.01K

VANGUARD MALVERN FDS

SOLE
STRM INFPROIDX
Shares58.19K
TypeSH
Market value$2.92M
1.33%
Sole
0.00
Shared
0.00
None
58.19K

UNITED STS GASOLINE FD LP

SOLE
UNITS
Shares27.36K
TypeSH
Market value$2.82M
1.28%
Sole
0.00
Shared
0.00
None
27.36K

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares25.17K
TypeSH
Market value$2.75M
1.25%
Sole
0.00
Shared
0.00
None
25.17K

LAMAR ADVERTISING CO

SOLE
CL A
Shares17.57K
TypeSH
Market value$2.74M
1.25%
Sole
0.00
Shared
0.00
None
17.57K

CHEVRON CORPORATION

SOLE
COM
Shares16.51K
TypeSH
Market value$2.74M
1.25%
Sole
0.00
Shared
0.00
None
16.51K

UNITED STS OIL FD LP

SOLE
UNITS
Shares23.59K
TypeSH
Market value$2.51M
1.14%
Sole
0.00
Shared
0.00
None
23.59K
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