Wp Wealth LLP Portfolio Holdings by Sector

Wp Wealth LLP

$554 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFCF DFIC DFAU DFSD DFAE DFUV DFAT DUHP 40 stocks	$402 Million 94.64% of portfolio	21	16	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.32 Million 1.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD TXN 4 stocks	$2.83 Million 0.67% of portfolio	2	2	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.76 Million 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.74 Million 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.45 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.34 Million 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO GOOG META GOOGL 4 stocks	$1.34 Million 0.32% of portfolio	3	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.28 Million 0.3% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON LMT 2 stocks	$1.01 Million 0.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP EPD 2 stocks	$498,260 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$468,787 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$467,855 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$352,432 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$346,672 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$296,902 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WTTR 1 stocks	$279,910 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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