W Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $159 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $12.6M, Apple Inc. with a value of $9.64M, Ishares Core S&P 500 ETF with a value of $7.63M, Merck & Co., Inc. with a value of $7.55M, and Ishares Tr Esg Msci Usa Leader with a value of $7.24M.

Examining the 13F form we can see an decrease of $1.81M in the current position value, from $161M to 159M.

W Advisors, LLC is based out at Germantown, TN

Below you can find more details about W Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $95.3 Million
Technology: $20.6 Million
Healthcare: $10.9 Million
Consumer Defensive: $6.35 Million
Financial Services: $6.16 Million
Energy: $5.32 Million
Industrials: $4.61 Million
Consumer Cyclical: $4.25 Million
Other: $6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $159 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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