W Advisors, LLC Purchases in Q1 2025

W Advisors, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
2.17K
+ 9.02%
N/A
26.2K $6.96M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.87K
+ 198.53%
$97.25 - $104.79 $473K - $510K
7.32K $759K
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 11.78%
$554.06 - $615.85 $846K - $940K
14.5K $8.14M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.6K
New
$302.31 - $337.54 $482K - $539K
1.6K $489K
XOM
Exxon Mobil Corp

Energy
418
+ 1.2%
$105.44 - $118.93 $44.1K - $49.7K
35.3K $4.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.85K
New
$80.08 - $92.93 $388K - $451K
4.85K $391K
HEFA
Ishares Currency Hedged Msci E

ETFs
8.45K
New
$34.83 - $37.52 $294K - $317K
8.45K $306K
IEMG
Ishares Inc

ETFs
5.6K
+ 66.81%
N/A
14K $750K
PFE
Pfizer Inc

Healthcare
11.7K
New
$25.01 - $27.13 $293K - $318K
11.7K $297K
IAU
Ishares Gold Trust

ETFs
4.11K
+ 89.05%
$49.74 - $58.96 $204K - $242K
8.72K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
1.41K
+ 5.79%
$185.78 - $198.58 $263K - $281K
25.8K $4.92M
WFC
Wells Fargo & Company

Financial Services
3.53K
New
$66.78 - $81.42 $236K - $287K
3.53K $253K
ILCV
Ishares Morningstar Value ETF

ETFs
3.02K
New
$79.37 - $85.24 $240K - $258K
3.02K $246K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4K
+ 8.94%
$44.72 - $46.25 $179K - $185K
48.8K $2.25M
INTC
Intel Corp

Technology
9.66K
New
$19.1 - $27.39 $184K - $264K
9.66K $219K
KO
Coca Cola CO

Consumer Defensive
153
+ 0.7%
$60.81 - $72.32 $9.3K - $11.1K
21.9K $1.57M
BK
Bank Of New York Mellon Corp

Financial Services
2.53K
New
$75.42 - $88.95 $191K - $225K
2.53K $212K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.02K
+ 34.38%
$120.29 - $134.6 $243K - $271K
7.88K $961K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.5K
New
$42.5 - $46.71 $191K - $210K
4.5K $203K
CMCSA
Comcast Corp

Communication Services
5.49K
New
$33.19 - $38.23 $182K - $210K
5.49K $202K
XLF
Financial Sector Spdr

ETFs
4.06K
New
$47.32 - $52.19 $192K - $212K
4.06K $202K
PM
Philip Morris International Inc.

Consumer Defensive
138
+ 3.3%
$117.15 - $158.79 $16.2K - $21.9K
4.32K $685K
T
At&T Inc.

Communication Services
537
+ 1.84%
$21.56 - $28.28 $11.6K - $15.2K
29.8K $841K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
574
+ 1.47%
$26.71 - $31.58 $15.3K - $18.1K
39.7K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 24.24%
$507.05 - $563.67 $146K - $162K
1.48K $758K
VZ
Verizon Communications Inc

Communication Services
738
+ 5.04%
$37.81 - $46.49 $27.9K - $34.3K
15.4K $697K
VIG
Vanguard Dividend Appreciation

ETFs
526
+ 2.13%
N/A
25.2K $4.59M
ABBV
Abb Vie Inc.

Healthcare
81
+ 3.46%
$169.2 - $216.66 $13.7K - $17.5K
2.42K $507K
EEM
Ishares Msci Emerging Markets

ETFs
1.48K
+ 12.92%
$40.81 - $45.34 $60.2K - $66.9K
12.9K $563K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.32K
+ 7.56%
$27.01 - $28.54 $62.6K - $66.2K
33K $922K
SO
Southern CO

Utilities
54
+ 0.68%
$80.96 - $92.96 $4.37K - $5.02K
8.02K $737K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.51%
$279.74 - $321.29 $4.76K - $5.46K
3.38K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
458
+ 4.54%
$126.11 - $135.06 $57.8K - $61.9K
10.5K $1.36M
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 1.1%
$225.19 - $279.95 $21.4K - $26.6K
8.75K $2.15M
IEV
Ishares Tr Europe ETF

ETFs
677
+ 15.48%
$51.89 - $60.68 $35.1K - $41.1K
5.05K $293K
AEP
American Electric Power CO Inc

Utilities
77
+ 2.28%
$90.32 - $109.27 $6.95K - $8.41K
3.45K $377K
IBM
International Business Machines Corp

Technology
23
+ 1.17%
$217.4 - $264.74 $5K - $6.09K
1.99K $495K
MUB
Ishares National Muni Bond ETF

ETFs
602
+ 7.31%
$104.71 - $107.69 $63K - $64.8K
8.83K $931K
CSCO
Cisco Systems, Inc.

Technology
412
+ 3.82%
$58.74 - $64.87 $24.2K - $26.7K
11.2K $690K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.31K
+ 4.76%
$49.25 - $50.66 $64.5K - $66.4K
28.8K $1.43M
COP
Conocophillips

Energy
306
+ 10.73%
$88.6 - $105.85 $27.1K - $32.4K
3.16K $331K
QUAL
Ishares Msci Usa Quality Facto

ETFs
817
+ 6.25%
$168.16 - $186.21 $137K - $152K
13.9K $2.37M
ABT
Abbott Laboratories

Healthcare
54
+ 2.9%
$111.1 - $140.22 $6K - $7.57K
1.92K $254K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
45
+ 0.56%
$87.68 - $94.52 $3.95K - $4.25K
8.08K $756K
MO
Altria Group, Inc.

Consumer Defensive
168
+ 4.19%
$50.81 - $60.02 $8.54K - $10.1K
4.17K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
16
+ 0.48%
$124.46 - $147.4 $1.99K - $2.36K
3.36K $477K
META
Meta Platforms, Inc.

Communication Services
100
+ 6.42%
$576.36 - $736.67 $57.6K - $73.7K
1.66K $955K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.2%
$47.4 - $52.99 $1.09K - $1.22K
11.4K $579K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
285
+ 0.53%
$22.46 - $23.26 $6.4K - $6.63K
54.3K $1.26M
Activity Summary
Buys All Purchases 82 New Holdings 11 Increased Positions 71 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track W Advisors, LLC Portfolio

Follow W Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email