W Advisors, LLC Purchases in Q3 2024

W Advisors, LLC

  • $161 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
15.7K
+ 37.8%
$51.72 - $57.96 $814K - $912K
57.4K $3.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.7K
+ 49.83%
$44.83 - $47.42 $792K - $838K
53.1K $2.5M
AAPL
Apple Inc.

Technology
185
+ 0.48%
$207.23 - $234.82 $38.3K - $43.4K
38.3K $8.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.01K
+ 2.38%
$84.77 - $97.13 $255K - $293K
129K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
276
+ 2.3%
$520.18 - $576.82 $144K - $159K
12.3K $7.09M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.37%
$460.3 - $584.56 $5.98K - $7.6K
3.48K $2.04M
IWM
Ishares Russell 2000 ETF

ETFs
1.22K
New
$200.87 - $224.6 $246K - $275K
1.22K $270K
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$191.76 - $263.26 $196K - $269K
1.02K $267K
VGT
Vanguard Information Technolog

ETFs
391
+ 12.91%
$514.43 - $606.85 $201K - $237K
3.42K $2.01M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.99K
New
$57.22 - $80.08 $171K - $239K
2.99K $232K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.36K
New
$41.9 - $48.26 $183K - $211K
4.36K $208K
MO
Altria Group, Inc.

Consumer Defensive
3.98K
New
$45.95 - $54.71 $183K - $218K
3.98K $203K
QUAL
Ishares Msci Usa Quality Facto

ETFs
581
+ 5.11%
$162.64 - $179.3 $94.5K - $104K
11.9K $2.14M
FITB
Fifth Third Bancorp

Financial Services
4.69K
New
$36.01 - $43.64 $169K - $205K
4.69K $200K
KO
Coca Cola CO

Consumer Defensive
92
+ 0.42%
$62.69 - $73.01 $5.77K - $6.72K
21.8K $1.57M
WMT
Walmart Inc.

Consumer Defensive
197
+ 1.52%
$66.91 - $81.4 $13.2K - $16K
13.2K $1.06M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.85K
+ 5.25%
$44.24 - $49.47 $81.6K - $91.3K
37K $1.83M
IEV
Ishares Tr Europe ETF

ETFs
2.71K
+ 51.61%
$53.25 - $58.78 $144K - $159K
7.96K $463K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.49K
+ 20.2%
$77.02 - $85.06 $115K - $127K
8.85K $748K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.48%
$245.82 - $304.51 $3.93K - $4.87K
3.35K $1.02M
META
Meta Platforms, Inc.

Communication Services
128
+ 9.74%
$453.41 - $572.44 $58K - $73.3K
1.44K $825K
JNJ
Johnson & Johnson

Healthcare
80
+ 0.89%
$145.48 - $167.38 $11.6K - $13.4K
9.12K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
916
+ 6.2%
$133.16 - $158.73 $122K - $145K
15.7K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 2.48%
$333.64 - $405.2 $16.7K - $20.3K
2.07K $837K
CAT
Caterpillar Inc

Industrials
34
+ 1.65%
$316.8 - $391.12 $10.8K - $13.3K
2.09K $817K
BLK
Black Rock Inc.

Financial Services
7
+ 1.09%
$782.27 - $949.51 $5.48K - $6.65K
652 $619K
MBB
Ishares Tr

ETFs
957
+ 23.24%
$90.85 - $96.66 $86.9K - $92.5K
5.08K $486K
SO
Southern CO

Utilities
87
+ 1.1%
$77.0 - $90.52 $6.7K - $7.88K
7.99K $720K
JPM
Jpmorgan Chase & CO

Financial Services
168
+ 1.99%
$194.9 - $224.8 $32.7K - $37.8K
8.6K $1.81M
IBM
International Business Machines Corp

Technology
12
+ 0.62%
$175.1 - $223.38 $2.1K - $2.68K
1.96K $433K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.01K
+ 5.74%
$56.04 - $62.99 $56.3K - $63.3K
18.5K $1.13M
T
At&T Inc.

Communication Services
247
+ 0.84%
$18.21 - $22.28 $4.5K - $5.5K
29.6K $651K
PM
Philip Morris International Inc.

Consumer Defensive
60
+ 1.45%
$101.25 - $127.45 $6.08K - $7.65K
4.21K $510K
NVDA
Nvidia Corp

Technology
992
+ 6.06%
$98.91 - $134.91 $98.1K - $134K
17.4K $2.11M
PH
Parker Hannifin Corp

Industrials
19
+ 3.38%
$501.01 - $635.92 $9.52K - $12.1K
581 $367K
VIG
Vanguard Dividend Appreciation

ETFs
489
+ 2.02%
$182.15 - $182.15 $89.1K - $89.1K
24.6K $4.49M
AMZN
Amazon Com Inc

Consumer Cyclical
665
+ 9.74%
$161.02 - $200.0 $107K - $133K
7.49K $1.4M
IWV
Ishares Russell 3000 ETF

ETFs
68
+ 2.36%
$294.75 - $326.73 $20K - $22.2K
2.95K $964K
ORCL
Oracle Corp

Technology
64
+ 3.06%
$125.9 - $170.35 $8.06K - $10.9K
2.16K $367K
CSCO
Cisco Systems, Inc.

Technology
149
+ 1.39%
$44.74 - $53.22 $6.67K - $7.93K
10.9K $579K
ABBV
Abb Vie Inc.

Healthcare
43
+ 1.86%
$163.84 - $199.33 $7.05K - $8.57K
2.36K $465K
PG
Procter & Gamble CO

Consumer Defensive
119
+ 2.01%
$160.76 - $177.82 $19.1K - $21.2K
6.03K $1.04M
MS
Morgan Stanley

Financial Services
20
+ 0.21%
$92.07 - $106.96 $1.84K - $2.14K
9.35K $974K
VZ
Verizon Communications Inc

Communication Services
166
+ 1.1%
$38.89 - $45.0 $6.46K - $7.47K
15.2K $682K
ADP
Automatic Data Processing Inc

Industrials
19
+ 1.33%
$233.44 - $279.45 $4.44K - $5.31K
1.45K $401K
AEP
American Electric Power CO Inc

Utilities
51
+ 1.53%
$87.11 - $104.95 $4.44K - $5.35K
3.38K $347K
MET
Metlife Inc

Financial Services
105
+ 3.03%
$67.96 - $82.48 $7.14K - $8.66K
3.57K $294K
GOOGL
Alphabet Inc.

Communication Services
794
+ 15.43%
$148.65 - $191.18 $118K - $152K
5.94K $985K
VEA
Vanguard Ftse Developed Market

ETFs
131
+ 1.11%
$47.6 - $53.31 $6.24K - $6.98K
11.9K $627K
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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