W Advisors, LLC Purchases in Q2 2025

W Advisors, LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.6K
+ 43.72%
$496.48 - $617.85 $1.29M - $1.61M
8.55K $5.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.2K
+ 72.42%
$166.82 - $194.23 $1.53M - $1.79M
21.9K $4.25M
EFV
Msci Eafe Value ETF

ETFs
9.99K
+ 20.34%
$52.4 - $64.65 $523K - $646K
59.1K $3.75M
NVDA
Nvidia Corp

Technology
152
+ 1.04%
$94.31 - $157.99 $14.3K - $24K
14.8K $2.34M
IYW
Ishares Dj Us Tech ETF

ETFs
92
+ 0.55%
$122.57 - $173.27 $11.3K - $15.9K
17K $2.94M
IEMG
Ishares Inc

ETFs
10.6K
+ 75.51%
N/A
24.5K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
1.45K
New
$243.75 - $303.93 $354K - $441K
1.45K $441K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.02K
New
$299.15 - $396.54 $304K - $403K
1.02K $403K
VONE
Vanguard Russell 1000 ETF

ETFs
1.38K
New
$225.48 - $280.86 $310K - $387K
1.38K $386K
VEA
Vanguard Ftse Developed Market

ETFs
5.09K
+ 44.61%
$45.65 - $57.01 $232K - $290K
16.5K $940K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.54K
New
$50.09 - $51.09 $327K - $334K
6.54K $333K
IVE
Ishares S&P 500 Value ETF

ETFs
928
+ 3.59%
$168.34 - $195.42 $156K - $181K
26.8K $5.23M
ORCL
Oracle Corp

Technology
1.35K
New
$122.82 - $218.63 $166K - $296K
1.35K $295K
QUAL
Ishares Msci Usa Quality Facto

ETFs
665
+ 4.79%
$152.42 - $182.82 $101K - $122K
14.6K $2.66M
AVGO
Broadcom Inc.

Technology
1.04K
New
$146.29 - $275.65 $152K - $287K
1.04K $286K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.42%
$484.66 - $738.09 $3.39K - $5.17K
1.67K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.7K
+ 16.09%
$114.78 - $133.31 $195K - $226K
12.2K $1.63M
ARKW
Ark Next Generation Internet E

ETFs
1.66K
New
$82.77 - $147.9 $137K - $245K
1.66K $244K
AXP
American Express CO

Financial Services
737
New
$231.39 - $318.98 $171K - $235K
737 $235K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
167
+ 0.44%
$43.53 - $54.46 $7.27K - $9.09K
38.1K $2.07M
C
Citigroup Inc

Financial Services
2.61K
New
$58.13 - $85.12 $152K - $222K
2.61K $222K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.98K
New
$57.41 - $74.81 $171K - $223K
2.98K $221K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.83K
New
$62.73 - $78.42 $178K - $222K
2.83K $219K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.29K
+ 31.28%
$97.29 - $105.63 $223K - $242K
9.61K $975K
JCI
Johnson Controls International PLC

Industrials
2.03K
New
$71.14 - $105.62 $144K - $215K
2.03K $214K
COF
Capital One Financial Corp

Financial Services
995
New
$150.57 - $212.76 $150K - $212K
995 $211K
TSLA
Tesla, Inc.

Consumer Cyclical
219
+ 13.87%
$221.86 - $362.89 $48.6K - $79.5K
1.8K $571K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.53K
+ 22.84%
$24.32 - $27.87 $183K - $210K
40.5K $1.07M
VIG
Vanguard Dividend Appreciation

ETFs
692
+ 2.74%
N/A
25.9K $4.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$39.89 - $49.46 $39.9 - $49.5
4.5K $222K
ABT
Abbott Laboratories

Healthcare
5
+ 0.26%
$123.95 - $138.08 $620 - $690
1.92K $261K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 9.86%
$483.48 - $539.8 $47.9K - $53.4K
1.1K $535K
Blackrock ETF Trust
17.4K
New
N/A
17.4K $0
Blackrock ETF Trust
13.3K
New
N/A
13.3K $0
Blackrock ETF Trust Ii
33
+ 0.4%
N/A
8.21K $0
Ishares Bitcoin Trust ETF
832
+ 14.91%
N/A
6.41K $0
LLY
Eli Lilly & CO

Healthcare
3
+ 0.56%
$713.71 - $898.95 $2.14K - $2.7K
543 $423K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.44%
$310.86 - $348.77 $1.24K - $1.4K
915 $292K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.27%
$285.55 - $321.23 $2.57K - $2.89K
3.39K $990K
MAA
Mid America Apartment Communities Inc.

Real Estate
41
+ 1.11%
$145.91 - $168.0 $5.98K - $6.89K
3.72K $551K
AAPL
Apple Inc.

Technology
162
+ 0.42%
$172.42 - $223.89 $27.9K - $36.3K
39K $8M
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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