W Advisors, LLC Incresed Positions in Q3 2025

W Advisors, LLC

  • $183 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
561
+ 1.44%
$202.38 - $256.87 $114K - $144K
39.6K $10.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.11K
+ 18.66%
$54.35 - $59.32 $386K - $422K
45.2K $2.68M
NVDA
Nvidia Corp

Technology
374
+ 2.52%
$153.3 - $186.58 $57.3K - $69.8K
15.2K $2.83M
OEF
Ishares S&P 100 ETF

ETFs
1.63K
+ 6.3%
N/A
27.6K $7.34M
MSFT
Microsoft Corp

Technology
145
+ 0.95%
$491.09 - $535.64 $71.2K - $77.7K
15.5K $8.01M
MRK
Merck & Co., Inc.

Healthcare
83
+ 0.11%
$77.6 - $87.37 $6.44K - $7.25K
73.5K $6.17M
IVE
Ishares S&P 500 Value ETF

ETFs
150
+ 0.56%
$194.44 - $206.51 $29.2K - $31K
26.9K $5.56M
META
Meta Platforms, Inc.

Communication Services
396
+ 23.78%
$695.21 - $791.73 $275K - $314K
2.06K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.71%
$282.78 - $316.06 $17.2K - $19.3K
8.67K $2.73M
IAU
Ishares Gold Trust

ETFs
2.06K
+ 26.06%
$61.62 - $72.77 $127K - $150K
9.94K $723K
CAT
Caterpillar Inc

Industrials
6
+ 0.29%
$390.92 - $477.15 $2.35K - $2.86K
2.11K $1.01M
MS
Morgan Stanley

Financial Services
21
+ 0.22%
$139.09 - $161.16 $2.92K - $3.38K
9.45K $1.5M
GOOG
Alphabet Inc.

Communication Services
101
+ 4.79%
$175.16 - $255.24 $17.7K - $25.8K
2.21K $538K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
449
+ 3.67%
$132.9 - $142.03 $59.7K - $63.8K
12.7K $1.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.05K
+ 9.99%
$26.38 - $27.95 $107K - $113K
44.6K $1.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.17K
+ 12.22%
$98.52 - $103.93 $116K - $122K
10.8K $1.11M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.41%
$184.85 - $231.54 $1.85K - $2.32K
2.42K $560K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 2.03%
$357.4 - $423.42 $14.7K - $17.4K
2.06K $834K
AVGO
Broadcom Inc.

Technology
52
+ 5.0%
$264.74 - $369.57 $13.8K - $19.2K
1.09K $360K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.16%
$351.04 - $379.81 $1.4K - $1.52K
2.44K $922K
IEMG
Ishares Inc

ETFs
1.24K
+ 5.05%
N/A
25.8K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.05%
$135.0 - $146.02 $405 - $438
5.91K $861K
AMZN
Amazon Com Inc

Consumer Cyclical
277
+ 3.46%
$211.65 - $238.24 $58.6K - $66K
8.27K $1.82M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13
+ 0.43%
$236.25 - $257.69 $3.07K - $3.35K
3.04K $779K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
495
+ 1.97%
$48.5 - $50.19 $24K - $24.8K
25.6K $1.28M
C
Citigroup Inc

Financial Services
74
+ 2.83%
$85.57 - $103.49 $6.33K - $7.66K
2.69K $272K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10
+ 0.98%
$393.18 - $439.39 $3.93K - $4.39K
1.03K $447K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 0.16%
$90.65 - $109.75 $363 - $439
2.44K $266K
PH
Parker Hannifin Corp

Industrials
12
+ 2.04%
$697.13 - $769.67 $8.37K - $9.24K
601 $455K
CVX
Chevron Corp

Energy
32
+ 1.08%
$145.57 - $161.83 $4.66K - $5.18K
3K $465K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$291.67 - $316.99 $292 - $317
3.39K $1.03M
BAC
Bank Of America Corp

Financial Services
224
+ 3.33%
$44.92 - $52.42 $10.1K - $11.7K
6.95K $358K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
642
+ 9.82%
$50.85 - $51.35 $32.6K - $33K
7.18K $367K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.05%
$57.75 - $67.68 $116 - $135
4.13K $272K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.06%
$103.26 - $115.0 $207 - $230
3.28K $368K
COP
Conocophillips

Energy
85
+ 3.04%
$91.0 - $98.99 $7.74K - $8.41K
2.88K $272K
MBB
Ishares Tr

ETFs
135
+ 2.42%
$92.46 - $95.73 $12.5K - $12.9K
5.71K $543K
QCOM
Qualcomm Inc

Technology
18
+ 0.95%
$145.84 - $173.55 $2.63K - $3.12K
1.91K $318K
VZ
Verizon Communications Inc

Communication Services
51
+ 0.33%
$40.84 - $45.06 $2.08K - $2.3K
15.3K $673K
MET
Metlife Inc

Financial Services
24
+ 0.66%
$73.82 - $82.37 $1.77K - $1.98K
3.66K $301K
PRU
Prudential Financial Inc

Financial Services
164
+ 6.86%
$100.68 - $109.89 $16.5K - $18K
2.56K $265K
CSCO
Cisco Systems, Inc.

Technology
161
+ 1.49%
$66.2 - $71.79 $10.7K - $11.6K
11K $751K
Blackrock ETF Trust
66
+ 0.38%
N/A
17.5K $0
Blackrock ETF Trust
8.09K
+ 60.84%
N/A
21.4K $0
Blackrock Inc
15
+ 2.33%
N/A
659 $0
COF
Capital One Financial Corp

Financial Services
2
+ 0.2%
$207.29 - $229.74 $415 - $459
997 $211K
Blackrock ETF Trust Ii
238
+ 2.9%
N/A
8.45K $0
Ishares Bitcoin Trust ETF
1.76K
+ 27.49%
N/A
8.18K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
22
+ 2.4%
$284.17 - $319.49 $6.25K - $7.03K
937 $290K
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 34 Reductions 34 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