W Advisors, LLC Incresed Positions in Q4 2024

W Advisors, LLC

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
159
+ 0.41%
$221.69 - $259.02 $35.2K - $41.2K
38.5K $9.64M
IVV
Ishares Core S&P 500 ETF

ETFs
670
+ 5.45%
$570.51 - $610.59 $382K - $409K
13K $7.63M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.63K
+ 19.84%
$183.23 - $199.79 $481K - $525K
15.9K $2.94M
AMZN
Amazon Com Inc

Consumer Cyclical
116
+ 1.55%
$180.88 - $232.93 $21K - $27K
7.61K $1.67M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.53%
$205.18 - $250.29 $9.44K - $11.5K
8.65K $2.07M
IEMG
Ishares Inc

ETFs
4K
+ 91.17%
N/A
8.38K $449K
MS
Morgan Stanley

Financial Services
15
+ 0.16%
$104.42 - $134.99 $1.57K - $2.02K
9.36K $1.18M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.63K
+ 7.1%
$49.03 - $53.35 $129K - $140K
39.6K $2.03M
TSLA
Tesla, Inc.

Consumer Cyclical
131
+ 12.81%
$213.65 - $479.86 $28K - $62.9K
1.15K $466K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 9.42%
$176.42 - $186.91 $198K - $210K
13.1K $2.33M
IYW
Ishares Dj Us Tech ETF

ETFs
296
+ 1.89%
$148.14 - $166.23 $43.8K - $49.2K
16K $2.55M
GOOGL
Alphabet Inc.

Communication Services
135
+ 2.27%
$161.86 - $196.66 $21.9K - $26.5K
6.08K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
226
+ 23.49%
$521.84 - $558.82 $118K - $126K
1.19K $640K
WMT
Walmart Inc.

Consumer Defensive
68
+ 0.52%
$79.1 - $95.7 $5.38K - $6.51K
13.3K $1.2M
VUG
Vanguard Growth ETF

ETFs
161
+ 7.76%
$378.79 - $428.11 $61K - $68.9K
2.24K $918K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
984
+ 10.82%
$126.68 - $134.74 $125K - $133K
10.1K $1.29M
NSC
Norfolk Southern Corp

Industrials
590
+ 39.05%
$230.6 - $277.0 $136K - $163K
2.1K $493K
META
Meta Platforms, Inc.

Communication Services
116
+ 8.04%
$554.08 - $632.68 $64.3K - $73.4K
1.56K $918K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.8K
+ 246.25%
$26.93 - $84.95 $587K - $1.85M
30.7K $837K
BAC
Bank Of America Corp

Financial Services
138
+ 2.04%
$39.22 - $47.77 $5.41K - $6.59K
6.9K $303K
MBB
Ishares Tr

ETFs
564
+ 11.11%
$91.26 - $95.82 $51.5K - $54K
5.64K $516K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.62%
$280.08 - $307.97 $2.52K - $2.77K
1.46K $427K
IWM
Ishares Russell 2000 ETF

ETFs
112
+ 9.16%
$216.13 - $242.4 $24.2K - $27.1K
1.34K $294K
AJG
Arthur J. Gallagher & Co.

Financial Services
22
+ 1.45%
$278.49 - $315.16 $6.13K - $6.93K
1.54K $435K
VIG
Vanguard Dividend Appreciation

ETFs
46
+ 0.19%
N/A
24.7K $4.5M
FDX
Fedex Corp

Industrials
2
+ 0.25%
$260.5 - $305.15 $521 - $610
811 $228K
IFRA
Ishares Tr

ETFs
247
+ 3.62%
$45.94 - $51.71 $11.3K - $12.8K
7.07K $327K
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.55%
$49.06 - $57.74 $1.08K - $1.27K
4.01K $209K
PH
Parker Hannifin Corp

Industrials
6
+ 1.03%
$621.74 - $709.46 $3.73K - $4.26K
587 $373K
MET
Metlife Inc

Financial Services
63
+ 1.77%
$78.15 - $88.25 $4.92K - $5.56K
3.63K $297K
IBM
International Business Machines Corp

Technology
12
+ 0.61%
$204.9 - $238.04 $2.46K - $2.86K
1.97K $433K
Blackrock ETF Trust Ii
354
+ 4.97%
N/A
7.48K $0
ABT
Abbott Laboratories

Healthcare
9
+ 0.49%
$111.93 - $119.39 $1.01K - $1.07K
1.86K $210K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.01%
$442.29 - $483.08 $4.42K - $4.83K
1K $455K
ORCL
Oracle Corp

Technology
21
+ 0.97%
$165.41 - $192.43 $3.47K - $4.04K
2.18K $363K
PRU
Prudential Financial Inc

Financial Services
19
+ 0.76%
$114.59 - $129.52 $2.18K - $2.46K
2.52K $299K
PG
Procter & Gamble CO

Consumer Defensive
95
+ 1.57%
$161.05 - $179.7 $15.3K - $17.1K
6.13K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 1.4%
$385.02 - $431.37 $11.2K - $12.5K
2.1K $815K
CAT
Caterpillar Inc

Industrials
36
+ 1.72%
$360.37 - $416.88 $13K - $15K
2.13K $771K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.33%
$288.47 - $316.54 $3.17K - $3.48K
3.37K $975K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27.1K
+ 100.92%
$22.63 - $47.53 $614K - $1.29M
54.1K $1.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
96
+ 1.59%
$87.1 - $98.49 $8.36K - $9.46K
6.14K $536K
MSFT
Microsoft Corp

Technology
111
+ 0.71%
$406.35 - $454.46 $45.1K - $50.4K
15.6K $6.59M
EFG
Msci Eafe Growth ETF

ETFs
2.15K
+ 5.76%
$96.83 - $106.88 $208K - $230K
39.5K $3.82M
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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