W Advisors, LLC Incresed Positions in Q1 2025

W Advisors, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
4
+ 0.61%
N/A
660 $0
PH
Parker Hannifin Corp

Industrials
22
+ 3.75%
$591.65 - $707.05 $13K - $15.6K
609 $370K
BAC
Bank Of America Corp

Financial Services
155
+ 2.25%
$39.61 - $47.74 $6.14K - $7.4K
7.06K $294K
WMT
Walmart Inc.

Consumer Defensive
185
+ 1.4%
$84.5 - $105.05 $15.6K - $19.4K
13.4K $1.18M
FDX
Fedex Corp

Industrials
16
+ 1.97%
$230.33 - $281.53 $3.69K - $4.5K
827 $201K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.2%
$313.1 - $349.83 $1.57K - $1.75K
2.52K $801K
BX
Blackstone Inc.

Financial Services
72
+ 3.74%
$136.53 - $186.74 $9.83K - $13.4K
2K $279K
TSLA
Tesla, Inc.

Consumer Cyclical
425
+ 36.83%
$222.15 - $428.22 $94.4K - $182K
1.58K $409K
CAT
Caterpillar Inc

Industrials
36
+ 1.69%
$326.75 - $407.63 $11.8K - $14.7K
2.16K $713K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$156.06 - $207.71 $156 - $208
2.11K $329K
LMT
Lockheed Martin Corp

Industrials
16
+ 0.46%
$423.19 - $506.29 $6.77K - $8.1K
3.5K $1.56M
AMZN
Amazon Com Inc

Consumer Cyclical
395
+ 5.19%
$190.26 - $242.06 $75.2K - $95.6K
8K $1.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$551.42 - $612.93 $1.1K - $1.23K
5.95K $3.33M
GOOGL
Alphabet Inc.

Communication Services
264
+ 4.35%
$154.33 - $206.19 $40.7K - $54.4K
6.34K $980K
IYW
Ishares Dj Us Tech ETF

ETFs
884
+ 5.53%
$140.44 - $166.79 $124K - $147K
16.9K $2.37M
VGT
Vanguard Information Technolog

ETFs
26
+ 0.74%
$542.38 - $646.34 $14.1K - $16.8K
3.55K $1.92M
MSFT
Microsoft Corp

Technology
131
+ 0.84%
$375.39 - $447.2 $49.2K - $58.6K
15.8K $5.92M
MRK
Merck & Co., Inc.

Healthcare
302
+ 0.4%
$83.01 - $101.02 $25.1K - $30.5K
76.2K $6.84M
AAPL
Apple Inc.

Technology
337
+ 0.88%
$209.68 - $247.1 $70.7K - $83.3K
38.8K $8.63M
IVW
Ishares S&P 500 Growth ETF

ETFs
233
+ 0.19%
$92.45 - $106.69 $21.5K - $24.9K
124K $11.6M
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
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