W Advisors, LLC Reduced Holdings in Q3 2024

W Advisors, LLC

  • $161 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-279
- 0.36%
$111.15 - $128.97 $31K - $36K
76.3K $8.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-976
- 50.36%
$475.2 - $527.7 $464K - $515K
962 $507K
CVX
Chevron Corp

Energy
-1.85K
- 37.17%
$137.88 - $161.97 $255K - $300K
3.13K $461K
EFG
Msci Eafe Growth ETF

ETFs
-4.18K
- 10.06%
$96.84 - $108.77 $404K - $454K
37.3K $4.02M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-7.54K
- 15.16%
$26.43 - $29.86 $199K - $225K
42.2K $1.25M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.85K
- 7.92%
$49.93 - $51.15 $143K - $146K
33.2K $1.7M
KR
Kroger CO

Consumer Defensive
-5.73K
- 17.32%
$50.43 - $57.3 $289K - $328K
27.3K $1.57M
MUB
Ishares National Muni Bond ETF

ETFs
-946
- 8.99%
$106.13 - $108.7 $100K - $103K
9.58K $1.04M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.09K
- 15.29%
$89.91 - $101.33 $98.1K - $111K
6.04K $592K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.07K
- 10.56%
$117.9 - $128.2 $127K - $138K
9.09K $1.17M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.55%
$772.14 - $960.02 $2.32K - $2.88K
542 $480K
IFRA
Ishares Tr

ETFs
-870
- 11.31%
$41.55 - $46.97 $36.1K - $40.9K
6.82K $320K
EEM
Ishares Msci Emerging Markets

ETFs
-682
- 5.62%
$40.42 - $46.7 $27.6K - $31.8K
11.4K $524K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-545
- 4.83%
$113.45 - $126.18 $61.8K - $68.8K
10.7K $1.35M
NKE
Nike, Inc.

Consumer Cyclical
-265
- 9.82%
$71.09 - $89.44 $18.8K - $23.7K
2.43K $214K
IEFA
Ishares Tr

ETFs
-1.29K
- 6.21%
$70.09 - $78.74 $90.3K - $101K
19.5K $1.52M
VUG
Vanguard Growth ETF

ETFs
-23
- 1.1%
$341.08 - $391.94 $7.84K - $9.01K
2.08K $797K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11
- 0.3%
$96.25 - $101.98 $1.06K - $1.12K
3.63K $367K
VLUE
Ishares Msci Usa Value Factor

ETFs
-3
- 0.12%
$99.14 - $109.18 $297 - $328
2.56K $278K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-38
- 0.61%
$32.04 - $37.11 $1.22K - $1.41K
6.2K $225K
GE
General Electric CO

Industrials
-173
- 9.94%
$156.66 - $189.66 $27.1K - $32.8K
1.57K $295K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14
- 0.24%
$57.32 - $62.65 $802 - $877
5.93K $369K
XOM
Exxon Mobil Corp

Energy
-333
- 0.94%
$109.72 - $119.0 $36.5K - $39.6K
35K $4.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-99
- 1.73%
$105.53 - $118.34 $10.4K - $11.7K
5.63K $657K
NSC
Norfolk Southern Corp

Industrials
-1
- 0.07%
$213.75 - $259.69 $214 - $260
1.51K $375K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8
- 0.03%
$45.2 - $47.87 $362 - $383
26.9K $1.28M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-45
- 0.56%
$83.76 - $91.82 $3.77K - $4.13K
8.05K $734K
MAA
Mid America Apartment Communities Inc.

Real Estate
-4
- 0.11%
$138.8 - $166.65 $555 - $667
3.68K $585K
BMY
Bristol Myers Squibb CO

Healthcare
-1.15K
- 5.76%
$39.66 - $51.75 $45.6K - $59.6K
18.8K $974K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.17%
$517.38 - $573.86 $5.17K - $5.74K
5.97K $3.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
-102
- 0.76%
$173.36 - $189.8 $17.7K - $19.4K
13.2K $2.51M
IVE
Ishares S&P 500 Value ETF

ETFs
-129
- 0.49%
$181.06 - $197.17 $23.4K - $25.4K
26.1K $5.15M
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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