W Advisors, LLC Reduced Holdings in Q1 2025

W Advisors, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-7.2K
- 18.24%
$96.1 - $106.37 $692K - $766K
32.3K $3.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.17K
- 19.95%
$182.82 - $196.21 $579K - $621K
12.7K $2.39M
NVDA
Nvidia Corp

Technology
-1.22K
- 7.65%
$106.98 - $149.43 $130K - $182K
14.7K $1.59M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.7K
- 4.28%
$48.06 - $53.73 $81.5K - $91.1K
37.9K $1.85M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-708
- 7.09%
$120.24 - $134.3 $85.1K - $95.1K
9.28K $1.13M
VUG
Vanguard Growth ETF

ETFs
-122
- 5.45%
$369.1 - $427.61 $45K - $52.2K
2.12K $784K
AJG
Arthur J. Gallagher & Co.

Financial Services
-625
- 40.69%
$275.89 - $345.24 $172K - $216K
911 $314K
EFV
Msci Eafe Value ETF

ETFs
-7.9K
- 13.85%
$51.88 - $60.73 $410K - $480K
49.1K $2.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.12K
- 6.03%
$54.25 - $57.64 $60.6K - $64.4K
17.4K $958K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38
- 0.68%
$102.49 - $119.96 $3.89K - $4.56K
5.55K $579K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 2.04%
$524.81 - $672.19 $6.82K - $8.74K
624 $340K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1
- 0.04%
$104.89 - $113.56 $105 - $114
2.55K $272K
MBB
Ishares Tr

ETFs
-65
- 1.15%
$90.37 - $94.08 $5.87K - $6.12K
5.57K $522K
IEFA
Ishares Tr

ETFs
-884
- 4.79%
$69.57 - $78.65 $61.5K - $69.5K
17.6K $1.33M
KR
Kroger CO

Consumer Defensive
-1.9K
- 7.13%
$58.36 - $67.72 $111K - $128K
24.7K $1.67M
MAA
Mid America Apartment Communities Inc.

Real Estate
-2
- 0.05%
$146.9 - $170.92 $294 - $342
3.68K $617K
GE
General Electric CO

Industrials
-17
- 1.08%
$168.59 - $212.13 $2.87K - $3.61K
1.55K $310K
CVX
Chevron Corp

Energy
-95
- 3.03%
$146.71 - $167.97 $13.9K - $16K
3.04K $508K
BMY
Bristol Myers Squibb CO

Healthcare
-143
- 0.77%
$53.9 - $63.11 $7.71K - $9.02K
18.4K $1.12M
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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