W Advisors, LLC Sells in Q2 2025

W Advisors, LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-4.02K
- 27.73%
$498.8 - $620.9 $2M - $2.49M
10.5K $6.5M
MRK
Merck & Co., Inc.

Healthcare
-2.77K
- 3.64%
$73.47 - $87.12 $204K - $241K
73.4K $5.81M
XOM
Exxon Mobil Corp

Energy
-433
- 1.23%
$99.93 - $119.04 $43.3K - $51.5K
34.9K $3.76M
BMY
Bristol Myers Squibb CO

Healthcare
-764
- 4.14%
$44.12 - $59.6 $33.7K - $45.5K
17.7K $818K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.11K
- 35.12%
$50.08 - $63.14 $306K - $386K
11.3K $713K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.67K
- 12.75%
$48.13 - $49.85 $177K - $183K
25.1K $1.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.97K
- 25.04%
$108.12 - $135.04 $213K - $267K
5.91K $797K
JNJ
Johnson & Johnson

Healthcare
-59
- 0.64%
$146.36 - $159.82 $8.64K - $9.43K
9.15K $1.4M
CVX
Chevron Corp

Energy
-70
- 2.3%
$133.73 - $168.51 $9.36K - $11.8K
2.97K $424K
PG
Procter & Gamble CO

Consumer Defensive
-91
- 1.48%
$157.66 - $172.39 $14.3K - $15.7K
6.07K $967K
IEFA
Ishares Tr

ETFs
-2.59K
- 14.74%
$67.83 - $84.09 $176K - $218K
15K $1.25M
NSC
Norfolk Southern Corp

Industrials
-439
- 20.74%
$206.34 - $257.46 $90.6K - $113K
1.68K $429K
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.58%
$170.16 - $206.27 $2.38K - $2.89K
2.41K $447K
OEF
Ishares S&P 100 ETF

ETFs
-215
- 0.82%
N/A
25.9K $6.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-96
- 2.86%
$126.84 - $145.22 $12.2K - $13.9K
3.26K $420K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.12K
- 2.29%
$45.12 - $46.23 $50.3K - $51.5K
47.7K $2.2M
PRU
Prudential Financial Inc

Financial Services
-288
- 10.75%
$95.12 - $112.71 $27.4K - $32.5K
2.39K $256K
AEP
American Electric Power CO Inc

Utilities
-175
- 5.07%
$98.59 - $109.11 $17.3K - $19.1K
3.28K $340K
VZ
Verizon Communications Inc

Communication Services
-104
- 0.68%
$41.67 - $45.62 $4.33K - $4.74K
15.3K $660K
MUB
Ishares National Muni Bond ETF

ETFs
-179
- 2.03%
$102.31 - $105.8 $18.3K - $18.9K
8.65K $904K
KO
Coca Cola CO

Consumer Defensive
-100
- 0.46%
$68.37 - $73.9 $6.84K - $7.39K
21.8K $1.54M
IAU
Ishares Gold Trust

ETFs
-829
- 9.51%
$56.1 - $64.74 $46.5K - $53.7K
7.89K $491K
MET
Metlife Inc

Financial Services
-238
- 6.14%
$68.42 - $82.49 $16.3K - $19.6K
3.64K $292K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-861
- 1.58%
$22.68 - $23.28 $19.5K - $20K
53.5K $1.24M
NEE
Nextera Energy Inc

Utilities
-15
- 0.14%
$64.11 - $75.0 $962 - $1.13K
10.4K $723K
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 2.09%
$335.24 - $380.78 $14.4K - $16.4K
2.02K $740K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-159
- 1.97%
$85.42 - $94.39 $13.6K - $15K
7.92K $743K
MO
Altria Group, Inc.

Consumer Defensive
-45
- 1.08%
$55.56 - $60.91 $2.5K - $2.74K
4.13K $242K
INTC
Intel Corp

Technology
-47
- 0.49%
$18.13 - $22.69 $852 - $1.07K
9.61K $215K
SO
Southern CO

Utilities
-15
- 0.19%
$84.91 - $92.56 $1.27K - $1.39K
8.01K $735K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-26
- 0.7%
$96.84 - $99.46 $2.52K - $2.59K
3.67K $363K
QCOM
Qualcomm Inc

Technology
-73
- 3.71%
$124.66 - $159.48 $9.1K - $11.6K
1.89K $301K
Blackrock Inc
-16
- 2.42%
N/A
644 $0
KMI
Kinder Morgan, Inc.

Energy
-184
- 2.14%
$25.21 - $29.4 $4.64K - $5.41K
8.4K $246K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.34%
$276.76 - $326.81 $1.38K - $1.63K
1.46K $451K
IEV
Ishares Tr Europe ETF

ETFs
-340
- 6.73%
$51.8 - $64.59 $17.6K - $22K
4.71K $297K
BK
Bank Of New York Mellon Corp

Financial Services
-95
- 3.75%
$73.31 - $91.62 $6.96K - $8.7K
2.44K $222K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-349
- 5.64%
$30.87 - $39.17 $10.8K - $13.7K
5.84K $228K
T
At&T Inc.

Communication Services
-128
- 0.43%
$26.33 - $28.94 $3.37K - $3.7K
29.6K $857K
BAC
Bank Of America Corp

Financial Services
-336
- 4.76%
$34.39 - $47.46 $11.6K - $15.9K
6.72K $318K
PH
Parker Hannifin Corp

Industrials
-20
- 3.28%
$517.23 - $700.54 $10.3K - $14K
589 $411K
EEM
Ishares Msci Emerging Markets

ETFs
-366
- 2.84%
$38.52 - $48.28 $14.1K - $17.7K
12.5K $604K
IWV
Ishares Russell 3000 ETF

ETFs
-92
- 3.65%
$281.67 - $351.0 $25.9K - $32.3K
2.43K $853K
LMT
Lockheed Martin Corp

Industrials
-5
- 0.14%
$430.82 - $486.45 $2.15K - $2.43K
3.49K $1.62M
KR
Kroger CO

Consumer Defensive
-551
- 2.23%
$64.62 - $74.0 $35.6K - $40.8K
24.2K $1.73M
CSCO
Cisco Systems, Inc.

Technology
-365
- 3.26%
$53.19 - $69.38 $19.4K - $25.3K
10.8K $750K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-478
- 5.15%
$108.06 - $135.3 $51.7K - $64.7K
8.81K $1.19M
IBM
International Business Machines Corp

Technology
-57
- 2.86%
$221.03 - $294.78 $12.6K - $16.8K
1.94K $570K
GE
General Electric CO

Industrials
-33
- 2.13%
$166.81 - $257.39 $5.5K - $8.49K
1.52K $390K
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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