W Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $161 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $12.4M, Apple Inc. with a value of $8.93M, Merck & Co., Inc. with a value of $8.66M, Ishares Tr Esg Msci Usa Leader with a value of $7.28M, and Ishares Core S&P 500 ETF with a value of $7.09M.
Examining the 13F form we can see an increase of $9.15M in the current position value, from $152M to 161M.
W Advisors, LLC is based out at Germantown, TN
Below you can find more details about W Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$161 Million
ETFs: $94.6 Million
Technology: $20.3 Million
Healthcare: $12.6 Million
Consumer Defensive: $6.64 Million
Financial Services: $6.36 Million
Energy: $5.52 Million
Industrials: $4.89 Million
Consumer Cyclical: $4.05 Million
Other: $6.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
