W Advisors, LLC Portfolio Holdings
W Advisors, LLC
- $183 Million
- Q3 2025
W Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $183 Million distributed in 230 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 $14.3M, Apple Inc. with a value of $10.1M, Microsoft Corp with a value of $8.01M, Ishares S&P 100 ETF with a value of $7.34M, and Ishares Core S&P 500 ETF with a value of $6.96M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $170M to 183M.
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
$183 Million
ETFs: $110 Million
Technology: $23.8 Million
Healthcare: $10.3 Million
Financial Services: $8.53 Million
Consumer Defensive: $6.92 Million
Energy: $5.64 Million
Communication Services: $5.35 Million
Industrials: $5.2 Million
Other: $7.24 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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