W Advisors, LLC Portfolio Holdings
W Advisors, LLC
- $158 Million
- Q1 2025
W Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Million distributed in 206 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 $11.6M, Apple Inc. with a value of $8.63M, Ishares Core S&P 500 ETF with a value of $8.14M, Ishares S&P 100 ETF with a value of $6.96M, and Merck & Co., Inc. with a value of $6.84M.
Examining the 13F form we can see an decrease of $1.49M in the current position value, from $159M to 158M.
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
$158 Million
ETFs: $94.7 Million
Technology: $18.1 Million
Healthcare: $11 Million
Consumer Defensive: $6.88 Million
Financial Services: $6.23 Million
Energy: $6 Million
Industrials: $4.46 Million
Consumer Cyclical: $4.12 Million
Other: $6.47 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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