W Advisors, LLC Portfolio Holdings

W Advisors, LLC

  • $161 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $161 Million
  • Prior Value $152 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track W Advisors, LLC Portfolio

Follow W Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email