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 $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VLY Valley National Bancorp Financial Services	$4.64B	$120,000 0.07% of portfolio	13,339	Q4 2021 New

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

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