W Advisors, LLC Portfolio Holdings
W Advisors, LLC
- $170 Million
- Q2 2025
W Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 212 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 $13.2M, Apple Inc. with a value of $8M, Microsoft Corp with a value of $7.62M, Ishares Tr Esg Msci Usa Leader with a value of $7.39M, and Ishares S&P 100 ETF with a value of $6.9M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $158M to 170M.
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
$170 Million
ETFs: $104 Million
Technology: $20.6 Million
Healthcare: $9.15 Million
Financial Services: $7.54 Million
Consumer Defensive: $6.98 Million
Energy: $5.37 Million
Industrials: $4.69 Million
Communication Services: $4.46 Million
Other: $6.78 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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