Wilmar Advisors LLC Portfolio Holdings

Wilmar Advisors LLC

  • $96.6 Billion
  • Q1 2025

Wilmar Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.6 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $28.6B, Apple Inc. with a value of $24.4B, Spdr S&P 500 ETF Trust with a value of $8.39B, Meta Platforms, Inc. with a value of $5.76B, and Spdr S&P Midcap 400 ETF Trust with a value of $5.33B.

Examining the 13F form we can see an decrease of $11.5B in the current position value, from $108B to 96.6B.

Wilmar Advisors LLC is based out at Juno Beach, FL

Below you can find more details about Wilmar Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.6 Billion
ETFs: $46.7 Billion
Technology: $28 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $5.14 Billion
Financial Services: $2.5 Billion
Industrials: $682 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.6 Billion 29.61% of portfolio
61,000
Q4 2024 New
$3.24T
$24.4 Billion 25.29% of portfolio
110,000
Q1 2025 Reduced 8.33%
$0
$8.39 Billion 8.68% of portfolio
15,000
Q4 2024 New
$1.46T
$5.76 Billion 5.97% of portfolio
10,000
Q4 2024 New
$0
$5.33 Billion 5.52% of portfolio
10,000
Q4 2024 New
$2.11T
$5.14 Billion 5.32% of portfolio
27,000
Q4 2024 New
$1.03T
$4.02 Billion 4.16% of portfolio
26,000
Q4 2024 New
$1.04T
$3.76 Billion 3.89% of portfolio
24,080
Q4 2024 New
$15.7B
$2.54 Billion 2.63% of portfolio
82,000
Q1 2025 Added 32.26%
$0
$2.5 Billion 2.59% of portfolio
88,000
Q4 2024 New
$185B
$2.47 Billion 2.55% of portfolio
24,000
Q4 2024 New
$108B
$1.15 Billion 1.19% of portfolio
4,000
Q1 2025 Reduced 33.33%
$103B
$705 Million 0.73% of portfolio
2,000
Q4 2024 New
$126B
$682 Million 0.71% of portfolio
4,000
Q4 2024 New
$0
$690 Million 0.71% of portfolio
15,000
Q1 2025 Reduced 50.0%
$35B
$431 Million 0.45% of portfolio
2,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $96.6 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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