Wp Advisors, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $305 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.8M, Invesco ETF Tr Ii Kbw Bank ETF with a value of $25.7M, Berkshire Hathaway Inc Class B with a value of $21.8M, Meta Platforms, Inc. with a value of $16.8M, and Alphabet Inc. with a value of $13.1M.

Examining the 13F form we can see an increase of $34.7M in the current position value, from $270M to 305M.

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

Portfolio value $305 Million
ETFs: $96.1 Million
Technology: $54.7 Million
Financial Services: $47.1 Million
Communication Services: $39.3 Million
Energy: $28.8 Million
Healthcare: $17.2 Million
Consumer Cyclical: $10.8 Million
Industrials: $4.69 Million
Other: $6.19 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 105
  • Current Value $305 Million
  • Prior Value $270 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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