Wp Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $316 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.8M, Invesco ETF Tr Ii Kbw Bank ETF with a value of $24.5M, Berkshire Hathaway Inc Class B with a value of $20.9M, Meta Platforms, Inc. with a value of $18.8M, and Alphabet Inc. with a value of $16.2M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $305M to 316M.

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

Portfolio value $316 Million
ETFs: $90.6 Million
Technology: $66.5 Million
Financial Services: $45.2 Million
Communication Services: $45.1 Million
Energy: $28.3 Million
Healthcare: $17.7 Million
Consumer Cyclical: $12.1 Million
Industrials: $4.58 Million
Other: $5.84 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $316 Million
  • Prior Value $305 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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