Wp Advisors, LLC Portfolio Holdings

Wp Advisors, LLC

  • $363 Million
  • Q2 2025

Wp Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $363 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.6M, Vanguard Small Cap ETF with a value of $32.7M, Meta Platforms, Inc. with a value of $27.2M, Berkshire Hathaway Inc Class B with a value of $24.8M, and Alphabet Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $63.6M in the current position value, from $300M to 363M.

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

Portfolio value $363 Million
ETFs: $91.8 Million
Technology: $74.4 Million
Communication Services: $63.1 Million
Financial Services: $56.9 Million
Healthcare: $28.9 Million
Energy: $23.3 Million
Consumer Cyclical: $15.1 Million
Consumer Defensive: $5.18 Million
Other: $4.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$33.6 Million 9.24% of portfolio
163,560
Q2 2025 Added 1.76%
$0
$32.7 Million 9.0% of portfolio
137,894
Q2 2025 Added 460.68%
$1.78T
$27.2 Million 7.5% of portfolio
36,887
Q2 2025 Added 5.33%
$621B
$24.8 Million 6.84% of portfolio
51,126
Q2 2025 Added 1.45%
$1.24T
$20.6 Million 5.67% of portfolio
116,135
Q2 2025 Added 7.88%
$456B
$17.9 Million 4.93% of portfolio
113,278
Q2 2025 Added 49.23%
$545B
$14.1 Million 3.88% of portfolio
10,532
Q2 2025 Added 0.26%
$138B
$12.8 Million 3.53% of portfolio
528,805
Q2 2025 Added 2.37%
$68.2B
$11.3 Million 3.11% of portfolio
364,271
Q2 2025 Added 2.8%
$0
$10.7 Million 2.94% of portfolio
38,551
Q2 2025 Reduced 0.11%
$551B
$8.76 Million 2.41% of portfolio
24,675
Q2 2025 Added 2.11%
$78.6B
$8.18 Million 2.25% of portfolio
110,052
Q2 2025 Added 0.83%
$3.95T
$7.65 Million 2.11% of portfolio
15,381
Q2 2025 Added 6.69%
$0
$6.69 Million 1.84% of portfolio
93,352
Q2 2025 Added 0.95%
$2.26T
$6.53 Million 1.8% of portfolio
29,749
Q2 2025 Added 45.39%
$351B
$6.38 Million 1.76% of portfolio
34,347
Q2 2025 Added 1.44%
$227B
$5.38 Million 1.48% of portfolio
16,868
Q2 2025 Added 1.79%
$859B
$5.1 Million 1.4% of portfolio
17,596
Q2 2025 Added 2.3%
$0
$5.06 Million 1.39% of portfolio
18,082
Q2 2025 Added 5.49%
$51.4B
$4.87 Million 1.34% of portfolio
36,248
Q2 2025 Added 0.9%
$282B
$3.78 Million 1.04% of portfolio
26,623
Q2 2025 Added 128.96%
$217B
$3.69 Million 1.02% of portfolio
637
Q2 2025 Reduced 0.16%
$0
$3.45 Million 0.95% of portfolio
36,775
Q2 2025 Reduced 0.66%
$33.1B
$3.18 Million 0.88% of portfolio
38,927
Q2 2025 Reduced 3.61%
$0
$3.02 Million 0.83% of portfolio
57,695
Q2 2025 Added 3.37%
$0
$2.75 Million 0.76% of portfolio
4,842
Q2 2025 Added 13.58%
$302B
$2.56 Million 0.7% of portfolio
17,873
Q2 2025 Added 1.53%
$0
$2.49 Million 0.69% of portfolio
12,771
Q2 2025 Reduced 0.82%
$0
$2.43 Million 0.67% of portfolio
31,909
Q2 2025 Added 2.43%
$232B
$2.04 Million 0.56% of portfolio
7,495
Q2 2025 Added 14.64%
$118B
$2.02 Million 0.56% of portfolio
34,470
Q2 2025 Added 2.14%
$0
$1.7 Million 0.47% of portfolio
27,355
Q2 2025 Added 0.31%
$0
$1.69 Million 0.47% of portfolio
12,532
Q2 2025 Added 4.39%
$55.1B
$1.63 Million 0.45% of portfolio
2,871
Q2 2025 Added 0.14%
$0
$1.52 Million 0.42% of portfolio
18,664
Q2 2025 Added 0.48%
$182B
$1.54 Million 0.42% of portfolio
16,471
Q2 2025 Added 9.13%
$0
$1.47 Million 0.41% of portfolio
16,779
Q2 2025 Added 0.47%
$0
$1.49 Million 0.41% of portfolio
13,660
Q2 2025 Added 0.37%
$173B
$1.44 Million 0.4% of portfolio
9,055
Q2 2025 Added 4.4%
$99.5B
$1.43 Million 0.39% of portfolio
3,208
Q2 2025 Added 0.28%
$150B
$1.41 Million 0.39% of portfolio
4,719
Q2 2025 Added 0.98%
$0
$1.38 Million 0.38% of portfolio
22,061
Q2 2025 Reduced 0.82%
$142B
$1.28 Million 0.35% of portfolio
4,807
Q2 2025 Added 1.95%
$439B
$1.25 Million 0.34% of portfolio
1,260
Q2 2025 Added 1.04%
$302B
$1.19 Million 0.33% of portfolio
14,850
Q2 2025 Reduced 0.32%
$0
$1.15 Million 0.32% of portfolio
40,822
Q2 2025 Added 0.36%
$261B
$1.17 Million 0.32% of portfolio
6,432
Q2 2025 Added 2.73%
$0
$1.18 Million 0.32% of portfolio
6,670
Q2 2025 Reduced 0.61%
$1.27T
$1.12 Million 0.31% of portfolio
4,962
Q2 2025 Added 10.1%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $363 Million
  • Prior Value $300 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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