Wp Advisors, LLC Purchases in Q1 2025

Wp Advisors, LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.4K
New
$95.85 - $99.25 $5.03M - $5.2M
52.4K $5.19M
EPD
Enterprise Products Partners L.P.

Energy
8.04K
+ 2.32%
$31.75 - $34.14 $255K - $275K
354K $12.1M
V
Visa Inc.

Financial Services
1K
+ 4.32%
$306.92 - $362.71 $307K - $363K
24.2K $8.47M
ABBV
Abb Vie Inc.

Healthcare
96
+ 0.28%
$169.2 - $216.66 $16.2K - $20.8K
33.9K $7.09M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40.7K
New
$25.58 - $29.24 $1.04M - $1.19M
40.7K $1.07M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
8.51K
New
$75.72 - $160.92 $645K - $1.37M
8.51K $650K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24K
New
$23.16 - $27.04 $556K - $649K
24K $562K
CVX
Chevron Corp

Energy
171
+ 0.98%
$146.71 - $167.97 $25.1K - $28.7K
17.6K $2.94M
VLO
Valero Energy Corp

Energy
399
+ 1.12%
$121.76 - $142.99 $48.6K - $57.1K
35.9K $4.74M
ITB
Ishares Tr

ETFs
3.91K
New
$93.86 - $111.45 $367K - $435K
3.91K $371K
BECN
Beacon Roofing Supply Inc

Industrials
2.8K
New
$100.48 - $123.86 $281K - $347K
2.8K $346K
MO
Altria Group, Inc.

Consumer Defensive
1.33K
+ 4.09%
$50.81 - $60.02 $67.4K - $79.6K
33.7K $2.03M
UNH
Unitedhealth Group Inc

Healthcare
438
+ 9.41%
$461.52 - $548.18 $202K - $240K
5.1K $2.67M
ET
Energy Transfer LP

Energy
15.1K
New
$17.26 - $21.08 $260K - $318K
15.1K $280K
AMD
Advanced Micro Devices Inc

Technology
3.99K
+ 52.26%
$96.63 - $129.55 $386K - $517K
11.6K $1.19M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.38K
New
$105.1 - $109.61 $250K - $261K
2.38K $258K
PGR
Progressive Corp

Financial Services
197
+ 4.36%
$235.61 - $291.22 $46.4K - $57.4K
4.72K $1.33M
UBER
Uber Technologies, Inc

Technology
683
+ 4.74%
$63.17 - $81.49 $43.1K - $55.7K
15.1K $1.1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
681
New
$308.87 - $383.33 $210K - $261K
681 $222K
NVDA
Nvidia Corp

Technology
16.2K
+ 27.16%
$106.98 - $149.43 $1.73M - $2.42M
75.9K $8.23M
KO
Coca Cola CO

Consumer Defensive
2.91K
New
$60.81 - $72.32 $177K - $210K
2.91K $208K
VB
Vanguard Small Cap ETF

ETFs
2.38K
+ 10.69%
$217.89 - $252.64 $518K - $600K
24.6K $5.45M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.76%
$1739.0 - $2260.0 $5.22K - $6.78K
397 $774K
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 0.04%
$137.61 - $149.68 $688 - $748
12K $1.75M
XLF
Financial Sector Spdr

ETFs
167
+ 0.3%
$47.32 - $52.19 $7.9K - $8.72K
55.8K $2.78M
ICE
Intercontinental Exchange, Inc.

Financial Services
8
+ 0.26%
$142.8 - $176.36 $1.14K - $1.41K
3.05K $526K
XLU
Utilities Sector Spdr

ETFs
133
+ 0.72%
$74.7 - $80.27 $9.94K - $10.7K
18.6K $1.46M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 2.42%
$1187.71 - $1432.58 $5.94K - $7.16K
212 $303K
VEA
Vanguard Ftse Developed Market

ETFs
35
+ 0.19%
$47.4 - $52.99 $1.66K - $1.85K
18.6K $946K
PSX
Phillips 66

Energy
41
+ 0.96%
$113.93 - $131.55 $4.67K - $5.39K
4.32K $533K
XLB
Select Sector Spdr Fd Material

ETFs
62
+ 0.37%
$83.19 - $90.99 $5.16K - $5.64K
16.7K $1.44M
BP
Bp PLC

Energy
102
+ 1.29%
$29.93 - $35.31 $3.05K - $3.6K
8.02K $270K
XOM
Exxon Mobil Corp

Energy
25
+ 0.91%
$105.44 - $118.93 $2.64K - $2.97K
2.77K $329K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.31%
$114.1 - $135.66 $685 - $814
1.97K $260K
VTV
Vanguard Value ETF

ETFs
39
+ 0.58%
$167.73 - $179.21 $6.54K - $6.99K
6.71K $1.16M
QCOM
Qualcomm Inc

Technology
146
+ 1.71%
$151.94 - $175.86 $22.2K - $25.7K
8.67K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20
+ 0.29%
$58.01 - $64.46 $1.16K - $1.29K
6.97K $432K
DE
Deere & CO

Industrials
1
+ 0.2%
$408.57 - $509.27 $409 - $509
499 $234K
ALL
Allstate Corp

Financial Services
7
+ 0.55%
$180.99 - $210.18 $1.27K - $1.47K
1.29K $266K
VFH
Vanguard Financial ETF

ETFs
30
+ 0.42%
$114.07 - $127.34 $3.42K - $3.82K
7.14K $852K
XLP
Consumer Staples Sector Spdr

ETFs
146
+ 0.47%
N/A
31.2K $2.37M
MU
Micron Technology Inc

Technology
13
+ 0.42%
$86.89 - $109.38 $1.13K - $1.42K
3.13K $272K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.6%
$158.56 - $176.26 $1.27K - $1.41K
1.34K $228K
IYF
Ishares Tr

ETFs
6
+ 0.31%
$107.69 - $119.37 $646 - $716
1.91K $215K
MPWR
Monolithic Power Systems Inc

Technology
14
+ 2.68%
$565.7 - $720.25 $7.92K - $10.1K
536 $310K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.2%
N/A
1.52K $277K
Ishares Bitcoin Trust ETF
365
+ 3.04%
N/A
12.4K $0
XLI
Industrial Sector Spdr

ETFs
8
+ 0.29%
$128.78 - $141.67 $1.03K - $1.13K
2.77K $362K
VOE
Vanguard Mid Cap Value Index F

ETFs
23
+ 0.66%
$156.61 - $168.02 $3.6K - $3.86K
3.49K $560K
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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