Wp Advisors, LLC Purchases in Q4 2024

Wp Advisors, LLC

  • $300 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
442K
+ 563.56%
$24.8 - $30.19 $11M - $13.4M
521K $13.8M
GOOG
Alphabet Inc.

Communication Services
5.71K
+ 6.56%
$163.08 - $198.16 $932K - $1.13M
92.8K $17.7M
XLE
Energy Sector Spdr

ETFs
22.4K
New
$83.32 - $97.27 $1.86M - $2.18M
22.4K $1.92M
META
Meta Platforms, Inc.

Communication Services
1.27K
+ 3.69%
$554.08 - $632.68 $705K - $805K
35.7K $21.1M
NVDA
Nvidia Corp

Technology
3.77K
+ 6.75%
$117.0 - $148.88 $441K - $562K
59.7K $8.02M
EPD
Enterprise Products Partners L.P.

Energy
8.77K
+ 2.6%
$28.66 - $34.43 $251K - $302K
346K $10.9M
V
Visa Inc.

Financial Services
152
+ 0.66%
$273.87 - $320.91 $41.6K - $48.8K
23.2K $7.32M
AMZN
Amazon Com Inc

Consumer Cyclical
442
+ 2.24%
$180.88 - $232.93 $79.9K - $103K
20.2K $4.43M
VB
Vanguard Small Cap ETF

ETFs
2.2K
+ 11.0%
$233.76 - $261.58 $515K - $576K
22.2K $5.34M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 0.6%
$205.18 - $250.29 $21.3K - $26K
17.3K $4.16M
OKE
Oneok Inc

Energy
362
+ 0.91%
$92.28 - $117.05 $33.4K - $42.4K
40.3K $4.04M
VO
Vanguard Mid Cap ETF

ETFs
1.16K
+ 7.42%
$261.5 - $284.63 $304K - $331K
16.8K $4.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
493
+ 13.74%
$521.84 - $558.82 $257K - $275K
4.08K $2.2M
EBAY
Ebay Inc

Consumer Cyclical
4.5K
New
$57.51 - $67.17 $259K - $302K
4.5K $278K
RTX
Raytheon Technologies Corp

Industrials
1.96K
New
$114.45 - $127.21 $225K - $250K
1.96K $227K
WFC
Wells Fargo & Company

Financial Services
79
+ 0.53%
$54.98 - $77.35 $4.34K - $6.11K
15K $1.06M
MS
Morgan Stanley

Financial Services
1.69K
New
$104.42 - $134.99 $176K - $228K
1.69K $212K
IYF
Ishares Tr

ETFs
1.91K
New
$102.7 - $119.05 $196K - $227K
1.91K $210K
TTD
Trade Desk, Inc.

Technology
1.76K
New
$108.7 - $139.51 $191K - $245K
1.76K $206K
GS
Goldman Sachs Group Inc

Financial Services
359
New
$486.1 - $608.57 $175K - $218K
359 $205K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.08%
$161.86 - $196.66 $647 - $787
4.9K $928K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 1.18%
$172.07 - $207.36 $8.6K - $10.4K
4.27K $843K
MO
Altria Group, Inc.

Consumer Defensive
629
+ 1.98%
$49.06 - $57.74 $30.9K - $36.3K
32.4K $1.7M
VFH
Vanguard Financial ETF

ETFs
75
+ 1.07%
$108.87 - $126.2 $8.17K - $9.47K
7.11K $839K
RPV
Invesco Exchange Traded Fd Tr

ETFs
58
+ 0.16%
$87.41 - $97.21 $5.07K - $5.64K
37.1K $3.34M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$873.59 - $994.69 $874 - $995
1.3K $1.19M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$378.79 - $428.11 $379 - $428
1.39K $571K
XLK
Technology Sector Spdr

ETFs
5
+ 0.14%
$220.26 - $241.44 $1.1K - $1.21K
3.52K $817K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.19%
$194.8 - $239.43 $390 - $479
1.04K $232K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.62%
$280.04 - $302.45 $4.76K - $5.14K
2.76K $799K
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.19%
$241.48 - $274.89 $966 - $1.1K
2.09K $531K
FDX
Fedex Corp

Industrials
11
+ 0.5%
$260.5 - $305.15 $2.87K - $3.36K
2.19K $616K
XLP
Consumer Staples Sector Spdr

ETFs
189
+ 0.61%
N/A
31K $2.36M
KBE
Spdr S&P Bank ETF

ETFs
29
+ 0.6%
$51.33 - $62.76 $1.49K - $1.82K
4.88K $270K
VTV
Vanguard Value ETF

ETFs
278
+ 4.35%
$168.32 - $181.87 $46.8K - $50.6K
6.67K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.33%
$567.81 - $607.81 $1.7K - $1.82K
906 $530K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.29%
$112.15 - $127.2 $1.01K - $1.14K
3.06K $369K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
18
+ 2.66%
$563.99 - $620.12 $10.2K - $11.2K
694 $395K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
116
+ 0.43%
$61.68 - $67.87 $7.15K - $7.87K
27.2K $1.69M
ALL
Allstate Corp

Financial Services
6
+ 0.47%
$181.25 - $208.2 $1.09K - $1.25K
1.28K $246K
INTU
Intuit Inc

Technology
1
+ 0.16%
$602.01 - $706.25 $602 - $706
623 $391K
DE
Deere & CO

Industrials
2
+ 0.4%
$389.45 - $466.0 $779 - $932
498 $211K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.33%
N/A
1.52K $276K
Ishares Bitcoin Trust ETF
12K
New
N/A
12K $0
IYT
Ishares Tr U.S. Transportation

ETFs
12
+ 0.25%
$66.79 - $75.4 $801 - $905
4.87K $329K
PSX
Phillips 66

Energy
537
+ 14.34%
$110.35 - $138.93 $59.3K - $74.6K
4.28K $487K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.6%
$161.05 - $179.7 $1.29K - $1.44K
1.33K $223K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
132
+ 0.98%
$113.92 - $127.38 $15K - $16.8K
13.6K $1.56M
XLI
Industrial Sector Spdr

ETFs
14
+ 0.51%
$131.76 - $143.99 $1.84K - $2.02K
2.76K $363K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wp Advisors, LLC Portfolio

Follow Wp Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wp Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wp Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email