Wp Advisors, LLC Purchases in Q2 2025

Wp Advisors, LLC

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
64
+ 3.94%
$430.82 - $486.45 $27.6K - $31.1K
1.69K $781K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.33%
$496.48 - $617.85 $1.49K - $1.85K
912 $563K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
50
+ 0.72%
$55.54 - $69.09 $2.78K - $3.45K
7.02K $484K
SCHA
Schwab Strategic Tr Us Small C

ETFs
79
+ 0.33%
$20.42 - $25.3 $1.61K - $2K
24.1K $609K
XLI
Industrial Sector Spdr

ETFs
9
+ 0.33%
$116.42 - $147.52 $1.05K - $1.33K
2.78K $409K
WMT
Walmart Inc.

Consumer Defensive
128
+ 4.22%
$81.79 - $99.98 $10.5K - $12.8K
3.16K $309K
EFA
Ishares Tr Msci Eafe ETF

ETFs
80
+ 1.76%
$72.96 - $90.39 $5.84K - $7.23K
4.62K $412K
XLB
Select Sector Spdr Fd Material

ETFs
79
+ 0.47%
$74.27 - $88.92 $5.87K - $7.02K
16.8K $1.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
28
+ 0.92%
$151.62 - $183.47 $4.25K - $5.14K
3.08K $564K
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.93%
$113.75 - $148.48 $4.32K - $5.64K
2.01K $293K
DE
Deere & CO

Industrials
8
+ 1.6%
$412.99 - $531.48 $3.3K - $4.25K
507 $257K
IYF
Ishares Tr

ETFs
6
+ 0.31%
$99.23 - $120.99 $595 - $726
1.92K $232K
KBE
Spdr S&P Bank ETF

ETFs
33
+ 0.67%
$45.85 - $55.78 $1.51K - $1.84K
4.94K $275K
GM
General Motors CO

Consumer Cyclical
17
+ 0.33%
$42.48 - $50.46 $722 - $858
5.2K $255K
TJX
Tjx Companies Inc

Consumer Cyclical
46
+ 1.59%
$119.13 - $135.03 $5.48K - $6.21K
2.94K $362K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
24
+ 1.03%
$107.61 - $119.09 $2.58K - $2.86K
2.36K $279K
DHI
Horton D R Inc

Consumer Cyclical
28
+ 1.02%
$115.1 - $129.63 $3.22K - $3.63K
2.78K $357K
LQD
Ishares Iboxx $ Investment Gra

ETFs
27
+ 1.13%
$105.23 - $109.61 $2.84K - $2.96K
2.41K $263K
KO
Coca Cola CO

Consumer Defensive
107
+ 3.68%
$68.37 - $73.9 $7.32K - $7.91K
3.01K $213K
Ishares Bitcoin Trust ETF
287
+ 2.32%
N/A
12.7K $0
PSX
Phillips 66

Energy
147
+ 3.4%
$92.87 - $125.73 $13.7K - $18.5K
4.47K $533K
ET
Energy Transfer LP

Energy
273
+ 1.81%
$15.65 - $18.93 $4.27K - $5.17K
15.3K $278K
ALL
Allstate Corp

Financial Services
18
+ 1.4%
$180.53 - $212.64 $3.25K - $3.83K
1.31K $262K
MO
Altria Group, Inc.

Consumer Defensive
721
+ 2.14%
$55.56 - $60.91 $40.1K - $43.9K
34.5K $2.02M
PG
Procter & Gamble CO

Consumer Defensive
66
+ 4.93%
$157.66 - $172.39 $10.4K - $11.4K
1.41K $223K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3K
+ 1414.15%
$87.84 - $1441.89 $263K - $4.32M
3.21K $289K
XOM
Exxon Mobil Corp

Energy
127
+ 4.58%
$99.93 - $119.04 $12.7K - $15.1K
2.9K $312K
BP
Bp PLC

Energy
116
+ 1.45%
$26.11 - $33.81 $3.03K - $3.92K
8.14K $243K
FDX
Fedex Corp

Industrials
12
+ 0.58%
$198.07 - $245.17 $2.38K - $2.94K
2.08K $473K
ACN
Accenture PLC

Technology
46
+ 0.98%
$279.23 - $323.21 $12.8K - $14.9K
4.72K $1.41M
PGR
Progressive Corp

Financial Services
92
+ 1.95%
$255.27 - $288.74 $23.5K - $26.6K
4.81K $1.28M
XLV
Select Sector Spdr Fund Health

ETFs
527
+ 4.39%
$128.77 - $144.3 $67.9K - $76K
12.5K $1.69M
ROP
Roper Technologies Inc

Industrials
4
+ 0.14%
$519.19 - $590.78 $2.08K - $2.36K
2.87K $1.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.1%
$390.26 - $489.06 $390 - $489
1.05K $425K
AMGN
Amgen Inc

Healthcare
47
+ 1.31%
$262.28 - $309.85 $12.3K - $14.6K
3.64K $1.02M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 0.28%
$421.16 - $509.5 $3.79K - $4.59K
3.21K $1.43M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.14%
$483.07 - $625.6 $1.45K - $1.88K
2.1K $1.1M
PFE
Pfizer Inc

Healthcare
12.3K
+ 2.37%
$21.59 - $24.84 $265K - $305K
529K $12.8M
CVX
Chevron Corp

Energy
269
+ 1.53%
$133.73 - $168.51 $36K - $45.3K
17.9K $2.56M
ABBV
Abb Vie Inc.

Healthcare
487
+ 1.44%
$170.16 - $206.27 $82.9K - $100K
34.3K $6.38M
EPD
Enterprise Products Partners L.P.

Energy
9.91K
+ 2.8%
$28.95 - $34.22 $287K - $339K
364K $11.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
729
+ 1.45%
$483.48 - $539.8 $352K - $394K
51.1K $24.8M
AAPL
Apple Inc.

Technology
2.83K
+ 1.76%
$172.42 - $223.89 $487K - $632K
164K $33.6M
Activity Summary
Buys All Purchases 94 New Holdings 10 Increased Positions 84 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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