Wp Advisors, LLC Purchases in Q1 2025

Wp Advisors, LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.23%
$84.5 - $105.05 $592 - $735
3.03K $266K
INTU
Intuit Inc

Technology
1
+ 0.16%
$555.63 - $630.23 $556 - $630
624 $383K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
181
+ 4.43%
$507.05 - $563.67 $91.8K - $102K
4.26K $2.19M
KBE
Spdr S&P Bank ETF

ETFs
34
+ 0.7%
$51.28 - $59.92 $1.74K - $2.04K
4.91K $260K
VO
Vanguard Mid Cap ETF

ETFs
296
+ 1.76%
$251.87 - $277.95 $74.6K - $82.3K
17.1K $4.43M
IYT
Ishares Tr U.S. Transportation

ETFs
16
+ 0.33%
$63.37 - $73.39 $1.01K - $1.17K
4.89K $312K
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.19%
$237.72 - $276.98 $951 - $1.11K
2.1K $513K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.33%
$551.42 - $612.93 $1.65K - $1.84K
909 $508K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.43%
$522.96 - $601.18 $1.57K - $1.8K
697 $371K
DIS
Walt Disney CO

Communication Services
10
+ 0.4%
$96.87 - $114.0 $969 - $1.14K
2.52K $248K
OKE
Oneok Inc

Energy
103
+ 0.26%
$89.57 - $109.85 $9.23K - $11.3K
40.4K $4.01M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.36%
$271.18 - $303.12 $2.71K - $3.03K
2.77K $761K
ADBE
Adobe Inc.

Technology
255
+ 11.16%
$377.84 - $464.11 $96.3K - $118K
2.54K $974K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$369.1 - $427.61 $369 - $428
1.39K $516K
ORCL
Oracle Corp

Technology
6
+ 0.19%
$139.81 - $186.47 $839 - $1.12K
3.09K $431K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
236
+ 5.53%
$165.25 - $224.62 $39K - $53K
4.51K $748K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
76
+ 0.28%
$57.21 - $65.8 $4.35K - $5K
27.3K $1.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42
+ 0.31%
$102.49 - $119.96 $4.3K - $5.04K
13.6K $1.42M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.05%
$183.02 - $207.75 $1.1K - $1.25K
12.9K $2.4M
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.12%
$154.33 - $206.19 $926 - $1.24K
4.91K $759K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.31%
$4295.4 - $5141.88 $8.59K - $10.3K
638 $2.94M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
217
+ 0.24%
$60.05 - $72.21 $13K - $15.7K
92.5K $5.8M
AXP
American Express CO

Financial Services
169
+ 1.03%
$255.39 - $325.87 $43.2K - $55.1K
16.6K $4.46M
AMZN
Amazon Com Inc

Consumer Cyclical
270
+ 1.34%
$190.26 - $242.06 $51.4K - $65.4K
20.5K $3.89M
GOOG
Alphabet Inc.

Communication Services
14.9K
+ 16.01%
$156.06 - $207.71 $2.32M - $3.09M
108K $16.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
294
+ 0.27%
$65.15 - $91.81 $19.2K - $27K
109K $7.12M
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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