Wp Advisors, LLC Incresed Positions in Q3 2025

Wp Advisors, LLC

  • $392 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.32K
+ 1.14%
$175.16 - $255.24 $231K - $337K
117K $28.6M
UNH
Unitedhealth Group Inc

Healthcare
5.27K
+ 28.77%
$237.77 - $353.61 $1.25M - $1.86M
23.6K $8.14M
ABBV
Abb Vie Inc.

Healthcare
177
+ 0.52%
$184.85 - $231.54 $32.7K - $41K
34.5K $7.99M
VLO
Valero Energy Corp

Energy
14
+ 0.04%
$131.77 - $175.63 $1.84K - $2.46K
36.3K $6.17M
PFE
Pfizer Inc

Healthcare
2.54K
+ 0.48%
$23.29 - $25.88 $59.1K - $65.7K
531K $13.5M
TSLA
Tesla, Inc.

Consumer Cyclical
800
+ 31.46%
$293.94 - $444.72 $235K - $356K
3.34K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.12%
$282.78 - $316.06 $5.94K - $6.64K
17.6K $5.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
440
+ 8.87%
$224.68 - $282.71 $98.9K - $124K
5.4K $1.51M
MO
Altria Group, Inc.

Consumer Defensive
591
+ 1.71%
$57.75 - $67.68 $34.1K - $40K
35.1K $2.32M
EPD
Enterprise Products Partners L.P.

Energy
5.17K
+ 1.42%
$30.74 - $32.14 $159K - $166K
369K $11.6M
AXP
American Express CO

Financial Services
46
+ 0.27%
$294.27 - $342.31 $13.5K - $15.7K
16.9K $5.62M
RPV
Invesco Exchange Traded Fd Tr

ETFs
302
+ 0.82%
$90.97 - $99.42 $27.5K - $30K
37.1K $3.68M
ORCL
Oracle Corp

Technology
107
+ 3.42%
$218.96 - $328.33 $23.4K - $35.1K
3.24K $911K
ASML
Asml Holding Nv

Technology
151
+ 32.33%
$689.63 - $968.09 $104K - $146K
618 $598K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 0.37%
$108.46 - $120.63 $5.42K - $6.03K
13.7K $1.63M
XLU
Utilities Sector Spdr

ETFs
123
+ 0.66%
$81.14 - $87.32 $9.98K - $10.7K
18.8K $1.64M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 0.17%
$711.24 - $922.81 $711 - $923
573 $527K
XLF
Financial Sector Spdr

ETFs
181
+ 0.31%
$51.37 - $54.25 $9.3K - $9.82K
57.9K $3.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
88
+ 0.32%
$62.09 - $66.51 $5.46K - $5.85K
27.4K $1.79M
PSX
Phillips 66

Energy
37
+ 0.83%
$118.37 - $139.46 $4.38K - $5.16K
4.51K $613K
LMT
Lockheed Martin Corp

Industrials
32
+ 1.9%
$410.74 - $499.21 $13.1K - $16K
1.72K $858K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
174
+ 0.43%
$28.15 - $30.13 $4.9K - $5.24K
41K $1.22M
SCHA
Schwab Strategic Tr Us Small C

ETFs
77
+ 0.32%
$25.29 - $28.33 $1.95K - $2.18K
24.2K $674K
XLV
Select Sector Spdr Fund Health

ETFs
57
+ 0.45%
$129.01 - $139.72 $7.35K - $7.96K
12.6K $1.75M
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.31%
$121.35 - $144.54 $1.09K - $1.3K
2.95K $425K
WFC
Wells Fargo & Company

Financial Services
82
+ 0.55%
$77.05 - $85.16 $6.32K - $6.98K
14.9K $1.25M
VEA
Vanguard Ftse Developed Market

ETFs
90
+ 0.48%
$56.02 - $60.3 $5.04K - $5.43K
18.9K $1.13M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$433.97 - $484.08 $434 - $484
1.39K $668K
ITB
Ishares Tr

ETFs
4
+ 0.11%
$94.18 - $117.14 $377 - $469
3.73K $400K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.25%
$144.19 - $167.33 $721 - $837
2.01K $336K
TTD
Trade Desk, Inc.

Technology
3.89K
+ 59.98%
$43.93 - $89.76 $171K - $349K
10.4K $507K
BP
Bp PLC

Energy
107
+ 1.32%
$30.25 - $35.69 $3.24K - $3.82K
8.24K $284K
VOE
Vanguard Mid Cap Value Index F

ETFs
18
+ 0.52%
$164.63 - $174.58 $2.96K - $3.14K
3.51K $612K
XLB
Select Sector Spdr Fd Material

ETFs
74
+ 0.44%
$86.72 - $92.61 $6.42K - $6.85K
16.9K $1.51M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.54%
$696.56 - $806.32 $1.39K - $1.61K
373 $297K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
35
+ 0.5%
$68.24 - $73.73 $2.39K - $2.58K
7.05K $518K
MS
Morgan Stanley

Financial Services
12
+ 0.69%
$139.09 - $161.16 $1.67K - $1.93K
1.75K $277K
VFH
Vanguard Financial ETF

ETFs
23
+ 0.32%
$125.23 - $132.78 $2.88K - $3.05K
7.19K $943K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.25%
$216.09 - $242.18 $648 - $727
1.22K $292K
BAC
Bank Of America Corp

Financial Services
25
+ 0.53%
$44.92 - $52.42 $1.12K - $1.31K
4.72K $243K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.14%
$282.75 - $294.19 $848 - $883
2.1K $616K
XLI
Industrial Sector Spdr

ETFs
11
+ 0.4%
$147.94 - $154.99 $1.63K - $1.7K
2.79K $429K
AMGN
Amgen Inc

Healthcare
28
+ 0.77%
$271.18 - $309.22 $7.59K - $8.66K
3.67K $1.04M
ALL
Allstate Corp

Financial Services
6
+ 0.46%
$192.0 - $214.65 $1.15K - $1.29K
1.31K $281K
XOM
Exxon Mobil Corp

Energy
26
+ 0.9%
$105.83 - $117.22 $2.75K - $3.05K
2.93K $330K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.18%
$567.09 - $607.37 $567 - $607
551 $328K
XLP
Consumer Staples Sector Spdr

ETFs
219
+ 0.69%
N/A
32.1K $2.44M
IYT
Ishares Tr U.S. Transportation

ETFs
15
+ 0.31%
$66.62 - $72.7 $999 - $1.09K
4.92K $352K
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.25%
$94.4 - $104.27 $755 - $834
3.17K $326K
Activity Summary
Buys All Purchases 71 New Holdings 7 Increased Positions 64 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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