Wp Advisors, LLC Incresed Positions in Q2 2025

Wp Advisors, LLC

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
113K
+ 460.68%
$193.73 - $237.37 $21.9M - $26.9M
138K $32.7M
NVDA
Nvidia Corp

Technology
37.4K
+ 49.23%
$94.31 - $157.99 $3.52M - $5.9M
113K $17.9M
META
Meta Platforms, Inc.

Communication Services
1.87K
+ 5.33%
$484.66 - $738.09 $904K - $1.38M
36.9K $27.2M
NFLX
Netflix Inc

Communication Services
27
+ 0.26%
$855.86 - $1339.13 $23.1K - $36.2K
10.5K $14.1M
GOOG
Alphabet Inc.

Communication Services
8.48K
+ 7.88%
$146.58 - $180.01 $1.24M - $1.53M
116K $20.6M
UNH
Unitedhealth Group Inc

Healthcare
13.2K
+ 259.23%
$274.35 - $599.47 $3.62M - $7.92M
18.3K $5.71M
AMZN
Amazon Com Inc

Consumer Cyclical
9.29K
+ 45.39%
$167.32 - $223.3 $1.55M - $2.07M
29.7K $6.53M
AMD
Advanced Micro Devices Inc

Technology
15K
+ 128.96%
$78.21 - $143.81 $1.17M - $2.16M
26.6K $3.78M
MSFT
Microsoft Corp

Technology
965
+ 6.69%
$354.56 - $497.45 $342K - $480K
15.4K $7.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
901
+ 0.83%
$57.41 - $74.81 $51.7K - $67.4K
110K $8.18M
JPM
Jpmorgan Chase & CO

Financial Services
395
+ 2.3%
$210.28 - $289.91 $83.1K - $115K
17.6K $5.1M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
877
+ 0.95%
$53.5 - $71.62 $46.9K - $62.8K
93.4K $6.69M
VO
Vanguard Mid Cap ETF

ETFs
941
+ 5.49%
$228.54 - $279.83 $215K - $263K
18.1K $5.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
579
+ 13.58%
$456.74 - $568.03 $264K - $329K
4.84K $2.75M
UBER
Uber Technologies, Inc

Technology
1.38K
+ 9.13%
$64.62 - $93.3 $89K - $129K
16.5K $1.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
455
+ 10.1%
$141.37 - $228.57 $64.3K - $104K
4.96K $1.12M
XLK
Technology Sector Spdr

ETFs
531
+ 15.11%
$179.73 - $253.23 $95.4K - $134K
4.05K $1.02M
V
Visa Inc.

Financial Services
511
+ 2.11%
$308.27 - $373.31 $158K - $191K
24.7K $8.76M
CRM
Salesforce, Inc.

Technology
957
+ 14.64%
$236.26 - $291.15 $226K - $279K
7.5K $2.04M
ORCL
Oracle Corp

Technology
46
+ 1.49%
$122.82 - $218.63 $5.65K - $10.1K
3.13K $684K
XLF
Financial Sector Spdr

ETFs
1.88K
+ 3.37%
$43.92 - $52.37 $82.5K - $98.4K
57.7K $3.02M
MU
Micron Technology Inc

Technology
809
+ 25.84%
$64.72 - $127.91 $52.4K - $103K
3.94K $485K
PM
Philip Morris International Inc.

Consumer Defensive
171
+ 2.73%
$149.23 - $184.95 $25.5K - $31.6K
6.43K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 2.75%
$221.86 - $362.89 $15.1K - $24.7K
2.54K $807K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
955
+ 11.22%
$66.94 - $88.47 $63.9K - $84.5K
9.47K $784K
GOOGL
Alphabet Inc.

Communication Services
147
+ 2.99%
$144.7 - $178.6 $21.3K - $26.3K
5.06K $891K
VLO
Valero Energy Corp

Energy
325
+ 0.9%
$104.69 - $141.77 $34K - $46.1K
36.2K $4.87M
VEA
Vanguard Ftse Developed Market

ETFs
147
+ 0.79%
$45.65 - $57.01 $6.71K - $8.38K
18.8K $1.07M
INTU
Intuit Inc

Technology
8
+ 1.28%
$544.07 - $787.63 $4.35K - $6.3K
632 $497K
ADBE
Adobe Inc.

Technology
273
+ 10.75%
$340.0 - $420.68 $92.8K - $115K
2.81K $1.09M
QCOM
Qualcomm Inc

Technology
382
+ 4.4%
$124.66 - $159.48 $47.6K - $60.9K
9.06K $1.44M
MPWR
Monolithic Power Systems Inc

Technology
36
+ 6.72%
$455.19 - $737.73 $16.4K - $26.6K
572 $418K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85
+ 0.31%
$51.16 - $62.02 $4.35K - $5.27K
27.4K $1.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
147
+ 0.36%
$22.92 - $28.05 $3.37K - $4.12K
40.8K $1.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 0.37%
$90.56 - $109.49 $4.53K - $5.47K
13.7K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.04%
$908.13 - $1056.85 $11.8K - $13.7K
1.26K $1.25M
XLU
Utilities Sector Spdr

ETFs
90
+ 0.48%
$73.09 - $82.77 $6.58K - $7.45K
18.7K $1.52M
VFH
Vanguard Financial ETF

ETFs
27
+ 0.38%
$104.87 - $127.3 $2.83K - $3.44K
7.16K $911K
XLP
Consumer Staples Sector Spdr

ETFs
757
+ 2.43%
N/A
31.9K $2.43M
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
ICE
Intercontinental Exchange, Inc.

Financial Services
28
+ 0.92%
$151.62 - $183.47 $4.25K - $5.14K
3.08K $564K
XLB
Select Sector Spdr Fd Material

ETFs
79
+ 0.47%
$74.27 - $88.92 $5.87K - $7.02K
16.8K $1.47M
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.93%
$113.75 - $148.48 $4.32K - $5.64K
2.01K $293K
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
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