Wp Advisors, LLC Reduced Holdings in Q1 2025

Wp Advisors, LLC

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

Technology
-11.5K
- 6.66%
$209.68 - $247.1 $2.4M - $2.83M
161K $35.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-93
- 0.24%
$247.97 - $296.33 $23.1K - $27.6K
38.6K $9.72M
META
Meta Platforms, Inc.

Communication Services
-718
- 2.01%
$576.36 - $736.67 $414K - $529K
35K $20.2M
PFE
Pfizer Inc

Healthcare
-4.31K
- 0.83%
$25.01 - $27.13 $108K - $117K
517K $13.1M
MSFT
Microsoft Corp

Technology
-126
- 0.87%
$375.39 - $447.2 $47.3K - $56.3K
14.4K $5.41M
CRM
Salesforce, Inc.

Technology
-31
- 0.47%
$268.36 - $359.95 $8.32K - $11.2K
6.54K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
-115
- 4.44%
$222.15 - $428.22 $25.5K - $49.2K
2.48K $641K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-138
- 6.19%
$634.14 - $744.83 $87.5K - $103K
2.09K $1.33M
ACN
Accenture PLC

Technology
-117
- 2.44%
$300.91 - $398.25 $35.2K - $46.6K
4.67K $1.46M
LMT
Lockheed Martin Corp

Industrials
-174
- 9.68%
$423.19 - $506.29 $73.6K - $88.1K
1.62K $725K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 3.93%
$283.06 - $421.16 $8.49K - $12.6K
734 $207K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.76K
- 7.34%
$58.32 - $65.09 $103K - $115K
22.2K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 4.55%
$497.6 - $606.74 $24.9K - $30.3K
1.05K $521K
EBAY
Ebay Inc

Consumer Cyclical
-759
- 16.86%
$61.61 - $70.93 $46.8K - $53.8K
3.74K $253K
TJX
Tjx Companies Inc

Consumer Cyclical
-171
- 5.58%
$112.81 - $126.16 $19.3K - $21.6K
2.89K $352K
NFLX
Netflix Inc

Communication Services
-501
- 4.55%
$828.4 - $1058.6 $415K - $530K
10.5K $9.8M
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 4.0%
$890.62 - $1076.86 $46.3K - $56K
1.25K $1.18M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-2.23K
- 8.81%
$36.05 - $45.61 $80.5K - $102K
23.1K $918K
WFC
Wells Fargo & Company

Financial Services
-142
- 0.94%
$66.78 - $81.42 $9.48K - $11.6K
14.9K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
-145
- 0.84%
$225.19 - $279.95 $32.7K - $40.6K
17.2K $4.22M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-57
- 0.15%
$89.33 - $95.17 $5.09K - $5.42K
37K $3.42M
ROP
Roper Technologies Inc

Industrials
-128
- 4.27%
$502.71 - $593.81 $64.3K - $76K
2.87K $1.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-600
- 13.33%
$80.53 - $147.57 $48.3K - $88.5K
3.9K $515K
AMGN
Amgen Inc

Healthcare
-39
- 1.07%
$258.59 - $327.36 $10.1K - $12.8K
3.6K $1.12M
PM
Philip Morris International Inc.

Consumer Defensive
-189
- 2.93%
$117.15 - $158.79 $22.1K - $30K
6.26K $993K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-163
- 0.32%
$442.66 - $534.52 $72.2K - $87.1K
50.4K $26.8M
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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