Wp Advisors, LLC Sells in Q3 2024

Wp Advisors, LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-364K
- 79.66%
$53.15 - $59.61 $19.4M - $21.7M
93K $5.45M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-58K
- 61.03%
$82.04 - $89.49 $4.76M - $5.19M
37K $3.29M
OKE
Oneok Inc

Energy
-54K
- 57.48%
$78.62 - $95.27 $4.24M - $5.14M
39.9K $3.64M
ORCL
Oracle Corp

Technology
-15K
- 82.98%
$125.9 - $170.35 $1.89M - $2.55M
3.07K $523K
GOOG
Alphabet Inc.

Communication Services
-1.23K
- 1.39%
$149.54 - $192.66 $184K - $237K
87.1K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.9K
- 25.88%
$161.02 - $200.0 $1.11M - $1.38M
19.8K $3.68M
VLO
Valero Energy Corp

Energy
-2.12K
- 5.8%
$132.81 - $163.48 $281K - $346K
34.3K $4.64M
MSFT
Microsoft Corp

Technology
-1.65K
- 10.14%
$395.15 - $467.56 $652K - $771K
14.6K $6.29M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-10.5K
- 77.17%
$90.87 - $102.43 $950K - $1.07M
3.09K $305K
QCOM
Qualcomm Inc

Technology
-3.23K
- 29.35%
$156.12 - $209.64 $505K - $678K
7.78K $1.32M
XLB
Select Sector Spdr Fd Material

ETFs
-8.67K
- 34.33%
$86.95 - $97.09 $754K - $842K
16.6K $1.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.93K
- 11.18%
$240.48 - $267.94 $1.19M - $1.32M
39.2K $10.5M
CVX
Chevron Corp

Energy
-2.47K
- 12.48%
$137.88 - $161.97 $340K - $399K
17.3K $2.55M
NFLX
Netflix Inc

Communication Services
-1.37K
- 10.69%
$598.55 - $722.26 $822K - $992K
11.5K $8.14M
ROP
Roper Technologies Inc

Industrials
-882
- 22.28%
$515.25 - $576.55 $454K - $509K
3.08K $1.71M
XLF
Financial Sector Spdr

ETFs
-17K
- 23.41%
$40.84 - $45.74 $696K - $779K
55.7K $2.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-845
- 20.9%
$460.0 - $505.78 $389K - $427K
3.2K $1.49M
XLK
Technology Sector Spdr

ETFs
-1.77K
- 33.48%
$197.34 - $237.68 $349K - $420K
3.51K $792K
ADBE
Adobe Inc.

Technology
-580
- 22.22%
$508.13 - $586.55 $295K - $340K
2.03K $1.05M
DIS
Walt Disney CO

Communication Services
-2.93K
- 52.84%
$85.6 - $98.61 $250K - $289K
2.61K $251K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-278
- 10.65%
$1024.09 - $1201.76 $285K - $334K
2.33K $2.45M
FDX
Fedex Corp

Industrials
-684
- 23.89%
$254.64 - $313.52 $174K - $214K
2.18K $596K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.98K
- 19.61%
$54.38 - $59.77 $325K - $358K
24.5K $1.45M
WFC
Wells Fargo & Company

Financial Services
-3.34K
- 18.25%
$51.58 - $60.97 $172K - $204K
15K $844K
MU
Micron Technology Inc

Technology
-938
- 23.73%
$86.27 - $136.82 $80.9K - $128K
3.02K $312K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.77K
- 35.55%
$58.03 - $65.37 $219K - $246K
6.83K $442K
KBE
Spdr S&P Bank ETF

ETFs
-4.52K
- 48.25%
$45.47 - $54.71 $206K - $247K
4.85K $256K
VEA
Vanguard Ftse Developed Market

ETFs
-4.86K
- 19.8%
$47.6 - $53.31 $232K - $259K
19.7K $1.04M
VO
Vanguard Mid Cap ETF

ETFs
-2.09K
- 11.78%
$237.84 - $263.83 $498K - $552K
15.7K $4.14M
XLV
Select Sector Spdr Fund Health

ETFs
-1.7K
- 12.38%
$143.3 - $157.24 $244K - $268K
12.1K $1.86M
XLP
Consumer Staples Sector Spdr

ETFs
-1.7K
- 5.22%
$76.04 - $76.04 $129K - $129K
30.8K $2.34M
NVDA
Nvidia Corp

Technology
-141
- 0.25%
$98.91 - $134.91 $13.9K - $19K
55.9K $6.79M
COST
Costco Wholesale Corp

Consumer Defensive
-206
- 13.7%
$801.83 - $917.05 $165K - $189K
1.3K $1.15M
GM
General Motors CO

Consumer Cyclical
-2.53K
- 30.69%
$39.95 - $49.9 $101K - $126K
5.72K $256K
AMGN
Amgen Inc

Healthcare
-476
- 11.66%
$309.38 - $337.38 $147K - $161K
3.61K $1.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-650
- 13.34%
$147.95 - $191.05 $96.2K - $124K
4.22K $733K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.05K
- 43.32%
$72.18 - $107.33 $292K - $435K
5.3K $562K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.31K
- 30.18%
$136.93 - $162.81 $180K - $213K
3.03K $487K
CRM
Salesforce, Inc.

Technology
-829
- 11.08%
$238.42 - $276.53 $198K - $229K
6.66K $1.82M
GOOGL
Alphabet Inc.

Communication Services
-94
- 1.88%
$148.65 - $191.18 $14K - $18K
4.9K $812K
PSX
Phillips 66

Energy
-399
- 9.63%
$125.0 - $147.17 $49.9K - $58.7K
3.75K $492K
VUG
Vanguard Growth ETF

ETFs
-276
- 16.56%
$341.08 - $391.94 $94.1K - $108K
1.39K $534K
JPM
Jpmorgan Chase & CO

Financial Services
-1.16K
- 6.32%
$194.9 - $224.8 $227K - $261K
17.2K $3.63M
INTU
Intuit Inc

Technology
-100
- 13.85%
$602.97 - $670.49 $60.3K - $67K
622 $386K
MMM
3 M CO

Industrials
-1.26K
- 44.05%
$99.69 - $139.42 $125K - $175K
1.6K $218K
DE
Deere & CO

Industrials
-207
- 29.45%
$344.84 - $418.0 $71.4K - $86.5K
496 $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-232
- 17.01%
$531.86 - $624.21 $123K - $145K
1.13K $700K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-136
- 16.75%
$523.84 - $572.02 $71.2K - $77.8K
676 $385K
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 28.56%
$66.91 - $81.4 $81K - $98.5K
3.03K $244K
Activity Summary
Buys All Purchases 16 New Holdings 3 Increased Positions 13 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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