Wp Advisors, LLC Portfolio Holdings

Wp Advisors, LLC

  • $363 Million
  • Q2 2025

Wp Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $363 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.6M, Vanguard Small Cap ETF with a value of $32.7M, Meta Platforms, Inc. with a value of $27.2M, Berkshire Hathaway Inc Class B with a value of $24.8M, and Alphabet Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $63.6M in the current position value, from $300M to 363M.

Below you can find more details about Wp Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Million
ETFs: $91.8 Million
Technology: $74.4 Million
Communication Services: $63.1 Million
Financial Services: $56.9 Million
Healthcare: $28.9 Million
Energy: $23.3 Million
Consumer Cyclical: $15.1 Million
Consumer Defensive: $5.18 Million
Other: $4.41 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$324B
$442,000 0.12% of portfolio
3,900
Q1 2025 Reduced 13.33%
$39.5B
$418,000 0.12% of portfolio
572
Q2 2025 Added 6.72%
$155B
$362,000 0.1% of portfolio
2,937
Q2 2025 Added 1.59%
$55B
$357,000 0.1% of portfolio
2,775
Q2 2025 Added 1.02%
$295B
$374,000 0.1% of portfolio
467
Q2 2025 New
$442B
$312,000 0.09% of portfolio
2,901
Q2 2025 Added 4.58%
$281B
$309,000 0.09% of portfolio
3,161
Q2 2025 Added 4.22%
$53.3B
$278,000 0.08% of portfolio
3,743
Q1 2025 Reduced 16.86%
$6.4B
$289,000 0.08% of portfolio
3,210
Q2 2025 Added 1,414.15%
$53.7B
$278,000 0.08% of portfolio
15,340
Q2 2025 Added 1.81%
$229B
$293,000 0.08% of portfolio
2,008
Q2 2025 Added 1.93%
$153B
$257,000 0.07% of portfolio
507
Q2 2025 Added 1.6%
$104B
$243,000 0.07% of portfolio
8,135
Q2 2025 Added 1.45%
$55.9B
$262,000 0.07% of portfolio
1,305
Q2 2025 Added 1.4%
$29.8B
$240,000 0.07% of portfolio
642
Q2 2025 Reduced 5.73%
$207B
$243,000 0.07% of portfolio
1,966
Q2 2025 Reduced 22.02%
$254B
$262,000 0.07% of portfolio
371
Q2 2025 New
$250B
$244,000 0.07% of portfolio
1,736
Q2 2025 New
$381B
$222,000 0.06% of portfolio
4,697
Q2 2025 New
$548B
$206,000 0.06% of portfolio
368
Q2 2025 New
$368B
$223,000 0.06% of portfolio
1,405
Q2 2025 Added 4.93%
$87.3B
$200,000 0.06% of portfolio
1,320
Q2 2025 New
$306B
$213,000 0.06% of portfolio
3,014
Q2 2025 Added 3.68%
$179B
$204,000 0.06% of portfolio
2,237
Q2 2025 New
$2.75B
$235,000 0.06% of portfolio
2,288
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $363 Million
  • Prior Value $300 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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