Wp Advisors, LLC Portfolio Holdings

Wp Advisors, LLC

  • $300 Million
  • Q1 2025

Wp Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.7M, Berkshire Hathaway Inc Class B with a value of $26.8M, Meta Platforms, Inc. with a value of $20.2M, Alphabet Inc. with a value of $16.8M, and Pfizer Inc with a value of $13.1M.

Examining the 13F form we can see an increase of $2K in the current position value, from $300M to 300M.

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

Portfolio value $300 Million
ETFs: $64.6 Million
Technology: $59.3 Million
Financial Services: $54.5 Million
Communication Services: $47.8 Million
Healthcare: $27.4 Million
Energy: $25.2 Million
Consumer Cyclical: $11.1 Million
Consumer Defensive: $4.9 Million
Other: $4.68 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.07B
$346,000 0.12% of portfolio
2,800
Q1 2025 New
$147B
$352,000 0.12% of portfolio
2,891
Q1 2025 Reduced 5.58%
$426B
$329,000 0.11% of portfolio
2,774
Q1 2025 Added 0.91%
$31.8B
$310,000 0.1% of portfolio
536
Q1 2025 Added 2.68%
$85.3B
$303,000 0.1% of portfolio
212
Q1 2025 Added 2.42%
$54.8B
$280,000 0.09% of portfolio
15,067
Q1 2025 New
$195B
$260,000 0.09% of portfolio
1,970
Q1 2025 Added 0.31%
$55.4B
$266,000 0.09% of portfolio
1,287
Q1 2025 Added 0.55%
$105B
$272,000 0.09% of portfolio
3,131
Q1 2025 Added 0.42%
$264B
$266,000 0.09% of portfolio
3,033
Q1 2025 Added 0.23%
$88.7B
$270,000 0.09% of portfolio
8,019
Q1 2025 Added 1.29%
$153B
$234,000 0.08% of portfolio
499
Q1 2025 Added 0.2%
$203B
$248,000 0.08% of portfolio
2,521
Q1 2025 Added 0.4%
$39.8B
$253,000 0.08% of portfolio
3,743
Q1 2025 Reduced 16.86%
$68.4B
$243,000 0.08% of portfolio
5,182
Q1 2025 Added 0.23%
$397B
$228,000 0.08% of portfolio
1,339
Q1 2025 Added 0.6%
$30.4B
$222,000 0.07% of portfolio
681
Q1 2025 New
$38.6B
$207,000 0.07% of portfolio
734
Q1 2025 Reduced 3.93%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $300 Million
  • Prior Value $300 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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