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 Market Cap. of $10 Billions to $200 Billions