Wp Advisors, LLC Portfolio Holdings
Wp Advisors, LLC
- $273 Million
- Q3 2024
Wp Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $273 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.4M, Berkshire Hathaway Inc Class B with a value of $23.2M, Meta Platforms, Inc. with a value of $19.7M, Alphabet Inc. with a value of $14.6M, and Vanguard Small Cap Growth ETF with a value of $10.5M.
Examining the 13F form we can see an decrease of $42.5M in the current position value, from $316M to 273M.
Below you can find more details about Wp Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
Technology: $64.9 Million
ETFs: $56.9 Million
Financial Services: $49.7 Million
Communication Services: $43.5 Million
Energy: $21.7 Million
Healthcare: $17.4 Million
Consumer Cyclical: $9.88 Million
Consumer Defensive: $4.23 Million
Other: $5.17 Million