Wpg Advisers, LLC Purchases in Q1 2025

Wpg Advisers, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
14.6K
+ 833.96%
$123.61 - $133.01 $1.81M - $1.94M
16.4K $2.11B
IVV
Ishares Core S&P 500 ETF

ETFs
3.28K
+ 77.28%
$554.06 - $615.85 $1.82M - $2.02M
7.52K $4.22B
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.8K
+ 248.68%
$24.91 - $29.02 $1.71M - $2M
96.5K $2.42B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
38.1K
+ 302.16%
$32.49 - $37.99 $1.24M - $1.45M
50.8K $1.7B
YEAR
Ab Active Etfs Inc Ultra Short
20K
+ 133.39%
N/A
34.9K $1.77B
IQLT
Ishares Msci Intl Quality Fact

ETFs
15.2K
+ 13.27%
$36.91 - $41.03 $559K - $622K
129K $5.13B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.24K
+ 11402.47%
$67.24 - $84.27 $621K - $778K
9.32K $636M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
13.2K
+ 375.04%
$33.91 - $36.36 $448K - $481K
16.7K $585M
META
Meta Platforms, Inc.

Communication Services
380
+ 40.21%
$576.36 - $736.67 $219K - $280K
1.33K $764M
RSP
Invesco S&P 500 Equal Weight E

ETFs
971
+ 60.05%
$169.43 - $182.84 $165K - $178K
2.59K $448M
SE
Sea LTD

Consumer Cyclical
767
+ 36.91%
$104.87 - $146.31 $80.4K - $112K
2.85K $371M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.77K
+ 40.4%
$71.17 - $73.66 $126K - $130K
6.15K $452M
NFLX
Netflix Inc

Communication Services
120
+ 21.9%
$828.4 - $1058.6 $99.4K - $127K
668 $623M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 20.12%
$89.18 - $104.04 $202K - $236K
13.6K $1.24B
AAPL
Apple Inc.

Technology
1.34K
+ 19.5%
$209.68 - $247.1 $281K - $331K
8.2K $1.82B
ISCB
International Speedway Corp

ETFs
1.62K
New
$53.73 - $61.7 $86.8K - $99.7K
1.62K $87.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 20.23%
$190.26 - $242.06 $319K - $406K
9.96K $1.9B
SPOT
Spotify Technology S.A.

Communication Services
85
+ 32.2%
$457.79 - $648.32 $38.9K - $55.1K
349 $192M
XLP
Consumer Staples Sector Spdr

ETFs
675
New
N/A
675 $55.1M
KIE
Spdr S&P Insurance ETF

ETFs
900
New
$54.24 - $60.81 $48.8K - $54.7K
900 $54.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 72.97%
$442.66 - $534.52 $35.9K - $43.3K
192 $102M
RTX
Raytheon Technologies Corp

Industrials
90
+ 3.78%
$114.1 - $135.66 $10.3K - $12.2K
2.47K $327M
QCOM
Qualcomm Inc

Technology
303
+ 80.37%
$151.94 - $175.86 $46K - $53.3K
680 $104M
T
At&T Inc.

Communication Services
1.08K
+ 49.29%
$21.56 - $28.28 $23.3K - $30.6K
3.28K $92.7M
NRG
Nrg Energy, Inc.

Utilities
426
+ 131.08%
$84.82 - $113.33 $36.1K - $48.3K
751 $71.7M
GILD
Gilead Sciences, Inc.

Healthcare
219
+ 29.24%
$89.14 - $117.41 $19.5K - $25.7K
968 $108M
KKR
Kkr & Co. Inc.

Financial Services
329
+ 293.75%
$108.17 - $167.07 $35.6K - $55K
441 $51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
80
New
$408.78 - $448.82 $32.7K - $35.9K
80 $33.6M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
3.51K
+ 135.43%
$8.25 - $8.79 $28.9K - $30.8K
6.1K $53.6M
GFL
Gfl Environmental Inc.

Industrials
530
+ 32.22%
$41.72 - $48.8 $22.1K - $25.9K
2.18K $105M
HOOD
Robinhood Markets, Inc.

Technology
746
+ 444.05%
$35.63 - $65.28 $26.6K - $48.7K
914 $38M
BK
Bank Of New York Mellon Corp

Financial Services
361
+ 282.03%
$75.42 - $88.95 $27.2K - $32.1K
489 $41M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
325
New
$89.89 - $100.28 $29.2K - $32.6K
325 $29.9M
WDI
Western Asset Diversified Income Fund

ETFs
2.02K
+ 123.1%
$14.4 - $15.26 $29.1K - $30.8K
3.66K $52.9M
GPC
Genuine Parts CO

Consumer Cyclical
245
+ 181.48%
$115.91 - $129.02 $28.4K - $31.6K
380 $45.3M
F
Ford Motor CO

Consumer Cyclical
2.94K
+ 950.49%
$9.12 - $10.43 $26.8K - $30.6K
3.25K $32.6M
Virtus Convertible & Inc Fd
2.55K
New
N/A
2.55K $29.5M
IBM
International Business Machines Corp

Technology
35
+ 5.04%
$217.4 - $264.74 $7.61K - $9.27K
729 $181M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.42K
+ 48.59%
$10.47 - $10.92 $25.3K - $26.4K
7.4K $79.3M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 14.35%
$225.19 - $279.95 $21.2K - $26.3K
749 $184M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
256
New
$101.13 - $119.79 $25.9K - $30.7K
256 $26.4M
HWM
Howmet Aerospace Inc.

Industrials
138
+ 37.91%
$110.79 - $139.39 $15.3K - $19.2K
502 $65.1M
CSCO
Cisco Systems, Inc.

Technology
325
+ 15.86%
$58.74 - $64.87 $19.1K - $21.1K
2.37K $147M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 0.68%
$402.49 - $513.76 $805 - $1.03K
296 $144M
PINS
Pinterest, Inc.

Communication Services
682
+ 37.99%
$29.79 - $40.0 $20.3K - $27.3K
2.48K $76.8M
Virtus Convertible & Income
1.91K
New
N/A
1.91K $24.6M
WFC
Wells Fargo & Company

Financial Services
326
+ 60.48%
$66.78 - $81.42 $21.8K - $26.5K
865 $62.1M
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.92K
+ 176.56%
$8.41 - $9.05 $24.6K - $26.4K
4.58K $38.8M
Blackrock Inc
26
+ 260.0%
N/A
36 $34.1M
Activity Summary
Buys All Purchases 622 New Holdings 97 Increased Positions 525 Sells All Sells 712 Reductions 586 Sold out 126 Options Calls 0 Puts 0
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