Wpg Advisers, LLC Reduced Holdings in Q2 2025

Wpg Advisers, LLC

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Sila Realty Trust Inc
-10.1K
- 6.28%
N/A
151K $3.56B
YEAR
Ab Active Etfs Inc Ultra Short
-9.97K
- 28.53%
N/A
25K $1.26B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.72K
- 3.86%
$24.32 - $27.87 $163K - $187K
167K $4.43B
AAPL
Apple Inc.

Technology
-1.12K
- 13.63%
$172.42 - $223.89 $193K - $250K
7.09K $1.45B
UNH
Unitedhealth Group Inc

Healthcare
-255
- 30.91%
$274.35 - $599.47 $70K - $153K
570 $178M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.14K
- 54.82%
$77.74 - $78.78 $166K - $169K
1.76K $139M
MUB
Ishares National Muni Bond ETF

ETFs
-1.22K
- 21.57%
$102.31 - $105.8 $124K - $129K
4.42K $461M
ISRG
Intuitive Surgical Inc

Healthcare
-301
- 46.31%
$451.58 - $565.94 $136K - $170K
349 $190M
ENTG
Entegris Inc

Technology
-1.5K
- 95.59%
$62.92 - $86.2 $94.1K - $129K
69 $5.57M
Arista Networks Inc
-1.75K
- 82.45%
N/A
373 $38.2M
MSI
Motorola Solutions, Inc.

Technology
-178
- 43.0%
$394.72 - $440.39 $70.3K - $78.4K
236 $99.2M
NVO
Novo Nordisk A S

Healthcare
-1.17K
- 35.85%
$58.08 - $81.05 $67.7K - $94.4K
2.09K $144M
ABC
Amerisourcebergen Corp

Healthcare
-338
- 30.95%
N/A
754 $226M
AMGN
Amgen Inc

Healthcare
-199
- 51.29%
$262.28 - $309.85 $52.2K - $61.7K
189 $52.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-89
- 27.38%
$390.26 - $489.06 $34.7K - $43.5K
236 $95.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-201
- 27.09%
$212.1 - $244.27 $42.6K - $49.1K
541 $118M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.47K
- 20.99%
$24.19 - $24.45 $59.7K - $60.4K
9.3K $227M
CLX
Clorox CO

Consumer Defensive
-390
- 84.05%
$118.01 - $148.69 $46K - $58K
74 $8.89M
DDOG
Datadog, Inc.

Technology
-757
- 62.51%
$87.0 - $134.33 $65.9K - $102K
454 $61M
CVX
Chevron Corp

Energy
-103
- 5.61%
$133.73 - $168.51 $13.8K - $17.4K
1.73K $248M
TYL
Tyler Technologies Inc

Technology
-94
- 53.71%
$521.68 - $592.84 $49K - $55.7K
81 $48M
AMT
American Tower Corp

Real Estate
-242
- 90.98%
$203.96 - $228.19 $49.4K - $55.2K
24 $5.3M
MCK
Mckesson Corp

Healthcare
-102
- 25.0%
$652.83 - $732.78 $66.6K - $74.7K
306 $224M
CL
Colgate Palmolive CO

Consumer Defensive
-507
- 34.05%
$87.57 - $96.0 $44.4K - $48.7K
982 $89.3M
LLY
Eli Lilly & CO

Healthcare
-39
- 9.61%
$713.71 - $898.95 $27.8K - $35.1K
367 $286M
CRM
Salesforce, Inc.

Technology
-185
- 38.22%
$236.26 - $291.15 $43.7K - $53.9K
299 $81.5M
AZO
Autozone Inc

Consumer Cyclical
-11
- 21.15%
$3478.38 - $3880.15 $38.3K - $42.7K
41 $152M
JNJ
Johnson & Johnson

Healthcare
-28
- 0.9%
$146.36 - $159.82 $4.1K - $4.47K
3.09K $472M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.15K
- 12.8%
$22.4 - $23.8 $48.2K - $51.2K
14.7K $349M
Global X Fds
-438
- 30.95%
N/A
977 $98.1M
TDY
Teledyne Technologies Inc

Technology
-86
- 97.73%
$435.54 - $512.31 $37.5K - $44.1K
2 $1.03M
WTW
Willis Towers Watson PLC

Financial Services
-123
- 96.09%
$295.96 - $337.43 $36.4K - $41.5K
5 $1.53M
FOX
Fox Corp Cl B (De)

Communication Services
-748
- 36.79%
$43.81 - $53.0 $32.8K - $39.6K
1.29K $66.3M
SCI
Service Corp International

Consumer Cyclical
-515
- 48.09%
$73.58 - $81.65 $37.9K - $42K
556 $45.3M
CHD
Church & Dwight CO Inc

Consumer Defensive
-268
- 28.03%
$91.57 - $110.76 $24.5K - $29.7K
688 $66.1M
SUB
Ishares Short Term National Mu

ETFs
-399
- 8.57%
$104.77 - $106.34 $41.8K - $42.4K
4.26K $452M
AZN
Astrazeneca PLC

Healthcare
-429
- 17.63%
$64.87 - $75.0 $27.8K - $32.2K
2.01K $140M
RPRX
Royalty Pharma PLC

Healthcare
-1.25K
- 98.42%
$30.85 - $36.14 $38.5K - $45.1K
20 $721K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-500
- 20.8%
$77.94 - $79.5 $39K - $39.8K
1.9K $151M
LEA
Lear Corp

Consumer Cyclical
-434
- 97.53%
$75.18 - $95.54 $32.6K - $41.5K
11 $1.05M
FTNT
Fortinet, Inc.

Technology
-409
- 75.05%
$84.71 - $108.69 $34.6K - $44.5K
136 $14.4M
CPRT
Copart Inc

Consumer Cyclical
-375
- 15.34%
$47.72 - $63.84 $17.9K - $23.9K
2.07K $102M
CME
Cme Group Inc.

Financial Services
-149
- 35.39%
$252.37 - $290.71 $37.6K - $43.3K
272 $75M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 16.78%
$908.13 - $1056.85 $44.5K - $51.8K
243 $241M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-550
- 5.98%
$75.05 - $77.34 $41.3K - $42.5K
8.65K $669M
AEP
American Electric Power CO Inc

Utilities
-317
- 72.54%
$98.59 - $109.11 $31.3K - $34.6K
120 $12.5M
ALL
Allstate Corp

Financial Services
-162
- 45.38%
$180.53 - $212.64 $29.2K - $34.4K
195 $39.3M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-69
- 67.65%
$388.56 - $520.27 $26.8K - $35.9K
33 $13.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-195
- 96.06%
$149.76 - $186.42 $29.2K - $36.4K
8 $1.49M
Activity Summary
Buys All Purchases 563 New Holdings 88 Increased Positions 475 Sells All Sells 573 Reductions 573 Sold out 0 Options Calls 0 Puts 0
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