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CIK: 0001929907
Total reported value
$219.9M
$219.9M
115 檔
20.3%
As reported in its official Q4 2024 Form 13F filing, W Advisors, LLC's tracked investment portfolio stood at $219.9M with 115 total positions.
During Q4 2024, W Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVW, AAPL, IVV) accounted for 20.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.80% | +0.43% | -3.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.96% | +0.25% | +0.41% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +1.04% | +5.45% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.67% | -0.24% | -0.53% | |
| 5 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 4.48% | -0.26% | -2.02% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.29% | -0.20% | -3.57% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.33% | +0.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.99% | -0.06% | +0.19% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.98% | +0.09% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.88% | -0.39% | -6.40% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.37% | -0.03% | +5.76% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.32% | -0.87% | -0.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | +0.05% | -0.30% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.85% | -0.60% | -0.61% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.82% | -0.04% | +19.84% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.58% | +0.32% | +1.89% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.44% | -0.44% | +9.42% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.35% | +0.34% | +2.95% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.04% | -8.62% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.02% | +0.53% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.26% | +0.04% | +7.10% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.25% | +0.22% | -15.71% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.05% | -0.27% | -0.11% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.02% | +1.55% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 1.01% | -0.28% | -2.66% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | +0.14% | -17.10% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.04% | -0.02% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.03% | -5.27% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.80% | +0.01% | -6.92% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | -0.04% | +10.82% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.09% | -4.85% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.76% | -0.07% | +100.92% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.03% | +0.52% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.73% | +0.09% | +0.16% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.14% | +2.27% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.66% | -0.06% | -7.34% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.65% | -0.08% | -1.33% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | +0.11% | +1.57% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.64% | +0.07% | -0.03% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.12% | +0.33% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.01% | +7.76% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +8.04% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.20% | -14.05% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | +0.06% | -14.70% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.04% | +246.25% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +1.40% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.04% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.03% | +1.72% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.01% | -3.96% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.07% | — |
According to official SEC Form 13F filings, W Advisors, LLC reported a total U.S. public equity portfolio value of $219.9M across 115 disclosed positions in Q4 2024.
During Q4 2024, W Advisors, LLC's top holdings by market value included IVW (7.8%)、AAPL (6.0%)、IVV (4.7%). The largest single position, IVW, represented 7.8% of total portfolio value.
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In Q4 2024, W Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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