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CIK: 0001929907
Total reported value
$219.9M
$219.9M
119 檔
19.2%
According to the latest 13F quarterly dataset, W Advisors, LLC managed an equity portfolio of $219.9M at the end of Q1 2025, spanning 119 distinct U.S. exchange-listed positions.
During Q1 2025, W Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.23% | +0.43% | +0.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.40% | +0.25% | +0.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.10% | +1.04% | +11.78% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.43% | -0.20% | +9.02% | |
| 5 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.28% | -0.24% | +0.40% | |
| 6 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 4.21% | -0.26% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.33% | +0.84% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.08% | -0.39% | +5.79% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.06% | -0.06% | +2.13% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.71% | +0.09% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.63% | -0.87% | +1.20% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.05% | +0.03% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.02% | -0.03% | -18.24% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.81% | -0.60% | -13.85% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.50% | -0.04% | -19.95% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.49% | -0.44% | +6.25% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.48% | +0.32% | +5.53% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.41% | +0.22% | +8.94% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.02% | +1.10% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.20% | +0.34% | +0.74% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.16% | +0.04% | -4.28% | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 1.05% | -0.28% | -7.13% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.04% | -7.65% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.98% | -0.04% | +0.70% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.27% | +0.46% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.09% | +6.19% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.02% | +5.19% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | +0.14% | +4.76% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | -0.04% | +4.54% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.03% | -4.79% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.79% | -0.07% | +0.53% | |
| 32 | IVLU | Ishares Msci International V | ETF-Other | 0.75% | -0.06% | +1.47% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.03% | +1.40% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.71% | +0.01% | -7.09% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.70% | -0.08% | -0.77% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.09% | +0.93% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.12% | +0.51% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | +0.11% | +0.60% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.14% | +4.35% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.01% | +34.38% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | +0.07% | -6.03% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.08% | +6.42% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.20% | +7.31% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.04% | +7.56% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.53% | -0.15% | +1.84% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.52% | -0.04% | — | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | +0.06% | +0.20% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.01% | -5.45% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.48% | -0.20% | +198.53% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | +24.24% |
According to official SEC Form 13F filings, W Advisors, LLC reported a total U.S. public equity portfolio value of $219.9M across 119 disclosed positions in Q1 2025.
During Q1 2025, W Advisors, LLC's top holdings by market value included IVW (7.2%)、AAPL (5.4%)、IVV (5.1%). The largest single position, IVW, represented 7.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, AAPL, IVV) accounted for 19.2% of total reported equity market value during Q1 2025.
In Q1 2025, 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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