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CIK: 0002052481
Total reported value
$138.1M
$138.1M
16 檔
59.3%
At the close of Q4 2024, Wilmar Advisors LLC disclosed equity holdings valued at approximately $138.1M, spread across 16 reported holdings.
During Q4 2024, Wilmar 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 QQQ, AAPL, SPY) accounted for 59.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 28.84% | +1.79% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 27.80% | -1.04% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.13% | -0.32% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.48% | -0.54% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.42% | -0.82% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.27% | -0.24% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | +0.48% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.24% | +0.39% | — | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.68% | +2.86% | — | |
| 10 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.93% | -0.48% | — | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 1.51% | -0.30% | — | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.32% | — | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | — | — | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 0.65% | -0.28% | — | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | -1.18% | EXIT | |
| 16 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.57% | -0.13% | — |
According to official SEC Form 13F filings, Wilmar Advisors LLC reported a total U.S. public equity portfolio value of $138.1M across 16 disclosed positions in Q4 2024.
During Q4 2024, Wilmar Advisors LLC's top holdings by market value included QQQ (28.8%)、AAPL (27.8%)、SPY (8.1%). The largest single position, QQQ, represented 28.8% of total portfolio value.
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In Q4 2024, Wilmar 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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