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CIK: 0001697796
Total reported value
$413.3M
$413.3M
109 檔
27.3%
According to the latest 13F quarterly dataset, WP Advisors, LLC managed an equity portfolio of $413.3M at the end of Q1 2025, spanning 109 distinct U.S. exchange-listed positions.
In Q1 2025, WP Advisors, LLC displayed an active expansion posture, initiating 109 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.89% | +0.19% | -6.66% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.94% | -0.23% | -0.32% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.72% | -0.14% | -2.01% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.60% | +0.78% | +16.01% | |
| 5 | PFE | Pfizer Inc | Stock-Healthcare | 4.36% | -0.92% | -0.83% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 4.03% | -0.37% | +2.32% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 3.26% | -1.01% | -4.55% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.24% | +0.03% | -0.24% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.82% | +0.12% | +4.32% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.27% | +27.16% | |
| 11 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.37% | -0.22% | +0.27% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.36% | +0.04% | +0.28% | |
| 13 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.93% | -0.03% | +0.24% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.82% | +0.56% | +10.69% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.01% | -0.87% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.73% | -0.01% | — | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 1.58% | -0.41% | +1.12% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.48% | +0.07% | +1.03% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.48% | +0.06% | +1.76% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.03% | -0.84% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.33% | -0.24% | +0.26% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.16% | +1.34% | |
| 23 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 1.14% | -0.12% | -0.15% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.25% | +0.98% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | — | +0.31% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.93% | +0.01% | +0.30% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.57% | +9.41% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.85% | -0.07% | +0.47% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.80% | -0.04% | +0.05% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.11% | +4.43% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | +0.01% | +4.09% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.58% | +0.31% | -0.47% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | -0.03% | +0.04% | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 0.56% | -0.06% | EXIT | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.03% | +0.28% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.52% | +0.01% | — | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.49% | -0.05% | +0.72% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.07% | -2.44% | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.48% | -0.05% | +0.37% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.05% | +0.31% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.45% | -0.10% | -7.34% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.44% | +0.01% | +4.36% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.09% | +1.71% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.44% | -0.12% | -6.19% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.32% | +52.26% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.04% | -4.00% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | +0.04% | +0.58% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.06% | -1.07% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.37% | -0.02% | +4.74% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.05% | -0.94% |
According to official SEC Form 13F filings, WP Advisors, LLC reported a total U.S. public equity portfolio value of $413.3M across 109 disclosed positions in Q1 2025.
During Q1 2025, WP Advisors, LLC's top holdings by market value included AAPL (11.9%)、BRK-B (8.9%)、META (6.7%). The largest single position, AAPL, represented 11.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, META) accounted for 27.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $35.7M
In Q1 2025, WP Advisors, LLC made 109 total portfolio adjustments, initiating 109 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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