W Advisors, LLC Top Holdings and 13F Report (2025) About W Advisors, LLCInvestment ActivityW Advisors, LLC has $159.75 million in total holdings as of March 31, 2025.W Advisors, LLC owns shares of 119 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 3.29% of the portfolio was sold this quarter.This quarter, W Advisors, LLC has purchased 115 new stocks and bought additional shares in 71 stocks.W Advisors, LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $11,555,078Apple $8,625,733iShares Core S&P 500 ETF $8,142,493iShares S&P 100 ETF $7,083,830Merck & Co., Inc. $6,835,692 Largest New Holdings this Quarter 464287622 - iShares Russell 1000 ETF $489,557 Holding92206C664 - Vanguard Russell 2000 ETF $391,233 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $306,505 Holding717081103 - Pfizer $297,068 Holding949746101 - Wells Fargo & Company $253,491 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,527 shares (about $858.02K)iShares S&P 100 ETF 2,165 shares (about $586.35K)iShares 10-20 Year Treasury Bond ETF 4,866 shares (about $504.85K)iShares Russell 1000 ETF 1,596 shares (about $489.56K)Vanguard Russell 2000 ETF 4,851 shares (about $391.23K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 7,203 shares (about $720.30K)iShares Russell 1000 Value ETF 3,166 shares (about $595.71K)iShares MSCI EAFE Value ETF 7,897 shares (about $465.45K)Arthur J. Gallagher & Co. 625 shares (about $215.78K)NVIDIA 1,215 shares (about $131.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofW Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$11,555,078$21,629 ▲0.2%124,4767.2%ETFAAPLApple$8,625,733$74,858 ▲0.9%38,8325.4%Computer and TechnologyIVViShares Core S&P 500 ETF$8,142,493$858,021 ▲11.8%14,4915.1%ETFOEFiShares S&P 100 ETF$7,083,830$586,347 ▲9.0%26,1564.4%ETFMRKMerck & Co., Inc.$6,835,692$27,108 ▲0.4%76,1554.3%MedicalSUSLiShares ESG MSCI USA Leaders ETF$6,731,8980.0%70,2634.2%ManufacturingMSFTMicrosoft$5,921,624$49,175 ▲0.8%15,7753.7%Computer and TechnologyIVEiShares S&P 500 Value ETF$4,924,792$269,481 ▲5.8%25,8413.1%ETFVIGVanguard Dividend Appreciation ETF$4,891,872$102,039 ▲2.1%25,2173.1%ETFIWFiShares Russell 1000 Growth ETF$4,336,7110.0%12,0102.7%ETFXOMExxon Mobil$4,200,973$49,713 ▲1.2%35,3232.6%EnergySPYSPDR S&P 500 ETF Trust$3,329,387$1,119 ▲0.0%5,9522.1%FinanceEFGiShares MSCI EAFE Growth ETF$3,229,300$720,300 ▼-18.2%32,2932.0%ETFEFViShares MSCI EAFE Value ETF$2,895,310$465,449 ▼-13.8%49,1231.8%ETFIWDiShares Russell 1000 Value ETF$2,390,384$595,714 ▼-19.9%12,7041.5%ETFQUALiShares MSCI USA Quality Factor ETF$2,373,662$139,617 ▲6.2%13,8901.5%ETFIYWiShares U.S. Technology ETF$2,368,430$124,152 ▲5.5%16,8641.5%ManufacturingIUSBiShares Core Total USD Bond Market ETF$2,247,598$184,504 ▲8.9%48,7761.4%ManufacturingJPMJPMorgan Chase & Co.$2,145,165$23,304 ▲1.1%8,7451.3%FinanceVGTVanguard Information Technology ETF$1,923,309$14,102 ▲0.7%3,5461.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,849,272$82,648 ▼-4.3%37,9261.2%ETFKRKroger$1,672,551$128,340 ▼-7.1%24,7091.0%Retail/WholesaleNVDANVIDIA$1,588,859$131,682 ▼-7.7%14,6601.0%Computer and TechnologyKOCoca-Cola$1,570,668$10,958 ▲0.7%21,9311.0%Consumer StaplesLMTLockheed Martin$1,561,252$7,147 ▲0.5%3,4951.0%AerospaceJNJJohnson & Johnson$1,527,546$89,056 ▲6.2%9,2111.0%MedicalAMZNAmazon.com$1,522,651$75,153 ▲5.2%8,0031.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,429,701$65,002 ▲4.8%28,8130.9%ETFVYMVanguard High Dividend Yield ETF$1,358,746$59,065 ▲4.5%10,5360.9%ETFIEFAiShares Core MSCI EAFE ETF$1,328,263$66,875 ▼-4.8%17,5580.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,258,421$6,601 ▲0.5%54,3360.8%ETFIVLUiShares MSCI Intl Value Factor ETF$1,202,003$17,398 ▲1.5%39,6570.8%ETFWMTWalmart$1,180,005$16,241 ▲1.4%13,4410.7%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$1,131,812$86,312 ▼-7.1%9,2840.7%ManufacturingBMYBristol-Myers Squibb$1,124,733$8,722 ▼-0.8%18,4410.7%MedicalMSMorgan Stanley$1,102,514$10,150 ▲0.9%9,4500.7%FinanceMCDMcDonald's$1,056,515$5,311 ▲0.5%3,3820.7%Retail/WholesalePGProcter & Gamble$1,050,458$6,305 ▲0.6%6,1640.7%Consumer StaplesGOOGLAlphabet$980,263$40,825 ▲4.3%6,3390.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$961,804$246,094 ▲34.4%7,8830.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$958,841$61,536 ▼-6.0%17,4050.6%ManufacturingMETAMeta Platforms$955,613$57,636 ▲6.4%1,6580.6%Computer and TechnologyMUBiShares National Muni Bond ETF$931,352$63,475 ▲7.3%8,8330.6%ETFSCHDSchwab US Dividend Equity ETF$921,996$64,838 ▲7.6%32,9760.6%ETFTAT&T$841,658$15,186 ▲1.8%29,7620.5%Computer and TechnologyDVYiShares Select Dividend ETF$833,5380.0%6,2070.5%ETFIWViShares Russell 3000 ETF$801,436$1,588 ▲0.2%2,5230.5%ETFVUGVanguard Growth ETF$784,364$45,245 ▼-5.5%2,1150.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$759,139$504,848 ▲198.5%7,3170.5%ETFVOOVanguard S&P 500 ETF$758,346$147,970 ▲24.2%1,4760.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$756,960$4,215 ▲0.6%8,0820.5%ETFHDHome Depot$755,702$12,461 ▼-1.6%2,0620.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$754,716$302,286 ▲66.8%13,9840.5%ETFNEENextEra Energy$739,5240.0%10,4320.5%UtilitiesSOSouthern$737,648$4,965 ▲0.7%8,0220.5%UtilitiesSHELShell$715,5060.0%9,7640.4%EnergyCATCaterpillar$713,358$11,873 ▲1.7%2,1630.4%IndustrialsVZVerizon Communications$697,627$33,475 ▲5.0%15,3800.4%Computer and TechnologyCSCOCisco Systems$690,349$25,424 ▲3.8%11,1870.4%Computer and TechnologyPMPhilip Morris International$685,238$21,905 ▲3.3%4,3170.4%Consumer StaplesBLACKROCK INC$624,677$3,786 ▲0.6%6600.4%COMMAAMid-America Apartment Communities$617,095$335 ▼-0.1%3,6820.4%FinanceMTUMiShares MSCI USA Momentum Factor ETF$612,858$37,596 ▲6.5%3,0320.4%ETFDGROiShares Core Dividend Growth ETF$599,0810.0%9,6970.4%ETFVEAVanguard FTSE Developed Markets ETF$579,947$1,169 ▲0.2%11,4100.4%ETFIJRiShares Core S&P Small-Cap ETF$579,945$3,974 ▼-0.7%5,5460.4%ETFEEMiShares MSCI Emerging Markets ETF$563,861$64,501 ▲12.9%12,9030.4%FinanceBRK.BBerkshire Hathaway$534,7100.0%1,0040.3%FinanceMBBiShares MBS ETF$522,729$6,096 ▼-1.2%5,5740.3%ETFIAUiShares Gold Trust$513,954$242,090 ▲89.0%8,7170.3%FinanceCVXChevron$508,128$15,895 ▼-3.0%3,0370.3%EnergyABBVAbbVie$507,803$16,969 ▲3.5%2,4240.3%MedicalNSCNorfolk Southern$501,310$3,789 ▲0.8%2,1170.3%TransportationIBMInternational Business Machines$495,828$5,719 ▲1.2%1,9940.3%Computer and TechnologyIWBiShares Russell 1000 ETF$489,557$489,557 ▲New Holding1,5960.3%ETFKMBKimberly-Clark$477,271$2,275 ▲0.5%3,3560.3%Consumer StaplesADPAutomatic Data Processing$448,518$2,139 ▲0.5%1,4680.3%Business ServicesLLYEli Lilly and Company$445,9920.0%5400.3%MedicalBINCiShares Flexible Income Active ETF$428,521$36,980 ▲9.4%8,1810.3%ETFTSLATesla$409,214$110,143 ▲36.8%1,5790.3%Auto/Tires/TrucksVTWOVanguard Russell 2000 ETF$391,233$391,233 ▲New Holding4,8510.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$388,3890.0%9250.2%FinanceAZOAutoZone$381,2780.0%1000.2%Retail/WholesaleAEPAmerican Electric Power$377,200$8,414 ▲2.3%3,4520.2%UtilitiesPHParker-Hannifin$370,181$13,373 ▲3.7%6090.2%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$365,510$6,529 ▲1.8%3,6950.2%FinanceITWIllinois Tool Works$360,1110.0%1,4520.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$346,0740.0%5,9310.2%ETFGSThe Goldman Sachs Group$340,620$7,096 ▼-2.0%6240.2%FinanceCOPConocoPhillips$331,653$32,136 ▲10.7%3,1580.2%EnergyGOOGAlphabet$329,645$156 ▲0.0%2,1100.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$314,514$215,775 ▼-40.7%9110.2%FinanceMETMetLife$311,365$19,992 ▲6.9%3,8780.2%FinanceGEGE Aerospace$310,254$3,403 ▼-1.1%1,5500.2%IndustrialsHEFAiShares Currency Hedged MSCI EAFE ETF$306,505$306,505 ▲New Holding8,4460.2%ETFQCOMQUALCOMM$302,151$8,756 ▲3.0%1,9670.2%Computer and TechnologyPRUPrudential Financial$299,190$17,422 ▲6.2%2,6790.2%FinancePFEPfizer$297,068$297,068 ▲New Holding11,7230.2%MedicalBACBank of America$294,553$6,468 ▲2.2%7,0590.2%FinanceIWNiShares Russell 2000 Value ETF$294,4110.0%1,9500.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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