Wp Advisors, LLC Top Holdings and 13F Report (2025) About Wp Advisors, LLCInvestment ActivityWp Advisors, LLC has $364.11 million in total holdings as of June 30, 2025.Wp Advisors, LLC owns shares of 116 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.24% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Wp Advisors, LLC has purchased 109 new stocks and bought additional shares in 84 stocks.Wp Advisors, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $33,557,583Vanguard Small-Cap ETF $32,678,057Meta Platforms $27,226,005Berkshire Hathaway $24,835,477Alphabet $20,601,264 Largest New Holdings this Quarter 88339J105 - Trade Desk $466,279 HoldingN07059210 - ASML $374,249 Holding81369Y407 - Consumer Discretionary Select Sector SPDR Fund $264,380 Holding38141G104 - The Goldman Sachs Group $262,914 Holding617446448 - Morgan Stanley $244,548 Holding Largest Purchases this Quarter Vanguard Small-Cap ETF 113,300 shares (about $26.85M)NVIDIA 37,371 shares (about $5.90M)UnitedHealth Group 13,208 shares (about $4.12M)Advanced Micro Devices 14,995 shares (about $2.13M)Amazon.com 9,287 shares (about $2.04M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 48,913 shares (about $4.85M)ONEOK 1,458 shares (about $119.02K)SPDR S&P MidCap 400 ETF Trust 147 shares (about $83.22K)Walt Disney 555 shares (about $68.83K)Sociedad Quimica y Minera 1,034 shares (about $36.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWp Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$33,557,583$579,605 ▲1.8%163,5609.2%Computer and TechnologyVBVanguard Small-Cap ETF$32,678,057$26,849,782 ▲460.7%137,8949.0%ETFMETAMeta Platforms$27,226,005$1,376,542 ▲5.3%36,8877.5%Computer and TechnologyBRK.BBerkshire Hathaway$24,835,477$354,126 ▲1.4%51,1266.8%FinanceGOOGAlphabet$20,601,264$1,504,273 ▲7.9%116,1355.7%Computer and TechnologyNVDANVIDIA$17,896,793$5,904,245 ▲49.2%113,2784.9%Computer and TechnologyNFLXNetflix$14,103,717$36,157 ▲0.3%10,5323.9%Consumer DiscretionaryPFEPfizer$12,818,236$297,158 ▲2.4%528,8053.5%MedicalEPDEnterprise Products Partners$11,296,059$307,434 ▲2.8%364,2713.1%EnergyVBKVanguard Small-Cap Growth ETF$10,676,361$12,185 ▼-0.1%38,5512.9%ETFVVisa$8,760,917$181,432 ▲2.1%24,6752.4%Business ServicesPYPLPayPal$8,179,065$66,962 ▲0.8%110,0522.2%Business ServicesMSFTMicrosoft$7,650,614$479,998 ▲6.7%15,3812.1%Computer and TechnologyKBWBInvesco KBW Bank ETF$6,685,890$62,811 ▲0.9%93,3521.8%ManufacturingAMZNAmazon.com$6,526,633$2,037,475 ▲45.4%29,7491.8%Retail/WholesaleABBVAbbVie$6,375,556$90,398 ▲1.4%34,3471.8%MedicalUNHUnitedHealth Group$5,710,024$4,120,527 ▲259.2%18,3031.6%MedicalAXPAmerican Express$5,380,602$94,419 ▲1.8%16,8681.5%FinanceJPMJPMorgan Chase & Co.$5,101,396$114,518 ▲2.3%17,5961.4%FinanceVOVanguard Mid-Cap ETF$5,059,838$263,318 ▲5.5%18,0821.4%ETFVLOValero Energy$4,872,464$43,687 ▲0.9%36,2481.3%EnergyAMDAdvanced Micro Devices$3,777,804$2,127,791 ▲129.0%26,6231.0%Computer and TechnologyBKNGBooking$3,685,252$5,785 ▼-0.2%6371.0%Retail/WholesaleRPVInvesco S&P 500 Pure Value ETF$3,448,058$22,784 ▼-0.7%36,7750.9%ETFOKEONEOK$3,177,602$119,016 ▼-3.6%38,9270.9%EnergyXLFFinancial Select Sector SPDR Fund$3,021,483$98,403 ▲3.4%57,6950.8%ETFVOOVanguard S&P 500 ETF$2,750,352$328,883 ▲13.6%4,8420.8%ETFXLPConsumer Staples Select Sector SPDR Fund$2,583,666$61,294 ▲2.4%31,9090.7%ETFCVXChevron$2,559,306$38,519 ▲1.5%17,8730.7%EnergyVBRVanguard Small-Cap Value ETF$2,490,443$20,671 ▼-0.8%12,7710.7%ETFCRMSalesforce$2,043,793$260,962 ▲14.6%7,4950.6%Computer and TechnologyMOAltria Group$2,020,960$42,272 ▲2.1%34,4700.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,696,563$5,272 ▲0.3%27,3550.5%ETFXLVHealth Care Select Sector SPDR Fund$1,689,196$71,035 ▲4.4%12,5320.5%ETFROPRoper Technologies$1,627,336$2,267 ▲0.1%2,8710.4%Computer and TechnologyUBERUber Technologies$1,536,744$128,567 ▲9.1%16,4710.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,524,115$7,349 ▲0.5%18,6640.4%ETFIJRiShares Core S&P Small-Cap ETF$1,492,854$5,464 ▲0.4%13,6600.4%ETFXLBMaterials Select Sector SPDR Fund$1,473,336$6,937 ▲0.5%16,7790.4%ETFQCOMQUALCOMM$1,442,102$60,837 ▲4.4%9,0550.4%Computer and TechnologyVRTXVertex Pharmaceuticals$1,428,202$4,007 ▲0.3%3,2080.4%MedicalACNAccenture$1,410,462$13,749 ▲1.0%4,7190.4%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$1,381,919$11,401 ▼-0.8%22,0610.4%ETFPGRProgressive$1,282,794$24,551 ▲2.0%4,8070.4%FinanceCOSTCostco Wholesale$1,247,637$12,872 ▲1.0%1,2600.3%Retail/WholesaleWFCWells Fargo & Company$1,189,821$3,846 ▼-0.3%14,8500.3%FinanceVTVVanguard Value ETF$1,178,941$7,247 ▼-0.6%6,6700.3%ETFPMPhilip Morris International$1,171,508$31,146 ▲2.7%6,4320.3%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$1,145,064$4,123 ▲0.4%40,8220.3%ETFTSMTaiwan Semiconductor Manufacturing$1,123,843$103,053 ▲10.1%4,9620.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,100,653$1,575 ▲0.1%2,0960.3%MedicalADBEAdobe$1,088,293$105,618 ▲10.7%2,8130.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,070,486$8,381 ▲0.8%18,7770.3%ETFMELIMercadoLibre$1,037,6110.0%3970.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,024,672$134,479 ▲15.1%4,0460.3%ETFAMGNAmgen$1,017,354$13,122 ▲1.3%3,6440.3%MedicalVFHVanguard Financials ETF$911,946$3,437 ▲0.4%7,1640.3%ETFGOOGLAlphabet$891,283$25,908 ▲3.0%5,0570.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$841,9580.0%2,7700.2%ETFTSLATesla$807,809$21,601 ▲2.7%2,5430.2%Auto/Tires/TrucksANFAbercrombie & Fitch$784,507$79,122 ▲11.2%9,4690.2%Retail/WholesaleLMTLockheed Martin$781,956$29,648 ▲3.9%1,6880.2%AerospaceSQMSociedad Quimica y Minera$779,008$36,469 ▼-4.5%22,0870.2%Basic MaterialsISHARES BITCOIN TRUST ETF$774,613$17,567 ▲2.3%12,6550.2%SHS BEN INTORCLOracle$684,928$10,056 ▲1.5%3,1330.2%Computer and TechnologyVUGVanguard Growth ETF$610,7900.0%1,3930.2%ETFSCHASchwab US Small-Cap ETF$609,401$1,999 ▲0.3%24,0870.2%ETFVOTVanguard Mid-Cap Growth ETF$596,4320.0%2,0970.2%ETFVOEVanguard Mid-Cap Value ETF$574,0810.0%3,4910.2%ETFICEIntercontinental Exchange$564,809$5,138 ▲0.9%3,0780.2%FinanceSPYSPDR S&P 500 ETF Trust$563,370$1,853 ▲0.3%9120.2%FinancePSXPhillips 66$533,274$17,537 ▲3.4%4,4700.1%EnergyINTUIntuit$497,499$6,297 ▲1.3%6320.1%Computer and TechnologyMUMicron Technology$485,640$99,716 ▲25.8%3,9400.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$484,892$3,455 ▲0.7%7,0180.1%ETFFDXFedEx$473,556$2,728 ▲0.6%2,0830.1%TransportationTTDTrade Desk$466,279$466,279 ▲New Holding6,4770.1%Computer and TechnologyBABAAlibaba Group$442,2990.0%3,9000.1%Retail/WholesaleTMOThermo Fisher Scientific$425,914$406 ▲0.1%1,0500.1%MedicalMPWRMonolithic Power Systems$418,159$26,318 ▲6.7%5720.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$412,974$7,151 ▲1.8%4,6200.1%FinanceXLIIndustrial Select Sector SPDR Fund$409,591$1,327 ▲0.3%2,7770.1%ETFASMLASML$374,249$374,249 ▲New Holding4670.1%Computer and TechnologyTJXTJX Companies$362,711$5,681 ▲1.6%2,9370.1%Retail/WholesaleDHID.R. Horton$357,782$3,610 ▲1.0%2,7750.1%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$348,840$4,851,524 ▼-93.3%3,5170.1%FinanceITBiShares U.S. Home Construction ETF$347,438$16,398 ▼-4.5%3,7290.1%ETFIYTiShares U.S. Transportation ETF$335,915$891 ▲0.3%4,9010.1%ETFXOMExxon Mobil$312,759$13,692 ▲4.6%2,9010.1%EnergyVIGVanguard Dividend Appreciation ETF$311,7170.0%1,5230.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$311,371$83,221 ▼-21.1%5500.1%ETFWMTWalmart$309,098$12,516 ▲4.2%3,1610.1%Retail/WholesaleRTXRTX$293,155$5,548 ▲1.9%2,0080.1%AerospaceORLYO'Reilly Automotive$289,317$270,209 ▲1,414.2%3,2100.1%Retail/WholesaleACWViShares MSCI Global Min Vol Factor ETF$279,583$2,846 ▲1.0%2,3580.1%ETFEBAYeBay$278,7040.0%3,7430.1%Retail/WholesaleETEnergy Transfer$278,112$4,949 ▲1.8%15,3400.1%EnergyKBESPDR S&P Bank ETF$275,621$1,840 ▲0.7%4,9430.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$264,380$264,380 ▲New Holding1,2160.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$263,860$2,960 ▲1.1%2,4070.1%FinanceShowing 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. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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