Wp Advisors, LLC Top Holdings and 13F Report (2025) About Wp Advisors, LLCInvestment ActivityWp Advisors, LLC has $300.35 million in total holdings as of March 31, 2025.Wp Advisors, LLC owns shares of 109 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.42% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Wp Advisors, LLC has purchased 104 new stocks and bought additional shares in 66 stocks.Wp Advisors, LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $35,704,057Berkshire Hathaway $26,840,434Meta Platforms $20,185,092Alphabet $16,818,918Pfizer $13,089,283 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $5,186,377 Holding808524508 - Schwab U.S. Mid-Cap ETF $1,065,685 Holding002896207 - Abercrombie & Fitch $650,214 Holding808524607 - Schwab US Small-Cap ETF $562,509 Holding464288752 - iShares U.S. Home Construction ETF $371,830 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 52,430 shares (about $5.19M)Alphabet 14,858 shares (about $2.32M)NVIDIA 16,214 shares (about $1.76M)Schwab U.S. Mid-Cap ETF 40,675 shares (about $1.07M)Abercrombie & Fitch 8,514 shares (about $650.21K) Largest Sales this Quarter Apple 11,460 shares (about $2.55M)Netflix 501 shares (about $467.20K)Meta Platforms 718 shares (about $413.82K)Pfizer 4,308 shares (about $109.16K)iShares U.S. Medical Devices ETF 1,761 shares (about $105.99K) 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$35,704,057$2,545,609 ▼-6.7%160,73511.9%Computer and TechnologyBRK.BBerkshire Hathaway$26,840,434$86,811 ▼-0.3%50,3978.9%FinanceMETAMeta Platforms$20,185,092$413,823 ▼-2.0%35,0226.7%Computer and TechnologyGOOGAlphabet$16,818,918$2,321,262 ▲16.0%107,6555.6%Computer and TechnologyPFEPfizer$13,089,283$109,165 ▼-0.8%516,5464.4%MedicalEPDEnterprise Products Partners$12,097,738$274,554 ▲2.3%354,3574.0%EnergyNFLXNetflix$9,796,228$467,198 ▼-4.6%10,5053.3%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$9,717,106$23,415 ▼-0.2%38,5953.2%ETFVVisa$8,468,505$350,460 ▲4.3%24,1642.8%Business ServicesNVDANVIDIA$8,226,800$1,757,273 ▲27.2%75,9072.7%Computer and TechnologyPYPLPayPal$7,122,103$19,184 ▲0.3%109,1512.4%Computer and TechnologyABBVAbbVie$7,094,256$20,114 ▲0.3%33,8602.4%MedicalKBWBInvesco KBW Bank ETF$5,804,659$13,621 ▲0.2%92,4751.9%ManufacturingVBVanguard Small-Cap ETF$5,453,791$526,885 ▲10.7%24,5941.8%ETFMSFTMicrosoft$5,411,553$47,299 ▼-0.9%14,4161.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$5,186,377$5,186,377 ▲New Holding52,4301.7%FinanceVLOValero Energy$4,744,401$52,696 ▲1.1%35,9231.6%EnergyAXPAmerican Express$4,458,736$45,470 ▲1.0%16,5721.5%FinanceVOVanguard Mid-Cap ETF$4,432,937$76,550 ▲1.8%17,1411.5%ETFJPMJPMorgan Chase & Co.$4,219,519$35,569 ▼-0.8%17,2011.4%FinanceOKEONEOK$4,006,967$10,220 ▲0.3%40,3851.3%EnergyAMZNAmazon.com$3,893,100$51,370 ▲1.3%20,4621.3%Retail/WholesaleRPVInvesco S&P 500 Pure Value ETF$3,418,647$5,264 ▼-0.2%37,0181.1%ETFCVXChevron$2,944,995$28,607 ▲1.0%17,6041.0%EnergyBKNGBooking$2,937,069$9,207 ▲0.3%6381.0%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,780,184$8,318 ▲0.3%55,8160.9%ETFUNHUnitedHealth Group$2,668,580$229,409 ▲9.4%5,0950.9%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,544,149$11,924 ▲0.5%31,1520.8%ETFVBRVanguard Small-Cap Value ETF$2,398,826$1,118 ▲0.0%12,8770.8%ETFVOOVanguard S&P 500 ETF$2,191,039$93,028 ▲4.4%4,2630.7%ETFMOAltria Group$2,025,639$79,647 ▲4.1%33,7490.7%Consumer StaplesCRMSalesforce$1,754,631$8,320 ▼-0.5%6,5380.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,752,877$730 ▲0.0%12,0050.6%ETFROPRoper Technologies$1,690,066$75,455 ▼-4.3%2,8670.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,591,191$4,435 ▲0.3%27,2700.5%ETFVRTXVertex Pharmaceuticals$1,550,9390.0%3,1990.5%MedicalXLUUtilities Select Sector SPDR Fund$1,464,535$10,487 ▲0.7%18,5740.5%ETFACNAccenture$1,458,163$36,509 ▼-2.4%4,6730.5%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,435,893$5,331 ▲0.4%16,7000.5%ETFIJRiShares Core S&P Small-Cap ETF$1,423,201$4,392 ▲0.3%13,6100.5%ETFIHIiShares U.S. Medical Devices ETF$1,338,776$105,992 ▼-7.3%22,2430.4%ETFPGRProgressive$1,334,463$55,756 ▲4.4%4,7150.4%FinanceQCOMQUALCOMM$1,332,300$22,428 ▲1.7%8,6730.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,327,279$87,513 ▼-6.2%2,0930.4%MedicalAMDAdvanced Micro Devices$1,194,661$410,035 ▲52.3%11,6280.4%Computer and TechnologyCOSTCostco Wholesale$1,179,190$49,172 ▼-4.0%1,2470.4%Retail/WholesaleVTVVanguard Value ETF$1,159,273$6,737 ▲0.6%6,7110.4%ETFAMGNAmgen$1,120,754$12,152 ▼-1.1%3,5970.4%MedicalUBERUber Technologies$1,099,676$49,763 ▲4.7%15,0930.4%Computer and TechnologyWFCWells Fargo & Company$1,069,563$10,195 ▼-0.9%14,8980.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,065,685$1,065,685 ▲New Holding40,6750.4%ETFPMPhilip Morris International$993,841$30,001 ▼-2.9%6,2610.3%Consumer StaplesADBEAdobe$974,166$97,800 ▲11.2%2,5400.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$946,979$1,779 ▲0.2%18,6300.3%ETFSQMSociedad Química y Minera de Chile$918,597$88,757 ▼-8.8%23,1210.3%Basic MaterialsVFHVanguard Financials ETF$852,694$3,584 ▲0.4%7,1370.3%ETFMELIMercadoLibre$774,495$5,853 ▲0.8%3970.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$761,372$2,749 ▲0.4%2,7700.3%ETFGOOGLAlphabet$759,323$928 ▲0.1%4,9100.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$748,162$39,176 ▲5.5%4,5070.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$725,7690.0%3,5150.2%ETFLMTLockheed Martin$725,309$77,712 ▼-9.7%1,6240.2%AerospaceANFAbercrombie & Fitch$650,214$650,214 ▲New Holding8,5140.2%Retail/WholesaleTSLATesla$641,421$29,803 ▼-4.4%2,4750.2%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$578,946$17,086 ▲3.0%12,3680.2%SHS BEN INTSCHASchwab US Small-Cap ETF$562,509$562,509 ▲New Holding24,0080.2%ETFVOEVanguard Mid-Cap Value ETF$560,398$3,692 ▲0.7%3,4910.2%ETFPSXPhillips 66$533,833$5,063 ▲1.0%4,3230.2%EnergyICEIntercontinental Exchange$526,190$1,380 ▲0.3%3,0500.2%FinanceTMOThermo Fisher Scientific$522,203$24,891 ▼-4.5%1,0490.2%MedicalVUGVanguard Growth ETF$516,635$371 ▲0.1%1,3930.2%ETFBABAAlibaba Group$515,697$79,338 ▼-13.3%3,9000.2%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$513,067$979 ▲0.2%2,0970.2%ETFSPYSPDR S&P 500 ETF Trust$508,480$1,678 ▲0.3%9090.2%FinanceFDXFedEx$504,962$29,015 ▼-5.4%2,0710.2%TransportationVXUSVanguard Total International Stock ETF$432,740$1,242 ▲0.3%6,9680.1%ETFORCLOracle$431,644$839 ▲0.2%3,0870.1%Computer and TechnologyINTUIntuit$382,875$614 ▲0.2%6240.1%Computer and TechnologyITBiShares U.S. Home Construction ETF$371,830$371,830 ▲New Holding3,9050.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$371,672$1,600 ▲0.4%6970.1%ETFEFAiShares MSCI EAFE ETF$371,0790.0%4,5400.1%FinanceXLIIndustrial Select Sector SPDR Fund$362,833$1,049 ▲0.3%2,7680.1%ETFTJXTJX Companies$352,184$20,831 ▼-5.6%2,8910.1%Retail/WholesaleDHID.R. Horton$349,263$349,263 ▲New Holding2,7470.1%ConstructionBECNBeacon Roofing Supply$346,360$346,360 ▲New Holding2,8000.1%Retail/WholesaleXOMExxon Mobil$329,880$2,973 ▲0.9%2,7740.1%EnergyIYTiShares U.S. Transportation ETF$312,994$1,025 ▲0.3%4,8880.1%ETFMPWRMonolithic Power Systems$311,002$8,123 ▲2.7%5360.1%Computer and TechnologyORLYO'Reilly Automotive$303,707$7,163 ▲2.4%2120.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$295,451$582 ▲0.2%1,5230.1%ETFETEnergy Transfer$280,102$280,102 ▲New Holding15,0670.1%EnergyMUMicron Technology$272,081$1,130 ▲0.4%3,1310.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$271,6370.0%2,3340.1%ETFBPBP$270,948$3,446 ▲1.3%8,0190.1%EnergyALLAllstate$266,410$1,449 ▲0.5%1,2870.1%FinanceWMTWalmart$266,293$615 ▲0.2%3,0330.1%Retail/WholesaleRTXRTX$260,979$795 ▲0.3%1,9700.1%AerospaceKBESPDR S&P Bank ETF$260,036$1,801 ▲0.7%4,9100.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$258,644$258,644 ▲New Holding2,3800.1%FinanceEBAYeBay$253,513$51,407 ▼-16.9%3,7430.1%Retail/WholesaleShowing largest 100 holdings. 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