W Advisors, LLC Top Holdings and 13F Report (2025) About W Advisors, LLCInvestment ActivityW Advisors, LLC has $161.65 million in total holdings as of December 31, 2024.W Advisors, LLC owns shares of 115 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 3.56% of the portfolio was sold this quarter.This quarter, W Advisors, LLC has purchased 117 new stocks and bought additional shares in 45 stocks.W Advisors, LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $12,614,359Apple $9,639,926iShares Core S&P 500 ETF $7,631,648Merck & Co., Inc. $7,545,868iShares ESG MSCI USA Leaders ETF $7,239,900 Largest New Holdings this Quarter BLACKROCK INC $672,473 HoldingiShares MSCI USA Momentum Factor ETF $588,894 HoldingVanguard Russell 1000 Value $584,350 HoldingiShares Gold Trust $228,291 HoldingKinder Morgan $223,146 Holding Largest Purchases this Quarter BLACKROCK INC 656 shares (about $672.47K)Schwab U.S. Aggregate Bond ETF 27,149 shares (about $616.28K)Schwab US Dividend Equity ETF 21,803 shares (about $595.65K)iShares MSCI USA Momentum Factor ETF 2,846 shares (about $588.89K)Vanguard Russell 1000 Value 7,192 shares (about $584.35K) Largest Sales this Quarter iShares S&P 500 Growth ETF 5,090 shares (about $516.79K)iShares Core Total USD Bond Market ETF 8,346 shares (about $377.24K)iShares S&P 500 Value ETF 1,671 shares (about $318.96K)Broadcom 1,252 shares (about $290.26K)Vanguard Tax-Exempt Bond ETF 5,673 shares (about $284.39K) 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$12,614,359$516,786 ▼-3.9%124,2437.8%ETFAAPLApple$9,639,926$39,817 ▲0.4%38,4956.0%Computer and TechnologyIVViShares Core S&P 500 ETF$7,631,648$394,416 ▲5.4%12,9644.7%ETFMRKMerck & Co., Inc.$7,545,868$40,289 ▼-0.5%75,8534.7%MedicalSUSLiShares ESG MSCI USA Leaders ETF$7,239,900$149,511 ▼-2.0%70,2634.5%ManufacturingOEFiShares S&P 100 ETF$6,929,800$256,499 ▼-3.6%23,9914.3%ETFMSFTMicrosoft$6,594,095$46,788 ▲0.7%15,6444.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,835,316$9,008 ▲0.2%24,6913.0%ETFIWFiShares Russell 1000 Growth ETF$4,822,9980.0%12,0103.0%ETFIVEiShares S&P 500 Value ETF$4,662,639$318,961 ▼-6.4%24,4272.9%ETFEFGiShares MSCI EAFE Growth ETF$3,824,397$208,378 ▲5.8%39,4962.4%ETFXOMExxon Mobil$3,754,732$10,112 ▼-0.3%34,9052.3%Oils/EnergySPYSPDR S&P 500 ETF Trust$3,487,063$10,549 ▼-0.3%5,9502.2%FinanceEFViShares MSCI EAFE Value ETF$2,991,839$18,260 ▼-0.6%57,0201.9%ETFIWDiShares Russell 1000 Value ETF$2,938,013$486,336 ▲19.8%15,8701.8%ETFIYWiShares U.S. Technology ETF$2,549,186$47,219 ▲1.9%15,9801.6%ManufacturingQUALiShares MSCI USA Quality Factor ETF$2,328,040$200,340 ▲9.4%13,0731.4%ETFVGTVanguard Information Technology ETF$2,188,691$62,801 ▲3.0%3,5201.4%ETFNVDANVIDIA$2,131,817$201,163 ▼-8.6%15,8751.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,073,601$11,027 ▲0.5%8,6501.3%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$2,030,577$134,583 ▲7.1%39,6211.3%ETFIUSBiShares Core Total USD Bond Market ETF$2,023,695$377,239 ▼-15.7%44,7721.3%ManufacturingLMTLockheed Martin$1,690,586$1,944 ▼-0.1%3,4791.0%AerospaceAMZNAmazon.com$1,669,119$25,449 ▲1.5%7,6081.0%Retail/WholesaleKRKroger$1,626,916$44,518 ▼-2.7%26,6051.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,378,725$284,387 ▼-17.1%27,5030.9%ETFKOCoca-Cola$1,355,872$311 ▼0.0%21,7780.8%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$1,296,104$72,037 ▼-5.3%18,4420.8%ETFESGUiShares ESG Aware MSCI USA ETF$1,287,169$95,713 ▼-6.9%9,9920.8%ManufacturingVYMVanguard High Dividend Yield ETF$1,285,857$125,549 ▲10.8%10,0780.8%ETFJNJJohnson & Johnson$1,254,412$63,921 ▼-4.8%8,6740.8%MedicalSCHZSchwab U.S. Aggregate Bond ETF$1,226,957$616,282 ▲100.9%54,0510.8%ETFWMTWalmart$1,197,695$6,144 ▲0.5%13,2560.7%Retail/WholesaleMSMorgan Stanley$1,177,150$1,886 ▲0.2%9,3630.7%FinanceGOOGLAlphabet$1,149,998$25,556 ▲2.3%6,0750.7%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$1,059,540$83,987 ▼-7.3%39,0830.7%ETFBMYBristol-Myers Squibb$1,051,139$14,197 ▼-1.3%18,5840.7%MedicalPGProcter & Gamble$1,027,213$15,927 ▲1.6%6,1270.6%Consumer StaplesEMXCiShares MSCI Emerging Markets ex China ETF$1,027,045$333 ▼0.0%18,5220.6%ManufacturingMCDMcDonald's$975,554$3,189 ▲0.3%3,3650.6%Retail/WholesaleVUGVanguard Growth ETF$918,165$66,082 ▲7.8%2,2370.6%ETFMETAMeta Platforms$912,231$67,920 ▲8.0%1,5580.6%Computer and TechnologyMUBiShares National Muni Bond ETF$877,013$143,310 ▼-14.0%8,2310.5%ETFIWViShares Russell 3000 ETF$841,588$145,055 ▼-14.7%2,5180.5%ETFSCHDSchwab US Dividend Equity ETF$837,536$595,649 ▲246.3%30,6570.5%ETFHDHome Depot$815,326$11,281 ▲1.4%2,0960.5%Retail/WholesaleDVYiShares Select Dividend ETF$814,9170.0%6,2070.5%ETFCATCaterpillar$771,590$13,059 ▲1.7%2,1270.5%Industrial ProductsITOTiShares Core S&P Total U.S. Stock Market ETF$754,485$31,126 ▼-4.0%5,8660.5%ETFNEENextEra Energy$747,8700.0%10,4320.5%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$713,605$888 ▼-0.1%8,0370.4%ETFBLACKROCK INC$672,473$672,473 ▲New Holding6560.4%COMTAT&T$665,459$8,402 ▼-1.2%29,2250.4%Computer and TechnologySOSouthern$655,905$1,646 ▼-0.3%7,9680.4%UtilitiesIJRiShares Core S&P Small-Cap ETF$643,388$4,724 ▼-0.7%5,5840.4%ETFVOOVanguard S&P 500 ETF$640,268$121,802 ▲23.5%1,1880.4%ETFCSCOCisco Systems$637,880$6,334 ▼-1.0%10,7750.4%Computer and TechnologySHELShell$611,7150.0%9,7640.4%Oils/EnergyDGROiShares Core Dividend Growth ETF$594,8140.0%9,6970.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$588,894$588,894 ▲New Holding2,8460.4%ETFVZVerizon Communications$585,535$22,075 ▼-3.6%14,6420.4%Computer and TechnologyVONVVanguard Russell 1000 Value$584,350$584,350 ▲New Holding7,1920.4%ETFMAAMid-America Apartment Communities$569,4960.0%3,6840.4%FinanceVEAVanguard FTSE Developed Markets ETF$544,520$24,101 ▼-4.2%11,3870.3%ETFTLTiShares 20+ Year Treasury Bond ETF$536,206$8,384 ▲1.6%6,1400.3%ETFMBBiShares MBS ETF$516,984$51,708 ▲11.1%5,6390.3%ETFPMPhilip Morris International$502,942$3,370 ▼-0.7%4,1790.3%Consumer StaplesNSCNorfolk Southern$493,004$138,445 ▲39.0%2,1010.3%TransportationEEMiShares MSCI Emerging Markets ETF$477,877$753 ▼-0.2%11,4270.3%FinanceTSLATesla$466,031$52,903 ▲12.8%1,1540.3%Auto/Tires/TrucksBRK.BBerkshire Hathaway$455,093$4,533 ▲1.0%1,0040.3%FinanceCVXChevron$453,6960.0%3,1320.3%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$437,760$208,775 ▲91.2%8,3830.3%ETFKMBKimberly-Clark$437,6560.0%3,3400.3%Consumer StaplesAJGArthur J. Gallagher & Co.$435,994$6,245 ▲1.5%1,5360.3%FinanceIBMInternational Business Machines$433,285$2,638 ▲0.6%1,9710.3%Computer and TechnologyADPAutomatic Data Processing$427,679$2,635 ▲0.6%1,4610.3%Business ServicesLLYEli Lilly and Company$416,880$1,544 ▼-0.4%5400.3%MedicalABBVAbbVie$416,288$2,487 ▼-0.6%2,3430.3%MedicalGOOGAlphabet$401,6380.0%2,1090.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$393,5880.0%9250.2%FinanceBINCiShares Flexible Income Active ETF$388,849$18,415 ▲5.0%7,4750.2%ETFPHParker-Hannifin$373,350$3,816 ▲1.0%5870.2%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$369,5600.0%5,9310.2%ETFITWIllinois Tool Works$368,1690.0%1,4520.2%Industrial ProductsGSThe Goldman Sachs Group$364,4820.0%6370.2%FinanceORCLOracle$363,109$3,499 ▲1.0%2,1790.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$351,6500.0%3,6290.2%FinanceBXBlackstone$332,0810.0%1,9260.2%FinanceIFRAiShares U.S. Infrastructure ETF$327,085$11,434 ▲3.6%7,0660.2%ETFAZOAutoZone$320,2000.0%1000.2%Retail/WholesaleIWNiShares Russell 2000 Value ETF$320,1320.0%1,9500.2%ETFAEPAmerican Electric Power$311,276$738 ▼-0.2%3,3750.2%UtilitiesBACBank of America$303,411$6,065 ▲2.0%6,9040.2%FinancePRUPrudential Financial$299,051$2,252 ▲0.8%2,5230.2%FinanceMETMetLife$297,142$5,158 ▲1.8%3,6290.2%FinanceIWMiShares Russell 2000 ETF$294,982$24,748 ▲9.2%1,3350.2%FinanceQCOMQUALCOMM$293,414$2,458 ▼-0.8%1,9100.2%Computer and TechnologyCOPConocoPhillips$282,833$13,586 ▼-4.6%2,8520.2%Oils/EnergyVLUEiShares MSCI USA Value Factor ETF$269,501$422 ▼-0.2%2,5520.2%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. 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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