Wp Advisors, LLC Top Holdings and 13F Report (2025) About Wp Advisors, LLCInvestment ActivityWp Advisors, LLC has $300.16 million in total holdings as of December 31, 2024.Wp Advisors, LLC owns shares of 104 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.89% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Wp Advisors, LLC has purchased 98 new stocks and bought additional shares in 68 stocks.Wp Advisors, LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $43,121,168Berkshire Hathaway $22,917,837Meta Platforms $20,926,131Alphabet $17,672,311Pfizer $13,818,269 Largest New Holdings this Quarter Energy Select Sector SPDR Fund $1,917,144 HoldingISHARES BITCOIN TRUST ETF $636,759 HoldingeBay $278,899 HoldingRTX $227,282 HoldingMorgan Stanley $212,198 Holding Largest Purchases this Quarter Pfizer 442,360 shares (about $11.74M)Energy Select Sector SPDR Fund 22,381 shares (about $1.92M)Alphabet 5,712 shares (about $1.09M)Meta Platforms 1,272 shares (about $744.77K)ISHARES BITCOIN TRUST ETF 12,003 shares (about $636.76K) Largest Sales this Quarter Apple 5,599 shares (about $1.40M)PayPal 10,985 shares (about $937.57K)Tesla 1,522 shares (about $614.64K)Netflix 468 shares (about $417.14K)Vanguard Small-Cap Growth ETF 475 shares (about $133.03K) 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$43,121,168$1,402,105 ▼-3.1%172,19514.4%Computer and TechnologyBRK.BBerkshire Hathaway$22,917,837$42,155 ▲0.2%50,5607.6%FinanceMETAMeta Platforms$20,926,131$744,769 ▲3.7%35,7407.0%Computer and TechnologyGOOGAlphabet$17,672,311$1,087,796 ▲6.6%92,7975.9%Computer and TechnologyPFEPfizer$13,818,269$11,735,821 ▲563.6%520,8544.6%MedicalEPDEnterprise Products Partners$10,860,448$274,902 ▲2.6%346,3153.6%Oils/EnergyVBKVanguard Small-Cap Growth ETF$10,834,939$133,028 ▼-1.2%38,6883.6%ETFNFLXNetflix$9,809,868$417,138 ▼-4.1%11,0063.3%Consumer DiscretionaryPYPLPayPal$9,290,945$937,570 ▼-9.2%108,8573.1%Computer and TechnologyNVDANVIDIA$8,016,176$506,676 ▲6.7%59,6932.7%Computer and TechnologyVVisa$7,320,751$48,038 ▲0.7%23,1642.4%Business ServicesMSFTMicrosoft$6,129,341$31,612 ▼-0.5%14,5422.0%Computer and TechnologyKBWBInvesco KBW Bank ETF$6,029,056$48,163 ▼-0.8%92,2582.0%ManufacturingABBVAbbVie$5,999,780$62,016 ▲1.0%33,7642.0%MedicalVBVanguard Small-Cap ETF$5,338,428$528,845 ▲11.0%22,2181.8%ETFAXPAmerican Express$4,868,200$11,575 ▲0.2%16,4031.6%FinanceVOVanguard Mid-Cap ETF$4,449,226$307,444 ▲7.4%16,8451.5%ETFAMZNAmazon.com$4,429,923$96,970 ▲2.2%20,1921.5%Retail/WholesaleVLOValero Energy$4,354,882$145,146 ▲3.4%35,5241.5%Oils/EnergyJPMJPMorgan Chase & Co.$4,158,049$24,930 ▲0.6%17,3461.4%FinanceOKEONEOK$4,044,331$36,345 ▲0.9%40,2821.3%Oils/EnergyRPVInvesco S&P 500 Pure Value ETF$3,344,517$5,232 ▲0.2%37,0751.1%ETFBKNGBooking$3,161,093$19,881 ▼-0.6%6361.1%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,689,518$4,011 ▼-0.1%55,6490.9%ETFVBRVanguard Small-Cap Value ETF$2,550,810$13,675 ▲0.5%12,8710.8%ETFCVXChevron$2,525,012$20,133 ▲0.8%17,4330.8%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$2,437,416$14,857 ▲0.6%31,0060.8%ETFUNHUnitedHealth Group$2,355,770$14,670 ▲0.6%4,6570.8%MedicalVOOVanguard S&P 500 ETF$2,199,554$265,649 ▲13.7%4,0820.7%ETFCRMSalesforce$2,196,250$29,087 ▼-1.3%6,5690.7%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,917,144$1,917,144 ▲New Holding22,3810.6%ETFMOAltria Group$1,695,344$32,890 ▲2.0%32,4220.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,694,484$7,228 ▲0.4%27,1940.6%ETFACNAccenture$1,685,074$49,954 ▼-2.9%4,7900.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,650,844$6,879 ▼-0.4%12,0000.5%ETFREGNRegeneron Pharmaceuticals$1,589,208$72,658 ▼-4.4%2,2310.5%MedicalIJRiShares Core S&P Small-Cap ETF$1,563,354$15,210 ▲1.0%13,5680.5%ETFROPRoper Technologies$1,556,920$42,107 ▼-2.6%2,9950.5%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$1,400,632$30,575 ▼-2.1%24,0040.5%ETFXLBMaterials Select Sector SPDR Fund$1,399,942$4,207 ▲0.3%16,6380.5%ETFXLUUtilities Select Sector SPDR Fund$1,395,821$1,817 ▼-0.1%18,4410.5%ETFQCOMQUALCOMM$1,309,916$114,600 ▲9.6%8,5270.4%Computer and TechnologyVRTXVertex Pharmaceuticals$1,288,2370.0%3,1990.4%MedicalCOSTCostco Wholesale$1,190,644$917 ▲0.1%1,2990.4%Retail/WholesaleVTVVanguard Value ETF$1,129,491$47,062 ▲4.3%6,6720.4%ETFPGRProgressive$1,082,656$240 ▲0.0%4,5180.4%FinanceWFCWells Fargo & Company$1,056,398$5,549 ▲0.5%15,0400.4%FinanceTSLATesla$1,045,946$614,645 ▼-37.0%2,5900.3%Auto/Tires/TrucksADBEAdobe$1,016,094$113,393 ▲12.6%2,2850.3%Computer and TechnologyAMGNAmgen$947,740$7,298 ▲0.8%3,6360.3%MedicalGOOGLAlphabet$928,417$757 ▲0.1%4,9040.3%Computer and TechnologyAMDAdvanced Micro Devices$922,473$143,136 ▲18.4%7,6370.3%Computer and TechnologySQMSociedad Química y Minera de Chile$921,908$37,524 ▲4.2%25,3550.3%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$889,190$52,840 ▼-5.6%18,5950.3%ETFLMTLockheed Martin$873,838$16,038 ▲1.9%1,7980.3%AerospaceUBERUber Technologies$869,211$69,368 ▲8.7%14,4100.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$843,480$9,875 ▲1.2%4,2710.3%Computer and TechnologyVFHVanguard Financials ETF$839,154$8,856 ▲1.1%7,1070.3%ETFXLKTechnology Select Sector SPDR Fund$817,372$1,163 ▲0.1%3,5150.3%ETFVTIVanguard Total Stock Market ETF$799,935$4,927 ▲0.6%2,7600.3%ETFPMPhilip Morris International$776,272$602 ▼-0.1%6,4500.3%Consumer StaplesMELIMercadoLibre$669,9730.0%3940.2%Retail/WholesaleISHARES BITCOIN TRUST ETF$636,759$636,759 ▲New Holding12,0030.2%SHS BEN INTFDXFedEx$616,095$3,095 ▲0.5%2,1900.2%TransportationTMOThermo Fisher Scientific$571,840$17,171 ▼-2.9%1,0990.2%MedicalVUGVanguard Growth ETF$571,284$410 ▲0.1%1,3920.2%ETFVOEVanguard Mid-Cap Value ETF$560,976$3,397 ▲0.6%3,4680.2%ETFVOTVanguard Mid-Cap Growth ETF$531,184$1,015 ▲0.2%2,0930.2%ETFSPYSPDR S&P 500 ETF Trust$531,026$1,758 ▲0.3%9060.2%FinanceORCLOracle$513,370$1,166 ▲0.2%3,0810.2%Computer and TechnologyPSXPhillips 66$487,821$61,177 ▲14.3%4,2820.2%Oils/EnergyICEIntercontinental Exchange$453,275$1,341 ▲0.3%3,0420.2%FinanceVXUSVanguard Total International Stock ETF$409,424$6,836 ▲1.7%6,9480.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$395,443$10,256 ▲2.7%6940.1%ETFINTUIntuit$391,288$628 ▲0.2%6230.1%Computer and TechnologyBABAAlibaba Group$381,555$67,832 ▼-15.1%4,5000.1%Retail/WholesaleTJXTJX Companies$369,928$1,087 ▲0.3%3,0620.1%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$363,654$1,845 ▲0.5%2,7600.1%ETFEFAiShares MSCI EAFE ETF$343,292$4,764 ▲1.4%4,5400.1%FinanceIYTiShares U.S. Transportation ETF$329,198$811 ▲0.2%4,8720.1%ETFMPWRMonolithic Power Systems$308,959$9,470 ▲3.2%5220.1%Computer and TechnologyFMCFMC$301,052$9,722 ▲3.3%6,1930.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$297,683$979 ▲0.3%1,5200.1%ETFXOMExxon Mobil$295,747$7,854 ▲2.7%2,7490.1%Oils/EnergyLULULululemon Athletica$292,1610.0%7640.1%Consumer DiscretionaryDISWalt Disney$279,557$11,133 ▼-3.8%2,5110.1%Consumer DiscretionaryEBAYeBay$278,899$278,899 ▲New Holding4,5020.1%Retail/WholesaleGMGeneral Motors$275,405$29,245 ▼-9.6%5,1700.1%Auto/Tires/TrucksWMTWalmart$273,4400.0%3,0260.1%Retail/WholesaleKBESPDR S&P Bank ETF$270,499$1,609 ▲0.6%4,8760.1%ETFMUMicron Technology$262,399$8,668 ▲3.4%3,1180.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$254,900$3,713 ▲1.5%2,3340.1%ETFALLAllstate$246,858$1,157 ▲0.5%1,2800.1%FinanceORLYO'Reilly Automotive$245,4610.0%2070.1%Retail/WholesaleXBISPDR S&P Biotech ETF$235,285$43,131 ▼-15.5%2,6130.1%ETFBPBP$234,028$3,488 ▲1.5%7,9170.1%Oils/EnergyXLYConsumer Discretionary Select Sector SPDR Fund$232,944$449 ▲0.2%1,0380.1%FinanceRTXRTX$227,282$227,282 ▲New Holding1,9640.1%AerospacePGProcter & Gamble$223,175$1,341 ▲0.6%1,3310.1%Consumer StaplesMSMorgan Stanley$212,198$212,198 ▲New Holding1,6880.1%FinanceShowing largest 100 holdings. 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