- New Purchases: SPY, IJR, IJH, MSFT, BKNG,
- Added Positions: VOO, MDY, VB, DIS, VLO, JPM, VFH, GOOG, MO, QCOM, UBER, T, AMGN, PM,
- Reduced Positions: AAPL, WFC, VDE, XLF, GILD, GOOGL, XLB, XLP, VEA, FDX, EFA, VUG, RPG, VTV,
- Sold Out: SHYG, VWO, EEM, XLE, GWX, EWX, SCZ, DGS, XLI, PSX, VO, VSS, EWZ, VTI, MINT, EWA, IYT, IWC, IYF,
For the details of WP Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wp+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of WP Advisors, LLC- Vanguard S&P 500 (VOO) - 95,135 shares, 21.93% of the total portfolio. Shares added by 11145.27%
- Apple Inc (AAPL) - 58,655 shares, 14.52% of the total portfolio. Shares reduced by 2.45%
- SPDR MidCap Trust Series I (MDY) - 41,602 shares, 10.64% of the total portfolio. Shares added by 7048.11%
- Vanguard Small-Cap (VB) - 92,833 shares, 10.43% of the total portfolio. Shares added by 6895.70%
- Berkshire Hathaway Inc (BRK.B) - 53,915 shares, 9.59% of the total portfolio. Shares added by 0.24%
WP Advisors, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $285.73. The impact to a portfolio due to this purchase was 1.46%. The holding were 5,832 shares as of .
New Purchase: iShares Core S&P Small-Cap (IJR)WP Advisors, LLC initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $62.58. The impact to a portfolio due to this purchase was 0.75%. The holding were 13,761 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)WP Advisors, LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $162.61. The impact to a portfolio due to this purchase was 0.71%. The holding were 5,044 shares as of .
New Purchase: Booking Holdings Inc (BKNG)WP Advisors, LLC initiated holding in Booking Holdings Inc. The purchase prices were between $1152.24 and $2086.9, with an estimated average price of $1767.55. The stock is now traded at around $1439.32. The impact to a portfolio due to this purchase was 0.2%. The holding were 150 shares as of .
New Purchase: Microsoft Corp (MSFT)WP Advisors, LLC initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $169.81. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,289 shares as of .
Added: Vanguard S&P 500 (VOO)WP Advisors, LLC added to a holding in Vanguard S&P 500 by 11145.27%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $262.68. The impact to a portfolio due to this purchase was 21.73%. The holding were 95,135 shares as of .
Added: SPDR MidCap Trust Series I (MDY)WP Advisors, LLC added to a holding in SPDR MidCap Trust Series I by 7048.11%. The purchase prices were between $220.85 and $384.02, with an estimated average price of $342.7. The stock is now traded at around $296.95. The impact to a portfolio due to this purchase was 10.49%. The holding were 41,602 shares as of .
Added: Vanguard Small-Cap (VB)WP Advisors, LLC added to a holding in Vanguard Small-Cap by 6895.70%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $130.60. The impact to a portfolio due to this purchase was 10.28%. The holding were 92,833 shares as of .
Added: The Walt Disney Co (DIS)WP Advisors, LLC added to a holding in The Walt Disney Co by 31.50%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $106.21. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,016 shares as of .
Added: Valero Energy Corp (VLO)WP Advisors, LLC added to a holding in Valero Energy Corp by 43.60%. The purchase prices were between $32.62 and $96.89, with an estimated average price of $73.41. The stock is now traded at around $57.87. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,435 shares as of .
Added: JPMorgan Chase & Co (JPM)WP Advisors, LLC added to a holding in JPMorgan Chase & Co by 26.16%. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $95.29. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,237 shares as of .
Sold Out: iShares 0-5 Year High Yield Corporate Bond (SHYG)WP Advisors, LLC sold out a holding in iShares 0-5 Year High Yield Corporate Bond. The sale prices were between $37.54 and $46.72, with an estimated average price of $45.
Sold Out: Vanguard FTSE Emerging Markets (VWO)WP Advisors, LLC sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.
Sold Out: iShares MSCI Emerging Index Fund (EEM)WP Advisors, LLC sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)WP Advisors, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.
Sold Out: SPDR S&P International SmallCap (GWX)WP Advisors, LLC sold out a holding in SPDR S&P International SmallCap. The sale prices were between $19.49 and $32.08, with an estimated average price of $28.03.
Sold Out: SPDR S&P Emerging Markets Small Cap (EWX)WP Advisors, LLC sold out a holding in SPDR S&P Emerging Markets Small Cap. The sale prices were between $29.99 and $47.26, with an estimated average price of $41.8.
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