WA
| |
W ADVISORS, LLC13F | |
| W ADVISORS, LLC | |
| Last update 2025-05-13 | 119 Stocks (11 new) |
| Value $160.00 Mil | Turnover 5 % |
W ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 124,476 | 11,555.1 | +0.19% | 7.230 | +0.01% | 0.020 | +32.62% | +8.49% | 60,530.3 | ||
AAPL | Apple Inc | 38,832 | 8,625.7 | +0.88% | 5.400 | +0.05% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
IVV | iShares Core S&P 500 ETF | 14,491 | 8,142.5 | +11.78% | 5.100 | +0.54% | 0.000 | +24.97% | +5.89% | 618,966.2 | ||
OEF | iShares S&P 100 ETF | 26,156 | 7,083.8 | +9.02% | 4.430 | +0.37% | 0.040 | +26.91% | +5.61% | 20,606.8 | ||
MRK | Merck & Co Inc | 76,155 | 6,835.7 | +0.40% | 4.280 | +0.02% | 0.000 | +4.10% | -16.67% | 204,322.6 | Drug Manufacturers | |
SUSL | iShares ESG MSCI USA Leaders ETF | 70,263 | 6,731.9 | 0% | 4.210 | 0% | 0.800 | +26.03% | +5.34% | 938.8 | ||
MSFT | Microsoft Corp | 15,775 | 5,921.6 | +0.84% | 3.710 | +0.03% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
IVE | iShares S&P 500 Value ETF | 25,841 | 4,924.8 | +5.79% | 3.080 | +0.17% | 0.010 | +17.71% | +4.22% | 39,472.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 25,217 | 4,891.9 | +2.13% | 3.060 | +0.06% | 0.010 | +19.08% | +6.14% | 88,472.7 | ||
IWF | iShares Russell 1000 Growth ETF | 12,010 | 4,336.7 | 0% | 2.710 | 0% | 0.000 | +32.75% | +6.03% | 111,819.6 |
W ADVISORS, LLC's Historical Top Holdings Breakdowns
W ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.54% | 554.06 ($590.51) 615.85 | $623.33 | 5.56% | Add 11.78% | 14,491 | 1,527 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.43% | 96.1 ($101.94) 106.32 | $111.30 | 9.18% | Reduce -18.24% | 32,293 | -7,203 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +0.37% | 268.35 ($287.14) 300.35 | $305.06 | 6.24% | Add 9.02% | 26,156 | 2,165 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.36% | 182.82 ($190.45) 196.21 | $195.72 | 2.77% | Reduce -19.95% | 12,704 | -3,166 | |
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2025-03-31 | Sold Out Sold Out | -0.36% | 80.21 ($83.64) 86.14 | $85.88 | 2.68% | Sold Out | 0 | -7,192 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.33% | 85.29 ($89.02) 92.57 | $86.02 | -3.37% | Sold Out | 0 | -6,140 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.32% | 97.25 ($101.36) 104.79 | $99.41 | -1.92% | Add 198.53% | 7,317 | 4,866 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | New Buy New Buy | +0.31% | 302.31 ($323.34) 337.54 | $341.02 | 5.47% | New holding | 1,596 | 1,596 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -0.26% | 51.88 ($56.57) 60.73 | $63.56 | 12.36% | Reduce -13.85% | 49,123 | -7,897 | |
VTWO | Vanguard Russell 2000 Index Fund | 2025-03-31 | New Buy New Buy | +0.24% | 80.08 ($87.74) 92.93 | $89.44 | 1.94% | New holding | 4,851 | 4,851 |
W ADVISORS, LLC Total Holding History ($B)
W ADVISORS, LLC's Asset Allocation
W ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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W ADVISORS, LLC's Hypothetical Growth since 2025-03-31
W ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
W ADVISORS, LLC's Holdings Heat Map
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W ADVISORS, LLC's Holdings Bubble Chart
W ADVISORS, LLC News
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