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WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.

Institution overview
Positions
95
No 13F data for Q4 2020
Portfolio value
$231.5M
No 13F data for Q4 2020
Filed
May 6, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of WP Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF767,133$38.5M16.6%–––
AAPLApple Inc.Stock194,380$23.7M10.3%––History
BRK.BBerkshire Hathaway IncStock52,754$13.5M5.8%––History
Invesco Exch Traded FD Tr II46138E628KBW BK ETF217,003$13.4M5.8%–––
METAMeta Platforms, Inc.Stock40,133$11.8M5.1%––History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL111,704$8.27M3.6%–––
iShares Tr464287796U.S. ENERGY ETF279,285$7.33M3.2%–––
State Street Energy Select Sector SPDR ETF81369Y506ETF138,767$6.81M2.9%–––
GOOGAlphabet Inc.Stock3,038$6.28M2.7%––History
EPDEnterprise Products Partners L.P.Stock236,637$5.21M2.3%––History
BABAAlibaba Group Holding LtdADR22,489$5.10M2.2%––History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP116,878$5.07M2.2%––History
AMZNAmazon Com IncStock1,601$4.95M2.1%––History
ABBVAbbVie Inc.Stock38,471$4.16M1.8%––History
Vanguard Ftse Emerging Markets ETF922042858ETF66,564$3.46M1.5%–––
NFLXNetflix IncStock6,561$3.42M1.5%––History
JPMJPMorgan Chase & CoStock19,628$2.99M1.3%––History
VLOValero Energy CorpStock40,761$2.92M1.3%––History
Vanguard Energy ETF92204A306ETF42,057$2.86M1.2%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF80,256$2.73M1.2%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF16,133$2.67M1.2%–––
AXPAmerican Express CoStock18,564$2.63M1.1%––History
State Street Materials Select Sector SPDR ETF81369Y100ETF32,531$2.56M1.1%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF35,707$2.44M1.1%–––
CVXChevron CorpStock18,581$1.95M0.8%––History
ROPRoper Technologies IncStock4,391$1.77M0.8%––History
PYPLPayPal Holdings, Inc.Stock7,132$1.73M0.7%––History
UNHUnitedHealth Group IncStock4,215$1.57M0.7%––History
ACNAccenture plcStock5,313$1.47M0.6%––History
MSFTMicrosoft CorpStock6,090$1.44M0.6%––History
MOAltria Group, Inc.Stock27,919$1.43M0.6%––History
REGNRegeneron Pharmaceuticals, Inc.COM3,014$1.43M0.6%––History
BPBP PLCADR55,868$1.36M0.6%––History
iShares Core S&P Small Cap ETF464287804ETF12,403$1.35M0.6%–––
iShares Core S&P Mid-Cap ETF464287507ETF5,130$1.33M0.6%–––
CLXClorox CoStock6,601$1.27M0.5%––History
DISWalt Disney CoStock6,648$1.23M0.5%––History
ADBEAdobe Inc.Stock2,457$1.17M0.5%––History
AMGNAmgen IncStock4,662$1.16M0.5%––History
Vanguard Ftse Developed Markets ETF921943858ETF22,077$1.08M0.5%–––
WFCWells Fargo & CompanyStock27,180$1.06M0.5%––History
PFEPfizer IncStock25,321$917.0K0.4%––History
VZVerizon Communications IncStock13,532$787.0K0.3%––History
NVDANVIDIA CorpStock1,456$778.0K0.3%––History
FDXFedEx CorpStock2,704$768.0K0.3%––History
XYZBlock, Inc.CL A3,241$736.0K0.3%––History
iShares Inc464286400MSCI BRAZIL ETF21,121$706.0K0.3%–––
SBUXStarbucks CorpStock6,425$702.0K0.3%––History
VRTXVertex Pharmaceuticals IncStock3,223$693.0K0.3%––History
PGRProgressive CorpStock7,176$686.0K0.3%––History
PMPhilip Morris International Inc.Stock7,710$684.0K0.3%––History
CRMSalesforce, Inc.Stock3,100$657.0K0.3%––History
State Street SPDR S&P Bank ETF78464A797ETF12,638$656.0K0.3%–––
LMTLockheed Martin CorpStock1,719$635.0K0.3%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,348$633.0K0.3%––History
TMOThermo Fisher Scientific Inc.Stock1,377$629.0K0.3%––History
COSTCostco Wholesale CorpStock1,740$613.0K0.3%––History
Vanguard Morningstar Value ETF922908744ETF4,607$606.0K0.3%–––
State Street SPDR S&P Biotech ETF78464A870ETF4,294$583.0K0.3%–––
Vanguard Star FDS921909768VG TL INTL STK F9,149$574.0K0.2%–––
CRSRCorsair Gaming, Inc.COM16,958$565.0K0.2%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF4,172$554.0K0.2%–––
ICEIntercontinental Exchange, Inc.Stock4,937$551.0K0.2%––History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,879$523.0K0.2%–––
TSLATesla, Inc.Stock775$518.0K0.2%––History
iShares U.S. Medical Devices ETF464288810ETF1,534$507.0K0.2%–––
Vanguard Financials ETF92204A405ETF5,843$494.0K0.2%–––
GOOGLAlphabet Inc.Stock234$482.0K0.2%––History
PINSPinterest, Inc.CL A6,446$477.0K0.2%––History
BKNGBooking Holdings Inc.Stock204$475.0K0.2%––History
QCOMQualcomm IncStock3,380$448.0K0.2%––History
iShares MSCI Eafe ETF464287465ETF5,735$435.0K0.2%–––
PSXPhillips 66Stock4,561$372.0K0.2%––History
SMGScotts Miracle-Gro CoStock1,366$335.0K0.1%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,552$321.0K0.1%–––
iShares Tr464287192US TRSPRTION1,220$314.0K0.1%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,118$307.0K0.1%–––
ALLAllstate CorpStock2,338$269.0K0.1%––History
BACBank of America CorpStock6,723$260.0K0.1%––History
iShares Inc464286525MSCI GBL MIN VOL2,588$255.0K0.1%–––
PGProcter & Gamble CoStock1,813$246.0K0.1%––History
SPYSPDR S&P 500 ETF TrustETF619$245.0K0.1%––History
Vanguard S&P 500 ETF922908363ETF656$239.0K0.1%–––
SWKStanley Black & Decker, Inc.COM1,178$235.0K0.1%––History
DEDeere & CoStock611$229.0K0.1%––History
iShares Tr464288869MICRO-CAP ETF1,545$227.0K0.1%–––
iShares Tr464287788U.S. FINLS ETF3,001$225.0K0.1%–––
SYYSysco CorpStock2,818$222.0K0.1%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,594$218.0K0.1%–––
UBERUber Technologies, IncStock3,972$217.0K0.1%––History
COPConocoPhillipsStock4,031$214.0K0.1%––History
MMM3M CoStock1,088$210.0K0.1%––History
WMTWalmart Inc.Stock1,539$209.0K0.1%––History
Vanguard Morningstar Growth ETF922908736ETF801$206.0K0.1%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,714$200.0K0.1%–––