WP Advisors, LLC
- SEC CIK
- 0001697796
- Latest filing
- Jul 29, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 8, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 105
- +1 vs. Q4 2023
- Portfolio value
- $304.8M
- +$34.7M (+12.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 85,829 | $13.1M | 4.3% | −1,633−1.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 34,543 | $16.8M | 5.5% | −3,346−8.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 51,938 | $21.8M | 7.2% | −210.0% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 479,759 | $25.7M | 8.4% | +2,560+0.5% | Added | – |
| AAPLApple Inc. | Stock | 179,825 | $30.8M | 10.1% | −2,264−1.2% | Reduced | History |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.