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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.

Institution overview
Positions
105
+1 vs. Q4 2023
Portfolio value
$304.8M
+$34.7M (+12.8%) vs. Q4 2023
Filed
May 8, 2024
SEC
Holdings of WP Advisors, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock1,531$248.5K0.1%+9+0.6%AddedHistory
FFord Motor CoStock18,594$246.9K0.1%+204+1.1%AddedHistory
ORLYO Reilly Automotive IncStock207$233.7K0.1%+207NewHistory
Invesco QQQ Trust Series I46090E103ETF520$230.7K0.1%−126−19.5%Reduced–
CFCF Industries Holdings, Inc.COM2,692$224.0K0.1%+17+0.6%AddedHistory

Sold out since Q4 2023 (3)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of WP Advisors, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
SBUXStarbucks CorpStock8,503$816.4K0.3%History
INTCIntel CorpStock4,808$241.6K0.1%History
PANWPalo Alto Networks IncStock697$205.5K0.1%History