WP Advisors, LLC
- SEC CIK
- 0001697796
- Latest filing
- Jul 29, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 3, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 104
- +6 vs. Q3 2024
- Portfolio value
- $300.2M
- +$26.5M (+9.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 92,797 | $17.7M | 5.9% | +5,712+6.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 35,740 | $20.9M | 7.0% | +1,272+3.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 50,560 | $22.9M | 7.6% | +93+0.2% | Added | History |
| AAPLApple Inc. | Stock | 172,195 | $43.1M | 14.4% | −5,599−3.1% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.