W Advisors, LLC
- SEC CIK
- 0001929907
- Latest filing
- Jul 31, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Aug 15, 2022. Long positions only.
- Positions
- 104
- No filing for Q3 2021
- Portfolio value
- $134.1M
- No filing for Q3 2021
W Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 37,797 | $6.71M | 5.0% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 15,179 | $7.24M | 5.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 79,508 | $8.58M | 6.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 112,830 | $9.44M | 7.0% | – | – | – |