W Advisors, LLC
- SEC CIK
- 0001929907
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 4, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 103
- +3 vs. Q1 2023
- Portfolio value
- $127.6M
- +$6.55M (+5.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 96,731 | $6.82M | 5.3% | −6,229−6.0% | Reduced | – |
| AAPLApple Inc. | Stock | 37,376 | $7.25M | 5.7% | −517−1.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 80,337 | $9.27M | 7.3% | −868−1.1% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.