Wilmar Advisors

Latest statistics and disclosures from Wilmar Advisors's latest quarterly 13F-HR filing:

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Positions held by Wilmar Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wilmar Advisors

Wilmar Advisors holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 28.8 $31M 61k 511.23
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Apple (AAPL) 27.8 $30M 120k 250.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.1 $8.8M 15k 586.08
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Amazon (AMZN) 5.5 $5.9M 27k 219.39
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Meta Platforms Cla (META) 5.4 $5.9M 10k 585.51
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 5.3 $5.7M 10k 569.58
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Alphabet Cap Stk Cl A (GOOGL) 4.6 $4.9M 26k 189.30
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Alphabet Cap Stk Cl C (GOOG) 4.2 $4.6M 24k 190.44
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Advanced Micro Devices (AMD) 2.7 $2.9M 24k 120.79
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Sprott Physical Gold & Silver Tr Tr Unit (CEF) 1.9 $2.1M 88k 23.76
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Ishares Silver Tr Ishares (SLV) 1.5 $1.6M 62k 26.33
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Spdr Gold Tr Gold Shs (GLD) 1.3 $1.5M 6.0k 242.13
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.9 $1.0M 30k 33.91
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Boeing Company (BA) 0.7 $708k 4.0k 177.00
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Crowdstrike Hldgs Cla (CRWD) 0.6 $684k 2.0k 342.16
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Coinbase Global Com Cl A (COIN) 0.6 $621k 2.5k 248.30
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Past Filings by Wilmar Advisors

SEC 13F filings are viewable for Wilmar Advisors going back to 2024