WP Advisors

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

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

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Portfolio Holdings for WP Advisors

WP Advisors holds 104 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
Apple (AAPL) 14.4 $43M -3% 172k 250.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.6 $23M 51k 453.28
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Meta Platforms Cl A (META) 7.0 $21M +3% 36k 585.51
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Alphabet Cap Stk Cl C (GOOG) 5.9 $18M +6% 93k 190.44
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Pfizer (PFE) 4.6 $14M +563% 521k 26.53
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Enterprise Products Partners (EPD) 3.6 $11M +2% 346k 31.36
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.6 $11M 39k 280.06
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Netflix (NFLX) 3.3 $9.8M -4% 11k 891.32
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Paypal Holdings (PYPL) 3.1 $9.3M -9% 109k 85.35
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NVIDIA Corporation (NVDA) 2.7 $8.0M +6% 60k 134.29
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Visa Com Cl A (V) 2.4 $7.3M 23k 316.04
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Microsoft Corporation (MSFT) 2.0 $6.1M 15k 421.49
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 2.0 $6.0M 92k 65.35
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Abbvie (ABBV) 2.0 $6.0M 34k 177.70
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Vanguard Index Fds Small Cp Etf (VB) 1.8 $5.3M +10% 22k 240.27
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American Express Company (AXP) 1.6 $4.9M 16k 296.79
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Vanguard Index Fds Mid Cap Etf (VO) 1.5 $4.4M +7% 17k 264.13
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Amazon (AMZN) 1.5 $4.4M +2% 20k 219.39
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Valero Energy Corporation (VLO) 1.5 $4.4M +3% 36k 122.59
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JPMorgan Chase & Co. (JPM) 1.4 $4.2M 17k 239.71
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Oneok (OKE) 1.3 $4.0M 40k 100.40
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.1 $3.3M 37k 90.21
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Booking Holdings (BKNG) 1.1 $3.2M 636.00 4970.27
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Select Sector Spdr Tr Financial (XLF) 0.9 $2.7M 56k 48.33
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $2.6M 13k 198.18
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Chevron Corporation (CVX) 0.8 $2.5M 17k 144.84
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $2.4M 31k 78.61
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UnitedHealth (UNH) 0.8 $2.4M 4.7k 505.86
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.2M +13% 4.1k 538.84
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salesforce (CRM) 0.7 $2.2M 6.6k 334.34
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Select Sector Spdr Tr Energy (XLE) 0.6 $1.9M NEW 22k 85.66
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Altria (MO) 0.6 $1.7M 32k 52.29
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.7M 27k 62.31
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.7M -2% 4.8k 351.79
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.7M 12k 137.57
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Regeneron Pharmaceuticals (REGN) 0.5 $1.6M -4% 2.2k 712.33
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.6M 14k 115.22
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Roper Industries (ROP) 0.5 $1.6M -2% 3.0k 519.84
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $1.4M -2% 24k 58.35
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Select Sector Spdr Tr Sbi Materials (XLB) 0.5 $1.4M 17k 84.14
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.4M 18k 75.69
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Qualcomm (QCOM) 0.4 $1.3M +9% 8.5k 153.62
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Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.3M 3.2k 402.70
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Costco Wholesale Corporation (COST) 0.4 $1.2M 1.3k 916.59
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M +4% 6.7k 169.29
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Progressive Corporation (PGR) 0.4 $1.1M 4.5k 239.63
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Wells Fargo & Company (WFC) 0.4 $1.1M 15k 70.24
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Tesla Motors (TSLA) 0.3 $1.0M -37% 2.6k 403.84
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Adobe Systems Incorporated (ADBE) 0.3 $1.0M +12% 2.3k 444.68
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Amgen (AMGN) 0.3 $948k 3.6k 260.65
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $928k 4.9k 189.32
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Advanced Micro Devices (AMD) 0.3 $923k +18% 7.6k 120.79
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Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.3 $922k +4% 25k 36.36
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $889k -5% 19k 47.82
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Lockheed Martin Corporation (LMT) 0.3 $874k 1.8k 486.01
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Uber Technologies (UBER) 0.3 $869k +8% 14k 60.32
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $844k 4.3k 197.49
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Vanguard World Financials Etf (VFH) 0.3 $839k 7.1k 118.07
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Select Sector Spdr Tr Technology (XLK) 0.3 $817k 3.5k 232.54
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $800k 2.8k 289.83
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Philip Morris International (PM) 0.3 $776k 6.5k 120.35
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MercadoLibre (MELI) 0.2 $670k 394.00 1700.44
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $637k NEW 12k 53.05
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FedEx Corporation (FDX) 0.2 $616k 2.2k 281.32
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Thermo Fisher Scientific (TMO) 0.2 $572k -2% 1.1k 520.33
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Vanguard Index Fds Growth Etf (VUG) 0.2 $571k 1.4k 410.41
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $561k 3.5k 161.76
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $531k 2.1k 253.79
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $531k 906.00 586.12
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Oracle Corporation (ORCL) 0.2 $513k 3.1k 166.62
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Phillips 66 (PSX) 0.2 $488k +14% 4.3k 113.92
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Intercontinental Exchange (ICE) 0.2 $453k 3.0k 149.01
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $409k 6.9k 58.93
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $395k +2% 694.00 569.80
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Intuit (INTU) 0.1 $391k 623.00 628.07
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $382k -15% 4.5k 84.79
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TJX Companies (TJX) 0.1 $370k 3.1k 120.81
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Select Sector Spdr Tr Indl (XLI) 0.1 $364k 2.8k 131.76
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $343k 4.5k 75.61
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Ishares Tr Us Trsprtion (IYT) 0.1 $329k 4.9k 67.57
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Monolithic Power Systems (MPWR) 0.1 $309k +3% 522.00 591.88
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Fmc Corp Com New (FMC) 0.1 $301k +3% 6.2k 48.61
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $298k 1.5k 195.84
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Exxon Mobil Corporation (XOM) 0.1 $296k +2% 2.7k 107.58
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Lululemon Athletica (LULU) 0.1 $292k 764.00 382.41
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Walt Disney Company (DIS) 0.1 $280k -3% 2.5k 111.33
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eBay (EBAY) 0.1 $279k NEW 4.5k 61.95
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General Motors Company (GM) 0.1 $275k -9% 5.2k 53.27
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Wal-Mart Stores (WMT) 0.1 $273k 3.0k 90.36
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Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $271k 4.9k 55.48
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Micron Technology (MU) 0.1 $262k +3% 3.1k 84.16
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $255k 2.3k 109.21
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Allstate Corporation (ALL) 0.1 $247k 1.3k 192.86
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O'reilly Automotive (ORLY) 0.1 $246k 207.00 1185.80
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $235k -15% 2.6k 90.04
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BP Sponsored Adr (BP) 0.1 $234k 7.9k 29.56
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $233k 1.0k 224.42
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Raytheon Technologies Corp (RTX) 0.1 $227k NEW 2.0k 115.72
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Procter & Gamble Company (PG) 0.1 $223k 1.3k 167.67
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Morgan Stanley Com New (MS) 0.1 $212k NEW 1.7k 125.71
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $211k NEW 1.9k 110.56
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Deere & Company (DE) 0.1 $211k 498.00 423.43
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The Trade Desk Com Cl A (TTD) 0.1 $206k NEW 1.8k 117.53
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Goldman Sachs (GS) 0.1 $206k NEW 359.00 572.52
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Past Filings by WP Advisors

SEC 13F filings are viewable for WP Advisors going back to 2016

View all past filings