Ws Portfolio Advisory, LLC Reduced Holdings in Q4 2024

Ws Portfolio Advisory, LLC

  • $24.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-80.7K
- 95.84%
$406.35 - $454.46 $32.8M - $36.7M
3.5K $1.48B
WAL
Western Alliance Bancorporation

Financial Services
-488K
- 97.33%
$80.51 - $96.1 $39.3M - $46.9M
13.4K $1.12B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-660K
- 96.78%
$32.93 - $39.8 $21.7M - $26.3M
22K $736M
AMZN
Amazon Com Inc

Consumer Cyclical
-171K
- 96.68%
$180.88 - $232.93 $30.9M - $39.8M
5.87K $1.29B
GOOGL
Alphabet Inc.

Communication Services
-196K
- 98.09%
$161.86 - $196.66 $31.7M - $38.5M
3.8K $719M
PHM
Pultegroup Inc

Consumer Cyclical
-232K
- 98.64%
$108.86 - $149.04 $25.3M - $34.6M
3.2K $348M
CRH.L
Crh PLC

Basic Materials
-305K
- 98.48%
N/A
4.7K $435M
META
Meta Platforms, Inc.

Communication Services
-52.6K
- 95.63%
$554.08 - $632.68 $29.1M - $33.3M
2.4K $1.41B
NVDA
Nvidia Corp

Technology
-14.7K
- 57.25%
$117.0 - $148.88 $1.72M - $2.19M
11K $1.48B
LNG
Cheniere Energy, Inc.

Energy
-104K
- 99.05%
$181.07 - $225.92 $18.8M - $23.5M
1K $215M
AEM
Agnico Eagle Mines LTD

Basic Materials
-244K
- 96.06%
$75.99 - $88.85 $18.5M - $21.6M
10K $782M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-106K
- 96.67%
$172.07 - $207.36 $18.2M - $22M
3.66K $722M
V
Visa Inc.

Financial Services
-48.7K
- 97.4%
$273.87 - $320.91 $13.3M - $15.6M
1.3K $411M
MA
Mastercard Inc

Financial Services
-26K
- 97.38%
$491.3 - $536.15 $12.8M - $13.9M
700 $369M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-72.4K
- 98.64%
$173.13 - $258.09 $12.5M - $18.7M
1K $231M
CRM
Salesforce, Inc.

Technology
-30.8K
- 94.48%
$270.87 - $367.87 $8.35M - $11.3M
1.8K $602M
UNH
Unitedhealth Group Inc

Healthcare
-18.1K
- 88.89%
$485.52 - $625.25 $8.78M - $11.3M
2.26K $1.14B
LLY
Eli Lilly & CO

Healthcare
-9.48K
- 94.05%
$727.2 - $932.06 $6.89M - $8.83M
600 $463M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-89.4K
- 95.72%
$74.71 - $79.24 $6.68M - $7.09M
4K $307M
MRK
Merck & Co., Inc.

Healthcare
-44.2K
- 88.05%
$96.31 - $114.76 $4.26M - $5.07M
6K $597M
EFX
Equifax Inc

Industrials
-21.6K
- 88.15%
$245.03 - $293.5 $5.29M - $6.33M
2.9K $739M
ABBV
Abb Vie Inc.

Healthcare
-25.2K
- 93.5%
$164.99 - $203.87 $4.16M - $5.13M
1.75K $311M
SPGI
S&P Global Inc.

Financial Services
-9.9K
- 91.15%
$480.36 - $529.17 $4.76M - $5.24M
961 $479M
AZN
Astrazeneca PLC

Healthcare
-46.8K
- 92.12%
$63.2 - $79.58 $2.96M - $3.72M
4K $262M
Activity Summary
Buys All Purchases 14 New Holdings 14 Increased Positions 0 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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