Ws Portfolio Advisory, LLC Portfolio Holdings

Ws Portfolio Advisory, LLC

  • $24.6 Billion
  • Q4 2024

Ws Portfolio Advisory, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $24.6 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.48B, Microsoft Corp with a value of $1.48B, Meta Platforms, Inc. with a value of $1.41B, Amazon Com Inc with a value of $1.29B, and Unitedhealth Group Inc with a value of $1.14B.

Examining the 13F form we can see an decrease of $646B in the current position value, from $671B to 24.6B.

Ws Portfolio Advisory, LLC is based out at Snoqualmie Pass, WA

Below you can find more details about Ws Portfolio Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $24.6 Billion
Technology: $5.46 Billion
Healthcare: $5.36 Billion
Financial Services: $2.8 Billion
Communication Services: $2.33 Billion
Industrials: $2.12 Billion
Basic Materials: $1.9 Billion
Consumer Cyclical: $1.87 Billion
Consumer Defensive: $714 Million
Other: $1.26 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.59B
$1.12 Billion 4.54% of portfolio
13,357
Q4 2024 Reduced 97.33%
$7.95B
$736 Million 2.99% of portfolio
22,000
Q4 2024 Reduced 96.78%
$8.04B
$680 Million 2.77% of portfolio
36,900
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $24.6 Billion
  • Prior Value $671 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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