W Advisors, LLC Purchases in Q3 2025

W Advisors, LLC

  • $183 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
561
+ 1.44%
$202.38 - $256.87 $114K - $144K
39.6K $10.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.11K
+ 18.66%
$54.35 - $59.32 $386K - $422K
45.2K $2.68M
NVDA
Nvidia Corp

Technology
374
+ 2.52%
$153.3 - $186.58 $57.3K - $69.8K
15.2K $2.83M
OEF
Ishares S&P 100 ETF

ETFs
1.63K
+ 6.3%
N/A
27.6K $7.34M
MSFT
Microsoft Corp

Technology
145
+ 0.95%
$491.09 - $535.64 $71.2K - $77.7K
15.5K $8.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
611
New
$567.77 - $614.76 $347K - $376K
611 $374K
MRK
Merck & Co., Inc.

Healthcare
83
+ 0.11%
$77.6 - $87.37 $6.44K - $7.25K
73.5K $6.17M
IVE
Ishares S&P 500 Value ETF

ETFs
150
+ 0.56%
$194.44 - $206.51 $29.2K - $31K
26.9K $5.56M
ITA
Ishares Tr

ETFs
1.55K
New
$184.73 - $209.26 $286K - $324K
1.55K $323K
META
Meta Platforms, Inc.

Communication Services
396
+ 23.78%
$695.21 - $791.73 $275K - $314K
2.06K $1.51M
IAU
Ishares Gold Trust

ETFs
2.06K
+ 26.06%
$61.62 - $72.77 $127K - $150K
9.94K $723K
GD
General Dynamics Corp

Industrials
677
New
$293.92 - $341.0 $199K - $231K
677 $230K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.43K
New
$84.55 - $89.54 $205K - $218K
2.43K $217K
IWM
Ishares Russell 2000 ETF

ETFs
886
New
$214.92 - $244.84 $190K - $217K
886 $214K
FITB
Fifth Third Bancorp

Financial Services
4.77K
New
$40.91 - $46.28 $195K - $221K
4.77K $212K
PFE
Pfizer Inc

Healthcare
8.33K
New
$23.29 - $25.88 $194K - $216K
8.33K $212K
XOM
Exxon Mobil Corp

Energy
323
+ 0.93%
$105.83 - $117.22 $34.2K - $37.9K
35.2K $3.97M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.17K
New
$91.28 - $97.59 $198K - $212K
2.17K $208K
IGM
Ishares Expanded Tech Sector E

ETFs
1.64K
New
$110.96 - $127.67 $182K - $209K
1.64K $206K
CVS
Cvs Health Corp

Healthcare
2.71K
New
$58.75 - $76.5 $159K - $207K
2.71K $204K
HSY
Hershey CO

Consumer Defensive
1.07K
New
$161.95 - $193.45 $173K - $207K
1.07K $200K
CAT
Caterpillar Inc

Industrials
6
+ 0.29%
$390.92 - $477.15 $2.35K - $2.86K
2.11K $1.01M
MS
Morgan Stanley

Financial Services
21
+ 0.22%
$139.09 - $161.16 $2.92K - $3.38K
9.45K $1.5M
GOOG
Alphabet Inc.

Communication Services
101
+ 4.79%
$175.16 - $255.24 $17.7K - $25.8K
2.21K $538K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
449
+ 3.67%
$132.9 - $142.03 $59.7K - $63.8K
12.7K $1.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.05K
+ 9.99%
$26.38 - $27.95 $107K - $113K
44.6K $1.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.17K
+ 12.22%
$98.52 - $103.93 $116K - $122K
10.8K $1.11M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.41%
$184.85 - $231.54 $1.85K - $2.32K
2.42K $560K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 2.03%
$357.4 - $423.42 $14.7K - $17.4K
2.06K $834K
AVGO
Broadcom Inc.

Technology
52
+ 5.0%
$264.74 - $369.57 $13.8K - $19.2K
1.09K $360K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.16%
$351.04 - $379.81 $1.4K - $1.52K
2.44K $922K
IEMG
Ishares Inc

ETFs
1.24K
+ 5.05%
N/A
25.8K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.05%
$135.0 - $146.02 $405 - $438
5.91K $861K
AMZN
Amazon Com Inc

Consumer Cyclical
277
+ 3.46%
$211.65 - $238.24 $58.6K - $66K
8.27K $1.82M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13
+ 0.43%
$236.25 - $257.69 $3.07K - $3.35K
3.04K $779K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
495
+ 1.97%
$48.5 - $50.19 $24K - $24.8K
25.6K $1.28M
C
Citigroup Inc

Financial Services
74
+ 2.83%
$85.57 - $103.49 $6.33K - $7.66K
2.69K $272K
PH
Parker Hannifin Corp

Industrials
12
+ 2.04%
$697.13 - $769.67 $8.37K - $9.24K
601 $455K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10
+ 0.98%
$393.18 - $439.39 $3.93K - $4.39K
1.03K $447K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 0.16%
$90.65 - $109.75 $363 - $439
2.44K $266K
CVX
Chevron Corp

Energy
32
+ 1.08%
$145.57 - $161.83 $4.66K - $5.18K
3K $465K
BAC
Bank Of America Corp

Financial Services
224
+ 3.33%
$44.92 - $52.42 $10.1K - $11.7K
6.95K $358K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$291.67 - $316.99 $292 - $317
3.39K $1.03M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
642
+ 9.82%
$50.85 - $51.35 $32.6K - $33K
7.18K $367K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.05%
$57.75 - $67.68 $116 - $135
4.13K $272K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.06%
$103.26 - $115.0 $207 - $230
3.28K $368K
COP
Conocophillips

Energy
85
+ 3.04%
$91.0 - $98.99 $7.74K - $8.41K
2.88K $272K
MBB
Ishares Tr

ETFs
135
+ 2.42%
$92.46 - $95.73 $12.5K - $12.9K
5.71K $543K
QCOM
Qualcomm Inc

Technology
18
+ 0.95%
$145.84 - $173.55 $2.63K - $3.12K
1.91K $318K
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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