Wilmar Advisors LLC Portfolio Holdings

Wilmar Advisors LLC

  • $108 Billion
  • Q4 2024

Wilmar Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $31.2B, Apple Inc. with a value of $30.1B, Spdr S&P 500 ETF Trust with a value of $8.79B, Amazon Com Inc with a value of $5.92B, and Meta Platforms, Inc. with a value of $5.86B.

Examining the 13F form we can see an increase of $108B in the current position value.

Wilmar Advisors LLC is based out at Juno Beach, FL

Below you can find more details about Wilmar Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $49.8 Billion
Technology: $34.3 Billion
Communication Services: $15.4 Billion
Consumer Cyclical: $5.92 Billion
Financial Services: $2.09 Billion
Industrials: $708 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.09 Billion 1.93% of portfolio
88,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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