Wp Advisors, LLC Reduced Holdings in Q2 2024

Wp Advisors, LLC

  • $316 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-22.6K
- 4.71%
$49.58 - $55.33 $1.12M - $1.25M
457K $24.5M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-6.52K
- 6.42%
$82.18 - $87.85 $536K - $573K
95K $7.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-476
- 0.92%
$396.73 - $420.24 $189K - $200K
51.5K $20.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.58K
- 3.46%
$237.63 - $258.31 $375K - $408K
44.1K $11M
VLO
Valero Energy Corp

Energy
-1.03K
- 2.75%
$148.38 - $183.39 $153K - $189K
36.5K $5.71M
V
Visa Inc.

Financial Services
-82
- 0.34%
$262.47 - $281.5 $21.5K - $23.1K
24K $6.29M
ABBV
Abb Vie Inc.

Healthcare
-113
- 0.32%
$154.79 - $180.76 $17.5K - $20.4K
35.5K $6.09M
CRM
Salesforce, Inc.

Technology
-45
- 0.6%
$218.01 - $304.74 $9.81K - $13.7K
7.49K $1.92M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.93K
- 17.77%
$82.22 - $94.12 $241K - $275K
13.5K $1.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.11K
- 3.04%
$95.11 - $97.92 $201K - $207K
67.3K $6.53M
VBR
Vanguard Small Cap Value ETF

ETFs
-507
- 3.77%
$177.65 - $191.11 $90.1K - $96.9K
13K $2.37M
VEA
Vanguard Ftse Developed Market

ETFs
-3.24K
- 11.66%
$47.83 - $51.21 $155K - $166K
24.6K $1.21M
VO
Vanguard Mid Cap ETF

ETFs
-156
- 0.87%
$234.99 - $248.98 $36.7K - $38.8K
17.8K $4.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.36K
- 4.25%
$54.36 - $57.86 $73.7K - $78.4K
30.5K $1.71M
BP
Bp PLC

Energy
-2.6K
- 7.81%
$34.89 - $39.65 $90.6K - $103K
30.7K $1.11M
XLB
Select Sector Spdr Fd Material

ETFs
-209
- 0.82%
$88.28 - $93.06 $18.5K - $19.4K
25.3K $2.23M
XLF
Financial Sector Spdr

ETFs
-906
- 1.23%
$39.59 - $42.49 $35.9K - $38.5K
72.8K $2.99M
VUG
Vanguard Growth ETF

ETFs
-468
- 21.92%
$322.46 - $377.11 $151K - $176K
1.67K $623K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.4K
- 13.02%
$68.82 - $88.54 $96.3K - $124K
9.35K $673K
SQ
Block, Inc.

Technology
-200
- 4.89%
$61.9 - $81.46 $12.4K - $16.3K
3.89K $250K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.33K
- 11.15%
$57.86 - $62.21 $77K - $82.7K
10.6K $639K
FMC
Fmc Corp

Basic Materials
-646
- 9.66%
$54.38 - $67.53 $35.1K - $43.6K
6.04K $347K
MMM
3 M CO

Industrials
-595
- 17.24%
$90.54 - $105.26 $53.9K - $62.6K
2.86K $291K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-103
- 11.26%
$516.55 - $556.17 $53.2K - $57.3K
812 $434K
XLV
Select Sector Spdr Fund Health

ETFs
-278
- 1.98%
$138.43 - $147.09 $38.5K - $40.9K
13.8K $2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-43
- 3.06%
$541.52 - $599.02 $23.3K - $25.8K
1.36K $754K
ICE
Intercontinental Exchange, Inc.

Financial Services
-424
- 8.89%
$126.54 - $138.72 $53.7K - $58.8K
4.34K $594K
KBE
Spdr S&P Bank ETF

ETFs
-997
- 9.62%
$43.05 - $47.93 $42.9K - $47.8K
9.37K $434K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-466
- 16.85%
$100.94 - $106.2 $47K - $49.5K
2.3K $240K
ROP
Roper Technologies Inc

Industrials
-108
- 2.66%
$510.82 - $563.66 $55.2K - $60.9K
3.96K $2.23M
COP
Conocophillips

Energy
-99
- 3.71%
$109.39 - $133.52 $10.8K - $13.2K
2.57K $294K
ALL
Allstate Corp

Financial Services
-101
- 6.46%
$157.07 - $175.41 $15.9K - $17.7K
1.46K $233K
XLI
Industrial Sector Spdr

ETFs
-170
- 5.2%
$120.47 - $125.94 $20.5K - $21.4K
3.1K $377K
CVX
Chevron Corp

Energy
-39
- 0.2%
$152.57 - $166.33 $5.95K - $6.49K
19.8K $3.09M
NTR
Nutrien Ltd.

Basic Materials
-100
- 1.32%
$50.74 - $60.33 $5.07K - $6.03K
7.45K $379K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.12K
- 7.89%
$40.83 - $44.89 $45.9K - $50.4K
13.1K $573K
XLU
Utilities Sector Spdr

ETFs
-1.08K
- 4.85%
$62.77 - $72.87 $68K - $78.9K
21.3K $1.45M
PGR
Progressive Corp

Financial Services
-112
- 2.23%
$202.26 - $215.9 $22.7K - $24.2K
4.9K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-107
- 6.99%
$155.33 - $168.56 $16.6K - $18K
1.42K $234K
FDX
Fedex Corp

Industrials
-95
- 3.21%
$245.11 - $299.84 $23.3K - $28.5K
2.86K $858K
MPWR
Monolithic Power Systems Inc

Technology
-99
- 16.36%
$591.52 - $852.56 $58.6K - $84.4K
506 $415K
AXP
American Express CO

Financial Services
-256
- 1.42%
$217.5 - $243.08 $55.7K - $62.2K
17.7K $4.1M
MELI
Mercadolibre Inc

Consumer Cyclical
-30
- 6.54%
$1356.43 - $1787.73 $40.7K - $53.6K
429 $705K
AMGN
Amgen Inc

Healthcare
-344
- 7.77%
$262.75 - $319.31 $90.4K - $110K
4.08K $1.28M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-165
- 5.94%
$883.2 - $1071.19 $146K - $177K
2.61K $2.74M
OKE
Oneok Inc

Energy
-667
- 0.71%
$76.92 - $83.01 $51.3K - $55.4K
93.9K $7.66M
XLK
Technology Sector Spdr

ETFs
-6
- 0.11%
$192.53 - $231.41 $1.16K - $1.39K
5.28K $1.19M
COST
Costco Wholesale Corp

Consumer Defensive
-72
- 4.57%
$704.88 - $870.75 $50.8K - $62.7K
1.5K $1.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-100
- 2.41%
$392.81 - $485.53 $39.3K - $48.6K
4.04K $1.9M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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