The Analysis of WP Advisors, LLC's Holdings


Currently, WP Advisors, LLC holds 121 types of securities in its portfolio with a total value $393.4M. In the most recent quarter, they have increased their positions in UNH (+5.3K shares, valued at $1.8M), SHOP (+7.0K shares, valued at $1.0M), NVO (+7.8K shares, valued at $433.8K); decreased their positions in VB (-6.6K shares, valued at $1.7M), NVDA (-4.3K shares, valued at $809.0K), META (-824 shares, valued at $605.1K); initiated new positions in SHOP (+7.0K shares, valued at $1.0M), NVO (+7.8K shares, valued at $433.8K), DELL (+2.1K shares, valued at $299.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC163.1K shares-0.29%2025-09-302025-10-22history
VB VANGUARD INDEX FDS131.3K shares-4.81%2025-09-302025-10-22history
GOOG ALPHABET INC117.5K shares1.14%2025-09-302025-10-22history
META META PLATFORMS INC36.1K shares-2.23%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL50.9K shares-0.40%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION108.9K shares-3.83%2025-09-302025-10-22history
PFE PFIZER INC531.3K shares0.48%2025-09-302025-10-22history
NFLX NETFLIX INC10.4K shares-1.52%2025-09-302025-10-22history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L369.4K shares1.42%2025-09-302025-10-22history
VBK VANGUARD INDEX FDS36.8K shares-4.45%2025-09-302025-10-22history
V VISA INC24.7K shares0.19%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC23.6K shares28.77%2025-09-302025-10-22history
ABBV ABBVIE INC34.5K shares0.52%2025-09-302025-10-22history
MSFT MICROSOFT CORP15.1K shares-1.70%2025-09-302025-10-22history
KBWB INVESCO EXCH TRADED FD TR II92.5K shares-0.91%2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC107.8K shares-2.04%2025-09-302025-10-22history
Sponsored
AMZN AMAZON COM INC29.4K shares-1.06%2025-09-302025-10-22history
VLO VALERO ENERGY CORP36.3K shares0.04%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO16.9K shares0.27%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.17.6K shares0.12%2025-09-302025-10-22history
VO VANGUARD INDEX FDS17.8K shares-1.75%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC25.8K shares-2.96%2025-09-302025-10-22history
RPV INVESCO EXCHANGE TRADED FD T37.1K shares0.82%2025-09-302025-10-22history
BKNG BOOKING HOLDINGS INC636 shares-0.16%2025-09-302025-10-22history
Sponsored
XLF SELECT SECTOR SPDR TR57.9K shares0.31%2025-09-302025-10-22history
OKE ONEOK INC NEW38.7K shares-0.64%2025-09-302025-10-22history
CVX CHEVRON CORP NEW18.1K shares1.21%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS4.2K shares-12.58%2025-09-302025-10-22history
XLP SELECT SECTOR SPDR TR32.1K shares0.69%2025-09-302025-10-22history
VBR VANGUARD INDEX FDS11.9K shares-6.44%2025-09-302025-10-22history
MO ALTRIA GROUP INC35.1K shares1.71%2025-09-302025-10-22history
CRM SALESFORCE INC7.9K shares5.79%2025-09-302025-10-22history
Sponsored
IJH ISHARES TR27.4K shares0.32%2025-09-302025-10-22history
XLV SELECT SECTOR SPDR TR12.6K shares0.45%2025-09-302025-10-22history
XLU SELECT SECTOR SPDR TR18.8K shares0.66%2025-09-302025-10-22history
IJR ISHARES TR13.7K shares0.37%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC15.8K shares-3.77%2025-09-302025-10-22history
XLB SELECT SECTOR SPDR TR16.9K shares0.44%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.4K shares8.87%2025-09-302025-10-22history
TSLA TESLA INC3.3K shares31.46%2025-09-302025-10-22history
Sponsored
QCOM QUALCOMM INC8.6K shares-4.97%2025-09-302025-10-22history
VRTX VERTEX PHARMACEUTICALS INC3.2K shares0.00%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW14.9K shares0.55%2025-09-302025-10-22history
IHI ISHARES TR20.7K shares-6.26%2025-09-302025-10-22history
GOOGL ALPHABET INC5.0K shares-0.63%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR41.0K shares0.43%2025-09-302025-10-22history
ROP ROPER TECHNOLOGIES INC2.4K shares-15.71%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS6.4K shares-3.88%2025-09-302025-10-22history
Sponsored
PGR PROGRESSIVE CORP4.8K shares0.04%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW1.3K shares0.95%2025-09-302025-10-22history
ACN ACCENTURE PLC IRELAND4.7K shares-0.64%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR4.0K shares-0.79%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS18.9K shares0.48%2025-09-302025-10-22history
REGN REGENERON PHARMACEUTICALS2.0K shares-4.58%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC6.4K shares-0.28%2025-09-302025-10-22history
SHOP SHOPIFY INC7.0K sharesnew addition2025-09-302025-10-22history
Sponsored
AMGN AMGEN INC3.7K shares0.77%2025-09-302025-10-22history
ADBE ADOBE INC2.8K shares-0.07%2025-09-302025-10-22history
VFH VANGUARD WORLD FD7.2K shares0.32%2025-09-302025-10-22history
MELI MERCADOLIBRE INC397 shares0.00%2025-09-302025-10-22history
ORCL ORACLE CORP3.2K shares3.42%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP1.7K shares1.90%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS2.6K shares-5.56%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF12.7K shares0.00%2025-09-302025-10-22history
Sponsored
ANF ABERCROMBIE & FITCH CO8.4K shares-11.62%2025-09-302025-10-22history
BABA ALIBABA GROUP HLDG LTD3.9K shares0.00%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR24.2K shares0.32%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS1.4K shares0.07%2025-09-302025-10-22history
MU MICRON TECHNOLOGY INC3.8K shares-2.49%2025-09-302025-10-22history
SQM SOCIEDAD QUIMICA Y MINERA DE14.4K shares-34.85%2025-09-302025-10-22history
VOT VANGUARD INDEX FDS2.1K shares0.14%2025-09-302025-10-22history
PSX PHILLIPS 664.5K shares0.83%2025-09-302025-10-22history
Sponsored
VOE VANGUARD INDEX FDS3.5K shares0.52%2025-09-302025-10-22history
ASML ASML HOLDING N V618 shares32.33%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR873 shares-4.28%2025-09-302025-10-22history
MPWR MONOLITHIC PWR SYS INC573 shares0.17%2025-09-302025-10-22history
ICE INTERCONTINENTAL EXCHANGE IN3.1K shares0.29%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS7.1K shares0.50%2025-09-302025-10-22history
TTD THE TRADE DESK INC10.4K shares59.98%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC1.0K shares-3.05%2025-09-302025-10-22history
Sponsored
DHI D R HORTON INC2.7K shares-1.55%2025-09-302025-10-22history
FDX FEDEX CORP1.9K shares-7.97%2025-09-302025-10-22history
NVO NOVO-NORDISK A S7.8K sharesnew addition2025-09-302025-10-22history
INTU INTUIT632 shares0.00%2025-09-302025-10-22history
EFA ISHARES TR4.6K shares0.00%2025-09-302025-10-22history
XLI SELECT SECTOR SPDR TR2.8K shares0.40%2025-09-302025-10-22history
TJX TJX COS INC NEW2.9K shares0.31%2025-09-302025-10-22history
ITB ISHARES TR3.7K shares0.11%2025-09-302025-10-22history
Sponsored
AGG ISHARES TR3.6K shares0.97%2025-09-302025-10-22history
IYT ISHARES TR4.9K shares0.31%2025-09-302025-10-22history
ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2025-09-302025-10-22history
RTX RTX CORPORATION2.0K shares0.25%2025-09-302025-10-22history
XOM EXXON MOBIL CORP2.9K shares0.90%2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.20%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TR551 shares0.18%2025-09-302025-10-22history
WMT WALMART INC3.2K shares0.25%2025-09-302025-10-22history
Sponsored
DELL DELL TECHNOLOGIES INC2.1K sharesnew addition2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC373 shares0.54%2025-09-302025-10-22history
XLY SELECT SECTOR SPDR TR1.2K shares0.25%2025-09-302025-10-22history
BP BP PLC8.2K shares1.32%2025-09-302025-10-22history
ACWV ISHARES INC2.4K shares0.00%2025-09-302025-10-22history
GM GENERAL MTRS CO4.6K shares-10.98%2025-09-302025-10-22history
ALL ALLSTATE CORP1.3K shares0.46%2025-09-302025-10-22history
MS MORGAN STANLEY1.7K shares0.69%2025-09-302025-10-22history
Sponsored
LQD ISHARES TR2.4K shares1.12%2025-09-302025-10-22history
ET ENERGY TRANSFER L P15.6K shares1.90%2025-09-302025-10-22history
KBE SPDR SERIES TRUST4.2K shares-14.32%2025-09-302025-10-22history
EBAY EBAY INC.2.7K shares-26.72%2025-09-302025-10-22history
IYF ISHARES TR1.9K shares0.31%2025-09-302025-10-22history
BAC BANK AMERICA CORP4.7K shares0.53%2025-09-302025-10-22history
LHX L3HARRIS TECHNOLOGIES INC780 sharesnew addition2025-09-302025-10-22history
DE DEERE & CO508 shares0.20%2025-09-302025-10-22history
Sponsored
DECK DECKERS OUTDOOR CORP2.3K shares0.00%2025-09-302025-10-22history
LULU LULULEMON ATHLETICA INC1.3K sharesnew addition2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS2.8K sharesnew addition2025-09-302025-10-22history
SCHX SCHWAB STRATEGIC TR8.2K sharesnew addition2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP2.2K shares0.27%2025-09-302025-10-22history
LPLA LPL FINL HLDGS INC642 shares0.00%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED369 shares0.27%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO1.4K shares-3.27%2025-09-302025-10-22history
Sponsored
KO COCA COLA CO3.0K shares0.70%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available