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Home > Institutional Investor > Wp Advisors, Llc > Profile

Instuitional Investor - Wp Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wp Advisors, Llc
Portfolio Value $300,156,073
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 172,195 $43,121,168 14.36%
2.
Berkshire Hathaway Inc
 BRK.A 50,560 $22,917,837 7.63%
3.
Meta Platforms Inc.
 META 35,740 $20,926,131 6.97%
4.
Alphabet Inc.
 GOOGL 92,797 $17,672,311 5.88%
5.
Pfizer Inc
 PFE 520,854 $13,818,269 4.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)