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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 $270,137,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 182,089 $35,057,596 12.97%
2.
Invesco Exch Traded Fd Tr Ii
 477,199 $23,473,411 8.68%
3.
Berkshire Hathaway Inc
 BRK.A 51,959 $18,531,697 6.86%
4.
Meta Platforms Inc.
 META 37,889 $13,411,190 4.96%
5.
Alphabet Inc.
 GOOG 87,462 $12,326,043 4.56%
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)