$132 Million is the total value of WP Advisors, LLC's 68 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | iShares MSCI EAFEmsci eafe etf | $416,000 | +5.1% | 6,068 | 0.0% | 0.31% | +9.4% | |
| IHI | iShares Dow Jones US Medical Devicesu.s. med dvc etf | $284,000 | 0.0% | 1,702 | 0.0% | 0.21% | +3.9% | |
| CHK | Chesapeake Energy Corp | $51,000 | -13.6% | 11,907 | 0.0% | 0.04% | -9.3% | |
| BTEGF | Baytex Energy Corp | $30,000 | +25.0% | 10,000 | 0.0% | 0.02% | +35.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 18.2% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q2 2024 | 12.6% |
| META PLATFORMS INC | 31 | Q2 2024 | 9.3% |
| ABBVIE INC | 31 | Q2 2024 | 3.6% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.0% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 2.7% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 2.3% |
| BP PLC ADR | 31 | Q2 2024 | 2.5% |
| Valero Energy Corp New | 31 | Q2 2024 | 2.3% |
| WELLS FARGO CO NEW | 31 | Q2 2024 | 2.3% |
View WP Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-12 |
View WP Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.