$103 Million is the total value of WP Advisors, LLC's 63 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RBB | New | R B B Bancorp | $442,000 | – | 16,144 | +100.0% | 0.43% | – |
| RPG | New | Rydex S&P 500 Pure Growthgug s&p500 pu gr | $270,000 | – | 2,579 | +100.0% | 0.26% | – |
| LCII | New | LCI Industries | $210,000 | – | 1,618 | +100.0% | 0.20% | – |
| MMM | New | 3M Co. | $210,000 | – | 894 | +100.0% | 0.20% | – |
| DIS | New | Walt Disney Co. | $204,000 | – | 1,901 | +100.0% | 0.20% | – |
| VBK | New | Vanguard Small Cap Growthsml cp grw etf | $201,000 | – | 1,252 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 18.2% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 12.6% |
| META PLATFORMS INC | 28 | Q3 2023 | 9.3% |
| ABBVIE INC | 28 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.0% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.7% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.3% |
| BP PLC ADR | 28 | Q3 2023 | 2.5% |
| WELLS FARGO CO NEW | 28 | Q3 2023 | 2.3% |
| Valero Energy Corp New | 28 | Q3 2023 | 2.3% |
View WP Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-02 |
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.